#Tin price: 30000 (-1,050, -3.38%)
The tin price fighting to stay above $30k today isn't helping
Tin prices this week has not helped either with sentiment
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His presenting skills aren’t great, that would probably be even more challenging for him!
Agree though - not sure last nights presentation is going to wow potential investors.
Yes, that’s probably it. I was hoping for something along the lines of “we’re confident of hitting 1600t before the due date”.
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Oh and the last remaining components for ore sorters due on site in the next few weeks - which was good to hear
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I thought it was OK. Not a brilliant presentation by AV - he seemed really tired or something and a lot of fumbling of words at the start. I asked if they would avoid the 9.63% Orion royalty which kicks in Feb 25 if they don’t get the expansion complete and he answered by saying the relationship is really good with Orion and the royalty is on a sliding scale - so I’m still unclear. He said Tantalum now going well after son’s small ramp up issues - next off take in a couple of weeks. More drilling due in BW, and hoping to confirm the resource there in not too distant future. And he still seems positive on the strategic assessment. I think he said something like “it’s like getting married and we’re getting the pre-nup” right !!
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A fairly glaring error when asked about the expected revenue mix - '40 odd percent for the tin. probably about 65 percent made up of lithium and the remainder tantalum' - the interviewer... 'got it' 😁️️️️️️
I wonder if AV is now expecting tin to make up more than the ~30% he expected in the past or if he just jumbled up his numbers there
https://event.on24.com/wcc/r/4624452/E85431EF0E05B20630BF3900A5FB11CB
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I’m hoping this isn’t the same presentation we’ve been seeing for the past couple of years
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Is or will there be an opp to submit Q’s I wonder ?
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Note to self never invest in junior mining companies
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I think our conclusions seem about right - despite steady progress overall the interview failed to reassure the market and halt the decline.
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That’s the new replacement for “progressing well” 😀
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Put it this way I’m not bothered about watching it all. He needs to start doing face to face Q&A it would boost excitement and confidence more .
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From what I saw , I thought this was dreadful and very unprofessional. He’s need to start face to face investor evenings if he wants to be heard and taken seriously. That alone would go along way . I’ve suggested that to the PR company .
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I didn’t comment on AVs delivery as it always seems a bit laboured to me, it’s not his biggest strength but I agree with your comments.
Re the royalty wasn’t he just highlighting that it’s not binary - 5.13% or 9.63%? If they are short of the 1600t contained tin output but are at say 1400t it will be more like 6.5% royalty?
Solid but those of us hoping it’d have some nuggets to kick start the recovery will be left a bit disappointed
Disappointed some of my questions weren’t answered when it was cut short by 20 mins. Didn’t think the interviewer was great
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I'm going to rewatch later as I couldn't give it much of my attention but as no one else has repsonded i'll share my initial thoughts- overall positive but without addressing the key near term issues that have dragged on the share price.
Slides were good, emphasised the enormous resource and enormous potential, great to hear there appears to be no snags in the Ci2 tin expansion, no obvious hiccups to be concerned about, all progressing as planned.
The key questions on why the change in scope and change in overall strategy re the lithium operations weren't addressed
Bit worried AV has made the same mistake - still waiting!
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Ha i totally misread the time of this the other day - makes sense why nobody shared any feedback earlier 😁️️️️️️
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There’s an “enter you question” box on the right hand side. I have my list ready to go
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