Member Info for Safaniya

TopT, Yes I agree with you on what this could become. This is where the small investors have a huge advantage over the institutional market, we can buy on the inferred and the potential. Those guys have to see the results of the 3rd party report. I have gone in big on this share based mostly on AV’s knowledge of the data that is available (historical previous mine ops) the acreage is huge and the outcrops are there for all to see. There have been pictures of core samples posted etc etc. IMO it’s massive.

September doesn’t seem far away but it’s to distant for some people, not that I judge but I’m a buy and hold sort and I’m pretty sure that we will have plenty more nice RNS’s before Barclays make any recommendations. Fill yer boots and enjoy the ride.

Copper I’m absolutely with you on your comparison but I don’t think that many people have fully grasped the enormity of we have. AV has done everything he possibly can to explain it without breaking rules of market.

The Viljoen family are geologists and have more knowledge of the continent than almost anyone, they just need to prove up what the team already know, hence the statement that drilling will go on indefinitely. In my opinion the resources will be updated and added to many many times over the next few years. The market capitalisation now above 100 million will start to get professional analysis of bigger players, who will gradually understand the resources and drive the share price. We have a huge advantage over them because we can invest money on historic drilling research and bit of interpretation.

Https://twitter.com/anthonyviljoen/status/1670995361316438016?s=46&t=IHfWJFOvP3NnEWLgLIM5ZQ

The early bird will catch the worm.

Last quarterly update was 20th March, so I think we can expect to see something this week unless they want to hang on for the completion of the theist plant. I don’t think the Tin production will be overly exciting as they have been stripping back to widen the pit from 50m to 75m future benefits , still I am always keen for the updates and with such a lot going on with circuits, new plant, production and drilling nice to have good vision and understanding of the projects and operations.

Well we’re back over 100M market capitalisation. Happy days

Here you go, you will probably have to register with the site.

https://www.hannam.partners/insights/research/research-articles/african-battery-metal-champion-emerging-as-uis-approaches-first-lithium-output-raising-tp-to-35p/

The entire 17 page note of H&P is a really informative piece of information, the free cash flow projections are amazing and the comparisons that are made in the graphics really do highlight the disconnect between the value and the current share price.

So much good news to look forward too here.

Bothercom, I had a quick look at the website today to have a look if the calendar had been posted but I didn’t see it there. If you have it could you please post it or a link to it.

I would expect to see it released Tuesday 20th of June or thereabouts but narrowing it down will give me something to look forward to and any SP movement in the run up to its release will provide some clues.

Such exciting things going on with ATM at the moment

I’m of the opinion that the potential investment from Orion has gone on far longer than expected and that in doing so the share price has been held back. I like some others would rather have the capital come from another source than Orion and with better terms.

“Duck em, they need to poop or get off the pot”

Did the OTC shares go from 8 cents to 50 cents in a single session?

That would be more of a reflection of their value IMO but maybe I'm misunderstanding the chart posted.

Andrade have commented in this article that they are unaware of any such plans. AV and the team have regular meetings with the minister and a good relationship from what we understand from their discussions.

https://www.miningmx.com/trending/53481-namibias-miners-say-unaware-of-govt-plans-to-take-minority-interest-in-assets/

It is hard not to start comparing ATM valuation with Pilbara valuation and then each company reserves. Can’t say I’ve ever been more excited about the future of any company that I have had shares in.

Thanks for posting the link, I missed the live version. All good news, he always comes across as positive and why wouldn’t he. He has been prospecting and developing for years, it’s in his blood and now he developing one of the most exciting projects in a bull market.

The nature of a resource prospector has to be considered, he knows it’s there, he knows how to get it, he knows what it’s worth BUT how do you raise funds required without selling yourself and your early investors short?

It’s pleasing to know that ATM have engaged Barclays for the last part so they can focus on what their strengths in the building and development of the mines.

I remain a very happy and excited holder of ATM.

We are a lithium producer. 1st aim listed producer. Yehaw!

Https://www.investmentmonitor.ai/sponsored/investor-analysis-why-african-mines-hold-key-to-green-energy-transition/

Another article where AV is quoted

Namibia is the best destination in Africa to invest in,” Andrada’s Viljoen says. “It is not perfect, but it is as close as you can get.”

We got a little mention in the IC for companies smashing brokers forecasts., I don’t think we have even seen the tip of the iceberg in relation to the what’s still to come but the recent gains help the confidence. We were briefly over 100M market cap last year, I would put money on the table that we will achieve that and a lot more this year.

https://www.investorschronicle.co.uk/tips-ideas/2002/01/02/latest-update-companies-smashing-broker-forecasts/

There is a programmed interview or meeting with AV on the 19th of this month. I’ve posted the link below should any other holders or prospective holders of ATM wish to register.

https://*********************/events/five-minute-pitch-tv/andrada-mining-lunch-professional-investors-/1440#

https://twitter.com/firstclassmetal/status/1651931022819295238?s=46&t=IHfWJFOvP3NnEWLgLIM5ZQ

Roskil expecting Tantalum demand to grow at 4.6% per year and continue to be in deficit against supply upto 2030.

Sharesahoy; the government of Namibia are very proactive in maximising the assets of the country and are a massive stakeholder in ATM, I’m not sure what has sparked your query but I’m guessing that it’s the news of the proposed EU/Germany Lithium processing facility. Which imo has to be good news for our company regardless of what happens with the concentrate we produce. At the present time ( as I understand) China are the only country with capability to process Lithium to battery grade product. It would make sense to me that the Namibian government get in on the processing regardless of future export plans when they are quite literally sitting on such a massive amount of lithium in raw form:

Posting the link that Copper is mentioning;
https://twitter.com/andrada_mining/status/1648285037282902019?s=46&t=IHfWJFOvP3NnEWLgLIM5ZQ

It’s been a very satisfying week or so here, not just because of the share price and the movement in Tin but we are getting a lot more people catching on to the value of ATM judging by the amount of people posting.