Member Info for lowlander

Shareholder register updated 31st Jan

in rough millions

Orange trust +48 but they converted the loan into 59 mill so maybe sold 11

ii +8

Hargreaves +12

Cannacord +2

Still doesn't really account for Jan's volume of 250m +

Agreed Jam2morrow there has been a big seller/s here for a while, both afrimet and capital international dropped below 3% at the end of December. Equally though for every seller there must be a buyer or buyers with deep pockets who have been soaking up everything that was availaible, lot of shares traded lately with very little price movement. We have had more price movements with much lower volume in the past!!

Should be a tr1 but we are not UK we are incorporated in Guernsey so I think it is only when each 5% is passed that a notification is required. Anybody more knowledgeable know if say Afrimet hit 0% do they even need to notify?. 50m seller was supposed to be out on 22nd Jan but no notification officially?

I still feel the big boys and girls have been quietly getting their ducks all lined up ready, but what do I really know (probaly not a lot)

The trading pattern here has been interesting we are back at the same share price we were mid december. December we had about 100m shares traded but January volume was a bit over 250m, the big delayed and late reported trades seem to have tailed off over the last week and volume so far today the lowest we have had in a while. I feel that big investors have been positioning themselves, I don't think many pi's would have the ability to do after hours trades for 1m+ shares, just surprised we haven't had a holding RNS, Andrada have been updating the shareholder register on their website each month and it will be interesting to see what this months update shows.

Only my opinoion but this seems to have been getting set up ready for a truly transformational year ahead (I hope). GLA

Morning all

Good try HarChris but you missed out the copper.

As Gibdog say's quick turnaround.

Much as there is a lot of focus on the money involved in these joint ventures I really think that is only part of the story, there has been criticism of ATM not making the most of opportunities I like the bit in the rns today " a strategic partner at both the project and corporate level.".

Both ACAM and SQM are serious players they are not going to mess about in the current climate they will want results it is not just the money they also bring expertise, the third drill rig on lithium ridge is a good example no chit chat about it being a good idea it was deployed to site and working pronto no messing, someone looked at the schedule and decided it needed speeding up.

ps- tungsten west up another 13% odd today

Good luck all.

Tungsten west's mcap has just passed £ 200 million with no production yet, our mcap of £80 odd million here is crazy in the current market for all the assets we have!!

Am I missing something here??

lots of big late reported trades including one for 5 mil shares from monday!.

80 million shares traded so far this week!.

News and interview and oak bloke article.

Despite all this the share price has remained firmly fixed in the 4.4 to 4.6 range. This has to be big holders / ii's getting positions sorted can't be pi's surely?

Anyone smarter and more knowledgeable than me have an answer no tr1's so far ?????

The loan was earning them a 50,000 dollar a month fee so they must feel the shares will give a better return than that !!

Updated shareholding on the ATM website

Afrimet resources AG and Capital International have both dropped off the 3% shareholder list !!!

Were they reducing and is that part of what has held this back ????

Sorry Stas but I think Bogof is correct, you say in your previous post

"🔹 Before the IPO

• Shares in the whole company = 2.835m

• TEK’s ~2.9m holding represents ~70% ownership "

I think you need to check the maths I don't think 2.9m is 70% of 2.835m

Well the company did have TIN in it's name until they changed it in January 2023 !!!

Admission of the shares was tomorrow the 16th so they don't have the shares yet so no need to notify, we will have to wait and see.

Q2 update rns is out just not showing here yet!

Tin concentrate produced: increased 17% Year-on-Year ("YoY") to 453 tonnes (Q2 FY2025: 388 tonnes), marking record quarterly production.

Contained tin: increased 14% YoY to 273 tonnes (Q2 FY2025: 239 tonnes), reflecting enhanced operational efficiency.

Tin recovery rate: improved to 73% in the Quarter (Q1 FY2026: 69%).

Realised average tin price: increased 4% YoY to USD 33 308 per tonne (Q2 FY2025: USD 31 937 per tonne) benefiting from strong global tin market fundamentals.

Tantalum concentrate record breaking six-month production at 27 tonnes with 10 tonnes concentrate shipped during the Quarter.

Jig Plant: successfully completed on schedule and on budget - commissioning commenced end-August 2025, positioning Andrada for further production acceleration.

Lithium Ridge: Stage 1 exploration drilling with SQM Australia (Pty) Ltd ("SQM"), progressing well, advancing the Company's strategic minerals diversification.

First-half ("H1 FY2026") performance: Tin concentrate production up 14% YoY to 858 tonnes, contained tin increased 11% to 511 tonnes.

Back again but upped the stakes this morning 9 shares this time. !!!

Average trade size over 100k today and just a few regular posters, this certainly feels like a serious player or players driving this rise not small pi's. With some good news and production figures coupled with increased sentiment and awareness where could we end up??

Morning Richy, and thanks to you and the other excellent posters on this board.

Q1 trading update was the 17th April, Q2 update must be due anytime now .

Steady rise in both price and volume over the last few days. Optimism for good news or someone in the know ?????

It's been updated ! as at 28th February 2025

"In accordance with the AIM Rules (Rule 26), in so far as the Company is aware, the percentage of the Company’s voting rights that is not in public hands is 19%. On 6 March 2025 , ACAM LP became a 3.50% shareholder and on 11 March 2025 JLE Group Limited became a 5.01% shareholder. The full updated significant shareholding for March will be provided in April 2025."

https://andradamining.com/corporate/shareholding/

Good finish to the day. How high I wouldn't like to predict but we certainly seem to be going in the right direction, anyone waiting for this to fall back a bit to buy may have left it too late but time will tell. Good luck to all.

This is being driven by the big buyer at the moment I guess the question is what percentage of ATM do they want and how much are they willing to pay to get it?