Member Info for oufc

Thanks for posting the transaction Ilja, this is good news all round, a much simpler structure which will hopefully be a step forward in unlocking a more accurately valued share price.

I'm baffled by the share price movement, the company must be throwing off huge amounts of free cashflow and there is no sign of this changing, the only variable seems to be if its great or really great depending on the gas spot price, there really doesn't seem to be any massive downside only what level the cash build will go to. and yet the market continually seems to mark the company down without any justification (as far as I can see) I would appreciate anyone showing me why £2.40 or less is a fair value?

The Ex dividend date is set at the AGM on 23rd Feb as far as I'm aware.

The anticipated N Eigg "Exploration well capital costs estimated at approximately £45 million (gross)" If they can keep to this and with the money pouring in I think its definitely worth a throw of the dice. Although it would be nice to have a few more details like a Chance of Success! If it comes in there are so many knock on benefits in addition to any reserves/production uplift.

Yes, sentiment seems to be improving, the company is totally undervalued in my opinion, its got a solid profitable core that is consistently growing production/revenue and plenty of near to mid term expansion plans. Onwards and upwards

Looking forward the 2nd quarter should be amazing for news flow, start of production from the Vulcan plant, start of production from Salene Chrome and hopefully news and some more in depth details of Karo Platinum, all starting to feed in to record breaking production figures for the each of the 2022 quarters. If the PGM and chrome prices keep firming up the share price can only go higher.

Really positive news, well written and well laid out. The company has an amazing programme of growth in both the near and mid term

2022 is lining up to be a great year for ATM, expanding Tin production to 1300 tons/year will have a significant affect on lowering units costs on its own, combined with tantalum credits in the second half of the year and the potential production of a saleable lithium byproduct & associated offtake agreement later in the year, its a blue sky share! Plus the ongoing exploration and resource upgrades should also produce some good news flow over the next 12-18months.

In the update, in my view, there should be a few more hard facts about progress. I feel Anthony needs to move away from all the "potential, possible, we believe statements" Its been 7 months since the DFA announcement, we need a proper programme for installation and commissioning together with a bit more detail on the byproduct modules, together with good ongoing production obviously! Not much to ask

From Twitter feed.
Tamesis Partners’ note on AfriTin: price target 20p: click through to read the full note https://mailchi.mp/cbcde968491b/trr-increased-royalty-payment-4987502?e=39d20a583d #lithium #tin #atm

Great RNS, its what we have all been waiting for. a more definitive start to the eventual production of saleable by products which will change the whole economics of ATM. 2022 will truly be Afritin's year, as and when the pilot plants confirm production of saleable products, the massive phase two expansion will just be finance and logistics exercise.

The Karo update must be getting closer now, Phoevos mentioned in the last webinar (20/10/21) that he expected to announce the plans for Karo Platinum in the next few weeks, it will be interesting to see what reaction this brings to the share price.

On a more positive note its good to see the PGM basket price edging higher

Nothing really new, but all publicity is good publicity!

https://www.miningreview.com/base-metals/afritin-turning-tin-tactic-to-tech/

It was good to hear that news on Karo Platinum is only 3-4 weeks away, it will be interesting to find out what the proposed arrangements will be, I assume they will up their stake to 50+% and as Phoevos mentioned it will be a modular slow and steady approach, but the capex requirements and the financing arrangements and potential returns could be significant.

Tin at another all time high, showing the squeeze in supply shows no sign of clearing

Great news that Vulcan is on track to start production by the end of 2021, this will lead to a substantial reduction in chrome costs, a 20% increase in recovery rates is a major boost.

I hope the up and coming full year production report knocks it out of the park, we certainly don't want any negative elements, the share price needs to be encouraged to start an upward trajectory! If production rate s have been maintained/bettered our profits should be substantial and news of the Vulcan plant construction being complete and starting commissioning would be most welcome.

I think the revamped website might have gone live a few days early in error! There were a few bits that needed tiding up. So I expect we will get an RNS in the near future announcing a new corporate presentation, might even get an interview or two which would be helpful.

Theres also a New Corporate Presentation