Colin Polykett

#Tin price: $55,400 (+$150) 3:02am London metal.com/Tin/LME_SN_3M

🚨 Sometimes the most compelling investment cases are hiding in plain sight… 👀 When you stack @Andrada_Mining’s Brandberg West project up against comparable #tungsten and #tin projects, the valuation disconnect becomes hard to ignore. Compare to say #SML & #TUN Here you have a company valued at roughly £91m, with exposure to tin, tungsten and #copper, ongoing drilling, exceptional high-grade intercepts and multiple future catalysts ahead… yet peers in the same thematic space are sitting on materially larger valuations 🤔 What makes it even more interesting is that Brandberg West is only ONE of three assets within the #ATM portfolio 🇳🇦 The market loves critical minerals stories tied to electrification, AI infrastructure and defence supply chains ⚡🔋🛰️ — and Andrada has direct exposure to all of those themes. At the same time, the company and @AnthonyViljoen still appears to offer what investors are always searching for in the small-cap mining space: ✅Early-stage leverage ✅Discovery upside ✅Re-rating potential ✅Strategic commodity exposure ✅A relatively low entry valuation compared to peers The comparison graphic below really puts things into perspective. Of course, always do your own research… but from a risk/reward perspective, this is exactly the type of setup that gets investors paying attention 👀 $ATM #AndradaMining #Tin #Tungsten #Copper #CriticalMinerals #MiningStocks #SmallCaps #AIM #Investing

🚨 Sometimes the most compelling investment cases are hiding in plain sight… 👀 When you stack @Andrada_Mining’s Brandberg West project up against comparable #tungsten and #tin projects, the valuation disconnect becomes hard to ignore. Compare to say #SML & #TUN Here you have a company valued at roughly £91m, with exposure to tin, tungsten and #copper, ongoing drilling, exceptional high-grade intercepts and multiple future catalysts ahead… yet peers in the same thematic space are sitting on materially larger valuations 🤔 What makes it even more interesting is that Brandberg West is only ONE of three assets within the #ATM portfolio 🇳🇦 The market loves critical minerals stories tied to electrification, AI infrastructure and defence supply chains ⚡🔋🛰️ — and Andrada has direct exposure to all of those themes. At the same time, the company and @AnthonyViljoen still appears to offer what investors are always searching for in the small-cap mining space: ✅Early-stage leverage ✅Discovery upside ✅Re-rating potential ✅Strategic commodity exposure ✅A relatively low entry valuation compared to peers The comparison graphic below really puts things into perspective. Of course, always do your own research… but from a risk/reward perspective, this is exactly the type of setup that gets investors paying attention 👀 $ATM #AndradaMining #Tin #Tungsten #Copper #CriticalMinerals #MiningStocks #SmallCaps #AIM #Investing

May 11, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $28,594.65 1 day: $+183.06 (+0.64%) 📈 YTD: +69.15% #Spodumene Concentrate (6%, CIF China) Price: $2,846.00 1 day: $+54.00 (+1.93%) 📈 YTD: +83.85% Sponsored by @LibraEnergyMats

#tin price up. Good start of the week!