Member Info for toptiger

Around jan 2023 kodal just announced the deal, they didnt say this or that or who they were talking to they just did it (unless i have missed something)

he has really really mishandled this process, the only thing that can save him is truly a kodal style deal or better.

if he is going down the eu route not sure why cant be any better than the chinese

Still doesnt explain the near year long wait, and thats with the help of old mates.

he has given bare minimum details at every update, should easily be at the final couple legal stage by now but get the feeling its going to drag on

Yep, thats for sure, and has been a very opaque journey, and if there was a pull out no way in hell we would know the offer or the details.

so all goes back to this eye watering offer, assuming it was an offer and not some flippant comment in a pub.

kodal tweeted out today from what that board says, lithium demand will treble, but that isnt the issue, its the demand that might be the problem.

Prob people waiting to see if its not just a spike and more perm.

if i were AV would be maybe looking to hedge some production at these prices, just some say 40%

Certainly a very very exciting times across almost all commodities, have not been this excited for a few years, its just a case of lighting the blue touch paper, and all of this with sluggish economies and a very high dollar.

the former will prob last but the latter will fall in next year or so.

if we can be self sustaining and making money in tin then thats fine by me rest is massive bonus

Some nice delayed trades almost certain most are buys, but the volume is off the charts at the moment, confirming a strong move.

would be surprised if didnt touch 6p next week

We could do with a new updated presentation on the website too, nothing at all in 2024.

3x average daily volume and that doesnt include late trades, i expect a few

maybe something next few weeks ?

Totally agree TDT, having just witnessed shanta's mess (still made 4k) but had to seriously average down to get to that stage

someone (i have them on filter) ACTUALLY said UK mkts are OVER regulated ??????

Its always quiet !!! :-)

Certainly sustained buy, prob momentum traders and chartists as makes no sense to keep buying at the higher prices

some quite big trades too

Well technically kod already have, almost 4x their low to last yrs high, and while both have a clear path, kod's lithium is far purer and an easier timeline, albeit a potentially smaller resource (though will prob be nearer 50mt in the summer).

kod has a far bigger draw from prem, as people def switch there, not sure if anyone is doing the switching with kod, if they were we would move far faster as kod has huge following and a decent amount of investor money.

i own both but dont like the lithium dream so conflicted a bit

Days like these with less selling you think something might be brewing but this is ATM so prob not.

Nice stable tin price though

I think we've had far too many carrots from AV, this is well well overdue.

i'm sure the next update will just be that things are progressing well still talking to partners etc.

ridiculous all in all.

in the meantime, shifted my shanta gold money (there must be a few others on here in same boat) into my new goldy, Galiano, which i'm extremely pleased about so can let AV do his thing, I think June earliest the way he moves.

Are you suggesting tin ISAs are the latest thing nesty ? not heard of that.

with todays miss on US CPI resulting a much stronger dollar lkets see what commods do, they have largely decoupled for the last month lets hope it continues, but think US inflation and other inflation incl ours is going higher.

difficult time for govts and central banks but have no sympathy its their own fault

I added 100k at 5.145 few mins ago to average down, wouldnt have done it unless the tin price was a structural shift which it appears to be.

and of course there is the long long awaited lithium update but for now tin is enough of a reason to top up

I use trading economics as my commods source and have looked at a few others and i cant see these tin prices, can someone post the link showing this price ?

or are you all tin traders during the open outcry session :-)

Why would the sp dip with gold at these levels ?

more likely to spring towards 18p

For anyones interest at last weeks kodal call our ceo expects the spodumene price to be roughly our estimated average in the area of $2000 and thats when production starts, dec 24.

long way to go and doubt it will be quite that but you never know

The whole discussion and negativity is around the lithium deal, there is little interest in the tin except allows lithium / tantalum to be produced for free.

and the fact it has taken too long is the issue