🧵 1/n #tin $AFM.V ...okay, let's talk about the significance of controlling Rubaya, and taking a cut of the (coltan) mining trade there. First of all, these are the Rubaya mines. You can get something similar from satellite imagery. Rubaya mines produce about 1000t 2/n of coltan per year, valued at ~50MUSD/yr. Rubaya mines are 'partially mechanized', and the workers there have endured quite the existence on any time scale.
Apr 23, 2023 • 9 tweets • 3 min read
1/n A lot happened this week in #tin land. Got to admit, I was resigned to waiting for semis to turn (and that will probably be a minute) - 2024+ theme is my guess. But, as @respeculator reminded everyone… dis function on the supply side is THE thesis.
2/n one of those not if, but when things to those watching closely. Great to see @TraderPamplona making an appearance this week. Nobody banged the drum harder on Myanmar than him.
Jul 28, 2021 • 13 tweets • 5 min read
1/n Yeah, but they learned China is going to release its stocks... hmmm, no
