Member Info for YugoBoss

@trethkor totally agree with your statement.

I don't think AV knows anymore whether he is being truthful or not, I bet he has to look in the mirror to watch his lips move.

To date we have no idea of the Financial position of ATM, they removed the quarterly reporting for a reason, and now it is 100% clear why they did this.

Tin could be making 100k/T, but if you are still spending more than your earning you are still operating at a loss, hence more debt, after more debt, after more debt.

I understand that sometimes debt is good and allows a company to grow, but shareholders here are getting diluted at every opportunity, even the ATM staff new they are never going to be able to exercise their shares at 9p+ , so these were reduced to accommodate this.

The only ones smiling and rubbing their hands together are the ones who have provided the loans, getting huge percentage payment terms.

Roll on with alot of hope and fingers crossed that ATM get bought out, that will be the only RNS that will show all the information.

HarChris

Right now I don't think any of us actually have a a true idea of what ATM are achieving apart from taking on milions and millions of more debt every year.

Tin may be at an exceptional high price at the moment, but it always appears they are spending more than what is actually coming in, hence continually taking on more debt every year.

You would have thought with the current Tin prices that cash would be plentiful, so why the need to take on more debt, keep issuing new shares and giving them out like confetti?

We know ATM have signed a deal with the Smelters, but at a discount which has not been disclosed, and they paid 3 million up front to ATM if I remember rightly which without any doubt ATM have burnt through this already.

It is alright knowing Tin is over 50k, but financing all the debt, processing costs and reduced sales costs being an unknown, then ATM could easily still be spending more than what they are actually taking in, taking into consideration still trying to get the new processing plant operating correctly.

Been a long term holder here since Jan 2021, and have continually added over the years, and every year I think this is going to be the year, an RNS is released taking on more debt and back we go again.

In my opinion, right now we don't have a clue whats going on, every RNS there is that little bit missing, the crucial bit of information that makes it clear if they are actually making money.

The only RNS's that are very clear and very thorough with all the full details are the ones that show more debt is being taken on and what new shares are going to be issued and what the payment terms are.

I thought last year that 2026 was going to be the year, Investors on here recently are already saying 2027-2028 could be the year they eventually get things right, who knows, we are just mushrooms, kept in the dark and fed on bul...t.

Bottom draw again for another year.

I think its this period I am referring to.

Does anyone know when we are due the next Operational update???

Looks as though there's only 1 company rubbing their hands together and making a fortune out of this, Orion.

With the new jig now being used not as it's intended purpose, we really don't know if 1600tpa will ever be achieved to get the lower royalty rates.

Yes it will be good when we get the better ore material, but that's a big question no one can answer.

Yes I see the 3,054usd per ton royalty payment, so I assume this is the percentage rate of the current production run rate (AISC)?

So basically Orion/Evolve received another $827,634 payment for the last quarter or thereabouts.

But we all don't have any idea as no financial information provided for that quarter, hence why the share price is where it is.

It's like being a mushroom really, kept in the dark and fed on ..........t.

Yes, my apologies, 1,200tpa not even achieved yet,

Contained tin produced: increased by 11% to 1 036 tonnes (FY2025: 932 tonnes).

So probably closer to the higher rate of 9.63%.

On the basis from the RNS ATM are now up to 1,200t contained Tin per annum, does this mean the Royalty payment now sits at 8.13%??

If this is 8.13%, what is this 8.13% of???

Had the last quarterly update put some meat on the bones and actually provided some financial guidance figures, and whether they were actually now in profit from the increased Tin prices is all a guessing game at the moment.

The only thing you can guarantee you will get to know from an RNS is the actual amount of MORE debt ATM is getting into.

Been invested here just over 4 years and constantly none of the goals are being met.

Unless they can get higher grade material, the current 0.2% grade is never going to get ATM out of this huge Orion Royalty payment mechanism, the only blessing at the moment is the high Tin prices but that is all probably getting used up to pay off all the amounts of debt ATM are now in.

Hopefully we get bought out for the Lithium., fingers crossed.

On the basis of the below, and the latest quarterly up to date figures, who fully understands the cost ATM are currently paying on the Orion Royalty???

Royalty

· The Company has today entered into a Royalty Agreement with Uis Tin Mining Proprietary Limited ("Uis"); OMF Limited; Greenhills Resources Limited and Andrada Mining (Namibia) (Proprietary) Limited pursuant to which Uis, the subsidiary of the Company, grants to OMF Limited up to US$12.5 million unsecured gross royalty over tin production, which is drawn down at staggered rates based on increasing contained tin gross revenue produced at the Uis Mine.

· A base rate of 5.13% at the current production run rate with a 15-month fixed commitment from drawdown to allow the proceeds to be converted into additional production. If the increased production has not been achieved within 15 months, then the rate temporarily increases to 9.63% until the increased production is achieved, with a linear decrease from this rate to 5.13% from 1000 tpa to 1599 tpa.

· At an annualised contained tin production between 1,600 tpa to 2,000 tpa the rate will further reduce from 4.50% to 3.61%, ultimately reducing to 0.86% with the Phase 2 expansion.

· Once the royalty has been paid against 95,500 tonnes, the rate then further reduces by 75% in respect of the first 9,800 tonnes, or 87.5% in respect of the production in excess of 9,800 tonnes for the remainder of that year. The 75% rate reduction for the first 9,800 tonnes in a year and by 87.5% for amounts in excess of 9.800 tonnes in that year then applies separately for each subsequent year.

Just look at some of the posters on here and you can clearly see that have large short positions on HE1, their posts are just typical of the boiler room gangs.

You can almost predict their next message.

Don't be fooled by them, they will continue to call a lower MCAP, the share price is going to crash, blah, blah, blah, like a broken record.

Don't respond to them, don't give them any satisfaction, they always arrive when there's a share price increase, green box or ignore is best.

All I can see is since this 24, 295 432 Ordinary Shares issued at price of 3pence per share to be admitted to trading on AIM at 8.00 a.m. on 9 February 2026, there has been constant selling.

Why would they not sell, straight 25% profit??

Posters keep questioning who's selling, here is 25 million shares that could be getting sold off?

Morning TDT,

Yes i see your point "if" and "when" better ore is obtained which could possibly increase the tpa 10 fold.

I think we probably have to accept for 2026 that 8-9% royalty will be payable to Evolve and the only thing assisting ATM is the high price of Tin at the moment.

It does appear that additional ore sorters and equipment is required to be working now and operational, not in months/years time.

Yes i do understand, for every 100tpa increase, the royalty payment will decrease by 0.75%, but considering on average ATM are at 250t per quarter, to increase this by an additional 150t is going to be a challenge don't you think?

That's a 60% increase on output and when do you think this would be achieved?

Is the plan to add 9 more production lines, we currently achieve 1,000tpa contained tin, 9,800tpa is going to be a tall ask, it appears evolve are going to continue to make 9.63% royalty rate, that some outgoing costs for ATM. When is the Stage 1 expansion meant to be complete, increasing the output to 1,600tpa??

Has the information been RNS about the Phase 1 & 2 Expansions, and if so, when are these due to commence, be completed??

So realistically until we get to 1,600tpa, ATM outgoings to Evolve are going to be huge from what I understand.

You can easily see who is shorting HE1, posters are so predictable.

I wouldn't want to be out of this share this weekend, Monday 7.00am RNS ?????

What's the chances????

28 million shares at 3p each being sold for a quick profit, at this rate it shouldn't be long with all these 200,000 and 300,000 sells.

I would assume the price drop is to do with the 24,295,432 shares hitting the market this morning at 3pence a share as per the RNS Announcement, more than likely selling them for a quick profit, price will continue to drop until there all sold, maybe totally wrong, but knew the price would not hold above 4p once that RNS was released.

96,640,463 shares to be sold as noted in the RNS, until they are gone, will be stuck at these lows for a while unfortunately.

As this has already been discussed multi times, and links added, look at my posting history, commissioning as stated on the mining website 60 - 120 days, end of October earliest , end of December 25 latest, simple.