Member Info for Gallmat

One thing to add. Sort the 5 star ratings by recent.

You will see even the 5 start reviews are talking about having to contact customer service and missing items.

I am not saying this is the end of the world but there are quite a few instances even in higher ratings.

I am quite bullish on this and asked if I could speak to the company through the IR.

Most interest is in Boop and if they have an agreement to aquire the remaining 25pct.

If they have good supply agreements etc this could be very interesting.

I always look at the negative reviews. You do find alot of miserable people but also many can be instructive

More trust pilot research. Incorrect packing seems to be an issue at DD. Also the responses on trust pilot to problems seem a bit overly defensive and aggressive.

This is probably due to slscaling issues but one review asked why as a loyal customer for a long time one bad incident made them post a negative review. Management need to get a grip.on this, if they mispack and make a mistake you do not accuse people.

Keeping an eye on boop and the supplement sites. Much easier packing and higher value. I also think items being slightly out of date.

Customer service and packing is an issue and this needs fixing fast

The guy in the interview said they were thinking about doing some research on the sector, so basically actually doing some useful research ( as opposed to our current f*&** useless broker)

Vsa capital are likely to do a bit of the work for us I the future. I asked the guy on the video

My view in life is always to ask an expert.

So I asked the CEO

Horse

Agree a rebrand might help DD. What sells will drive the focus and if it is Boop I think it has mass market appeal.

One to watch from sidelines

The reality is DD is targeted to the segment of the population who will use it. Most people outside of this would just pop to a pound shop with regular stock and pay a bit more

The other brands are just more sensible. Sport supplements are expensive and people by definition are loyal. However these sites can also flog these items.

The beauty idea is by far the best. Customers are not labelled as being poor, these are somewhat a luxury. Consumers may also support the idea putting the companies in a difficult position if dumping of products becomes public.

Sadly they have 75pct of the best idea, and went after flogging bog roll cheaper than a pound shop.

One to watch only

Keeping it simple as long as we go to trial we will end up in some situation which is positive. X2, x3...x7 who knows. Honestly it irrelevant as even 100pct gain is great.

I listened to the cfo but did not buy the answer

They make circa 20pct on sales. You need to churn your stock alot to get strong organic cashflow.

If you want to capitalise on your position and be strategic then you need more cash. Yup, you can plod along but actually boop is a good idea and you might need to go strong after it

I had a listen. Seems to me like they miscalculated with DD. The clear opportunity is being more focused and the nutrition and beauty sites make more sense in terms of value to size.

I think their oversight is cash. Stock is really key and they returned alot of it to investors ( bad move).

The issue here might not be sales, more likely that they cannot fund the sales and need a go slow.

One for the watch list and sadly a bit annoyed they did not keep cash back.

This one is for me :)

Is the discount dragon really the key business. I had a look online and It feels a bit random.

Boop however seems very clever. Premium products, good selection and higher value.

Boop seems to solve many issues discount dragons has.

Close enough. It is more related to the timing of another investment I spotted

For those that do not know montero, here is the summary. New mining law cancelled licenses that were put out to tender

Montero commenced exploration activities on the Wigu Hill Rare Earth Element project in March 2008 under a Prospecting License and spent over CAD$17 million on exploration works in the discovery and development of the project. In 2015 a five-year Retention License was awarded by the Tanzanian Government (“Tanzania”) on the property.

The Retention License was expropriated by Tanzanian in 2019, when all previously issued Retention Licenses, which had been cancelled by the Mining (Local Content) Regulations 2018, were put to tender. Montero made repeated attempts to reach an amicable solution with Tanzania with no success. Montero filed a request for arbitration with the ICSID on January 8, 2021, in order to preserve its rights. On February 9, 2021, ICSID registered Montero’s

Yeah GBU was a tough one ( supposed to be a def. Win). That reinforced my view that going in hard early and then derisking before the trial is optimal.

There is another more risky one. Equatorial resources, they are not backed by a litigation funder, have an advanced case and are trading at cash. Really a punt, but 3 companies all had licenses taken and the larger company did get backing.

Are we too helpful here :)

Most boards are full of unhelpful maniacs!, not here

Don't read anything into it.

IMHO there are 3 milestones to EOY. If we clear all i am super happy. I just wish we could be there now

My advice is to work of 1bn usd for now as the ceo on a couple of occasions has noted that type of number without saying it is wrong.

We might end up higher, but honestly even at 1bn usd it is a buy so anything over that is great but does not change the argument

Rider. I will say this is not gcm.l, I actually attended their agm 4 years ago. Frightening.

Our company has a good ceo, he settled 3 prior cases like this and was cfo of a leading copper producer in Canada.

This stock has a real chance to realise the claim as we are in a formal process. Gcm was just a play thing for the polo CEO and fluff about approvals.