Member Info for nesty

There is always a seller here it seems

Also, a lot of the news tends to be tinted with some form of negative, it's never 100% great like there is often a debt / warrants implication.

The high tin price has saved AV IMHO. Though, it is great to have a bit of luck.

I am hoping that 2026 can be the year that ATM finally breaks free, but I have saying that for the last 4 years!

The market wants to see a company in profit making revenue.

Sadly, AV in the past seems to been relying on too much news that is years away, boosting the SP.

The market is brutal and it wants to see the here and now, once ATM pleases that aspect, we shall be re-rating.

I can see some really worthy news flow over the next 2 quarters.

Hopefully for once this will replicate in the SP!

Good news I have to say!

Richy you'll be TR1 territory soon!

Hardly a surprise, good RNS and the SP down.

Though it goes back to what I have been saying about the market taking ATM or indeed AV seriously.

I suppose we shall know that time when it occurs, but I agree with Peking, the market wants to see money in the accounts and more production. LR and BW are lovely additions, but they just that, we need the basics forefulling; IE Uis pumping out the bread and butter Tin and get the higher grade tin from Goantagab.

Once that can be achieved I think then ATM becomes a different beast.

All IMHO

Nice RNS.

It's looking good via the SQM aspect, should be receiving some good news flow over next quarter

The thing is with AV tweeting, if he had absolutely delivered on the SP, I say yeah I can understand the tweeting.

Though, AV needs to be concentrating firstly on delivering shareholder value, which sadly has been vastly lacking.

It's like the more he tweets the more the SP goes down.

Gibdog, I have been in ATM since 2022, so I have seen how the ATM price moves. Sadly, it is not a quick mover.

The biggest rise one day I can recall is 25%, but then next day it went down 15%.

The most vibrant run was when we had the 2 x TR1 in spring 2025. it went from 1.60 to 3p within 2/3 weeks.

However, pressure is building again and I feel that we shall receive a similar SP uplift like we did when the TR1 came in 2025.

In ATM, it’s all about sticking it out.

However, AV tweeting accounts for nothing with the market, in fact because of his constant tweeting, it is why the market doesn't take ATM seriously.

An additional purchase on a TR1, would greatly assist the SP.

It's unbelieveable, if keeps rising, be double our hedge rate soon.

Surely the SP can't be surpressed much longer.

I am revising my Tin prediction, I think Tin can break $70k by end of Feb

You not missing anything, this is how ATM plays out.

Sadly, we often don't appear to be marked up by the market, I suspect it's because of AV. However, I am hoping that this perspective will change when more things come our way.

Gibdog101- The way I sum it up is, that we need to get the basics correct (Uis & Tin), then concentrate on the advanced stuff, LR & BW!

Nice write up, I think Oak bloke has been to Uis previously I believe.

I agree re the mine, I am of the thinking that surely the mine will win the case, as it will benefit the Nambian economy.

I think we just have to wait for it and it will come.

Just to emphasise, what I am saying about ATM slow SP rise.

First Tin (1SN), has bagged 100% in a month without an RNS.

Here we have had 2 extremely good RNS's and we struggle to break 5p.

This is the most frustrating example of ATM, though I do believe that partly this is down to AV's previous ramping and the market doesn't take us seriously enough; well not yet!

All IMHO.

Well re the accounts we assume they are making good money, but they have a hedge until May, so we require Tin prices to remain high throughout 2026.

The downside with ATM is AV, he can deliver better, I think he maybe turning the corner, but that has been assisted by rising Tin prices, we do require the 2 things I have mentioned to really ignite this. Although I think AV is going in the correct direction, we do still require more from him on the delivery aspect to win the market sentiment over.

First Tin today done 20% today, I am in there with a small holding, but ATM never takes massive strides in the news front, but with proven RNS news, I hope this scenario to change in due course.

I wrote to the company about the jig and Goantagab court case in November. I got a reply back after about 4 weeks, but a totally neutral email saying they will update the market when ready.

It's a bit pointless writing as they won't mention anything market sensitive.

The jig should of been commissioned by now, but deadlines are not ATM or AV thing, so they stopped issuing them now.

I am only going on what AV saying at that interview and seems like still work to do.