Member Info for Gallmat

IMHO always sensible to derisk quite a bit before the decision.

You would have made so much. Why then risk it all for another bag or so.

Much better to make in the ride

There is a clear set of daytraders on this. Fair play to them.

But in some ways it is better if it pulls back. Better to rally on license from a lower level

I think policy is now the white Swan event.

The usa has opened the door to intervention with mp materials. This was not subtle it was lighting fast intervention and aggressive.

Other govs have to react or they will be left behind and you are starting to see the policy formulations occurring.

1..India making domestic policy

2. EU and Japan discussing cooperation and it seems public private arrangements are no longer taboo

3. The quad. Japan, usa, India and Australia forming a group ( feels like doing what is best for themselves outside of msp)

https://x.com/Mark42367885/status/1946122638528545244?t=57mamCYj_jxrE357e47GrA&s=19

100pct agree magoo.

My honest throught is that one day Ting and ondo will merge.

They seem to work closely, between them they target the 2 major claim costs and they have a huge overlap.

I think the companies are more valuable together as they are not one shot companies and they can cross sell so much easier.

Probably not happening now but I think this will work with time

The less dramatic and easier answer is maybe he relocates to the usa.

The ceo seems to be great in building relationships, he is far more valuable over there.

When a ceo lives in the country it seems less like a "foreign company'

Personally I think we should just keep it big picture.

The same type of message seems to be repeated daily on X. So expressing positive buy recommendations in different ways can appeal to different types on investors.

The arguments used have encouraged others to enter past trades. Many of these guys thinks in a probabilistic way.

I also think there is alot of worrying about the downside which IMHO is silly ( given my derivatives pricing background)

The key point is that the stock is pricing in a stupidly low pr of success, much below 20pct

Clearly the project has tried to hit every government requirement under the sun so they have made a strong case. Also if it is this damn hard to get an approval then actually the value of the project is much higher, due to the red tape.

My background is in derivatives pricing so I can buy comfortably here.

BTW. This is the 3rd time you called me out and it is getting very tiresome.

I already explained multiple times to you how I view this as a positive EV trade and the way I viewed the optionally.

If you think about it. All I have ever noted is reasons to buy.

My logic may be different from yours, but that should not attract criticism. We can all view stocks in the way we like.

I am also very polite in my posts

Not sure why you are criticising someone who is backing you up.

The comment on graphite was just factual and you agreed.

Using 20p is just based on the multiples comment from the rns, again nothing wrong with it.

Also the point about viewing it simply about gas extraction just reflects my background as a derivatives specialist. If the stock is undervalued on a bird in hand project then you do not worry if the free option plays out.

Pls reflect on this. My views are balanced but any post seems to get this response.

I honestly don't care about sales. If there was a real leak sales would be huge.

If it was a duster would people be giving exclusivity agreements for tech? Probably not.

It might be good or bad. But the expected value here is fine to hold IMHO. If I win I win, if I loose I made a sensible bet

Tbh don't put too much weight on my 50/50 it was more for illustration. There is a good risk adjusted play here.

Don't justify your past picks. You try and share, people need to decide to follow or not.

When someone is blamed by someone else they are not owning their decisions.

I honestly don't get the negative comments.

Trades are about good risk adjusted bets.

If license comes you make 400pct if you not you loose 100pct.

If you have more than 20pct chance of getting a license you break even.

Why do you want 400pct upside and perfect setup and guarantee.

I think a license is 50/50. This is a good bet.

I don't want to damage my portfolio so I just size accordingly.

The ceo seemed to be confident and a big firm took the time to talk to epp. Further a technology partner gave an exclusivity agreement.

I would not criticise anyone who attempted to share info. Its always dyor

From what I see the company has tried to hit every requirement, even giving graphite and ammonia to the uk and also super low cost green hydrogen.

If the uk gov decides to say no then what can you do

Honestly thus is a punt.

If we get the license 20p seems easy if we don't then oh well.

Risk vs reward. A few 10k of sales mean nothing.

Take a stake, cross the fingers and accept the consequences

Esd.

Cotec are having an update soon. It might not be rare earth related as their mag iron project is overdue news.

Anyway we will at least hear how they are getting on with hypro. We only need 1 plant after all to make mka valuation look silly

What is Zak talking about. He has been sitting there in the past happily talking about how good the arbitration case looks.

Grok is no master. But it does show maybe a 35pct roi on upgrading. I think china upgrades alot and they have normalised margins.

Could be some extra profit but I think quite a bit of capex and opex could be quite a bit.

Https://x.com/MissAnnaGrey1/status/1945409137937985629?t=Oj6bqNVeBn27xVjQ_V1zwQ&s=19

This poster says they are a geologist and it has upgrade potential. I asked for more details.