Member Info for Gallmat

Looks like a distressed seller at 10.5.

Hopefully non of the regulars here. Good luck all.

Not long to SOC day

Strategic project news for critical minerals could be due on few weeks. We might get news on songwe :). Altona mentioned it

Biden planned 25pct before trump went mad.

You would think that even if this blows over those tarriffs will remain

The crazy thing is rare earths are probably one of the areas where a tarriff is sensible. Now it is caught up in all this BS

So can we how use our production in uk and just ship it to an American customer for a 104% mark up - our 10pct tariff

Honestly with this model we could source feed from any country even without a plant and just centrally process in uk and send to usa.

Not practical but mind bending

Anything over 1.5bn I think we will have some reaction

But the current volatility is not a great backdrop.

People have lots of favourite shares at a discount so you can see hot money flowing in and out

The backdrop for SOC could not be better with gold. Time just to wait.

They have just put on controls.

It does not matter if they stop shipments, they can use export controls to cause bottlenecks interrupting the supply. You cannot function with a shipment 1 week and none the next.

Even if the de-escalates, nobody can believe the supply chain will ever be secure.

The story of dy and tb is not even known to traditional mining investors. This is niche.

When it gets out demand here will be huge

Can you imagine what an easy ipo this is

You just compare what we have vs usa rare earths.

Larger magnet capacity with IP and secure supply

Late stage permitted mine with dy and Tb.

No ways it would be below 830m usd they has.

Cohen would have the investors lined up from all their work with usa rate earths.

If we just changed our name to global rare earths.

Probably the stock would double

IMHO 0pct of what is happening here has anything related to pat.

People are making and loosing huge sums due to trumps actions.

If people are selling it is probably due to losses elsewhere or people moving to very short trading opportunities

Ed

I also like cotec. At circa 30m usd they have tax shields worth 15m usd. So 15m usd for the usa operations plus lots of other assets. Great board as well.

I hold both as they work so closely together.

I also recommend that mkango holders watch their videos as they tend to give alot of detail on their usa operations.

They are not on ig index.

I had to use interactive brokers

The cotec ceo is openly stating x10 opportunities multiple times. Video is worth a watch

https://youtu.be/oVehtUA72DA?si=N1FF0okOHkQoxEi8

He notes talking to 3rd parties in their hyrpo us and mag iron divisions. Both are at multiples of market cap.

He is mentioning 10x opportunities

Cotec said they started discussions with 3rd parties to invest in hypro usa at multiples of their market cap.

Look at the financing section of update!

https://x.com/Mark42367885/status/1909270539874541692?t=K1MyAzRqkioDjhCvJGl60w&s=19

Tumours of 90 day pause on tarrifs with exception of china.

White House denies but hey. Usa rally

Thanks for the link.

The rare earth observer substack is saying the same.

If they make dy and Tb more scarce it is a huge issue. Usa rare earths won't be able to make any high performance magnets easily as there is no virtually no ex China supply.

Luckily not an issue for us. The story will get out.

It is just a couple of layers deeper so it takes time for people to get it.

No way they can speed it up. Build is a build.

However getting gov support probably became alot easier. Also getting 3rd party interest if they want to raise money at project level.

A good day. Once things calm down people will realise that there is really an easy way to process heavy rare earths. Ionic are quoted saying there is not much ex China IP in the area and it is their edge

Mp materials up 15pct pre market now down 2pct.

I think the macro picture is dominating.

Hopefully over next few sessions people realise the strategic implications.

Will our management finally hit the video interview.

Not sure I have seen any company with so much positive news who gas not engaged

Well if they cannot get the apac done with these conditions you never will :)

Mine with tb and Dy in situe and controls from China

Seperation plant deemed as strategic by EU.

Alot has changed in a few weeks.

It will get properly reflected at some point

Agree Ed.

But hey they do make money.

I am also thinking about mixing this approach with the fundamental.

I don't mind the day traders.

Reality is china targeted heavy rare earths. There is virtually no ex China supply

Songwe hill just became more interesting as did the recycling business.

We are barely trading above the minimum nasdaq requirement of 55m usd.

Clearly people want songwe now.