Member Info for Break100

Upside case $2.7b and low case $0.55b

Good numbers but the tungsten price they use seems low

I think you can make the case that US companies are extremely overvalued but that happens when there is not enough supply to meet demand

Certainly makes little old IQE look very cheap in comparison, would probably be a £billion company if it was not for the debt I hope CEO realizes this and works towards fixing

Alessandro do not look at LITE or AXTI or AAOI if you think landmark looks expensive

Much higher valuations than that

Traders cannot see the immense potential here.

Hope sellers do not regret selling on all time lows in a tantalite metal super cycle.

A £billion company wants financially back and partner with a £4million company.

And sp barely moved today, amazing

Market makers on the hunt for sellers, will let you sell but not buy

MRE Thursday going to be very exciting

MRE figures are going to be very exciting

Dennis cannot contain his smile

Very high pedigree specialist

Market makers happy to soak up sellers this morning, big money is made on days like this

Exceptional rns

Dennis sounds very excited!

They are not affected and is actually a positive for SML because tungsten price continues to rise, unfortunately war is good for the metal price

Sml is my only blue stock today

Roll on MRE

You would there is going to be a lot interest into MRE news, should show some very impressive figures

Market makers tried to shake early doors, you have to laugh at that attempt

Run up to MRE to big to ignore

A £billion company securing tantalum supply, does not getting any clearer than that.

Yes they will use a weighted average I believe but will still show an NPV around a billion, tungsten price could also quite easily double again.

The all awaited MRE Thursday!! Fantastic achievement by the board.

If they use todays tungsten pricing NPV will be in the £billions.

Some analysts suggesting tungsten could hit $5000 mtu 2026 but no one really knows, if you want independence from China then who knows where prices end up.

It is clear now why the recent investor stumped up £4million, we should get a holdings RNS soon if they hit over 3% threshold.

Tungsten moved up around 20% on Friday, what will next week bring?

If war starts to settle aswell then all brakes will be off here.

Whilst we debate valuations tungsten is up 17% today, we could see $5000 mtu or higher before the year is out we simply do not know.

Hard to talk about valuations when tungsten is doubling every few months.

Incredible scenes.

Tungsten price up 17% today!! Incredible scenes