Member Info for andymlloyd

Good afternoon "WildSwimmer"

All fair points — dilution has been heavy, no denying it. Warrants are always a double-edged sword: painful in the short term, but they’ve left MET1 with cash in the bank and a genuinely broader portfolio compared to the £34k balance sheet last year.

Yes, some early warrant holders did well out of it — but the key thing now is the overhang is largely cleared. The focus shifts to what’s been done with that capital:

Stake in Evolution/Chilalo — a post-DFS graphite project with half-billion dollar NPV and >90% offtakes already signed.

Colorado uranium dumps with DISA — potential near-term revenue with zero capex/opex from MET1.

Ongoing exposure to nickel, copper, PGEs and gold.

You’re right, every 1p now swings the mcap heavily — but that also cuts both ways: small moves on real news flow can create massive upside. That’s why people talk about ‘double digits’ — because the leverage is built into the structure.

So yes, it’s a gamble, like any junior AIM explorer — but it’s no longer just hot air and warrants. It’s a basket of critical mineral projects aligned to global supply chain shifts.

GLA DYOR (Be Nice to Each Other!!!)

Good afternoon "Dusty"

It’s already in black and white in the RNS that Craig sits on both boards — that’s why the Evolution underwriting was flagged as a Related Party Transaction under AIM rules. Independent directors and the Nomad signed it off as fair and reasonable, which is exactly how governance is supposed to work.

I don’t see that as a ‘boys club’ — I see it as transparency. What matters is the asset: Chilalo is a post-DFS project with a half-billion dollar NPV, 90% of production covered by binding offtakes, and positioned perfectly in a graphite market that’s just had US tariffs flip the supply/demand balance.

If anything, having Craig connected to both means alignment and shared interest in driving the project forward — not working against shareholders. The opportunity for MET1 holders is clear: exposure to a development-ready graphite project at entry-level pricing.

GLA DYOR (Be Nice to Each Other!!)

Good morning "Dusty"

Fair point on the warrants – nobody’s denying the campaign caused short-term dilution and sentiment drag. But let’s not forget those warrants also funded the acquisitions and strategic stakes we’re now talking about (Colorado uranium with DISA, Evolution’s Chilalo graphite).

Yes, dilution stings in the moment – but it’s only disastrous if the money is wasted. In MET1’s case, it’s been deployed into projects with clear economics, offtakes, and near-term revenue potential. That’s very different from just burning cash on lifestyle exploration.

The overhang is clearing, the portfolio is broader than ever, and the groundwork for proper re-rating is being laid. Daily price noise is one thing, but the real story is about value being built for when sentiment swings back.

GLA DYOR (Be Nice to Each Other!!!)

Good morning "JamYesterday"

Nothing wrong with DYOR on BRES, but let’s keep it apples to apples.

BRES is still waiting on a JORC upgrade/DFS. Evolution’s Chilalo Project is already post-DFS with an NPV of A$518m, IRR of 32% and >90% of production covered by binding offtakes. That’s a world away from early-stage promises.

MET1 has bought into Chilalo at entry-level pricing, giving us exposure to one of the few development-ready graphite projects positioned to supply ex-China markets, right as US tariffs bite.

So sure, BRES might have resource size, but grade, economics, offtakes and timing are what matter for value creation. MET1 shareholders now have a stake in something that’s shovel-ready with customers lined up. That’s the key difference.

GLA DYOR (Be Nice to Each Other!!)

Good morning "4PetesSake"

It’s easy to throw around words like ‘scam’ and ‘Mickey Mouse’ but the facts don’t support that narrative.

Yes, warrants were issued – that’s a normal financing mechanism for juniors. The reality is MET1 has used those funds to secure tangible stakes in development-ready assets (Evolution Energy’s Chilalo Graphite Project with A$518m NPV and binding offtakes, and the Colorado uranium waste dumps with DISA, which require zero MET1 capex/opex). That’s a far cry from smoke and mirrors.

There is dilution in exploration plays – always has been, always will be – but the question is whether the dilution is used to create value. In MET1’s case, the cash has gone into broadening a portfolio of uranium, nickel, copper, PGEs, gold and now graphite, all in line with global critical mineral demand.

As for drilling – the portfolio is still advancing, but the DISA deal actually gives us a potential fast-track revenue stream without drilling. That’s exactly the kind of creative deal-making most juniors would love to pull off.

Nobody’s pretending this isn’t high-risk, but it’s also where the high-reward comes from. Dismissing it all as a scam ignores the fundamentals, the government policy tailwinds, and the fact that MET1 is one of the few juniors positioning across multiple critical minerals right when the world needs them most.

GLA DYOR (Be Nice to Each Other!!....Think I'm wasting my breath on that one, but I'll keep trying!) Have a great day.

Wildswimmer

Fair points again 👍 — revenue now would definitely be welcome. But for a junior explorer, the reality is that strategic stakes in near-term development projects can be a smart way to get exposure to cashflow without burning capex.

The Colorado uranium waste dumps with DISA is one such potential near-term revenue stream (zero capex/opex from MET1, just a % of gross product sales). The Evolution stake adds a second string to the bow in graphite — development-ready, with offtakes already in place. It’s not scatter-gun, it’s about building a balanced portfolio of critical minerals aligned to government-backed sectors (uranium, graphite, nickel, copper, PGEs).

As for the related party sign-off 😅 — at least it’s out in the open, reviewed independently, and cleared under AIM rules. Plenty of outfits don’t even bother with that level of transparency!!!

So yes, we’re still pre-revenue, but the building blocks for multiple revenue pathways are finally being laid. The trick is timing — and with US/EU demand for critical minerals soaring, I’d rather MET1 is positioning early than missing the wave.

GLA DYOR (Be Nice to Each Other!! Honestly, lets reset and try again!!!)

Good morning "Wildswimmer"

Bit of perspective needed here

Yes, Evolution has posted cumulative losses (that’s par for the course in pre-revenue resource plays). But the reality is Chilalo has a post-DFS NPV of A$518m, IRR 32% and 90% of output already tied up in binding offtakes. That’s not jam tomorrow, that’s a development-ready asset.

MET1 has secured up to 17% of this at entry-level pricing — a fraction of the underlying value. The deal diversifies us into graphite right as the US hits China with 93.5% tariffs on anode materials, opening a huge ex-China supply gap. Perfect timing.

On the related party point — it’s actually been declared under AIM rules and signed off by the independent directors + Nomad. That’s called transparency, not a stitch-up.

End of the day, you can choose to focus on historical losses or look at the forward picture: Chilalo is development-ready, strategically vital, and MET1 now has a seat at that table. For me, that’s value creation in the making.

GLA DYOR (Be Nice to Each Other! Seriously, lets give that a go!)

Another absolute belter of an RNS from MET1 today

They’ve just taken a strategic 17% stake in Evolution Energy Minerals (EV1), giving us exposure to the Chilalo Graphite Project in Tanzania – one of the most advanced, high-grade graphite projects outside China.

Key points:

✅ Post-DFS NPV of A$518m and IRR of 32% – serious economics.

✅ 90% of production already covered by binding offtakes with tier-one partners.

✅ Backed by ARCH Sustainable Resources Fund (25%).

✅ Multi-decade mine life potential with upside from new high-grade discoveries.

✅ World-class flake size – perfect for EV batteries and energy storage.

And here’s the kicker – with the US slapping 93.5% tariffs on Chinese graphite anode materials, Chilalo is primed to become a go-to ex-China supplier into the EV battery chain. This is a huge diversification play for MET1 alongside uranium, nickel, copper and PGEs.

Craig & team have pulled off another awesome move that positions MET1 bang in the middle of the global energy transition story. For the cost of ~£459k all-in, we’ve bought exposure to a project with a half-billion dollar NPV! (Look it up and do your own research, this is truly an absolute winner!)

From Colorado uranium dumps to Tanzanian graphite, MET1 is building a critical minerals powerhouse.

Can’t see this staying under the radar much longer – eyes will start turning our way. Accumulation levels continue and accelerate.

GLA DYOR (Be Nice to Each Other!!! Seriously lets try that today!) (...however expect the normal suspects that I will continue to ignore!)

Another absolute belter of an RNS from MET1 today

They’ve just taken a strategic 17% stake in Evolution Energy Minerals (EV1), giving us exposure to the Chilalo Graphite Project in Tanzania – one of the most advanced, high-grade graphite projects outside China.

Key points:

✅ Post-DFS NPV of A$518m and IRR of 32% – serious economics.

✅ 90% of production already covered by binding offtakes with tier-one partners.

✅ Backed by ARCH Sustainable Resources Fund (25%).

✅ Multi-decade mine life potential with upside from new high-grade discoveries.

✅ World-class flake size – perfect for EV batteries and energy storage.

And here’s the kicker – with the US slapping 93.5% tariffs on Chinese graphite anode materials, Chilalo is primed to become a go-to ex-China supplier into the EV battery chain. This is a huge diversification play for MET1 alongside uranium, nickel, copper and PGEs.

Craig & team have pulled off another awesome move that positions MET1 bang in the middle of the global energy transition story. For the cost of ~£459k all-in, we’ve bought exposure to a project with a half-billion dollar NPV! (Look it up and do your own research, this is truly an absolute winner!)

From Colorado uranium dumps to Tanzanian graphite, MET1 is building a critical minerals powerhouse.

Can’t see this staying under the radar much longer – eyes will start turning our way. Accumulation levels continue and accelerate.

GLA DYOR (Be Nice to Each Other!!! Seriously lets try that today!) (...however expect the normal suspects that I will continue to ignore!)

Before the normal "crew" arrive for the evening shift I'll leave you with this from earlier.....

Re-reading my own chat message and thinking that this is just one piece of the pie that has massive income potential; and MET1 have fingers in lots of pies! Awesome news!!

Huge step forward for MET1, today’s RNS shows the company has gone beyond just holding uranium claims… they’ve now got a pathway to revenue generation in the US uranium market. DISA take on all the costs (capex/opex/permits), while MET1’s Standard Minerals sits back and collects a gross revenue share (2.5–4% upside linked to pricing).

This isn’t speculative drilling – it’s treating 13 surveyed uranium waste dumps using DISA’s patented High-Pressure Slurry Ablation tech, which has backing from the NRC and US Government. First-of-its-kind licensing expected soon = green light for commercial rollout.

Key takeaways:

✅ No spend from MET1 – all upside, no downside.

✅ Direct exposure to US uranium & critical minerals revenue.

✅ Environmental clean-up bonus – strong Govt tailwind under Secretarial Order 3436.

✅ Potential to expand across a growing portfolio of projects.

Craig Moulton clearly playing a blinder here – this isn’t just exploration anymore, it’s a fast-track to cashflow. With US uranium demand soaring, this positions MET1 right in the sweet spot. Accumulation time.

GLA DYOR (Be Nice to Each Other!!) ( I await the quotes of this chat message and the usual downplay from the usual suspects, and as usual you will be ignored!) Have a great evening.

Totally agree "BuyMeAnother"

This isn’t speculative drilling, it’s treating 13 surveyed uranium waste dumps using DISA’s patented High-Pressure Slurry Ablation tech, which has backing from the NRC and US Government. First-of-its-kind licensing expected soon = green light for commercial rollout. Clever tech and MET1 have a slice of that pie.

GLA DYOR (Be Nice to Each Other!!!)

Wow JamesTrader71, really reporting me of all people...jeez!

I was just providing some information (as I always do). No agenda, no cross-ramping.

GLA DYOR (Be Nice to Each Other!!!!!!!!)

Good morning "Inthedark1"

Fair points and I totally understand the caution after the market’s dished out its fair share of pain. That said, worth remembering a few things:

✅ DISA have already been working with the NRC since 2021 – licensing process is nearing conclusion. When they land the Service Providers Licence, they’ll be the first in the US with the green light to remediate uranium dumps. That’s a serious first-mover advantage.

✅ MET1’s Standard Minerals (75% owned) doesn’t pay a penny in Capex or Opex. DISA covers the lot. Standard just sits back and takes a gross revenue share (2.5–4% depending on pricing).

✅ 13 dumps already surveyed at Colorado Projects, with more potentially added – so it’s not just a pilot, it’s a pipeline.

✅ This fits squarely with the US Govt’s push under Secretarial Order 3436 – unlocking uranium/critical minerals from mine waste with full political tailwind.

On profits – we don’t have exact numbers yet because the characterisation programme will determine recoverable volumes. But the real win here is that MET1 is moving from being a pure explorer to having a clear revenue pathway in uranium and critical minerals.

So yes, still a bit of patience needed for regulatory sign-off and first revenues, but the direction of travel looks absolutely spot on to me. Risk/reward profile has shifted WAY up in our favour!

GLA DYOR (Be Nice to Each Other!!)

Re-reading my own chat message and thinking that this is just one piece of the pie that has massive income potential; and MET1 have fingers in lots of pies! Awesome news!!

Huge step forward for MET1, today’s RNS shows the company has gone beyond just holding uranium claims… they’ve now got a pathway to revenue generation in the US uranium market. DISA take on all the costs (capex/opex/permits), while MET1’s Standard Minerals sits back and collects a gross revenue share (2.5–4% upside linked to pricing).

This isn’t speculative drilling – it’s treating 13 surveyed uranium waste dumps using DISA’s patented High-Pressure Slurry Ablation tech, which has backing from the NRC and US Government. First-of-its-kind licensing expected soon = green light for commercial rollout.

Key takeaways:

✅ No spend from MET1 – all upside, no downside.

✅ Direct exposure to US uranium & critical minerals revenue.

✅ Environmental clean-up bonus – strong Govt tailwind under Secretarial Order 3436.

✅ Potential to expand across a growing portfolio of projects.

Craig Moulton clearly playing a blinder here – this isn’t just exploration anymore, it’s a fast-track to cashflow. With US uranium demand soaring, this positions MET1 right in the sweet spot. Accumulation time.

GLA DYOR (Be Nice to Each Other!!) ( I await the quotes of this chat message and the usual downplay from the usual suspects, and as usual you will be ignored!) Have a great day.

Huge step forward for MET1, today’s RNS shows the company has gone beyond just holding uranium claims… they’ve now got a pathway to revenue generation in the US uranium market. DISA take on all the costs (capex/opex/permits), while MET1’s Standard Minerals sits back and collects a gross revenue share (2.5–4% upside linked to pricing).

This isn’t speculative drilling – it’s treating 13 surveyed uranium waste dumps using DISA’s patented High-Pressure Slurry Ablation tech, which has backing from the NRC and US Government. First-of-its-kind licensing expected soon = green light for commercial rollout.

Key takeaways:

✅ No spend from MET1 – all upside, no downside.

✅ Direct exposure to US uranium & critical minerals revenue.

✅ Environmental clean-up bonus – strong Govt tailwind under Secretarial Order 3436.

✅ Potential to expand across a growing portfolio of projects.

Craig Moulton clearly playing a blinder here – this isn’t just exploration anymore, it’s a fast-track to cashflow. With US uranium demand soaring, this positions MET1 right in the sweet spot. Accumulation time.

GLA DYOR (Be Nice to Each Other!!) ( I await the quotes of this chat message and the usual downplay from the usual suspects, and as usual you will be ignored!) Have a great day.

Buys heavily outweigh sells today — £278k bought vs £169k sold.

That’s a 1.64 : 1 buy-to-sell ratio, or in simple terms 64% more buying than selling. Strong sign of accumulation.

GLA DYOR (Be Nice to Each Other!!...although think we are beyond that with LTI and Dusty still lurking but not invested!)

Sources Searched

Share-chat thread mentions of a rumour: one user referenced “preliminary takeover talks … according to yahoo finance,” but no link or official confirmation was provided, suggesting it's unverified speculation

Yahoo Finance

Mainstream mining news shows Endeavour Mining has pursued other deals—like its acquisition of Teranga and Semafo—but nothing involving MET1

Wikipedia

Metals One (MET1) news remains focused on its uranium and exploration investments—not takeover interest from Endeavour Mining

A Yahoo Finance search revealed no mention of any takeover connection between the two companies—nothing useful appeared there

There’s no verifiable evidence that Endeavour Mining has been in takeover discussions with Metals One. It seems to be community speculation without basis in official sources.

BeardedDragon

Just look at the RSI, MACD and SMA and it will be obvious why this will (and is) rerating.

GLA DYOR (Be Nice to Each Other!!! Seriously!!!)

Dusty,

Call it shell games, call it sideways — the fact remains: Byrne built an asset base that still commanded a multi-billion dollar price tag. Most juniors never get near that kind of valuation, let alone in a critical commodity. That track record is exactly why Metals One aligning with him matters.

At this point the rest is just noise. I’m holding for the upside.

Funny how his ‘badly run’ asset still sold for $3bn… if that’s failure, I’ll take it.

GLA DYOR (Be Nice to Each Other!!) (Bring the Fury...or a Dusty!)

Dusty,

We all know junior resource investing isn’t for the faint hearted — placements, consolidations, cross-holdings, that’s the nature of early-stage mining finance. What matters is whether there’s a real asset and a management team with a track record.

With Lions Bay you’ve got a $20m gold roasting + power plant optioned for $1.4m, a pipeline of gold/copper/tin projects, and John Byrne at the helm — a man who’s actually delivered a multi-billion exit before. That’s not “Peter to pay Paul,” that’s positioning for scale.

People can argue structure all day, but value will out in the end. I’m backing the asset base and the team, and happy to let the market prove it either way.

I’ll stick to facts and assets, you stick to insults — let’s see which pays better.

GLA DYOR (Be Nice to Each Other!!) (Bring the Fury...or a Dusty!)