Member Info for Gallmat

Uob is a university. I don't think they are in any cut throat business of trying to move the tech to others.

The uk operation is close to them. Its british tech based in Britain.

Our understanding of the process is evolving all the time. It's clear even if you could use hpms today you need to learn all the operational lessons we have been learning for years.

Licensing is not something I worry about, I think it just is taking time to secure feedstock.

Grant funded projects are a great first step but it would be great to see industry aggressively pursuing this.

Honestly I think we will always be tied to UOB.

The process will need to be evolved and optimised over time.

The key thing in critical minerals will be human capital

Strangely I feel better after that video.

For me personally I am just hoping hypromag usa can generate a good ipo valuation and then I might exit rather than watch them try and take over 25pct of usa ( big ask with 7 to 10 hubs).

If JT presents so well here I am confident he can sell the ipo and we will cash in.

His style and optimism might be what makes us the most money in the end even if dates slip ( and no more than mka dates slip).

Personally , I think he is doing too much at once. Rare earths, 2 iron ore projects and now trying to develop a copper a metallics business ( tungsten, vanadium, titanium and manganese).

Probably not enough hours in the day.

I think that is the first time JT really spoke about feedstock in detail and that they had enough.

Later in the interview he indicates it is something that improved recently so maybe this was holding them back. I don't like slippage in deadlines,but on the counter at least they tell us something. WD is basically in hiding for 15m.

Cotec also have 2 other assets coming up to key stages. One magiron has a 1.6bn npv. Cotec have 17pct JT has 50pct personally!

I would not be surprised if he is also splitting his management time, mag iron might net him 400 to 500m usd if they despac it.. quite a distraction

Guys

The Interviewer might seem a little odd.

But he is a celebrity in canada. He was on their version of dragons den!

https://www.google.com/search?q=wek+dragons+den+canada&oq=wek+dragons+den+canada&gs_lcrp=EgZjaHJvbWUyBggAEEUYOdIBCDQzNzRqMGo0qAICsAIB&client=ms-android-samsung-gs-rev1&sourceid=chrome-mobile&ie=UTF-8

All investment banks and market commentators see gold staying strong.

Our claim was submitted when gold was just breaking 3k. Banks like JP Morgan have long term gold price forecasts at 4.5k. So the price used in our claim is conservative by todays pricing.

Maybe some kalaka news, but it needs to be wrapped into news about a spin out to have impact.

I love the stock but it is boring :)

To get a big grant you probably need the scale up study finalised. Ionic had their grant after their study, they are currently help fund our study.

Never happens.

You just give the other side more time to respond.

Nothing to do here. Sit back and ignore until Dec

Not sure location Is number 1 priority for strategic aquisition. You can move equipment.

IMHO buy on tangible results only.

The company has pivoted so many times.

Internal warehousing then outsource

Developing 3 brands, now we want 1 brand.

Big Marketing campaigns on old brands

Ceo having to step away to bring in more experience.

I still monitor as I think progress from here could be great but the goodwill in management had departed.

Show us the results

It's interesting because they seem to have funded a new case last week.

If the creditors are knocking on the door you would think they would stop cash leaving.

Big of a sad situation because they just had a bad run.

I sound like a broken record but it is simply the radio silence.

People say video calls don't matter but they really do.

If we all spent 1hr with Will seeing his reactions, getting some insights on commisioning and colour on the soft issues, I think the mood would change. If you don't engage with people for a long time they always think the worst.

There is a real split here. Cotec are super bullish on hypromag and their ceo is super successful and worth 100s of millions. I think they believe.

If things seem a bit slower in the uk it might just be bandwidth. Probably dealing with technical studies for songwe and pulway is alot of work as is dealing with a spac.

I will spin the record again but an investor call would help alot and I think the more people who politely request one the better.

It's a shame what I'd happening as the core concept is really good. Personally I thought boop beauty was a great idea but it seemed it did not take off due to stocking issues.

I do hope the succeed but I wonder why beauty brands would want premium products on a generic website.

A key thing with boop beauty is to showcase their products in a premium way. The company even won awards and now all that it thrown away with a rebrand

If you spend years building 3 brands, investing in customer aqusition and branding and then throw it away to become basically one company what should people think.

The reality is if you out it all into one website it is effectively discount dragon.

The stock is super low and people are leaving

I can see why people are not loving this

The funding issue has been covered many times.

Lcm even funded a new case in the mining sector so if they are commiting cash to new cases there is no issue. Same guy managing that case manages ours and he has won 2/2 in mining

Does this fit.

If we need magnet lines it is for expansions that are from 2027. Why dilute now before spac is approved?

If the lines are related to upstream assets Why dilute mka, let the spac buy them

Soda

A prerry nice post. The only thing that actually annoys me is the comms which is an easy fix

Its a long term story and some nice communication costs very little and helps many to ride the journey

Yeah sorry for misreading.

Cotec did not say notice to proceed in h2 for hypro usa they said starting construction. A notice to proceed will come before construction

But the q1 deadline did slip