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Did you read it? It highlights the ambition to grow Calibre by acquisitions, and mentions the 50% spare capacity at their Nicaraguan mill. The new VP has to do something relevant to these two points to justify their appointment ...

David,
ATYM produce copper concentrate which other people smelt to get the copper. So energy costs are for the crushing, grinding, flotation etc of the processing plant, and then the diesel for all the trucking.
The prototype ELIX system is electrolysis, but some years before it could be a significant part of total energy use, if it ever is.
The planned solar plant still needs planning permits expected soon. Then some months (a year perhaps - I'm guessing) to be fully contributing? From memory it can reduce energy costs to ATYM by about 25-30% . That estimate was before the latest price rises.
I'd need to do a lot of research to get some handle on any cost impacts of energy price rises. Sounds like a good question for the next presentation by Alberto, or an email to the company investor relations.
ATB

I've noticed it often takes a day or two for the market to adsorb Atym updates. Great timing for the 4% jump in copper price to follow the operations update.
I'm looking forward to the financials. Hopefully they include something on dividend timing. 30% of free cash flow as Alberto suggested would be good to see in writing ( pretty please).
I guess broker upgrades will follow the financials. Should all help us continue moving up.

Such a solid company with great management.
Glad I added a month ago.
Can seem an inverse correlation between chat board noise and company prospects. Or put it another way, low risk and low chat?

Twas the night before M&As and all through the bourse
Not a trader was trading, not even a horse.
And the drills; were they turning in far Ecuador?
And the seeds were they growing in the pots in the store?
In the in-tray the CVs were covered in dust,
A new CEO once considered a must.
But the torpor had settled and nothing was heard
from the Board. Had they flown with the wings of a bird?
And the samples for testing lay still in their trays.
Was there copper or gold? All must wait for assays.
Talk of mergers and finance had ground to a halt.
And 'take to production' (slowly) seemed to be the default.

(with apologies to Clement Clarke Moore. In his version St Nicolas arrives with wonderful presents ... )

All in today's presentation. $2.50 to $2.60 AISC. Guidance on costs maintained. Alberto discussed specific cost areas and inflation expectations in his presentation today. He made the point that there is no mining capex left out of the AISC (unlike some other copper miners e.g ones using contractors to mine).
Projected cash flow etc. is all in the company presentation.

Really enjoyed the presentation today. Key message: "We are undervalued, we are undervalued, we are undervalued."
Encouraging comments on all the key issues. e.g: expect a sustainable dividend to be introduced towards the end of the year, and possibility of a special dividend in light of great cash flow. e.g. Touro has a changed political climate, and expecting permitting to proceed this time (no certainties); mine expansion plans around Rio Tinto are aking steady progress; E-lix pilot progressing well, and likely to move to a commercial-scale plant to iron out inevitable teething problems; open about Liberty selling and the share overhang, while explaining that the brokers have offered to help move blocks if required - lots of ii demand for share blocks given to the company brokers but so far Liberty not taken up the offers preferring to sell in the market.
And to remind you, "we are undervalued".

DVH, thanks for all your postings. Much appreciated counter to all the nonsense.
I've just listened to the webinar and enjoyed it. Excellent confirmation that Kefi is a great investment right now. All should DYOR - it's all in the RNSs and webinars.

Well done Dee. Good to hear you had a meeting.

Anyone else reminded of EMED and bats and nougat?
Interesting timing for HAA to give a shareholder presentation on 21 June. Isn't that ( twice delayed) voting day?

The expected AGM date of 30 June needs papers by next Wednesday. I'm looking forward to reading them! It's all happening here.

Quite right Supercharger. Liberum are out of date on day of release. The (conservative) NPV of West African assets in today's RNS is worth between 12-36p on the share price.
Add in justified criticism of Liberum's valuation, such as impact of planned investment on AISC etc. and in my view Liberum note is at best a poor piece of work.

A good RNS. Another example of Horgan's management sorting out past problems and laying good foundations for the future.
The review is delivered on time as promised in Q2. Clarity given on valuations, also on next steps. Hard-nosed decisions taken on Batie.
Increases further my confidence in management and my investment.
Looking forward to news of Egyptian licensing, and more optimistic that past legacies will be sorted out there too.

Or they may not be a holder. It does seem like a 'bad actor' suppressing the price.
Oh well, they are giving us extra time to build a value position. And right now it's value here.

Let's remind ourselves of the April 27th RNS.
"£12m raised ... strong position ... as the company assesses it's options to fast track Ewoyaa to production."
"... transformational year ahead with significant news flow."
This drilling update is better than expected progress, and an essential step on the IRR lithium journey.

Lighs, action music ...

Patience is the name of the game
And I wanna play the game with you
Patience can be terribly tame
If you don't play the game with two.

Remember life's a gamble when choosing
Stocks you should take a little care.
So jump on Solgold's ramble and grab yourself
A fair share; well their's do much there.
(With apologies to Bruce Forsythe)

And on the conveyor belt in 2025 are copper and silver and gold and of course a fluffy toy...

MrC. Time for you to put BB in a green box. Don't feed the trolls.

Good seminar. I prefer todays more restrained style from HA. Fronted up to concerns in the presentation and q&a. Good content on where we stand. Looking forward to news unfolding. Finally, need to think about comment on end June

Ha ha Olmsey. Nothing like a good laugh to lift the spirits!

Pleased with the updated presentation. Plenty of new detail on the road to complete TK financing. ( Pity about some sloppy text - should ask me to proof read it!)
Management have a lot of details and partners to pay atention to just now. Hope HA doesn't get too annoyed with any misjudged shareholder questions ...