Member Info for Gallmat

I think this is related to one of our class actions.
We have i think 7 areas in the PFAS class action
One is bullsbrook.

Contamination confirmed from pearce air base Bullsbrook. They have advised people not to use groundwater directly, or in their garden or swimming pools.

Airport gave them water to drink!.

https://www.6pr.com.au/residents-living-in-fear-after-jandakot-airport-warns-of-toxic-water/

At this price if feels cheap.
About a 65m gbp discount, you are buying the development land in nottingham for 30million ish.i think it was valued at mid 90s.

I imagine in current climate people are not keen on financing commercial property until the market settles a bit, that said just going through the planning permissions can add serious value,

No debt payments to worry about, which takes alot of stress out of holding.

Just says price target of broker is 3x curent level

Investors chronicle i believe
Simon thompson likes kmk.
Cannot open my eleectronic version but article has picture of radiation symbol...so it will be a bout kmk.l

Any price target.
Do you have details of write up

It is the harvard endowment fund. They are very sophisticated. It came out in past interviews.

All stocks are down. Anything consumer facing or tech.

Hard to see them loosing lots of cuatomers given they are market leader. Also broadband is an essential for people these days.

It will come good.

If results are ok top up time

Where is the pub sector do you make a 300pct return in 1 second. Clicking buy.
We should take on some debt and buy more, that is what private equity would do

That 100k purchase could easily be a directors buy hoovering up the stock.

Not sure why people are dumping today, especially when the basically told us the key numbers today in the last trading update rns. No surprises.

Just 99aud of net equity and we know they have a class action with settlement offer for quite a bit on the table. See posting history

I follow simon thompson closely
His recovery buy tips can drift a bit. His buy and strong buy tips are the ones people action

Hopefully we do see the RNS and then a retip in investors chronicle.

The price target they had was 150p.From memory the first time they tipped it was 77p in the bargain shares portfolio but that was a couple of years back.

I would imagine they will give this a strong buy in the article.

Time to completion is not a worry for me as the contracts increase the return with time.

What i am less keen on is the number of cases going to final hearing. In the past 93pct of cases did not make it to a hearing they were settled.
It could be that the settlements are reqched towards the end but this is not clear to me.

The case to watch i think is queensland power. In an interview patrick stated 25pct return and they were going for 1billion aud. Reality would be much less i think but it could be a company maker

All i hope for is to buy this for close to cash.
At end of day it should be economic vs other producers. In bad years they will scrape buy, when shocks happen they will mint it. That is nature of commodities companies. Who knows what will happen over such a long nine life. I personally have not tried to second guess it.

This asset has a 20yr+ minelife.

The only game here is to sit and wait for them to build it. Valuations is not far off the cash raised and they should be a lower cost producer, but who knows.

As long as they are targetying a low percentilr industry production cost it is just a sit and wait stock.

Personally i only check in to see how close mkt cap vs cash raised is. Not sure what else we xan analyse

Is this one of our cases?

I think for most ceos they do not have that much skin in the game, He has and i think he was wrong in the way he did the interview.

I also could not work out why not go for the cheaper route. Worst case we might need some more equipment down the line, but we would be a producer.

Brian did seem to be responding to people in the telegram group, hopefully they stand back and find a way forward.

They said no placing, but even if they will do one they should start the whole process of talking it up again

Personally i blame the nomad. He should have said redo the RNS and prepare your PR. Why he signed off the last few RNSs which were rubbish i have no idea

Agree they need an overhall
1. Presentation.
2. Q and A session
3. Maybe a different media channel.

The last presentation was useful. There has been further exploration since last release.

They also did not discuss much on tio2 and now we have some exposure.

You have to update the story so i think this is a good step.

All they need to do is release an updated presentation highlighting a couple of development paths.

This is dropping because people cannot fully appreciate the gains to be had, and that sadly is their fault.

Thanks for all the info.
It is nice to find a helpful board

I am still learning more on vanadium.
There do seem to be many battery chemistrys being developed but i believe vanadium will have some role and given the size of the market that could be enough.

I am still not sure it is a slam dunk as many projects i read about are trial stages and the tech has been around for a while.

This stock does sound interesting so i will research some more, buying pressure is not there at the moment so i feel i have some time