Duntmatter AIM

Up and down, round and round we go.

[Duntmatter AIM @duntmatter2012]

Simulation Theory meets Many Worlds Theory, meets UAPs. https://t.co/kNTNeLMEJu #simlationTheory #manyworldsTheory #UAPs

[Atlantic Lithium @AtlanticLithium]

Atlantic Lithium's Ewoyaa Lithium Project is currently being advanced through permitting towards FID.

The Project's DFS outlines the production of 3.6Mt of spodumene concentrate over a 12-year mine life, making it one of the largest deposits by production capacity globally.

#ALL #A11 $A11 #ALLGH $ALLIF #Lithium #Ghana #Mining

[Atlantic Lithium @AtlanticLithium]

Atlantic Lithium is proud to be listing on the Ghana Stock Exchange on Monday, 13 May.

Watch the ceremony via the live stream by clicking the following link:
https://t.co/oh0Veay4es

Streaming will commence at 9am (Accra time).

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[Atlantic Lithium @AtlanticLithium]

Atlantic Lithium is pleased to announce that admission by introduction of its shares to trading on the Main Market of the Ghana Stock Exchange will take place on Monday, 13 May 2024.

Full announcement: https://t.co/oOQnj1C9eK

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[Atlantic Lithium @AtlanticLithium]

The Company is pleased to announce further broad and high-grade intersections from resource drilling completed at the Dog-Leg target at the flagship #Ewoyaa Lithium Project in Ghana.

Full announcement: https://t.co/CoYXiIIlZO

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[𝙏𝙊𝙍𝙊 @Toro_AIM]

#Lithium Spodcon

If it stays at this level #ALL are sitting pretty but I can't say the same for every project!

[Amanda Harsas @AmandaHarsas]

So pleased ~ #GSE news ~ see you on #Ghana to ring the bell 🔔 for @AtlanticLithium ~ local participation for our #Ewoyaa Lithium Project @ALLTheChairman @keith_at_A11 #valuecatalysts #buildingamine #Investing #AIM #ASX #GSE #ALL #A11 $A11 $ALLIF

[Atlantic Lithium @AtlanticLithium]

"As the first lithium company to commence trading on the Ghana Stock Exchange, Atlantic Lithium's Admission represents a new chapter in the country's esteemed mining history.

"By offering Atlantic Lithium shares on the GSE, we aim to maximise local participation in the Project and more closely align our Ghanaian stakeholders with the long-term success of the Company. In addition, we believe we provide the opportunity for Ghanaian investors to contribute towards and share ownership in the advancement of Ghana's first lithium mine and the emergence of its promising green minerals industry.”

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[𝙏𝙊𝙍𝙊 @Toro_AIM]

When they let the brakes off #ALL #A11 here's a summary of why it's an incredible recovery play and one of the best #Lithium projects globally....
🔸Board & management bought £2.8m of stock over past 13 months
🔸19.5p to buy. Takeover 𝚘𝚏𝚏𝚎𝚛 𝚏𝚛𝚘𝚖 𝚖𝚊𝚓𝚘𝚛 SA miner Assore 𝚊𝚝 𝟯𝟯𝗽 declined (twice) who since increased their stake to 28.4%
🔸Ghana Sovereign Wealth Fund own 3% of company
🔸GSE listing very soon ⏳ unlocking further investment in country
🔸NPV8 US$1.5bn, mcap $159m (deal with PLL will see reduced ownership)
🔸50% offtake still available, in advanced stages and will include minimum $70m prepayment facility (expecting $100m)
🔸Production in 2025
🔸𝗔𝗜𝗦𝗖 $𝟲𝟳𝟱 𝗶𝗻 𝘁𝗼𝗽 10 𝗰𝗵𝗲𝗮𝗽𝗲𝘀𝘁 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀. Spodumene currently $1141 (huge $466/t profit = annually $170m with current mcap $159m) *profit shared
🔸Only 110km from deep sea port and adjacent to roads and power
🔸 Spodumene dominant mineralisation and rare high purity product (no low grade Petalite or Lepidolite)
🔸Feldspar by-product study due soon ⌛ will reduce costs even further
🔸Ghana one of most stable mining jurisdictions globally, higher than Victoria Australia (from Fraser Institute)
🔸Ghana 𝖲𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖶𝖾𝖺𝗅𝗍𝗁 𝖥𝗎𝗇𝖽 𝗐𝗂𝗅𝗅 𝗂𝗇𝗏𝖾𝗌𝗍 US$41𝗆 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 ($27m at project level due soon ⏳)
🔸𝗧𝗼𝗽 𝟭𝟬 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 SC6 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 𝗮𝘁 𝟯𝟲𝟱𝗸𝘁 𝗽𝗲𝗿 𝘆𝗲𝗮𝗿
🔸Mining Lease granted
🔸Parliamentary ratification expected soon ⏳
🔸𝙊𝙣𝙡𝙮 3% 𝙤𝙛 𝙡𝙞𝙘𝙚𝙣𝙨𝙚 𝙖𝙧𝙚𝙖 𝙚𝙭𝙥𝙡𝙤𝙧𝙚𝙙 𝙬𝙞𝙩𝙝 35𝙈𝙩 𝙖𝙩 1.25% (25Mt is reserves) - tonnage WILL increase with current drill program
🔸50Mt target 2024/25 ⏳
🔸100Mt overall target from 3 distinct deposits within Cape Coast license areas
🔸Grades of 1.25% maintained throughout all exploration
🔸Exceptional, world class drill intersections (100m thickness) with super low strip ratio
🔸CEO is ex GM Allkem (Mt Cattlin, producing SC6 mine in WA)

[Hfox1 (H) Looking Upstream & Downstream 🤔 @claudiohfox]

@JB_MiningAfrica @Toro_AIM “Keeping your resolve”👏
#StayTheCourse

Top 10 Globally Significant HR #Spodumene #Lithium Assets by targeted SC production ktpa capacity:

Greenbushes -P
Pilgangoora -P
Groto do Cirilo -P
Wodgina -P
Manono -D
Kathleen Valley -P
Mt Marion -D
Goulamina -D
My Holland -D
Ewoyaa -D

[Atlantic Lithium @AtlanticLithium]

The Company is pleased to announce the final results from drilling completed at the Ewoyaa Lithium Project in 2023, which are from the new Dog-Leg target outside of the current MRE, which includes a highlight intersection of 69m at 1.25% Li2O from 45m.

Full announcement here: https://t.co/9piMm4rbYh

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[Atlantic Lithium @AtlanticLithium]

Featuring once again in @MinerDeck's monthly lithium drilling highlights round-up demonstrates the strong exploration success that Company continues to have at the Ewoyaa Lithium Project in Ghana.

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[𝙏𝙊𝙍𝙊 @Toro_AIM]

#ALL Atlantic Lithium
🔸19.5p to buy. Takeover 𝚘𝚏𝚏𝚎𝚛 𝚏𝚛𝚘𝚖 𝚖𝚊𝚓𝚘𝚛 SA miner Assore 𝚊𝚝 𝟯𝟯𝗽 declined (twice) who recently increased their stake to 28.4%
🔸NPV8 US$1.5bn, mcap £126m
🔸50% offtake still available, in advanced stages and will include minimum $70m prepayment (expecting $100m)
🔸Production in 2025
🔸𝗔𝗜𝗦𝗖 $𝟲𝟳𝟱 𝗶𝗻 𝘁𝗼𝗽 10 𝗰𝗵𝗲𝗮𝗽𝗲𝘀𝘁 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀. Spodumene currently $938
🔸Only 110km from deep sea port and adjacent to roads and power
🔸Feldspar by-product study due soon ⌛ will reduce costs even further
🔸Ghana one of most stable mining jurisdictions globally, higher than Victoria Australia
🔸Ghana 𝖲𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖶𝖾𝖺𝗅𝗍𝗁 𝖥𝗎𝗇𝖽 𝗐𝗂𝗅𝗅 𝗂𝗇𝗏𝖾𝗌𝗍 US$41𝗆 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 (𝗎𝗇𝗁𝖾𝖺𝗋𝖽 𝗈𝖿) and have already taken 3% of the company
🔸𝗧𝗼𝗽 𝟭𝟬 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 SC6 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 𝗮𝘁 𝟯𝟲𝟱𝗸𝘁 𝗽𝗲𝗿 𝘆𝗲𝗮𝗿
🔸Mining Lease granted
🔸Parliamentary ratification expected soon ⏳
🔸𝙊𝙣𝙡𝙮 3% 𝙤𝙛 𝙡𝙞𝙘𝙚𝙣𝙨𝙚 𝙖𝙧𝙚𝙖 𝙚𝙭𝙥𝙡𝙤𝙧𝙚𝙙 𝙬𝙞𝙩𝙝 35𝙈𝙩 𝙖𝙩 1.25% (25Mt is reserves) - tonnage WILL increase with current drill program
🔸50Mt target 2024/25
🔸Grades of 1.25% maintained throughout all exploration
🔸Exceptional drill intersections up to 127m
🔸CEO is ex GM Allkem (Mt Cattlin, producing SC6 mine in WA)
🔸Board own 3% of company (CEO and Finance Director also topped up this week)

[Vibrant Volumes @VolumesVibrant]

It's another #FreebieFriday give away! Here are scarey #zombies free for you to download and print and then enjoy colouring in!

Our #etsyshop coming soon.

#ColoringBook #Halloween #painting #lineart #vibrantvolumes #free

[𝙏𝙊𝙍𝙊 @Toro_AIM]

#ALL moving from explorer to miner.

#Lithium is very profitable (especially if you're one of the world's lowest cost producers)

Retail don't seem interested in the story but institutions are not going to miss the potential profit on offer.

As always #DYOR

Mcap = $176m, Share Price 24p

👉AISC = $675 👈

Note these are production scenarios....

DFS Base Case ($1587 /t SC)
#ALL's share of annual margin is $133m (£109m)
EPS = 15.5p
PE Ratio = 1.5

Current Spot ($2800 /t SC)
#ALL's share of annual margin is $310m (£255m)
EPS = 36p
PE Ratio = 0.66

Mid Case ($4000 /t SC)
#ALL's share of annual margin is $485m (£399m)
EPS = 57p
PE Ratio = 0.42

ATH Bull Case ($7000 /t SC)
#ALL's share of annual margin is $923m (£760m)
EPS = 108p
PE Ratio = 0.22

$PLL Pilbara Minerals operates on a PE Ratio of 4.89

At current spot prices, the same PE Ratio would give #ALL a share price of 176p

Mid case, $PLL's PE applied to #ALL would achieve 278p

Base case (DFS) would mean 76p

At some point the price gap between explorer and miner has to close OR the company gets taken out by a major player.

Tick tock motherf*ckers

[Neil Herbert FCCA @ALLTheChairman]

Yesterday an explorer. Today a miner! 👏👏👏 #Chargingthechange #ALL $A11 $ALLIF #ASX #Ghana #Lithium @AtlanticLithium

[Atlantic Lithium @AtlanticLithium]

The historic moment that Hon. Samuel A. Jinapor granted Ghana's first Mining Lease for lithium to Atlantic Lithium’s Ewoyaa Lithium Project.

#ALL #A11 $A11 $ALLIF #Lithium #Ghana

[Atlantic Lithium @AtlanticLithium]

Day 1 of 121 Mining Investment Sydney✅

If you didn’t bump into them today, @AmandaHarsas and @keith_at_A11 will be back in the prime spot (Booth #1) tomorrow.

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining

[Atlantic Lithium @AtlanticLithium]

CEO @keith_at_A11 discussing the current lithium price and battery chemistry at the 121 Mining Investment Conference in Sydney.

@Investinmining #121MiningInvestment

#ALL #A11 $A11 $ALLIF #Lithium #Ghana #Mining