11 Jan 2026
1h 6m

Kontrarian Korner - A Deep Dive On First Tin

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Kontrarian Korner

The Kontrarian Korner podcast explores the investment potential of First Tin, focusing on the tin market's supply and demand imbalance. The discussion highlights tin's critical role in various industries, including electronics and electric vehicles, while noting the limited investment in tin exploration over recent decades. Sara, a geologist and engineer, along with Albert Collette, an international finance expert formerly involved with First Tin, share their bullish outlook, emphasizing the strategic advantages of First Tin's projects in favorable jurisdictions like Australia and Germany. They address concerns about potential dilution, underscoring the value creation from past capital raises and the likelihood of future financing for mine construction. The podcast also touches on the possibility of Metals X acquiring First Tin and the potential for a European tin champion.

Outlines

Part 1: Introduction, Guest Backgrounds

Part 2: Tin Market Dynamics, Supply and Demand

Part 3: Core Asset Analysis: Taronga Project

Part 4: Operations, Dilution, and Timeline

Part 5: German Assets, Resource Nationalism

Part 6: Management, Valuation, and Outlook

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