Member Info for Gallmat

Controls on tb and dy.

You need these heavy rare earths to make high quality magnets that can withstand heat e.g ev.

There is very little supply outside of usa.

Songwe has an OK amount of tb and dy.

Mp materials the poster child for usa has only a trace in their deposit!

Myles.

Not sure i am ever rude. My posts on mka are all supportive of the stock.

I think we only have one slightly different view which is on IPO timing, but that is normal for people to have different views.

Anyway I never try and offend when posting.

The lack of recognition between the business models for primary mining and recycling still amazes me.

You have a low capex, modular, fully domestic solution, paying local taxes and employing local labour.

Margins have to be superior as myles says. Not withstanding the fact you are cutting out large parts of the production process vs long loop.

It seems the market might only wake up when we see politicians on tv in our plant and it hitting main stream media.

I believe the uk government will make a big fuss over first production in the coming months.

Myles

Watch the latest cotec update. You can thank me later

Of course our Npv is not just equipment, it has contingencies, studies etc built in

Even if our build total costs raised 10pct. The general atmosphere this creates is more valuable.

People will now be more interested in our business. With an 600m usd npv what is 10pct on 120m.

Agree cyber.

You do not agree one day and list the next.

I also believe some news is due in the short term.

They have to complete the listing by EOY I think.

So we need to agree a valuation, find investor, do paperwork and complete listing

You would think some news is due in the short term

Yup. Amazing days. Supports Gold being Higher for longer

It might not apply.

There are exceptions and it notes minerals usa does not have access to. Also we already have a specific tariff starting 2026 that might cause an exception.

https://x.com/Mark42367885/status/1907581269220671903?t=dSUvWbpt7ZAjARGvALF1TQ&s=19

I hope we sieze the moment.

The narrative around our usa business is superb, crazy valuations might be on offer.

Like the .com bubble, strike while the iron is hot!

Nuts. They stack!

Seriously raise some cash and build those usa factories.

The conference clips on X were interesting to hear. Lots of america senators and politicians. Urgency of the issue really came through, along with some bad mouthing of the Chinese.

To be fair the Chinese did say the middle east has oil and we will have rare earths decades ago.

USA blaming them for being ahead is a bit rich when they decided to do F^&&& all about it and accept their cheap supply.

I doubt the tarriff stack, but trump just annoyed every country In the world.

With this sort of behaviour you have to worry about retaliation and your supply chain.

Trump :)

Well if P^&**g off the whole world with tariff threats. That might keep gold high for a while.

I mean a tarriff is onething, going down a list of nations on a board, calling them naughty, unfair etc. Idiot

Even said japanese leader was saying he understood how unfair they were.

Cancel netflix...free entertainment

Check out the tarrifs.

Trump has lost the plot.

20pct eu

34pct china

I think they better start backing some rare earth projects because the whole world is going to loose patients with fortress America.

Gold high. 1 day closer. All good

Looks like some people had a worry today due to lit.l loosing a case.

One day closer to SOC. Bring it on!

A key thing for fund 3 is to known the performance fee terms.

They really need to be enhanced. Otherwise it will take an age to deploy the capital.

JT is great. Brilliant public speaker.

USA will drive us forward