Member Info for longjohnantimony

a game for mugs, DD or no DD it really makes no difference, as it all really looked quite good on paper
now the 2.30 at kempton that's a different matter

Hi UrbanFox you come up with some good info, and the figures from your previous (long) post identifies a discrepancy between SP and 'value' of asset. This investor (me) would like to know why there is such a discrepancy, and while I have no interest in dissing the whole tri star narrative the whole dragged out story has gone on for a very long time.
Yes there is some dealmaking going on, but the nuts and bolts end is still far from clear, feed stock, production and sales.
Your Roskill summary gives a good insight into matters. Yes China production is dropping off, but rather than a big empty gap to be filled, Russia and Tajikistan are in there...NOT us!
Also i believe gold by-product was coming to SMPT from Olimpiada...an antimony competitor...."sure you can have the gold-sludge......and btw, here are some antimony customers for you too!!!!
As demonstrated I have zero knowledge of these markets, but given the recent comments from RVS I think a clear understanding of our place in these markets is essential for value to be put back into our shares.

Hi Harley; gotta be positive my average is 80p, but lucid too. If the deal for supply by Traxis is dead, and a replacement is not yet established that is a worry. Likewise sales.....replace existing sellers, not simple, just discount?. But as you say how do we know what is for real.
So if this is all baloney and fake news let the Co. say out loud all is great, no probs here.
Either it isn't, great or the agenda is for keeping SP low.....another matter.

RVS34 could be right. If the plant doesn't have feedstock and management has little clue into how to muscle in on existing antimony market (as well as all the deal making) it would go a long way to explaining why the SP is where it is, and sadly why it is likely to remain that way.
Until of course someone explains very clearly how this bells and whistles plant is going to deliver and invoice all those lovely kilotonnes of produce.
There is a lot more than GLA needed here.

have a gut feeling we are onto something

60p.....£1; OK let's split it and say 80p
Money back after 10 (?) years.
Lucky I'm a sophisticated investor.

@ TDT thanks now, got to help I suppose (the critical bit)

a while back Tri Star was buying disused antimony mines in Turkey on the basis of a report that rated antimony #1 for materials of strategic importance (or something).
Still the case (strategic importance) ?

Long-time lurker, long-time long….still waiting for the X bagger.
Here are some thoughts.
Produce commercial grades, then ramp up production. Given what we know this should be doable but debt is increasing all the while, and there is probably more technical tweaking needed.
Once we can produce antimony/gold we then have to sell the stuff, and I think once we get a revenue stream SP should wake up. All the fantastic projections we have seen over the years are based on tonnes/year, invoiced tonnes/year even better.
This all sounds a bit obvious, but I have no idea how the antimony or gold market works!
Will our production fly out of the stockyard, or will we battle for sales?
Do we sell direct to end users or is there some consortium or other? Do we sign long term supply contracts, or is it tonne by tonne?
Can anyone shed light, because waiting simply on a purer antimony ingot is not the end game.