Member Info for Gallmat

It seems nuts. If they increased cost of journey by 10pct i would not blink for intercity routes.

There is alot of inflation everywhere and there is no cheap alternative for when i use their service

S. CLASS

That was very useful. Good looking resource, consistent and very close to surface.

Not sure about the pics of riding the elephant!

Including the final slide showing its a%^&. But each to their own :)

Fme :)

That is one of the best presentations i have seen from.

Colour

Logo

Fonts

:)

I am going to try and speak to ceo again and will ask this.

The market cap can be seen as a fair value of pricing all risks. I was an IPV ( valuation controller) for 20yrs. A market price normally was top of valuation method rather than subjective NPV analysis.

People in the market know the NPV and this is what they will pay for it.

However the standard for analysis might be different in these situations.

Worth a discussion i think

Securing new investors, by shafting existing investors is probably easy.

Watching the ceo's recent performance. Cannot talk about raise. Not ready to discuss pipeline yet. No mention on sale of diagnostics.

Man. He is so bad.

You lead eveyone on and still deflecting

Thanks for this.

Hard to see anyone wanting to finance the new assets then. Wait and see for existing operations.

When i spoke to ceo he was hammering on about the oncoming graphite defecit. But not responding to these negative price dynamics at all

I accept i could be wrong.

I find comparing a great deposit ( top 3 in aus), in a safer country with established infrastructure as a good benchmark.

Our grade is higher 1.9% vs 1.3% ish i think but we do have country risk and i think the definition of ore body will be to a lower standard.

Just guesses really, but i want to stay grounded.

Too hopeful.

Firstly we are valuing as of 2021. But get maybe 20pct more from accured interest on damages.

Look at de grey in australia. They are 1.2 billion gbp, in australia, good exploration upside. Next to excellent infrastructure and skilled labour.

Worst grade than ours.

Gold was circa 1700 usd i think in 2021. Alot comes down to how big we estimate the deposit is

Omg

Jigger, you have monopolised the board.

You made your point. Let people discuss

Omg

Jigger, you have monopolised the board.

You made your point. Let people discuss

Can we not let this BB reflect others on LSE.

There is, how we say a negative pattern

Shall we just leave it at that as gentlemen and gentleladies and try and keep this more fact based.

Just a suggestion

Ok

Lets keep it more concise. Things like the below weaken the message

So I contacted their HQ in the US, who stated they ‘don’t know about it’!?!

Why is this a good buy.

Lots of debt. Low margins. Poor managent va peers.

Are there not stocks out there without such worries that are also cheap?

Looks like market participants need to value to ECG aspect to natural graphite but at the moment nobody cares and the chinese are flooding the market with synthetic graphite.

Hard to see margins improving until there is some policy change or demand expansion

The latter seems to be under pressure as well. 2nd hand tesla prices are tanking

This is the only real source of pricing data.

Seems like synthetic graphite is drowning the market

https://www.fastmarkets.com/insights/natural-graphite-under-pressure-from-synthetics-amid-oversupply-slow-trade-flows/

Jigger this is enough

It is illegal to misslead in RNS. Of course they have a deal. Who do you know in a multibillion company in USA.

Earlier comments made some valid points but this is starting to take over the board

You made some valid points but this is clear de ramping.

Please refrain from so much of this. We do not need 15 points like this.

To get through due dilligence with a multi billion company could easily take this time.

You need to integrate supply, systems, marketing plans.

I think this is simply a case of seeing the orders come in ( commercial adoption).If they do they company will make money over next 5 yrs.

If companies just keep trying it then it is not so sure. Big water companies wilp try lots of solutions because it does not cost them much

Leakbot might have some competition now or in the near future. If they can do well short term the share price is a gift.

Only commerical adoption will prove it.

Missing a key point. The geological service of india, who did drilling and showed 7.3mn oz of gold, stated the deposit was worth over 1 billion usd

Ceo is just weak.

He could have faced his shareholders. Instead he ramped. Screwed them and hid.

Now no message is believed by the market. That is why this is not a buy until a deal.lands. sadly deals take time.