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https://tradingeconomics.com/mozambique/composite-pmi

The Standard Bank Mozambique PMI inched down to 49.3 in December 2020 from 49.4 in the previous month. The reading pointed to the tenth straight month of contraction in private activity, as the impact of the COVID-19 pandemic remained weaker than seen earlier in the year. New orders declined at a faster pace, amid a drop in client numbers and reports that export goods took longer to arrive at destinations. Meantime, output continued to expand while employment rose at the strongest pace in ten months. Purchasing activity dropped for first time in three months, due to a fall in new orders. On the price front, input costs increased for first time in nine months, due to a weaker exchange rate and higher staff cost. As a result, selling prices increased marginally. Finally, sentiment strengthened, on hopes of a global recovery due to the development of COVID-19 vaccines.

And it's worth noting that pricing above $1,000 has been sustained since the final week of 2020.
https://palmoilanalytics.com/price/crude-palm-oil-cif-rotterdam/

The market fundamentals suggest these levels are sustainable for the mid to long term. All good news for DKL.

LME Tin closed @ $21,034 yesterday.

Agreed, and well said!

ATM's directors are party poopers! Whenever you think things are gathering pace they always beg to differ!
I could tolerate the repricing if they could exercise sooner as it might help with funding...
I wonder how they reconcile their 12 month target with their two brokers research targets?

$21,000 lurking nearby! High of $20,800 today according to https://www.investing.com/commodities/tin
Other price sources concur!

Wow, this BB is like the magic bus; ages go by without a comment and bang two comments one the same day!

It feels to me that Mozambique is such a tough basket case it will take a few more years for AGTA to turn the corner if they manage to survive. I think the team is trying the right things - new product lines, the new DECA Snax idea, the attempt to significantly scale production but the national environment is unsupportive... being unable to buy maize from smallholders because transport systems are shut down? What gives? 18% interest rates? Hopeless government...

RetiredBanker - I see some value in tactically increasing exposure (averaging down as you put it). The SP can't be too far from its base. Unless a major holder decides to dump I doubt MMs have a big enough inventory to offer. And there's always the speculative chance that Hamish will make an offer for the remaining 50%.

According to ATM's twitter feed Hannam has posted an updated research note.

Yes, LME Tin is getting very comfortable at the $19,000 level. And judging by the continued moves in ETFS Tin and ShFE tin futures I anticipate a close above $19,500 tonight.

I guess I'm the odd one out, not too worried about "dilution". With just 750K shares my fractional fraction of 1% will be "diluted" into... well... a fractional fraction of 1%!
Seriously though money for equity is the whole reason for being on AIM - ironic that equity "investors" are worried that a young listed company is raising more equity funding; almost like "OK, now that I am in don't sell any more shares!"

"Please also note in order to retain market cap neutrality for the event, the price being used for the addition of Helium One Global will be adjusted based on the last traded price for Attis Oil and Gas."

https://www.londonstockexchange.com/news-article/market-news/attis-oil-and-gas/14774717

https://venturebeat.com/2015/01/18/how-venture-builders-are-changing-the-startup-model/

In addition to SassaJ's useful comments, venture builders are necessarily extremely well capitalised businesses, able to fund multiple project teams for many years before seeing a return. The Pareto Principle applies (actually a much tighter ratio) where the bulk of their eventual returns comes from a fraction of the projects they undertake hence the need for significant capital resources and diligent expertise.

"AIM is way too crooked for me"

DISH might very well be crooked but it is not AIM.
It would be miles more transparent if a NOMAD signed off RNS - AB would not get away with so much ambiguity.
It would be more informative if it maintained an accurate investor information website (Rule 26). The corporate website still lists Tom Sumner as CEO and Simon Perree as NED!

A clear case of "be careful what you wish for!"
A stock like this thrives on mystery, guesswork, gossip, innuendo, rumour...
Factual data, RNS or audited results simply busts the bubble!

If this were an AIM company I doubt any half decent NOMAD would have allowed many of the RNS releases.

"on the plus side you get an honest assessment on this board from individuals who I think seem to really know their stuff!"

Certainly would be nice to one day read something from one those "individuals who ... really know their stuff" as opposed to the regular diet of shallow pseudo-cynicism masquerading as informed opinion...

It's worth keeping an eye on transactions over on the AQSE: https://www.lse.co.uk/ShareTrades.asp?shareprice=AGTA.GB.PL&share=Agriterra-Ld

Multiple occasions observed over the last few weeks where MMs have duplicated an "O" type sell trade as an "AT" or "UT" sell trade. Being SETS traded automated trades have an effect on intraday % moves - e.g. today's 20,000 UT tracks the shares as 25% down. Not sure what's going on but seems manipulative to me.

Company results might be released this month if not delayed again. Quite amateurish of the company and Caroline Havers that they are multiple periods late in posting results.

I think there will be at least 414m shares on admission 15% of it held by AOGL shareholders (£1.76m divided by 2.84p). The actual number will be confirmed when the admission document is posted.

As per HE1 presentation new placing shares represent 34.1% of the enlarged capital. Bear in mind the placing was originally £4m but was increased due to demand. With that size, presumably issued at 2.84p, MMs will probably be cagey with their opening bids.

Some junior helium explorers soared x10 between April and Oct. See slide 6 of http://www.helium-one.com/presentations/
I think HE1 will perform well over the coming year, it has serious speculative quality due to the massive size of the resource. It could possibly be the EUA of 2021.