Member Info for Gallmat

Not sure if u want me to post the comments on X about how bad people here are. Given u are now talking to us again.

Bonkers

Ome minuite you are on X saying this lse board is toxic and you want out due to ramping.

Now u r doing this. Seriously

Bonkers has openly stated he is trading it. Fair game if that is how people want to invest

Thanks. This is key information.

I thought BP might step back from this due to their changing strategy ( less renewables) but u called in correct :)

Seems logical these guys want to maximise the returns on such big investments !

Market does not get this stock yet

That is a delayed trade. They can delay providing details about it. Noted in prior message

It's allowed and In the rules.

If you print a big buy then everyone know the MM has a shortage of shares and it can be hard for them to balance the book.

In theory it makes sense, but in small caps it means half the time you don't know if you are really seeing the true picture when looking at printed trades.

Some people watch the bid and ask of brokers all day seeing how much they offer at each price to get a better picture.

U just need to live with it. Part of small caps

Penny probably has the idea from somewhere :)

It's unbelievable but my brother in America really had to go on a search to find someone offering small cap foreign shares. Was not easy. It does matter

The revaluation on gold price is more about the psychology of retail investors.

If gold stays high till Dec 2026. Lots of gold bugs will have made lots of easy cash. They will just extrapolate the value of the project in some crazy way and want to punt.

If gold stays high for 1yr they will find it hard to find cheap gold plays and will come here.

As they say " play the player not the game"

Most likely it is using a trailing moving average.

I found a new company pea in mali using 2500 when spot was 3300 from few months ago. Makes sense as gold just broke 3000.

If gold stays higher around 4000 i expect the gold price used to raise alot. Main reason is margin expansion.

Gold miners with aisc around 1400, did well at say 3000 gold. At 4000 they are printing money and very de risked on payback.

My real expectation is we will reprice from say 2500 to 3000+ level.

It's all a bonus

We are buying the stock for litigation claim of $1.6bn. Which is more like $2.2bn+ when you revalue it for gold price and accrued Interest.

Nobody cares about the mining assets. They are just a bonus.

Everyone knows mali is a higher risk place and hence the assets are not really important to the share price.

Looks like canada have first focused on mining.

We don't even have a JV for canada yet. What do they have to support?

Its just in response to the news letter.

It has a huge following 10sk

You notice the buying tends to happen when usa wake up. Alot of the buying is driven by usa. Ceo said that in interview.

Someone will likely take profit and honestly not that bothered.

We are making highs based on fundamentals. Gold price and schedule.

Even if we retrace we go higher in long run

The best strategy is to ignore until next December.

That way you have no temptation to sell. Lack of liquidity will make others chase it higher.

Also yesterday they explicitly said they will announce real things and not fluff.

You will find it all on the Internet if you look for their announcements

Maybe because canada said they alone will annoumce 2bn cad to help 20 projects

main steam media talk *******s.

while lynas wants a premium for their supply.

mkango could make money even at the multi year low prices.

most companies probably don't want the mka story out there while they chase price floors and subsidies

No.

Just like the EU project it will be announced by them. Some companies are even next day with rns

It's not clear if they just brief people in am so they can prepare and then announce later.

I would think that makes sense to brief privately first to media outlets at 8am their time

Do you have the link confirming time?