SRZ - Media, page-29

The world's largest producer of tin, China, is facing serious supply-side issues. Imports of tin ore and concentrate decreased dramatically in April, falling 44.86% YoY and 55.44% MoM as a result of decreased imports from Russia (not known for significant Tin deposits anyhow – therefore, could be a sign of desperation?) and Myanmar. Furthermore, no tin metal imports from Indonesia were present. See full story: China's tin ore imports saw a significant decline in April, no news on the production resumption in the Wa State of Myanmar

There has never been a more pressing need for new supply of Tin from a responsible tin source located in a sovereign-trusted country. With the tin market still being extremely tight and no signs of improvement in the short to medium term, yet the growth in the semi-conductor chip industry as shown by record growth last week (Nvidia, TSM, AMD) is appearing exponentially healthy. Plus, the need for solar, 5G and EV wiring.

Here's a thought, rather than paying dividends to their shareholders, semi-conductors like Nvidia could utilise their newly acquired cash to invest in mines in secure locations – not unlike what Apple has done with its Tin supply but with a basket-case country that has undermined their brand credibility - see recent 'Blood minerals' story.

Nonetheless, without high quality tin, there would be no way to join products.

The Heemskirk Project is one of a few worldwide project located in a Tier1 mining jurisdiction with access to 100% renewable energy. No wonder, cornerstone investors are showing up.

AIMO, DYOR, GLTA(patient)H