RE: Goantagab Tin.11 Oct 2025 14:56
I have to say I am currently not entirely happy with the mood of the ATM atmosphere.
The progress has been so slow over the years, I came in here with a 5 year plan, TBH I thought I would be practically be at my exit point SP by now. I initially bought around 5-7p mark with a view of 25-30p in 5 years.
Some might say that could still be achievable down the line, if the new jig and the Goantagab Tin comes into fruition. I was fortunate earlier in the year to really lower my average (remains to be seen if that was wise or not), buying in the 1’s and 2’s.
Though, back in 2022 there were less shares in circulation, whereas now there appears to be loads, but you have to question why?
The Orion deal for sorters, which we’ll be lucky to see in 2027, dilution in the summer because of a c**k up, (probably by AV) and warrants. It means we really have to motor to get up to certain SP level, as the mountain gradient has become steeper, because of this extra share load.
We’ve been stuck at these levels for what appears ages, with the Tin prices as they are all other plays SP seemingly are reacting, but ours is not, (well not yet).
I feel we have never really received what I call a blockbuster RNS, with great market accolade, there has been some jigsaw ones I call them, which a piece fits into the larger picture, but you get the usual 10% rise only for the SP to finish in the red at the end of the day.
Rawlinson going, all very strange espeically with the timing, then the next thing straight after AV getting all twit rampy by saying multiple SQM rigs at Lithium Ridge, well there is bound to be, but just what news is coming from there?
Basically, we are SQM Bit*chs in this regard, as a poster says, we are the fallback for SQM when Lithium prices rise, but AV uses this small talk, as something major is happening on the horizon, when it’s not, it’s perfect deflection of someone who isn’t delivering.
I feel all of this atmosphere is down to AV. He just hasn’t performed at all, if he manages to get the jig installed and Goantagab Tin, I think it’s perfect timing, he needs to step aside to allow someone who’s obtained greater experience in delivering prolific results, to be installed, as get to a mid tier miner, someone else will be required.
All IMHO!