Marks Safaniya

1.2K posts

Marks Safaniya

Marks Safaniya

@MSafaniya

A lucky muppet who has been reassuringly successful investing on UK’s AIM and main market.

Katılım Ocak 2022
173 Takip Edilen79 Takipçiler
Marks Safaniya
Marks Safaniya@MSafaniya·
The partners in Brandberg West are paying real money for their 50%, as are SQM for their 50% of Lithium Ridge. Anyone buying Andrada Mining #ATM shares at these prices are getting both of those assets virtually free. Value always comes out.
David Burton ⭐️⭐️@DavidBurton1971

🚨 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

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David Burton ⭐️⭐️
David Burton ⭐️⭐️@DavidBurton1971·
🚨 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
David Burton ⭐️⭐️ tweet media
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Garf
Garf@glr_1990·
Maybe look at getting a US listing, get the company marketed over there to finally change sentiment, tungsten tin and lithium are incredibly hot at the moment and we won’t always have it this good, time to strike whist the iron is extremely hot Good work on executing the drill campaign
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Andrada Mining
Andrada Mining@Andrada_Mining·
Drilling has started at Brandberg West in partnership with the ACAM LP subsidiary BWCAM. The drilling contractors Ferro drill are on site, supported by the Company’s expert team supporting the work across geology, geotechnical activities, and HSEC. It’s great to start the next phase of exploration. #BrandbergWest #Mining #Exploration #Namibia
Andrada Mining tweet mediaAndrada Mining tweet mediaAndrada Mining tweet media
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Marks Safaniya
Marks Safaniya@MSafaniya·
@Gunblaze1969 It wouldn’t matter how much money the government has collected from taxpayers, they will always spend more than they have.
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Marks Safaniya
Marks Safaniya@MSafaniya·
@Richyf321 @Andrada_Mining Tidy announcement this morning with the 2nd batch of Lithium Ridge drilling results and obviously SQM think there’s more there with the expansion of the drilling scope 👍
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Marks Safaniya
Marks Safaniya@MSafaniya·
@Matt_Pinner Every one is able to contribute to society in some (maybe small) way, Yes they should have to work a few hours in a community role to qualify for benefits, they should also have to pass drug tests to qualify for benefits.
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𝐌𝐚𝐭𝐭 𝐏𝐢𝐧𝐧𝐞𝐫
“Genuine question… If someone is claiming benefits and is able to work, is it really unreasonable to ask them to do a few hours a week helping the community? Even something simple like litter picking or cleaning up local parks.” What are your Thoughts?
𝐌𝐚𝐭𝐭 𝐏𝐢𝐧𝐧𝐞𝐫 tweet media
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Spill The Memes
Spill The Memes@SpillTheMemes·
What's your favorite Dino?
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Marks Safaniya
Marks Safaniya@MSafaniya·
@Artemisfornow This was fairly foreseeable behaviour, ever since Elon suggested that Reform were the best party with the wrong leader. Farage is a career politician who only has his own best interests in mind
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Bernie
Bernie@Artemisfornow·
Farage should have been in Parliament today! I didn’t want to see stunts from Lee Anderson. I wanted to see a potential PM bring the incumbent PM down. But no! Farage was too busy saying how dangerous free speech and opinions were! Read the room Nigel 🤡
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Anatoly
Anatoly@Anatolydaily·
Big guy 🆚 Anatoly lifting 520 kg 🤭😂💪💪💪💯🏋🏻‍♀️🏋🏻‍♀️🔥🔥🔥☠️☠️💀!!!
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Marks Safaniya
Marks Safaniya@MSafaniya·
@ClarksonsFarm1 It’s because he’s attention hungry, his stupid comment will no doubt bring him a new endorsement from some obscure tofu doggy dish designer
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ClarksonsFarm
ClarksonsFarm@ClarksonsFarm1·
A resounding no. Or words to that effect…
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Marks Safaniya
Marks Safaniya@MSafaniya·
@ThatEricAlper If you don’t like it you can always ask me to turn it down, I grew up by the beach and probably take it for granted a bit; try not to be such a townie and talk to the locals
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Marks Safaniya
Marks Safaniya@MSafaniya·
@OrwellNGoode You should go around and show them how much you believe you are right, they will back down and agree with you and teach your kids that you were right. Of course you are still wrong but don’t let that detail bother you.
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Marks Safaniya
Marks Safaniya@MSafaniya·
@Richyf321 Really exciting news indeed, a little bit of research earlier today showed that most modern tungsten mines are viable at 0.2 to 0.3 the old grade would be a solid source But with the XRT results it’s almost 10 x this and if those grab samples are confirmed with a drill core OMG.
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Marks Safaniya
Marks Safaniya@MSafaniya·
@DavidBurton1971 Our government will see this as an opportunity to scalp us and start banging on about unnecessary journeys and spending and saving the planet. Punishing motorists and especially those who live in rural areas
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David Burton ⭐️⭐️
David Burton ⭐️⭐️@DavidBurton1971·
The countries responding to the oil shock as Britain remains silent As a growing number of countries around the world take steps to ease prices, secure supplies or cut demand in response to the global energy crisis, Britain has increasingly become silent. telegraph.co.uk/business/2026/…
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OG Tin Baron
OG Tin Baron@OG_TINBARON·
#SHFE #Tin inventories are dropping -500t every two days (on average) for the last few weeks. And we just went under 7,000t today. For those that can’t do maths… that is only 4-weeks of stock.
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