TinFormer #TinBaron
@TinFormer_News
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Illegal Tin Mining Sleuth 🕵️♂️ Amateur Internet Troll, Urban Artisan Palladium Miner, African/Australian Tin Baron, Not Financial Advice, I smoke rocks
Joined August 2017
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Pinned Tweet
BURMESE TIN TEASE ⛩️
TYPHOON YAGI CAUSES WIDESPREAD DESTRUCTION IN MYANMAR 🇲🇲, YUNNAN PROV. CHINA 🇨🇳, VIETNAM 🇻🇳, LAOS 🇱🇦, AND THAILAND 🇹🇭
FLOODS AND MUDSLIDES THROUGHOUT SE ASIA
🇲🇲🇨🇳🇻🇳🇱🇦🇹🇭
RICE PADDIES DESTROYED 🌊🌾
INTERNATIONAL AID CAN NOT GET INTO MYANMAR 🇲🇲 DUE TO
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@PhilJLau
@MyLordBebo
With basic training you can do it, but throw in a crazy adrenaline rush and your fine motor skills go out the window, he basically missed every shot he took
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#Tin
🤡🌎
I watched this podcast
Here are my thoughts
Hadley was spot on with his analysts of the tin markets.
1. Don’t expect a crazy tin price anytime soon
2. Premiums and smelter payables don’t point to a pending physical shortage
Mark told two lies
1. Indonesia
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I am predicting 95 million EBITDA for $AFM.V for Q3 if they sell $5,800 tons
Assuming AISC of $15,500 and average achieved tin price of $31,900
Record EBITDA is $98.1 million
If Tin price holds at $32k and $AFM pays 50% of EBITDA…..
We will be seeing a 17% annual dividend
$AFM.V ebitda going to be 2nd best on record for this quarter
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Tin literally about to run a true 15% deficit in the second half of the year and no one gives a fuck 🤷♂️
Where are we going to get 30,000 tons of tin from in H2 2024? 🧐
#tin
$AFM.V $MLX
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If China is producing 10k tons a month instead of 15k a month
And If Indonesia is doing 44k instead of 74k tons a year
Then we are down 90k tons of production a year
Demand is 360k-400k tons a year depending on macro conditions
This is going to hit so hard very soon!
#tin
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30k to 50k tons of tin supply could be permanently erased from the market
This is wild
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Stop hearing yourself talk
Get off the Money of Mine podcasts
Don’t be on Twitter too much
Cut off all the fucking child support
Get back to the fucking 100%
#tin
portfolio
$AFM.V $MLX 🚀🚀🚀🌕
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GRAND THEFT TIMAH $AFM
My 1st illegal
#tin
mining post ⛏️
@OG_TINBARON
@TinInvestor
@respeculator
@Namzes_G
@marketplunger1
@calvinfroedge
@duediligenceguy
@chamath
The only way this stops is with an export ban in June 2024, Corruption happening at every level, village 2 CEO
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$AFM larger dividend coming our way
Lower AISC for 2024
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🚨HOLY SHIT🚨
CHINESE REFINED
#TIN
PRODUCTION EXPECTED TO BE 10,650 TONS IN SEPTEMBER
MONTHLY AVERAGE HAS BEEN 15,327 TONS IN 2024
TIN MINERS BOMBING OUT FOR NO FUCKING REASON
$AFM.V $AFMJF
$MLX.AX $MLXEF
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Alphamin is going to get to sell all that stockpiled concentrate at higher prices 💦 🛻 🙏
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Maritz Unplugged 🎸
If higher tin grades are discovered at depth at Mpama North, which is highly probable, that rich ore can be fed into the Mpama South plant resulting in 25k ton/year production levels vs 20k currently
$AFM.V
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“WHEN THE MARKET COLLAPSES YOU’LL WISH YOU WERE HIDING OUT IN A TIN MINE IN NORTH KIVU FIGHTING REBELS WITH TIN BARONS”
-PamplonaTrader
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Teleport me to Alphamoon! 🚀🚀🚀🌕
$AFM.V $AFMJF
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I don’t have time to do the article this afternoon so Ill leak this little bit…
Private smelter
#Tin
exports aren’t coming back in February…
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$AFM $AFMJF $AFM.V
Multi-bagger potential
🚀🚀🚀🌝
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Tin up 5% 👀
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Do it again!
#tin
Don't Fight The Fed!
"A decrease in real interest rates lowers the cost of carrying inventories, and raises commodity prices."
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$MLX management are geniuses and must have known about HPAL and Indonesian nickel latterites before everyone else!!
I can’t wait for their gold shitco to moon!
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I think this is the bottom in Uranium.
Fund flows are extremely bearish right when technicals are inflecting bullish.
Most likely the final shake-out has happened and we're heading higher.
Disc: we own $U.UN
#uranium
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BURMESE
#TIN
TEASE ⛩️
THE PEAK OF RAW MINERAL PRODUCTION IN MYANMAR HAS PASSED
GRADES COLLAPSED!! 5.5% to 1.25%
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$AFM $AFMJF
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GRAND THEFT TIMAH 🚨Entry 37!!
THIS IS THE BIG STORY
COPS REVOKED EXPORT LICENSES OF 27 SMELTERS WHO WERE FORCED TO SELL TO PT TIMAH!!
PT TIMAH PAID PRIVATE SMELTERS ABOVE MARKET RATE RESULTING IN LOSSES!!
PRIVATE PARTIES BENEFITED FINANCIALLY!!
#TIN
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@zerohedge
Follow me for
#Tin
news!!
I was the first to discover the Indonesian Tin corruption scandal that was the kick start for this squeeze!!
Search my tweets for “GRAND THEFT TIMAH” to get up to date on the Indonesian story
TLDR: 20% of the world’s tin stopped exporting in January
GRAND THEFT TIMAH $AFM
My 1st illegal
#tin
mining post ⛏️
@OG_TINBARON
@TinInvestor
@respeculator
@Namzes_G
@marketplunger1
@calvinfroedge
@duediligenceguy
@chamath
The only way this stops is with an export ban in June 2024, Corruption happening at every level, village 2 CEO
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Everyone start tweeting and retweeting positive things about $AFM.V $AFMJF and see if we can break the algos
Lots of rockets and moon emojis!!
#tin
🚀🚀🚀🌝
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The only possible explanation for the current LME situation…
Sprott is holding 90% of physical tin on the LME and will accept a late delivery of all 2307 contracts expiring on May 15th
$537 million of
#tin
is enough to start a physical trust
@TinInvestor
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$AFM.V ebitda going to be 2nd best on record for this quarter
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I made a
#tin
chart for SHFE stocks in 2024
Important ➡️ Concentrate imports dropped 50% MoM in April, this is finally starting to show
9951 ton net gain in 2024
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IF YOU SAY PLEASE
THEN GET ON YOUR KNEES
SUPPLY IS GAUNT
IF YOU WANT
TIN FROM THE BURMESE
WA STATE IMPLEMENTED 30% EXPORT TARIFF ON TIN FEB 7th!
ORE STOCK PILES EXPORTED BEFORE TARIFF TOOK EFFECT
LIMITED MINING HAS RESUMES AFTER CHINESE NEW YEAR
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😢
New Canadian rules limiting foreign takeovers of mining companies will leave the nation’s biggest metals producers with lower valuations than their global peers, say Scotiabank mining analysts
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Indonesia will never produce 70k tons of tin again!!
Myanmar will never produce 55k tons of tin again!
380k is total global demand
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GRAND THEFT TIMAH 🚨Entry 51
NO
#TIN
EXPORTS IN FEBRUARY!!
TIN EXPORTS MAY RESUME IN MARCH FROM IMPORTED ORE? WTF? 🧐
NO GAS OR OIL IMPORTS IN JANUARY! NO MORE FUEL FOR ILLEGAL MINERS??
LACK OF HIGH PURITY TIN INGOTS ROCKS MARKETS
😵💫😵💫😵💫💊💊💊
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Would you invest in a tin mine if every 5 years your ore sorting plant gets wiped out by a mudslide because of accelerating climate change?
Is Myanmar
#tin
actually dying?
Im 90% sure that WA STATE tin mine is completely wiped out…
No actual news about it yet
But its on a hill side and there were lots of mud slides, the worst in 60 years
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#RebaseMyFace
#tin
$AFM.V $MLX.AX shipping maximum tin
Chinese government subsidizing electric vehicle purchases with ultra long gov bonds
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I’m not an author ✍️
I’m an amateur internet troll 🧌
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GRAND THEFT TIMAH 🚨Entry 40
#TIN
MAFIA OVER RUNS POLICE HEAD QUARTERS!!
ILLEGAL TIN PRISONERS ARE RELEASED!!
PROTESTERS BURN EVERY SINGLE POLICE SUZUKI 4X4!!
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Next big Tin draw down prediction!!
1. It begins September 18th
2. It will last for 4 weeks
3. Over 5k-7k tons will leave SHFE
4. We will see a 3k draw down on the 2nd week
This is the year of the dragon 🐉
Only 10k tons remain in SHFE and 4.5k tons in LME currently
#tin
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Who got you the news first?
Everyone is speculating Wa state comes back online after chinese new year ends on Feb 20th
While they do celebrate chinese new year in Myanmar, Burmese New Year is the bigger holiday and that doesn’t occur until April 13th-16th.
@IntlTin
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Name a mining stock that’s in production that has underperformed
$AFM.v YTD
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GRAND THEFT TIMAH 🚨Entry 48
CONFIRMED: MAJOR SMELTERS ARE NO LONGER IN PRODUCTION!!
TALKS OF MINING MORATORIUM!!
TIN BARONS REDUCED TO SUZUKI MOTORBIKES!!
CAN GET 70 MPG ON THESE HOGS!!
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Australian
#tin
producer Metals X (ASX: MLX) has announced it has committed to purchase A$4.64 million (£2.86 million) of shares in First Tin (LSE: 1SN), representing approximately 23% of the company after previously announcing that they are “not a fund”
Growth capital allocation:
- Management suggest Ringrose > Rentails for growth (early days and need to Libby JV partner)
- I suggested buying Alphamin $AFM.v stock would be better IRR than Rentails. Response "we are not a fund"
3/X
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North Kivu Therapy 🤗
M23 hasn’t taken a city in over a month and has failed to take Sake numerous times
SADC forces getting their bearings
Mercenaries getting hired by the thousands
Machetes by the truck load pouring into conflict areas
Chinese CH-4 attack drones
Come Monday, Alphamoon will become a tin divi play (again). Will never get the full equity re-rate with the geopolitical discount all but disappearing
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NORTH KIVU THERAPY 🤗
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
🙅♀️🔫 PERMANENT CEASEFIRE 🙅♀️🔫
Replaces
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@zhao_dashuai
The US ship appears to have far superior radar capabilities and much more technology bolted on than the chinese ship
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Only 1,780 tons of tin shipped in March 😜
A couple of my posts and other screen shots to bring this whole story together
Tin production was about 75,000 tons in 2023
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When your Tin portfolio gets diversified without your knowledge or approval…
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Maritz Unplugged 🎸
Alphamin planning on drilling in basically every conceivable direction at Mpama North and Mpama South
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GRAND THEFT TIMAH 🚨 Entry 54
NO
#TIN
EXPORTED IN MARCH
MINERS LAID OFF
SMELTERS LAID OFF
RBAK PERMITS NOT ISSUED YET!
TIN PRODUCTION REDUCED TO 46K TONS!!
CHINESE ENTREPRENEURS GIVEN RECTAL CAVITY EXAMS AT AIRPORT!!
LOOKING FOR SMUGGLED TIN SAND!!
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Might have been the guy who bought
591k @ $0.94
Clear for take off!!
$AFM.V $AFMJF
🚀🚀🚀🌕
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North Kivu stability is incredibly important to the valuation of $AFM.V
No one likes DRC rebel risk
Rwanda continues to cause instability in the region while their biggest trading partner China supports the other side’s military… at some point China will punish Rwanda
NORTH KIVU THERAPY 🤗
CHINA AGREES TO SUPPORT DRC WITH MILITARY TRAINING AND ADVANCED MILITARY TECHNOLOGY
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$AFM.V $AFMJF $MLX $MLXEF
Tin up again on supply shortage concerns!!
$GME $BTC $QQQ $NVDA
#Tin
on the LME , late afternoon.
AND THE VOLUME.
#Tinbaron
$Tin
@respeculator
@TinInvestor
@TinFormer_News
@FirstTinPlc
@Peter52834033
$AFM.v $MLX.AX
#1SN
$CUSN
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BURMESE TIN TEASE ⛩️
Myanmar dumped 48k tons of concentrate from Jan to April, they shipped what is believed to be the last 12k tons of concentrate in mid/late June with special permission from the WA State Central Planning Committee.
The global supply tightening begins very
Advice for reading SMM articles.
- Ignore the headline
- Start reading from halfway
"Smelters reported that raw material supply is extremely tight, making procurement more difficult, and due to raw material shortages, companies might gradually reduce their production"
#tin
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GRAND THEFT TIMAH 🚨
#tin
☠️ DEATH PENALTY POSSIBLE ☠️
👮♀️SUSPECT NAMED 👮♀️
🫣 $10s of BILLIONS USD in environmental damage 🫣
CORRUPTION inside PT TIMAH
🕵🏽 ATTORNEY GENERAL HAS TAKEN OVER THE CASE!! 🕵🏽
🏆
@TinInvestor
@OG_TINBARON
@respeculator
🏆
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TODAY MARKS THE FINAAAALLLL CAPITULATION OF $SBSW
1. MFI rising, Stock price falling on daily
2. Third bottom!
3. $PALL $PLTM $GLD continue to move upward
4. South African elections clear major political risks
5. Major share price drop today with large volume
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GRAND THEFT TIMAH 🚨Entry 15
PORSCHE SEIZED!!
SUZUKI SEIZED!!
55 PIECES OF HEAVY MINING EQUIPMENT SEIZED!!
MINERS USED BOARDS WITH NAILS IN THEM TO IMPEDE SEIZURES!!
PRIVATE COMPANY DIRECTORS ARE WITNESSES
@TinInvestor
@OG_TINBARON
@respeculator
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This is what the YTD returns look like for the Magnificent 7 following the FOMC rate cut:
🟢 Nvidia: +128.98% 🥇
🟢 Meta: +52.44% 🥈
🟢 Amazon: +22.70% 🥉
🟢 Microsoft: +15.19%
🟢 Apple: +15.06%
🟢 Nasdaq 100: +14.97%
🟢 Google: +14.69%
🔴 Tesla: -8.56%
*Prices as of September
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I fully expect a RIP YOUR FACE OFF RALLY in $AFM when the DRC army finally gets their shit together. That might be a while though.
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$AFM dividend 📈
Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever.
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning profits at some
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Bottom confirmed ✅
TODAY MARKS THE FINAAAALLLL CAPITULATION OF $SBSW
1. MFI rising, Stock price falling on daily
2. Third bottom!
3. $PALL $PLTM $GLD continue to move upward
4. South African elections clear major political risks
5. Major share price drop today with large volume
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Chill the fuck out
NORTH KIVU THERAPY 🤗
M23 REBELS HAVE BEEN PUSHED BACK FROM SAKE 🇨🇩
CALM HAS RETURNED TO SAKE 🧘♀️
M23 MURDERED WOMAN AND HER TWO CHILDREN IN THEIR SLEEEP WITH A BOMB 💣
$afm
#tin
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ALPHA FUCKING MOON 🌚
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When you tell the group chat about $AFMJF and they start placing market orders
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Don’t listen to this fool
100k is the new price floor
Looks like tin held the $31,000/t price level.
Maybe that's the new "floor" price.
Cost curves are rising due to:
• China struggling to maintain production
• Indonesia shifting to offshore but also banning offshore dredging
• Myanmar halted
Don't own enough $AFM.V
#tin
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$AFMJF $MLXEF
Tin rocketing toward 100k on major supply shortage realities kicking in
🚀🚀🚀🌝
All you meme stock hoes are about to learn something new!
$GME $BTC $NVDA $QQQ $ANF $MSTR $ARKK all need tin
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GRAND THEFT TIMAH 🚨Entry 44
SUSPECT THAMRON IS HEAD OF ILLEGAL MINING HANDLING TASK FORCE!!
WILL CORRUPT SMELTERS AND PT TIMAH EXECUTIVES WALK??
ILLEGAL
#TIN
SAND LAUNDERED THROUGH 4 PRIVATE SMELTERS AND SOLD TO STATE OWNED PT TIMAH AT HIGH PRICES
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We’re already having another -1,000+ week
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Next week will be softer
It dumps every other week
I give it 6 months until tin is surging above 50k towards 100k
$AFM $MLX gonna be lit
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