Member Info for TrickyDicky2

Do you know each other by any chance?

1Pincher - 13th Nov 2024

Antroot - 14th Nov 2024

Registered on LSE within a day of each other and posting only on Andrada.

TDT

PMC2022

You normally pay an arrangement fee, and interest rate plus you have to dish out a whole load of discounted shares on a deal. At least this is a simple uncomplicated non-dilutive arrangement. Eye watering interest annual rate but if it doubles out put it will be worth it.

TDT

The article pre-dates the announcement of the SQM deal so quite clearly operational partnerships back in June 2024 were on the table. But if it suits you to believe otherwise that's your choice.

TDT

Antroot

Read.

https://www.miningweekly.com/article/andrada-signs-deal-to-restructure-uis-tin-mining-company-2024-06-27

TDT

The stars look like they're aligning.

Date LME Tin 3-month LME Tin stock

07/02/25 31,235.00 4,180

06/02/25 31,125.00 4,285

05/02/25 330,500.00 4,250

04/02/25 30,260.00 4,265

03/02/25 29,775.00 4,295

TDT

Rgbuk

I hear that one alright although I think they were caught out by the reversal in nickel's fortunes as much as anything else. A cost over run in a rising market is much easier to deal with than one where the commodity your targeting is in free fall. The thing I like here is we're not dependent on one metal.

PD I think you've got to look at where tin has been in that period. Its been al over the place maxing out at over $44,000/tonne and going below $15,000/tonne. How you plan for that I don't know. At least we're still standing with a decent partner on board at Lithium Ridge and one to come (I think) for Uis.

I think you're right though, its time for AV to deliver, if not now then when?

TDT

If you pick up on nothing else page 15.

"Scaling up critical minerals supply in time to meet rising needs is essential to the success of batteries and requires action to address policy and regulatory barriers. In the NZE Scenario, demand for critical minerals for batteries expands rapidly by 2030, with manganese, lithium, graphite and nickel increasing at least sixfold, and cobalt more than tripling."

TDT

For anybody interested in getting into the detail.

https://iea.blob.core.windows.net/assets/cb39c1bf-d2b3-446d-8c35-aae6b1f3a4a0/BatteriesandSecureEnergyTransitions.pdf

TDT

PD

Lithium should start contributing to the bottom line shortly. When it does it couldn't have been better timed.

https://x.com/jczuleta/status/1888725688917578177?t=vtSRte5KpGUi9XfhUTOIIQ&s=19

As for tantalum concentrate (10.9%) at 16 tonnes per quarter, 64 tonnes per year, it contributes about $2m per year to the bottom line. An increase in tin through put will see that increase in line with what the tin brings in.

A perfect storm in the making (I hope 😊).

TDT

"But only if you build production scale....."

Very true PD but you don't build at scale until you know you've ironed out all the glitches in your "pimped up pilot plant".

Walk before you run.

TDT

“Uis mines mineralisation fairly low grade, not many would be excited by it.”

It’s not all about grade. Size is just as, if not more, important.

TDT

EIE01

"I believe more Russians died during the siege of Stalingrad, than the combined number of British and American soldiers died throughout WW2. Russia’s contribution and huge scarifice during WW2 should never be forgotten."

How many of his own people did Stalin kill?

The ordinary Russian soldier had little option but to fight in WW2. If they didn't they would have been shot by their own side.

https://news.stanford.edu/stories/2010/09/naimark-stalin-genocide-092310

TDT

PD

Noted and thanks for sharing 😳

TDT

Today's price action has the whiff of an impending RNS. We know Andrada is a leaky share. A move up similar to what we are seeing today usually results in news. If it is news let's hope it's the sort that results in a significant increase in the share price that sticks.

TDT

No it doesn’t.

If you look at the other posts put up by this BOT you’ll see the same images in some of the videos.

TDT

I've no idea what mine that was in the video but it wasn't Andrada's.

TDT

I'm thinking 118,000 tonnes of contained metal (tin) and that's from pegmatites V1V2 at Uis alone. What else does this license contain that it still has to give up?

Then there's Lithium Ridge and Brandberg West.

And we have a persistent seller! You have to wonder if there's some sort of game going on here to keep the share price intentionally low. The recent web site share holding update doesn't give anything away. If there is something going on then whoever is behind it is being very clever in keeping below the 3% threshold. Either that or they're just sticking two fingers up to the disclosure requirements.

Frustrating but exciting in equal measure.

TDT

Scoff!

TDT

......seller is like a dog with a bone.

Even a dog with a bone has to finish at some point.

Not just yet though, by the looks of things.

TDT

Https://www.metal.com/en/newscontent/103128341

I hope the year just started is a lot better for tin than the one just finished.

TDT