Member Info for TrickyDicky2

“….as for the ludicrous and deliberately negative green trash… I say… precisely nothin…..”

Apart from saying that I’m saying nothing that is! Apart from that I have nothing to say.

I think we get your drift stretch4557.

TDT

"....ignore the useless and mindless dross....."

Since you insist stretch45578, green bin you go 🤣

TDT

"....inane, drivel, snidey, pompous posts...."

"The Twisted Creature Must Be Ignored."

You must be doing something right Spikeyj. Keep it up.

TDT

Nesty

I think we are all rather relieved that you will not be exposing yourself further. 😉

TDT

Hi sasa43

Thinking about your ".....hedging more tin production while it's going 'gangbusters' to facilitate better figs. next time....." I'm not sure we really need that over and about everything else. What we need first and foremost, IMO, is a company that does what it says its going to do when it says its going to do it. New jig operational, high grade ore being processed, ore sorters installed and working, lithium circuit integrated, operational and producing. If all of these milestones were met when they were promised we wouldn't be dependent on the price of tin going 'gangbusters'. Instead of being dependent on it to stay afloat it would be an added and very welcome bonus. We can only speculate at where the AISC would be with these milestones ticked off. With no Orion royalty either an AISC figure of sub $20k/tonne would have been achievable surely.

As it is we are where we are.

TDT

Hi sasa43

The current hedge is only on 20t per month due to expire March (possibly May). I think if you take the hedge over its duration it will have worked in Andrada’s favour. Given the volatility in the market and, as Andy Home points out, the froth around right now I’d be surprised if they manage to hedge anywhere near the levels we are seeing at the moment. If they do good luck to them, if they don’t then it’s a roll of the dice.

TDT

"Andrada is engaging constructively with all stakeholders and the Directors are optimistic that an appropriate resolution will be reached soon. This is not anticipated to impact the supply of ore from the mining claims in the short term and further updates will be provided as appropriate."

"The accelerated commissioning of the Plant combined with high grade feedstock from Goantagab will enable rapid production ramp-up."

"Commissioning and initial production are targeted in the second half of calendar year 2025."

This is what they were saying 6 months ago in the 17th. June RNS. That's not just poor management.

TDT

The average tin price per month for the quarter just finished.

November - $37,015.75

October - $36,045.87

September - $34,540.00

The average for the quarter is $35,866.67.

TDT

They've dropped publishing the AISC for a reason. The reasoning will not be a positive one.

TDT

Https://x.com/KatusaResearch/status/2000344649559359913

TDT

Dec 12, 2025 11:26

Recently, tin prices have started a continuous upward trend, with the most-traded SHFE tin contract breaking through the 330,000 yuan mark, hitting a new high since March 2022, and market bullish sentiment is strong. This round of price increases is not driven by a single factor, but rather the result of multiple forces intertwining, including escalating geopolitical conflicts, unresolved supply bottlenecks at the mine end, support from low inventories, and boosted capital sentiment.

Recently, the geopolitical situation in eastern DRC has deteriorated sharply, becoming a major driver behind the surge in tin prices. The Bisie mine, located in North Kivu Province of DRC, is the world's third-largest tin mine (operated by Alphamin Resources). Its 2024 production reached 17,300 mt, accounting for approximately 6% of global tin mine supply and over 80% of DRC's total tin mine production. The production stability of the Bisie tin mine has been affected multiple times by the domestic armed rebel group "M23". In March 2025, due to armed conflict approaching the mining area, the Bisie tin mine was once suspended, later gradually resuming operations in mid-April. Since November, the security situation in eastern DRC has deteriorated again, with fighting approaching the Bisie mine area, putting Alphamin at risk of a second production suspension. The Chinese embassy in DRC urgently issued reminders, requiring Chinese citizens and enterprises to immediately evacuate the high-risk eastern provinces. On December 4, although DRC President Tshisekedi and Rwandan President Kagame signed a peace agreement in Washington, factors such as incomplete disarmament of armed groups and disputes over mineral resource benefit distribution limited the agreement's actual binding force. Furthermore, clashes between DRC government forces and the "M23 movement" did not cease after the agreement was signed. Although the Bisie mine is not currently suspended, the large-scale evacuation of nationals has heightened market expectations of a supply chain disruption.

It works both ways Larus.

The interesting issue here is sells and buys appear to be matched. The 3%+ holders seem to be holding tight, apart from Canaccord that is, but their disposal only accounts for 20m of the 60m acquired by JLE these past few months.

So who else has been dumping? Its not easy building a clear picture of what’s going on given Andrada’s pizz poor reporting on who holds what.

TDT

Nesty

So many PIs only seem capable of seeing one side of the coin.

The flip side, if Canaccord are selling, why?

If ACAM LP are selling, why?

It takes a balance of buyers and sellers to keep a share price where it is. If you think it reasonable to assume that somebody buying in large means they know something you don't then it is only logical to conclude that somebody selling does as well. Confirmation bias can help you feel good about your investment but it rarely helps you see what might actually be happening.

TDT

Figures on the web site updated.

PI nominee accounts largely unchanged.

Canaccord has dumped over 20m since the last update a month ago. Most of the other large 3%+ accounts show very little change apart from.......

JLE is interesting. The web site 30th. November update has them on 136,397,899 or 7.29% whereas the TR1 RNS dated 1st. December has them on 143,950,000 or 7.7%. JLE seem to be acquiring at a furious pace. What doesn't stack up for me, however, is the relatively modest increase in the share price despite JLE's relentless buying.

JLE may have snaffled the 20m Canaccord has jettisoned but where has the other 40m+ come from? Who is feeding JLE? My money is on ACAM LP the ones who bought 58,523,783 shares four days before JLE came on board back in March.

TDT

"It's a good time to have a working mine."

Its a pity you don't have one then!

TDT

"......there was never $26m placing money"

2020-2021: Eurasia Mining conducted two private placements with institutional investors, raising aggregate gross proceeds of US$35 million (circa £28 million). One of these placings alone was a US$15 million fundraiser completed in September 2021.

TDT

Punter1234

“…..knew you couldn't resist like playing with a child.”

Do that a lot do you Punter?

TDT

What are the two “primary issues” I hear you ask!

“…. the most difficult remaining issues being the territory (specifically the future of the Donbas region) and the Zaporizhzhia Nuclear Power Plant. “

So no deal any time soon then.

TDT

Not exactly nailed down, is it?

TDT

Speaking at the Reagan National Defense Forum on December 6, 2025, Kellogg used a military analogy to describe the situation: "If you've ever served in the military, you know the last 10 meters are the toughest. And I think we're in the last 10 meters of this conflict".

He specified that if those two primary issues could be resolved, other aspects of a potential deal would likely "work out fairly well".

Sorry Troajan but I think that last post of your's was a load of old b o ll ocks.

What peeps make something out to be is not the issue. Sentiment is ephemeral. What brings meaningful, worthwhile and significant value is projects going into production.

Once again you miss the point. I can name a whole series of companies that have survived over the last two decades that should have been strangled at birth. Red Rock Resource and Eurasia Mining are two I think you are familiar with. Companies surviving on AIM through thick and thin is not an indication of value or worth.

TDT