Member Info for Gallmat

It would be great if other people also contacted management asking for an investor session.

I agree ed

If they raised around 50 and gave a nice call to explain where we are operationally nobody would be angry at all. If we need cash to expand we need it.

The big mistake is they are not communicating.

There is still a great story here but management cannot be bothered to tell it

As a management team you set milestones, explain how you progress.

All this tension is probably over a call that costs a couple of k and takes 1hr.

It's not like management need to say sensitive things but clearly you need to talk to all shareholders

This is the same issue we always have and it's simple

Communication. The management need to do a call and explain.

1. Bad timed placing, do a call

2. Mention new m and a. Do a call and explain why

3. Explain the slide about Tyseley buy out, maybe we need working capital and that us it.

But the key point is they take down a presentation so there is none. They then brief select investors with this investor deck

And honestly unless an investor meet pops up cannot be bothered to explain what is going on.

There is a good chance there is nothing bad. Just management acting like kids who only want to do a call every 15m.

Maybe some here even had a chance to be in those raising briefings but I hope they don't shoot this post down.

I am a long term holder, but seriously one call in 15m months is nuts

The fall is predictable as Canadian listing was down last night.

Ft had ago at usa rare earths and caused a sell off. They said their project does not have a DFS and they have a big mkt cap.

All quite ironic because we have a dfs.

They also said their magnet plan is unproved. Again our recycling has studies and margins ( which others do not)

In a sensible world this would be a call for people to consider mka but media has blinkers on just looking at the companies they know.

Can you elaborate a bit more on past issues with management. Overpromising/non delivery etc.

For context, litigation claims can trade to 10 to 20pct of claim value just at the stage of reaching a trial, could be 2yrs to 2.5yrs but worth learning about. It is an excellent multibagging asset class.

Hi guys.

I actually invest in these litigation cases. Lcm has won 2 in mining in the past and has an active case with panthera resources.

The cases take a while but I can say lcm have a good track record for this sector.

Can I ask how you guys view the iron ore assets?

It seems like it is funded, low costs and set to start soon.

Are there any views on quality of management?

Fair comment on raising higher.

In terms of dilution the difference is not much. Key thing will be SOC. Hopefully not long now

Good news is it is a tiny raise vs the market cap.

They have no choice but to raise and it will be good once complete

Good to get these things out of the way

Just a mass market sell off. Clearly nothing changed.

Https://news.sky.com/story/markets-latest-oil-prices-spike-as-key-shipping-route-disrupted-by-iran-attacks-13514091

Notes 90pct increase

Yup at 1.4 a them vs 0.8 a few days ago.

Timing could not be better given the consultation on gas security. Right as you are discussing you get a huge shock :)

80p is probably good enough for now. Probably they revise it when we recalculate our claim.

All good ( bit boring) but all good

I think the market makers in usa are not holding much stock. Trading is coming via this listing

We normally get some form of video around events.

The key point will be how we phrase the impact of gold price and when we might revalue the claim.

I think we need a near term Catalyst.

Agree

Mali is probably the nice unpredictable news but we are waiting on mali to do something. This is Africa!

This was 100pct expected

It is great news. Panthera will always keep the deadlines and India are on time. We are sailing straight to our trial date

There could never be any commentary at this point. India probably just dumped 1000s pages on lawyers, you cannot comment on the context in 1 day.

Beyond that it is a closed case so panthera cannot really discuss publically

It is a sign the holders are ready to bank real gains.

Great to see how the board changed

We went through a deadline day with not one message about the timing of RNS

We are real long term holders

Yup it was pretty much well know stuff. A few bits mainly on background of deposit and his prior work but I think everyone following here is up to date.

If there was anything super important he would put it in an rns, so nothing really changed