Member Info for Gallmat

CodeJunkie and maybe Jimzi

Can I get your views on L2 data.

When there are big movements sometimes I feel I am watching the market with only one eye.

Any comments would help

Esduk

Is it worth getting level 2 data. I always think I am in the dark without it, is it worth the money?

How is the mka book looking.

Feels like we turned a corner today. Amazing how sentiment can flip

I already checked for reason. The report is fine.

But cotec included a direct link to the report. That is not allowed. You need to direct to the broker website.

4 days ago eyes were on cotec securing gov grants in the short term and derisking a notice to proceed on a plant.

They said they applied for maybe 60 to 130m usd and have a view of an operation of 6 to 10 hubs.

If this is due to a little raise, I hope it gets done so we get back to the big picture

Wow we retraced 15pct after 3 bagging and not on huge volume.

Now we have worries the spac won't complete

Or is it more likely we might need a small raise as they told us this.

How do we go from ultra bullish to all these theories?

I purchased this do I don't need to think or watch the paint. IMHO, let the paint dry and look at opportunities for the rest of the portfolio.

Feels like alot of nerves over nothing

If you buy this because you believe in the spac at 400. Why would the same investors not give cash here for sub 200m ( half the price) and get recycling for free.

If there are nerves then probably the people are not on board with the story and they should sell.

Storm in a tea cup for me

The company cannot force warrant conversion. The holders decide, they hold the option.

The company can politely ask them to convert.

Many traders know the results are due, we also know the cash position is not in the 10's m, so some will play it.

For me there was no real info in today's release. All eyes still on hypro usa

There is always the assumption investors just dump the shares which is not true.

Personally i would not care if they did. I just want the cash in foe runway.

This is a long term view stock for me

Why would exercising warrants hold anything back. We want them to exercise them to stretch the runway until big news hits.

I always look at a company fully diluted

Ex Head of rio.

Ex regional head glencore

Ex Head rio innovation.

Also Bob who was navy seal and offered a role by trump in last administration and some lady who made dual use policy, with focus on China.. basically what is happening now with China restrictions.

Super connected

The uk wants hydrogen and they are trying to offer it at a good price. We also say graphite is important and have no domestic supply.

You can mine graphite but that is hardly a fast solution. Look at how long BRES have been at it.

Thanks Tom.

We are on the same page here.

We are not just supplying carbon free power, but also carbon free ( Turquoise) Hydrogen, graphite and ammonia.

I also hope it ticks all the boxes and the gov approves

As a company they have tried to hit everything on their wish list so if they get turned down they can hold their head up high.

I think they have a good shot at it

I doubt a resubmission for gas will take a huge amount of time. They have spent 1 Yr on it already.

As for section 35. It's not like epp has not been talking to them and this is cing out of the blue.

Not sure generic deadlines apply

Probably the company will talk to us when they know more

One thing I noticed. Lots of comparison between the nd oxide price and the prices in the studies ( later are for finished products).

Classic disinformation.

Now a trade with virtually no upside on resolving a permit, when we were at 6p a week ago when we thought we might get it.

Said my piece and will filter now. Clear what is happening, and alot of the comments vs Tom are unfair.

Don't start on me.

Read my posts. I use an EV strategy which is directly focused on more binary outcomes.

By definition where there is randomness and an action there is a gamble. Every Time you buy a stock you are doing this.

I just seek out stocks that focus on the tails of the distributions. Read taleb

Sharable.

If you read my posts I always treated it like a gamble. There is nothing wrong in a stock that might go low on bad news and very high on good news.

Clearly you don't want a huge stake on a stock with a digital outcome. So just risk size and buy less