Member Info for Gallmat

I agree. Never before did tgr say strategy was expanding small flake and now indicating.

We have teesing tweets about meetings in london. They are saying reworked dfs looks good.

They also said for first time that the west has interest in all flakes. Current operations and potentially new

Yup.

But they are done at broker discression.

There is a wierd mismatch here.

Shareholders benefit ultimately if they buy it cheap. So broker lets it drift, not pushing up price.

On flip side shareholders want price to go up.

So there is a conflict

This is true it is poor.

Look at tgr. 13m gbp to build for 30k.

Ooerating costs 300gbp ish selling at 600s.

This is a low IRR. Do not kid yourself.

Check other graphite pea's

Good post.

300gbp margins and ability to knock out 100k tonnes a year. That is the prize.

Funding is always the issue and with government support that problem might melt away :).

Not a cross ramp. Just showing another uk graphite company having meetings in USA with

US Government Development Finance Corporation.

So we can see how active the graphite space is

https://twitter.com/BlencoweRes/status/1719002886707757542?t=mTziYme6EKaW4Af0IcPkog&s=19

Https://www.batteryminerals.com/investors/

If you check presentation. Co firms name of project and they sold to us.

So someone is investing in company that had some historical link to out mozam project

Yup. These guys had some link to battery minerals who i think we purchased mozam project from

https://urbixresources.com/urbix-in-the-news-battery-minerals-partners-with-us-graphite-specialist/

I think urbix are linked in someway to the mozam project. Were they not quoted in DFS?

Why attending the cma meeting is big. Senior USA gov member telling the city and investors to get behind selected projects. Tgr said they were at this meeting. Telling investors if they get behind the projects they have a friend in USA gov

https://twitter.com/MkangoResources/status/1718887082481914197?t=5bjdIBOORuZadQUxyQAyhw&s=19

I wrote to cfo.

The impression in presentation was we are paying in full. I dont really care what you put in a footnote

If you present the div is x from uk company we expect x. It is wrong for the company to think investors have to dig deeper to get full picture. A presentation summarises the important facts for investors so this has beem summarises incorrectly

Thanks. I know these guys. I personally think the current producers will come out on top.

There is no shortage of graphite and i want people who can display good margins

Https://twitter.com/BlencoweRes/status/1717437883341038064?t=wp6rTFkvtS_orYN9ebsasw&s=19

You should also follow these guys.

They are in discussions with us gov effectively.

Bit strange because we are further along and us is also part of the CMA organisation.

I wonder why they are not openly approaching a uk company with more advanced assets, with graphite already tested for annode quality in DFS. While tgr are " helping uk with policy"?

They did finally talk about more strategic matters. Also said about 50k in mozam. Probably some confidence from.ongoing discussions

I think tgr being the sole uk listed graphite company who is being asked to attend strategic forums says alot.

If dfs is good. And product ia suitable for ev post qualification. Someone is going to throw cash at them. Uk gov or usa gov.

I dont think they eant syrah takeover as that is putting all your eggs in one basket

You write you are making inflamatory comments. So why do you do it. This board is calm. Please do not start negative chains

Https://twitter.com/SyrahResources/status/1717383048029950219?t=DBwYyd_eMSUrEHzzthQstg&s=19

Think this is same thing. The type of tweet we are waiting for one day

Can we avoid this stuff. Never need to get personal

Opex. I would think last known set of costs is best estimate.

Capex. I thought someone posted it was in company report. Good thing is any capex reduces opex so it should not just be seen as a negative It has a positive ROI

Some very good points.

1. Interest extends over current graphite larger flake output.

2. Some type of engagement with critical minerals association. Sure they cannot say much.

3. Debt does not need equity raise to show current asset increase

4. Highlights valuation disconnect vs current spend ( assets in both countries). Worth more than market cap

5. Also appreciated the more formal style

Shall we just dial in and ask.

Are they looking at debt from local or international banks. Maybe things changed and debt conditions are more positive.

If you see value in small flake for this company. They might just be supported to enable them to move onto what they want

We need to ask directly. How has this event changed buyers behaviour, banks behaviour, governement organisations view.