Member Info for Gallmat

How the F^*** do you manage to release a presentation that ignores tarrifs, db and ty restrictions. Critical project selection and a conceptual study to go to 3000t in usa.

Seriously someone call them up.

I think claim could easily be 1.5bn so 5pct is 100pct gain.

Gold just broke higher. Nasdaq down 5pct

Oil never reacted and people realise we still have an issue

Remember we upgraded our legal council.

We now have 2 KC not 1.

Our new team also wins the arbitration award alot

Given there is some dy and tb shortage.

I think this might be a case of subsidies

The downstream industries are robotics, defense , ev, and wind power.

If you are flogging a 10k robot probably doubling thr magnet cost will be immaterial. The magnet cost is small vs the final goods sold.

This maybe a case of just paying up so songwe can work.

Given what china did I think this really pushes the view of govs.

If you subsidise wind turbine power why not this.

Without the magnet you have no clean uk energy!

You would have to beg the court and they would probably say we don't care, give us what you have

The court is under no obligation to grant more time when you agreed mutually to a timetable.

India would say no anyway

It is impossible to move the deadline. It is legally binding.

Ceo confirmed it

Less direct play on recycling but lower risk

The only worry with cotec is they go private. You cannot buy out someone with a majority.

I actually rate them equally to mkango

So can I.

But you can control what you say.

Simply updating on market dynamics such as tarrifs and cotec plans.

Cotec are doing it, there is no issue.

Myles.

Do you speak to the company? I know you had a big position and we have had mega news.

1. Cotec planned expansion

2. Tarrifs and heavy REE restrictions.

Maybe ask them to do a small interview.

Honestly it is required

Regards

Mark

Always welcome.

They have some deposit but grok said not that great. Still digging as grok can be wildly wrong.

I just found another business combination. 400m usd value.

Mine in canada and magnet making

Not analysed yet

https://x.com/Mark42367885/status/1910257202545254534?t=iGeLlfQLNHx3C5P9aVuBZA&s=19

Hopefully this is a good outcome

Investors are risk on foe a bit. Gold back up.

Uncertainty in the world still massive.

I agree damage is done.

We have new restrictions I doubt they will be lifted. They never lifted any of the old ones and it is not the key headline.

It is pretty sick that they pretend this was thier plan.

Some poor people will have panicked and lost 10pct of their wealth.

What sort of president is this. Is everything a joke to him

I lived in Asia for a decade.

Face, is a key concept. If you insult people and undermine them in the eyes of others it is a massive insult.

China's leaders cannot back down, it would humiliate their nation.

The Chinese believe in working for the collective.

My god they know nothing about how their society works.

It will be interesting to see if china wants lots of usa gov debt. Would you lend the usa money if you were china or put more in gold

China added another 50pct back on usa.

They are not going to back down first. This is like Xmas for them. They are enhancing their global standing.

They would love to make Mr trump stand down and humiliate him.

This is about national pride. The Chinese can ride this out. They have a trade war with 1 country and can make the products from usa.

Usa is at war with the world and cannot substitute

China added 50pct on usa

They are trying to humiliate trump. He has nowhere to go

Ed

I posted that there will be more eu strategic projects announced. These are located outside of EU.

I think they will wait to see if pulway is included.

I really think it could be

Well they are apparently a forced seller as well.

There is so much happening that I am not sure much can be read Into anything.

One interesting thing is greatland gold showing they are hedging out 150k of production for a year ( every 3m) by buying put options.

Backs up what I was saying that if our claim reflects a mine. We can benefit from realised high prices and also lock in future sales prices for some of our output.

I will be happy to see SOC