Email of the day on the tin supply deficit
Comment of the Day

December 22 2021

Commentary by Eoin Treacy

Email of the day on the tin supply deficit

You have mentioned Afritin Mining as a tin miner to watch. Michael Rawlinson is new board member and believes it could become a billion $ company.

AfriTin NED - Michael Rawlinson Introduction - YouTube

Michael Rawlinson's CV in mining is impressive

Michael Rawlinson has over 25 years experience in mining finance as research analyst, corporate financier, investor and non executive Director. He as the Global Co-Head of Mining and Metals at Barclays investment bank between 2013 and 2017 having joined from the boutique investment bank, Liberum Capital, a business he helped found in 2007. Prior to that he was a Partner at Cazenove and MD at JP Morgan Cazenove.

He is currently Chairman of Balkan mining development company Adriatic Metals plc, a Senior Independent Non-Executive Director at precious metals producer Hochschild Mining and Independent Non-Executive Director at African mining services provider Capital Limited.

I am no expert but this looks like a large flag forming since April and we have now reached the apex of the triangle on the FM weekly chart.

Eoin Treacy's view

Thank you for this information which may be of interest to the Collective. Indonesia is the primary producer of tin and they are considering a ban on exports of concentrate. The market was already in a chronic deficit and that announcement two weeks ago raised fears tin would be in even shorter supply. The inability of primary producers to increase output and the ongoing difficulties countries like Myanmar and Indonesia are having with COVID have contributed to the squeeze. 

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