Member Info for Gallmat

Amazing right

2033 to start!

Cotec want 1000T in 2027 and 3000T 5yrs after that ( 2032).

When we finally get some good gains on mka, I know where I am putting my money. Long puts on this!

Anyone who uses an insulting word is not listening to. Anyone who wants to seem clever by insulting others is not someone who you take advice from.

Myles

Yup our minds seem do seem to be aligned on this one!

The news last night on new actions by trump are interesting. It could really just move plans forward.

Sensible governments could start stockpiling HDD feed now. This central stockpile could then be used by future plants in their country or if not used say sell to usd.

This is the easiest and cheapest derisking strategy out there and one the MSP could agree on.

If they do nothing then this feed is simply lost so stockpiling is a good option.

Worst case if there are issues with short loop there will be plenty of other long loop takers for it as you solved their liberation issue.

Usar is up 10pct pre market and mp another 7pct.

Nuts.

20 to 30pct 1 day returns.

Meanwhile in the UK..... 😀

From usar

https://justthenews.com/politics-policy/energy/trump-administration-pursues-domestic-rare-earth-supplies-china-shows-why

This is an area I'm actually very pleased about. They're [the Trump administration] on fire to figure this out there. They're all hands on deck, trying to figure out what levers they have within government, what they don't, and what they need to bring in to give them the ability to help out this industry.

Honestly I have no fear of a takeover. It is not like we would sell for the current price.

If we get taken out at a multiple so be it. Yes the potential was not fully realised but I would have made a good gain. There is always another stock.

The ceo also said on patents that our relationship with Birmingham gives us a line of innovation.

People can try and use hpms but we will have alot of practical knowledge as well as technical assistance from university of Birmingham.

Will oem be bothered to risk and test with others for saving 5pct extra. Again we are doing something strategic. If it ain't broke don't fix it I think

One important thing on patents. In recycling if you lock in the feed then you are in a good place. Also by the time patent expires our costs of building the plant will be sunk. If we are not taking the p*** with our margin I think we will be golden.

Suppliers will have little incentive to switch from a relationship that has been working for years, especially when we plan to provide pre processing solutions

Note that cotec is illiquid and it is on low volume.

Nice to see but it is not like you can unwind the gain. Mka has much stronger liquidity.

Also cotec has a raise at 0.78 so people might just sell it down from 0.9.

But still good to see a move

Thanks for the update, appreciated!

Nice to know he is active in the marketing. Good comments on bhukia and WA, what will be will be

Cotec has trade about 10k gbp :)

They only have about 10m usd of stock (25pct) that is not held by insiders.

The new raise will increase it to circa 17m usd, hopefully that will help liquidity.

Getting a LOI refernecing an executive order from POTUS is good, can only be good.

If people are so worried about feed? Why even consider mka.l

The researched have seen pre processing solutions for HDD, speakers and those who digged deeper saw a machine for EV motors.

At something you have to just back your view and that is it.

Feedco

Have you actually watched the cotec videos.

The ceo states unless Feed is contracted he will not start and also said they are having strong interest.

They also said they may even stockpile Feed before the plant is built to lessen this risk. I think you are not looking at actual info.

If you are worried about mka they have a 330T max capacity at present which is not that large.

I am not sure cotec are even taking risk. They have an initial offer of debt..any equity will come from grants or 3rd party investment at the asset level, so basically they put in virtually no money.

They get to observe the uk commercialise and refine operations

They also make sure when they start they have offtake and feed.

Tbh there is one reason nobody discusses. Cotec are fund raising.

People might be selling some here and buying their offer. Cotec is illiquid so if you want a stake this is a good chance.

Anyway if this is the case then it is hardly bad as it is just diversifying the same play

Omg

We are gentlemen..is it really right to call anyone a ****roach. Just rise above it

If we don't like the point, just point it out. No need to personally insult people just because of a different view.

Yes it looks like deramping, but hey.

Its not even a normal offer it is an

Make More in America (MMIA) domestic finance letter of interest ("LOI")

Clearly it is due to the fact it is strategic. The usa just finished the process of publically licking china's boots to get rate earth supply.

I am sure they will go home and not fund this

It's the exim bank, not barclays or Lloyd's

They are specifically aimed at solving these issues. It's being driven by the fact this is a strategic project.

Sometimes I give in with uk small caps.

Personally I am expecting the response on cotec.

Their iron ore project mag iron has a study due in a couple of weeks. Ceo said replacement value just of the equipment is 1.2bn usd and they have 17pct.

That is gonna pop soon

One thing is that grants can really come from many places.

Ucore had 22m usd from dod. 15m from local gov incentives in canada, 5m from Canadian federal gov.

The ceo of cotec was asked if he asked for grants in 10s or millions of millions..he said more than 10s of millions. All in video update

Allow for some cost inflation due to tarriffs.

Equipment is made in Germany.