Member Info for nesty

Bought some more this morning, and judging by the trades so did some others!

Richf3 - you have to make the best of a certain situation, I shall be topping up this week also.

That would be desirable yes, to know that things are on course, I am not sure what AV can say, there is an apparent seller here, but acknowledge the market conditions are not exactly helping.

When people talk about sentiment, it can all change very quickly. There'll be a few hoovering over the buy button, as they'll think this is a good zone to buy and make on the SP.

If the seller suddenly stops, then this start repelling past 3p and upwards, the so called destroyed sentiment would all be forgotten.

The de rampers are coming on here, because they see an an opportunity, or to try and get a better buy in, one in particular, just goes around the boards making predictions and it appears the majority of their predictions are wrong, just because the SP is low, it doesn't make this a dead share.

However, I agree I would prefer the SP to be a bit higher, but I do think that ATM will weather this SP storm and I am looking at another top up.

Balanced 66 - RE AIM companies yes I wholeheartedly agree, that is normally the case, you'd get a director putting in a grand worth, when on £250k a year.

However, with ATM they are doing work to obtain a larger picture, also that AV and board have serious skin in the game, which sets it aside from, what I call usual AIM stocks.

All IMHO

UKsteveg - no it's not an attempt fair from it. The reason why this has dropped is because probably of a seller, yes we don't know whom or why for sure, but ATM has had news, the SQM contract for one, it's not as if things are not occuring in the background, which ATM aren't working towards.

IMHO, this time will pass and ATM will get stronger in 2025, though each to their own views.

I think in times like this you have too scrutinise why invested in the first place. I think of my investing habits years ago I didn’t see things through, I’d jump from one AIM market train crash to another, but I don’t have that feeling here about ATM, I see a decent future here, despite the current SP.

I remember Warren Buffet saying he never bought anything he wasn’t prepared to hold for 5 years, in a way it’s true, I can recall a few AIM shares was I in, I sold at low price as wasn’t going my way, only to check back a while later and they bagged. I knew investing here it would be a longer story, but it feels like risk to reward, favoured reward more greatly, my thoughts on this haven’t altered.

The company has made good strides, the one thing I would say, I would of thought progress would have been slightly more rapid, IE further on down the line in production and SP wise, the length of the SQM contract was one, ie 17 months. Also, the comms from AV can be all too rampy, then he goes cold, like now!

I do think that in 2025, things should look more structured with production, additionally with SQM on board we’ll see the benefits of the deal, because at the moment it is in it’s infancy.

My attentions are more focused upon ATM 2025, than on the noise at the moment, but each to their own, everyone has their own investment strategies.

All IMHO.

Bothercom – Recommended post. I am too a fairly large holder in the scheme of things for AIM. I entered in here in 2022 for a 5 year plan.

To other posters, I can understand people concerns about the state of the SP at the moment, many in here like myself, probably have higher averages. Though, looking back over my notes in 2022, the company has come a way since then, sadly the SP hasn’t always gone according to that path. It did peak at just below 9.5p, in June 2023, I did buy a tranche at 8.9p, (eyes roll), though TBH I am down on every tranche, but I have managed to get a what I call a decent holding because of the lower SP, than if it had just stayed at say 6p! I am debating another purchase at these levels.

The AIM market is volatile at the best of times, though I am here for the game down the line, I am not here for 25%, I bought in because of the longer story and possible multiple bangs, I can wait for that.

Interesting point about the market punishing ATM for being in production, it is just that, how many times do we hear of miners with a higher SP valued on just a pit in the ground. This period is where ATM will be at it’s most vulnerable, the crossover of taking in the costs, to get things more productive, then mix in an intuitional seller (we assume), this could be for any reason, but simply could be just their exit time is now due regardless of actual news, naturally this will impact on any SP. It’s times like this when the low tally posters arrive or other trying to scare people to get a better buy in price.

The XRT sorter will be online in late Feb / March, it’s not, as if there isn’t things that are moving towards a greater picture It’s like a 1 steps back to get 2 or 3 forward in 2025.

Yes a more of a wait, patience required, but I think down the line in 2025, many will be thinking what 2p zone?

HI Antroot

I have to say I saw 1 post tally and thought oh now not another one! However your view is balanced it's fair to say.

Agree about the ASIC is is high for what it is, but as you state there has been some good positive news flow, this is why I think this will bonce back, many have short memories about the signing o the contract with SQM.

The volatility with the market is only too apparent and yes I don't like seeing the SP in the 2's, I thought we'd be further up on the SP by now, it is AIM market and I am prepared to see this through, though if would prefer a bit more comms from AV on the current SP and what has been occuring.

AIM shares drift down on sentiment, but I don't buy the fact, they don't know who the seller or sellers are, the comms as usual has been quite disappointing in this instance, I still think this will come good in time, but only until this constant selling halts, but it does seem to be going on for an eternity

Agreed Copper, sometimes you just have to hold through!

They don't know they are merely guessing at the placement comment, like there were guessing about the 2p region, there been a few factors, one of which caused this mainly by a seller, which is vastly dragging this down.

They now trying to seize a buy in price and what better to try and add to the hysteria by throwing in the P word, classic AIM deramper tactics for a cheaper buy in.

The SP surely is being shorted down by someone, or just mass selling, another tin company on my watchlist and they have practically bagged in 8 weeks, they just do Tin not everything else like ATM do.

It seems like we are being specifically targeted, but again I shall take advantage of the low SP in having some more.

TBH I am not overly surprised by the dip, I will certainly be adding at these levels.

Naturally, a big seller in the background and not a lot we can do about that, the selling creates a sentiment downturn and then you get the usual de rampers turning up, what amuses me about these people they’ll go around various BB’s trying to get a cheaper buy in price, probably 9 out of 10 shares they commented on don’t drop to that price, they get it wrong, never come back to say they were wrong, but the 1 or 2 shares that do drop, they like I always said this was the case, as if they knew it, when it was just a random guess.

The actual dynamics of the company haven’t changed , so I am confident in time this will come good despite the low SP currently.

Here we go again, there is someone on ADFVN who said they sold out, tho touts the same 2p thing, fairly obvious what their objectives are.

2 million at between 5 and 6.5p and your selling at the lows, it all could change rather quickly once the seller is out, but each to their own.

TDT - No worries, just jesting! :-)

TDT - What you feeling bullish now!

It looks like it slowly coming together, Lithium Petalite sale and ASIC down slightly, starting to take shape for 2025 IMHO

Richy I agree with the value and SP, when is AV doing the roadshow?