Alphamin Resources
TSXV: AFM.V
Each archive contains the following sections: General, YouTube, Write-Ups, Tweets, Podcasts, and Miscellaneous.
As I come across a relevant piece, it will be added.
Happy perusing.
Last Updated: 07/25/22
Ticker: $AFM.V $AFMJF
General
YouTube
Write-Ups
1) The Rational Cloning: Mosaic Musings #1 [Tin]
Tin.
After highlighting Pete Panda’s: The Case For Tin in Weekly Ideas #19 and follwing a few “Tin Barons” on Twitter, I decided to take a closer look and read/listen to everything I could get my hands on.
Below is my distilled investment thesis for tin and below that is a collection of sources to learn more.
(2) VIC Alphamin Write-Up [January 10, 2021]
Alphamin is one of the few pure play Tin producers listed on a major stock exchange. At the current Tin price of $21,300 per ton the stock is trading on a forward dividend yield of more than 20%. The company will be debt free by June this year. The Mpama mine provides a base from which the geologists can explore the region’s exceptional potential, with vast scope for production expansion from a series of low-cost, hub and spoke open pits near the plant. Ongoing remediation of the poor metallurgical recoveries will provide a continuous tail wind to results.
Tweets
