Member Info for Richyf3

Its a great side business from the plant while we are producing tin , then there is the lithium also .

As we all all focus on the completion of the jig plants for most investors looking at TIN and the potential revenue but we also need to remember to produce’s tantalum . Production of 7.4 tonnes of tantalum concentrate in FY 2024, with expectations to increase to 83 tonnes per annum post-implementation of an ore-sorting facility, enhancing revenue diversification. Last update was an improvement again in performance during the quarter ending in may2025 of 12 tonnes of concentrate . We have a deal with AFRIMET on this . The future revue of JUST TANTULUM is very appealing .

Some decent money entering. been a buyer on the book over the last week.

It’s only up about 180 tonnes , still under 1900 tonnes .

All signs point toward another lithium bull cycle. Spot and futures prices could rise sharply in the coming months and years as the market wakes up to the deficit.

🧠 Canaccord has been one of the first major players to revise forecasts upward, but even their estimates remain very conservative (demand of only 2.27m t LCE by 2030). Expect further upgrades and sentiment shifts from other institutions soon.

I do think wee could be at turning point with lithium . certainly looking better

The Next Lithium Bull Run Is Taking Shape

In the early 2020s, lithium analysts largely underestimated the supply contribution of lepidolite, resulting in temporary price relief. However, we’re now seeing a repeat of that forecasting failure, but this time both on supply and demand side.

🚗🔋 Experts are once again underestimating explosive lithium demand growth driven by:

•Electric Vehicles (EVs)

•Battery Energy Storage Systems (BESS)

•Electric Trucks & Buses

•Robotics & Automation

•Robotaxis & Flying Taxis

Meanwhile, on the supply side, the market is headed for trouble:

•Rising production costs vs falling prices are squeezing margins

•Stricter environmental regulations are slowing project approvals

•Few Tier-1 lithium projects are coming online fast enough

📉 Supply-Demand Outlook (my estimates)

•>4 million tonnes LCE of demand expected by 2030

•

With lithium making a move north from the bottom , this could be a dream recovery and start show casing our lithium assets. SQM earn in of $40million speaks volumes already .

This is some move from lithium

Jul 25, 2025

#Lithium Carbonate 99.5% Min China Spot

Price: $10,155.32

1 day: $+327.37 (3.33%) 📈

YTD: -0.99%

#Spodumene Concentrate (6%, CIF China)

Price: $810.00

1 day: $+46.00 (6.02%) 📈

YTD: -0.74%

Yes nesty but I’m not getting to hung up on that just yet I’m bothered about end of year just incase things aren’t fully operating! Don’t want to get my hopes up just incase

Tin demand is projected to double by 2040, fueled by its critical role in solar panel coatings, sodium-ion batteries, and electronic solders. However, the industry is not investing sufficiently in new mines, with only four new tin mines commissioned since 1985, according to industry reports.

This is why I’ve been holding on so long for the real value to come , operations like this are not built overnight they take a lot of time and money , andrada are in a position to take full of advantage of what’s to come !! Let alone the other assets we have .

Tricky - some excellent posts and I’m so glad you’ve been doing your research . It’s nice to see investors taking note and rightly so , it’s been a journey so far with some ups and downs but I’ve always stuck with my research and gut that this will come good , I was like many going this first half of the year was going to be it but it looks like the next 6 months it could be transformative for us .

Tin is flying now about time too

AV has made those comments reading the ASIC in his last interview. I’m pretty confident that can be achieved myself and more in the future . Remember lithium will be produced for free eventually .

Agree with that tiger , I’ve learnt over the years not to get carried away and things move at a certain pace , I invested in the fact they had great assets back by banks and institutions and all the licences and operations were in place and producing , the rest will folllow over time the biggest hurdle in my opinion is getting up and running which we are and now moving on to the next stage .

I agree with Chris top tiger .everyone is entitled to their own views . We all invest our money on the basis it will do well , I haven’t held for two years for nothing as I do believe this will be a great company for those with patience .

The only company in the uk market to be producing TIN with future forecasts of $45,000 per tonne in 2033 . We are currently seeing supply issues which are going to get worse due to the fast growth of the sectors which rely on this for their goods . I can’t believe the lack of interest we are seeing here when the company becomes fully operational I bet things will change very quickly .

I’ve seen over 1200 tonnes of tin disappear from inventory over the last 3.5 months that’s crazy . It was 2900 odd in aril now 1715 that’s one hell of a supply issue coming .

Timing is everything, could we be I prime position to capitalise on this . ?? Hopefully yes!!

Lithium is looking very positive at the moment