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Good Morning Everyone, APH closed R18.67 yesterday. Tin prices holding strong above USD 30k per tonne, demand from electronics side staying firm. DRC operations running steady, nothing crazy but tin grades still decent. Long holders prob looking at 24 month thesis here, not quick flip.
APH sitting at R18.67 and tin fundamentals havent changed, theyre only getting better with chip demand ramping up. DRC operations are solid, costs are locked in, and were still trading below where we should be on a per ounce basis compared to peers. Good day to top up if youve got dry powder.
tin prices holding up better than i expected and aph's drc operations aint getting shutdown like folk thought six months ago, so catching the express train on this one. at r18.67 its still cheap if tin stays where it is, big dogs in commodities know the cycle.
Tin supply tightness is real, not just sentiment, and APH's DRC assets sit in a sweet spot geographically while peers struggle with permitting delays. At R18.67 the market's still pricing in execution risk that frankly looks overdone given the cash generation already happening. Long view here is simple, the future excites me.
Tin prices have been solid and APH's DRC operations are actually running clean compared to a lot of peers in that region. At R18.67 the valuation looks reasonable if they can keep production steady, especially with electronics demand staying put. Long term play if you believe in tin not tanking.
Worth reading the latest SENS on tin prices and DRC operations, interesting shift
Spent some time on the latest results last night. Tin prices holding up nicely for them.
Pulled the latest SENS filing, tin prices holding up better than expected
Tin prices are sitting pretty and APH's got real production in the DRC, not just a dream. Most tin juniors are still burning cash but we're actually making metal, margins are fat when spot holds. Anyone selling at R16.00 because of rand weakness or load-shedding noise doesn't deserve the gains when this thing re-rates. WE ARE A PRE-REVENUE COMPANY moment, can't fix stupid.
tin prices have been weak but alphamin's all-in costs are still decent relative to what theyre pulling out of the drc. at r16 you're getting the optionality on a rebound without paying for the hype, ngl most tin plays are way more speccy.
APH sliding under R17 on a quiet day, nothing dramatic but worth monitoring if it breaks below the R16.50 support level.
APH sitting at R16.18 is still cheap for a tin producer with DRC assets. Tin prices holding up decent and they're actually cashflow positive unlike most juniors. If tin stays above USD7/lb they print money, that's the thesis. Long term play if you can handle the political risk.
closing at R16.18 is decent given tin prices have been under pressure, but the drc operations are still the wild card. if they can get ramp up sorted without another force majeure event the cash generation could be proper. longer dated holders might see value here vs the volatility.
APH at R16.18 is decent value for a tin play, especially with DRC operations ramping up. Tin's tight supply story holds long term, beats sitting in cash. Good day to top up if you're building a position, I've been nibbling on dips around the R15 level.
Been reading APH's latest quarterly. Tin prices holding up, DRC operations steady.
APH trading at R16.92 after a modest pop today, but the real story is whether tin prices can hold above USD 35k given the supply dynamics out of Bisie. At these valuations with tin exposed and decent reserve life, there's optionality if the commodity cycle turns, though execution
APH up 2.42% today and the market's clearly responding to something in the mining space, but I need to see whether this is genuine momentum or just noise before I'd consider it a brand-building play in the resources sector.
Taking profits on APH at R1819 after the tin rally ran hard, but I'm keeping a core position because we're still in the early innings of the commodities super cycle and tin supply remains structurally tight heading into next year.