Member Info for Valuation-it-is

GANZHOU, China Apr 14, 2025– China has suspended exports of a wide range of critical minerals and magnets.........

https://www.japantimes.co.jp/business

cornish tin 's norcross-webb recently briefed 3 mps, one of who chairs the all party group on critical minerals.

she outlined four main areas in which the government could help the uk’s mining and critical minerals industry.

"first, she suggested the government establish a new mineral exploration fund, which would help provide equity finance for the uk’s cash-starved junior miners. money for this, she argued, could come from the newly-established, multi-billion pound national wealth fund.

secondly, norcross-webb suggested that a new list of uk-based strategic mineral assets be compiled, and all efforts be made to fast-track these into production.

third, she recommended a review of the uk export finance model, noting that while the ukef currently supports overseas critical minerals projects, a comparable level of support is not available for home-grown companies.

finally, she argued for a review of energy costs, noting that energy typically comprises around 40%-50% of a miner’s costs. this is a hot-button issue, of course, and debate has raged around the wisdom of the energy policies of successive governments for decades. but something needs to be done, and norcross-webb suggested now was a better time to start than later, starting perhaps with a reassessment of the energy intensive industries scheme."

source https://www.**********.co.uk/articles/cornish-tin-hosts-local-mps-at-united-downs-as-fundraise-gets-underway-in-earnest-986a2d3/

cornish tin 's norcross-webb recently briefed 3 mps, one of who chairs the all party group on critical minerals.

she outlined four main areas in which the government could help the uk’s mining and critical minerals industry.

"first, she suggested the government establish a new mineral exploration fund, which would help provide equity finance for the uk’s cash-starved junior miners. money for this, she argued, could come from the newly-established, multi-billion pound national wealth fund.

secondly, norcross-webb suggested that a new list of uk-based strategic mineral assets be compiled, and all efforts be made to fast-track these into production.

third, she recommended a review of the uk export finance model, noting that while the ukef currently supports overseas critical minerals projects, a comparable level of support is not available for home-grown companies.

finally, she argued for a review of energy costs, noting that energy typically comprises around 40%-50% of a miner’s costs. this is a hot-button issue, of course, and debate has raged around the wisdom of the energy policies of successive governments for decades. but something needs to be done, and norcross-webb suggested now was a better time to start than later, starting perhaps with a reassessment of the energy intensive industries scheme."

source https://www.**********.co.uk/articles/cornish-tin-hosts-local-mps-at-united-downs-as-fundraise-gets-underway-in-earnest-986a2d3/

GANZHOU, China Apr 14, 2025– China has suspended exports of a wide range of critical minerals and magnets.........

https://www.japantimes.co.jp/business

GANZHOU, China Apr 14, 2025– China has suspended exports of a wide range of critical minerals and magnets.........

https://www.japantimes.co.jp/business

GANZHOU, China Apr 14, 2025– China has suspended exports of a wide range of critical minerals and magnets.........

https://www.japantimes.co.jp/business

Updated for cash received and 2nd recent land purchase vs March

https://res.cloudinary.com/investorhub/raw/upload/v1744229994/leaf-prod/212/documents/2025-04_Cornish_Metals_-_Corp_PPT_ac2ral.pdf

The US intends to stockpile, when will the UK?

https://skynews.icu/top-stories/827781-donald-trump-plans-to-stockpile-deep-sea-critical-metals-to-counter-china/

The need to have a national supply and stock is increasing massively. The cost of disruption or cessation of supply would be enormous and needs to be avoided if at all possible.

HMG must be aware of this (because of the steel situation) and as they are closer to fallout from the Trump/China battle than many. This can only be good news for SW miners.

2nd part of raise now taken into a/c in number of shares perhaps

Https://www.weforum.org/stories/2023/10/japan-rare-earth-minerals/

Tbow

What is the problem with the backers? Which backers are you referring to?

Https://www.bbc.co.uk/sounds/series/m001cdr7

Https://www.bbc.co.uk/programmes/m0029jk3

Whojamaflip

I am wondering what the Chinese response will be to US tariffs.

We have already seen China start to control exports of certain critical metals- Antimony, Gallium and Germanium. I would not be surprised if the Chinese restrict tin and tungsten exports too. After all they are having trouble getting supplies of tin concentrate to process from their traditional suppliers so will want to put their own electrical industry first anyway. I expect that any such disruption would put a rocket under the tin price. Yet another upward surge in the tin price will come if any government decides it needs a stockpile to cope with trade disruption. Orion called for stockpiling this last week. Watch this space

Aa

I think the share price is low because the market has just had to absorb a considerable issue of shares. It is often the case that the best time to buy is just after a big issue. The surplus shares will be absorbed over time and perhaps quicker than many will think, as the majority of shares went into the hands of long time holders.

Good morning David

https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Sn_cash

I am puzzled why the LME stocks have not moved in several days thy normally change daily...... Any thoughts

If you look at the year to date figures gold is up 18.8% tin is up 30.8%

If you look at last 12 months figures gold is up 36.7% tin is up 37.3%

Exposure to tin can be gained through TINM an ETN.

Slurm

Not only stockpiling of weaponary, but stockpiling of critical minerals as well., Plus speculative demand from investors...

Price now through $37k.