Member Info for Gallmat

I don't think anyone would do that.

Most likely they wont get enough shares, and if you fail how would that look to the panel.

Yup, I think we will have some drill results but probably not much as we are conserving cash.

I think kalaka could have a decent PEA, could be a bit shocking in a good way if capex is low.

I do love a share where I don't have to track many variables.

Personally I think WA might be a bit longer. You probably need to agree the terms with gov on project share etc.

Pretty sure it is advanced you have picture of mark doing hand shake on X. But in Africa things always take a bit longer.

Panel is very efficient. We posted research showing the chairman hates wasting time and he is true to form

By the end of Feb our lawyers will have seen their key arguments on paper, I also expect that we might sea a PEA on Kalaka around that time

Good morning Prof.

Everything is going I would say much better than planned. Very fast trial, gold at highs.

It's worth remembering that the objective is to make money from the stock market and not people who are sharing info and research.

Hoping for a better day today

Is there a bit of trading happening today?

Lots of panic spreading. Not odd comment but repeat posting

The announcement on hydrogen cap and floor is important.

If you look at hazer presentations. Our turquoise hydrogen is cheaper than blue hydrogen ( dirty normal hydrogen with carbon capture).

Clearly we will seek price support at the level of our competitors blue hydrogen.

That means we might end up with a guaranteed price higher than our hydrogen production cost. Also we get the graphite for free.

The cap and floor can dramatically reduce our risk.

People are not getting into the detail. I also hold hazer

If u look at volume. Tsx moved to 1.5 on good volume but spike from 1.t to 3 was on tiny volume.

There was some message on X from pheonix about news incoming and their type of project for rare earths was mentioned previously by usa gov

The politics are also important

Today you also have a second statement by Tony blair'a think tank against the current approach.

Pressure is building on Ed.

Now we have rosebank requiring a decision on extraction.

Usa has joined in on sanctions against Russian oil companies.

If you want to push the need for oil and gas extraction , now looks pretty good.

https://www.cnn.com/2025/10/22/politics/bessent-sanctions-russia

To this lot. They swing trade.

As noted too many traders in the stock.

As noted before. Many following this on X have a trading mentality. May were promoting bitcoin treasury stocks etc.

This was not something unknown so I expect a bit of hyping from some.

Focus on the real catalyst the gas license

Honestly

There is no new info for me here. I know what hazer process can do.

Just remember you need to be able to sell 60k and also we don't know the upgrade costs.

The key thing is critical minerals association commenting. These guys link very nicely into government.

The key now is why would nsta not allow us to extract gas If we are using it in this way.

Building the pressure on nsta to say yes.

This will rerate when we get the gas license IMHO.

If we get marram, why not the other fields we requested!

Guys.

IMHO the ability to use hazer does not require us to use our own gas.

You can you any gas source and from any field and use the cracking process. The only benefit is if we have storage we can maybe buy gas when it is cheaper and then crack it later

Clearly If we extract our own gas we get a benefit as getting extraction margin.

Tom.

Reading between the lines do you see increased average as 1)being areas with proven gas reserves or 1) just geology for salt caverns?.

I think Ben is just being a bit cryptic because the whole issue of extracting gas is sensitive

500m on orders already.

Clearly there will be more orders from Africa

Jv partners will be lining up to try in other lat am counties, it is a 420m eur contract it is big.

Also it does not matter how successful these other JV are. Just starting them will give the stock a buzz.

Dominican could easily return with a 200m order per their LOI. That would taken 700m of orders vs a 25m market cap.

There might be some need for capital, but that is no bad thing.

Remember the discussions for dominican Republic (below)

I believe we were also targeting 10k units in one of the African countries, who have been allocated 5k units

That could be circa 300m usd more revenue

Following the visit, Eco secured a LoI for 10,000 modular homes, valued at $237 million in gross revenue over the contract term.

Just google company name. You will see on proactive