Added to YB: 2025-12-03
Pitch date: 2025-12-01
1SN.L [bullish]
First Tin Plc
+5.88%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
First Tin Plc engages in the exploitation and production of tin properties in Germany and Australia. Its flagship assets include the Tellerhäuser Project located in Saxony, Germany; and the Taronga Project which covers an area of 752 square kilometers located in New South Wales, Australia.
Market Cap
GBP 37.3M
Pitch Price
GBP 0.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.68
P/E
-21.00
EV/Sales
N/A
Sector
Metals and Mining
Category
value
First Tin: Near Term Catalyst with a Ready Buyer for a multi-year, multi-bag
1SN.L: Tin prices up 300%+ (outperforming gold/silver) driven by structural supply deficit - 75% production from China/Indonesia/Myanmar vs surging demand from EVs, AI, solar. First Tin has 2 OECD projects: Taronga (Australia) £207M NPV vs £38M market cap, production 2027-28; backed by US-Australia Critical Minerals Framework financing.
Read full article (11 min)