Member Info for nesty

Generally, for miners it's about fatten the calf, as so to speak for possibility selling on.

We have the assets, just AV hasn't made the most of them until now we shall see!

I would want a eye watering offer for this, considering the time and hassle this has been being a LTH!

When invested here in 2022, the buy out was the ultimate plan for me down the road.

I know how long is a piece of string question depends upon the LR results, but I would expect a buy out vastly north of these prices.

RE Brandberg West a JV (like with Lithium ridge) is the only way, we can’t afford to drill that out on our watch. I agree would really help us with Market sentiment.

I do think that this year AV has to finally produce the goods. There is no excuses now. TBH, shareholders have had a lot of patience.

Agree Richy. I await news to see what news is occurring as still a vast holder!

The debt does concern me a bit, we don't know for sure if we are turning a profit or not, only 10 months away are the Orion warrants.

The last results indicate another going back to the market in Spring, unless we know what is occuring with the revenue?

This is what I see, but this all could change.

Until AV delivers on this and by that I mean official RNS news not him ramping, then I remain bearish until otherwise.

Jig news is the only thing short term we can expect.

I don't think SQM will post any result this quarter (happy to be proved wrong).

Higher class ore no chance until May, it will go to a court case in March allow 2 months for that if it goes in our favour, talking May.

Brandenberg west we can't afford to go anywhere near that yet with the debt we have acquired. The ideal solution would be to sell it to pay for debt.

I am happy to be proved wrong ritchie, but the high tin prices are in our favour, but I am only going on he RNS news I currently have, naturally this could change, I think we could be going to a non news period apart from the new jig.

Yes there are a few catalysts for the longer term, but I am talking about the shorter term ones, as they are the ones required to underpin the SP.

Without news it's sentiment driven.

Apart from the new jig I think it will be a barren news period.

All IMHO.

The whole asset should be straightforward, but AV hasn’t made the best of it.

Over the next months, the only news I can see will be the new jig, seems like been really dragging on when that be completed who knows.

The ore from Goantagab, but even if the court case goes our way I doubt we’ll be seeing any benefits from that until at least May.

Naturally some news from SQM, (always possible I suppose), but again I suspect this will be the next quarter.

I am not sure if we shall be ultra news driven over this quarter?

All IMHO

I am hoping we can see some real upside in 2026, first tin and cornish metals both up today, probably due to tin prices, though we just seem to get left behind.

IMHO, this really is the last throw for AV to finally deliver on a massive score.

Have a Happy year all, lets hope AV can pull out some magic for 2026!

The offer from SQM is my preferred option in all of this, the main reason why I bought in here.

Have a Merry Christmas all ATM'ers!

Hopefully, we will have some decent news in 2026!

Faramog Nice write up.

The 2 things we require, as you noted are the new jig and the ore from Goantagab.

The new jig I would of thought should be finished soon, the commissioning commenced in September, though it is a bit of guesswork, as you don’t get any clear timelines with AV. It is like they have broken so many, they just given up on that aspect.

The Goantagab ore could be many months away, a full hearing is scheduled for March, have to allow 6-8 weeks for that, so if successful, probably looking at May to obtain any part of it.

I want to see decent figures, such as ASIC down and soild news (not guessing), The results and trading update left some grey areas, the Orion warrants are not that far away now. Though that said there should be some news from SQM drilling in the next few months.

I suppose if Tin prices hold or indeed step on and view 2026, as a whole it could be a decent one for ATM, but I have been saying this since 2023, so it’s still down to the waiting game!

Alright Troajan, alright!

TD2 - Lol classic!

I look back on my research notes, I felt I wasn’t wrong in entering in here, as the overall asset is quite magnificent, the CEO had a lot of skin in the game, it looked like a fantastic builder share.

However, what I couldn’t plan for is the inept planning and decisions from AV over the course of the last 3 years.

I don’t think 1 deadline been met on time, rarely anything gets seen through, which says it will. There has been many failures throughout. What p**es me off is year after year, AV doesn’t learn from these errors.

This what I was saying a few weeks ago, we are being highly dependent on the high tin price, not anything the BOD have actually done. I shudder to think what the car crash would be if tin was low $30k.

I reduced my holding when I suspecting that Goantagab deal wasn’t progressing, as it was RNS’d and the last trading update very disappointing and underwhelming. I’ve reduced my exposure further, because I can’t see any real news until April or beyond.

I still have a decent holding, but I want to see concrete news before I expose myself further.

All IMHO

April the SP could look a different proposition, then again I have been saying this for 4 years now!

I reckon by end of Jan or Feb be $50k.

All IMHO

[They've dropped publishing the AISC for a reason. The reasoning will not be a positive one.]

Exactly, this method reminds me like those restaurant hygiene ratings, you always see a 5 star rating published in the window, nothing else!