Member Info for nesty

I would like to see new jig and a verdict in our favour for the Goantagab mine + throw in some SQM news, all nicely for the 2026 run off.

Some posters mentioned about comparisons with GMET when ACAM came onboard.

ACAM came onboard in February 2025, SP around 35p at the time. Today's price is 152p

Again, looks like things could move quickly with a major onboard.

It looks very promising for 2027 for ATM, but I would think the SP will move way before then.

Richy another piece in the jigsaw to form the overall picture, though I am not sure how many more pieces we'll need for the market to take ATM seriously, probably another 100!

Though, as I have always said previously, because of AV ramping, the markets haven't taken ATM seriously. However, with rising high tin prices and other news, this should eat away at that aspect.

OK many thanks Bothercom.

If people willing to hold (unlike this morning), I do think 2027, this could be mega and building throughout 2026.

Question, with ACAM, now in the equation, does this add more weight if an offer from SQM or alike for the entire company?

Or would SQM, just probably sole bid for LR, if the time is right?

Bothercom, this is good news, but AV still has a fair way to go to reach the acceptable benchmark on delivery of a CEO.

I am satisfied with this, yes, but we no where near fair value, what I would say is more of this AV and the new jig be another a step forward!

Nice RNS,

Is AV turning the corner, this is the kinda news we want

[and this is why ATM hasn’t developed as much as it has.]

I mean, as much as it should of.

My Take on AV is that he knows a lot about geology, he grown up wth it, it’s in his blood as AV said once. Though there is a difference between knows about rocks and minerials and doing actual business.

I remember on Dragons Den once, an engineer developed this remote control loft ladder, a great invention, but he had no real accounts or business sense. The dragons explained you are great at what you do, but we can’t really help you, as you have no real business sense at all.

This reminds me of AV, he lacks experience in certain key business areas, and this is why ATM hasn’t developed as much as it has.

Yes it has progressed, but had someone got the previous key business decisions correct, this be +10p by now.

We got to hope that AV has finally learnt from his errors, there is no more room for screw up’s.

All IMHO.

Agree RGBUK.

AV has never delivered, I don't think our research has been wrong in the instance of the overall asset.

What has been not accounted for is how inept AV is. Sadly, I think it will be outside influences that will make ATM successful, not the BOD.

To be honest, it's up to AV to perform and pull this out of the bag.

He has multiple screwed up, but I am hoping even he can get this project fully on the road from this position.

To me this seems like that Orange want to get the shares in place before the serious news hits.

They are sticky holders, not sold 1 share.

It's a positive, it giving off the hints that news isn't too far away.

TD2 - OK Thanks for that.

Lets hope for a decent 2026 in ATM, we've been awaiting long enough!

Interesting posts this evening.

I am looking forward to seeing the drilling results. If they are good, I wonder if SQM will fast track that schedule? Is there a likelihood they would buy without a DFS?

Though, for the meantime, we need some news on the additional jig and hope that tin prices remain high into Summer. Then this might be the year we all been waiting for.

Sometimes it makes me wonder, since SQM been onboard, if this has been the main focus?

If SQM were gonna offer something like that!

Now that's what I call eyewatering!

I agree TD2.

Naturally, I like seeing the SP rise, but we have to have some information from the company, rather than outside influence to underpin it.

Completely agree TD2.

I ignore AV tweets, I only accept official RNS news now, but we need something to rubber stamp this rise.

I got in here in 2022 with a 5 year plan.

Although, I thought with the asset and what ATM have, that SP plan be reached in 4, I think it can be reached in 2027.

2026 should provide to be a decent year for ATM, but this is highly dependent on the BOD to actually perform for once.

The issue ATM has had has been very poor business decisions, racking up debt and ASIC too high.

It is essential that AV takes this opportunity to capture this moment.

That's a good sum up!