Member Info for Gallmat

I am also excited about the reference to the gas extraction and license.

If we get a simple traditional gas extraction proje t then everything onto is just a free call option.

The key will be if cotec gets some gov grants.

Basically a "new" rare earth stock will appear :)

Yes there is no value.

If he said maybe they will take out a historic high.

Bit really they key is simply it is a huge project. 100s'm GBP of investment and paying even 20m gbp for such a big investment is sensible. What is 20m gbp to buy in if you are investing 200m GBP+.

I would stick mainly to fundamentals

Did u managed to participate tom

the situation is bonkers.

the government's are worried about rare earths and they leak out the system each day.

if they want a stockpile. give us a loan for 40 inserma units that cost **** all. we can generate the stockpile of cut off magnets which they buy and we process them later. someone will process them at some point or buy them off you.

all msp partners could do this in 1 or 2m.

don't worry about processing the s^&& just solve that issue later, don't waste it

You can just use the website removepaywall

Nice to see today our market cap is equivalent to the npv of 1 hub in usa :)

Let's just ignore the chat about 2 more usa hubs. Our uk and German operations and upstream assets.

What a stock.

Please don't come and randomly cross ramp. This is a serious LTH board

Honestly I don't see a reason to sell yet.

If something big happens with cotec you would feel like a right idiot.

Our patent

https://www.australianmanufacturing.com.au/hazer-secures-patent-filings-for-pure-graphite-manufacturing-process/

Erm more important.

China is putting new controls on graphite. So who is potentially the only source of graphite I uk?

I think the cotec go/no go decision is more about what do you build.

Why proceed before you know status with grants.

I am sure lots of work is in the background but it is probably a bit of cat and mouse

I had a question on how to buy cotec.

Answer is interactive brokers. They also have good coverage on international small caps.

Took me a while to work it out so sharing

COTEC clearly see 3 hubs. The ceo was asked how many assets they have. He first said 3. Hypro and 2 iron ore assets.

He then said we'll one of the assets ( hypro) is more like 3. So we have 5 assets.

I take that as 3 hubs in usa for hypro plus 2 iron ore assets.

The fact he is disclosing the USA gov is asking what is your dream scenario and sharing this, shows some good discussions are happening.

Cotec ceo was stating yesterday about need to spin usa operation to show value.

Good video, well worth a watch.

Usa gov asking them what is their blue sky/dream scenario

Another brilliant interview.

Usa gov asking what is cotecs dream scenario for number of plants. 7.

Talking about need to seperate hypromag at some point.

Talks about hubs.

Also notes the other iron ore assets could have 300m usd npv. Onto of the 1bn usd if they have 3 hypro hubs.

Great presenter

Happy for everyone to comment as they see fit.

I think this is more of an event driven stock so obsessing over daily moves is not that great. I have to say I accumulated during the lows so I can understand why just passively holding is hard for others

My default position is that I think we will get the gas license, the financing will kick in and we will do well.

My honest view is research what you can, watch the hazer presentations. Monitor the politics and believe.

Sadly it is that type of stock and if you do not believe it could be an uncomfortable ride.

As many days as it takes for the bored to move on.

New will come. People can't be patient. I can

I was also thinking about gb energy. We are essentially bringing a new tech to market and making ammonia and graphite industries.

If you put that together with the comments that the uk is " scratching around: for Long Duration storage, I think it really could be appealing to gb energy.

If this works politically it is great. The conservatives and reform will bang on about using gas for energy and labour will counter they found a better way and are leading the world.

I think just for political PR it is worth them getting involved.

I always keep things real. Hazer has a list of uses for graphite in their presentations. Hazer says they 500usd a ton as an assumption. The hazer ceo says the feedback from mitsui is that it is too low, which is great.

I personally don't factor more than 1000usd.

The key is our turquoise hydrogen will bid against Blue hydrogen in the cap and floor process. So we should be profitable just with hydrogen sales. The graphite should be 66k ton as a kicker, but I would not get too carried away. But even 33 to 66m usd a year from this is BIG

There is not much detail on the ability to make annode quality. Yes the price is high but what is the upgrade cost?

You can imagine a case where we are just sucking up all that cheap wind power and turning to compressed air and releasing it later. Alot of the cost of electricity is green taxes and we will bypass that. It sounds really good.

I think we are early here, but I have the patience of a Saint. Just need to sit and do nothing