Member Info for Gallmat

Never nice to see for people holding.

They will bounce back at some point. This is a longer term play.

Management are having a bit of a bad run but they had a great run for a long time.

I beliebe every very day the gold price stays high is a win.

Another day of assumed production at high gold price and also adding weight to future expected gold prices.

Futures/forwards and banking forecasts are all pointing to 3000+ for next 2 years.

Very positive IMHO

Given the price of gold I expect 1bn usd claim to be in the rear view mirror.

It all depends on the methodology and if we reference current gold prices. We will find out soon.

But a working gold mine today at 3000 usd is twice as profitable as at 2000usd.

Just a matter of waiting and seeing the calc

People are making alot in actual gold producers.

Which are reacting to the gold price.

Pretty sensible to make money there then come here ( as our dependency is hidden).

If SOC references the current gold price this will be a lovely story.

Greatland gold has made me some money, but I hope it has a read through. The more gold rises any valuation benchmark will be much higher.

Value of deposits only, value of operating mines.

If gold stays very strong I am going to be tempted to stay a very strong long term holder

People are making alot in actual gold producers.

Which are renting to gold.

Pretty sensible to make money there then come here ( as our dependency is hidden).

If SOC references the current gold price this will be a lovely story.

Greatland gold has made me some money, but potential this could be much greater.

If gold stays high and people accept 3000 usd an oz. Well what would our claim be

A pretty good summary. China gained dominance, usa walking up and going hard at it. EU still getting their trainers on.

The EU is going to have to get far more active with policy if they do not want the usa to snap up resources.

It is all going to play out

The ability to separate each element does give some form of flexibility. You can make whatever grade of magnet you want.

But the post is true. Their co2 was only around I think 60pct on primary and their costs were same as ours ignoring feedstock.

They are clearly looking for swarf ( offcuts from magnet manufacturjng) but I imagine that could get competative as others can handle swarf such ad cyclic.

They will probably still get funded as the uk wants diversification and they have presence In Ireland.

Overall I like MKA alot more, but there is value in loop

I have enough. Lots of opportunities out there

Yup.

These guys now how to run things well. I like them alot. They respond to my emails quickly. I Had 2 responses today already

Yeah it was a nice one.

I liked how the interviewer at the end anchored us back to the value of the gas extraction only.

It's amazing the difference in feel you get from a cold rns and hearing a person

When I came here asking questions I had some negative comments about being a time waster

However some guys here are great, they answered my questions and it really helped me.

The point for me is not to argue on a board but to see how to exchange info. Ultimately that is why I did the telegram thing, but it was alot of work

I think Tom is being respectful.

Ultimately he has done alot of research and is saying DYOR.

There will always be different views but he is secure in his. I can also see why he does not want to defend his points when what is trying to do is help others.

Tbh, this is why I made the telegram suggestion. I had the same issues and i know by posting all the core data and saying to everyone to make their own mind up helped people.

Everyone can have a view and the core message is right. DYOR and if someone has another view let it go

Tomhuk

Just a suggestion.

Did you ever consider making a telegram group?.

You can pin articles and documents so it becomes a research library.

I did it for another stock and it went down well.

People could read 50+ pieces of original data and it helped alot of serious investors.

Just a thought, because it was also a useful exercise for me.

Thx for your posts btw

Let's agree to disagree on this small point. As we agree on everything else.

On one hand we have a build it ourself approach. Maybe unifying later when we are in a better strategic negotiating position.

The other is we want to go faster, earlier and being on board strategic investors who maybe have the global reach to facilitate this.

Both are actually long term views, it is just a different view on implementation.

I also feel the usa partner has many irons in the flames and could be more flexible.

I really enjoyed reading the new comments and am reflecting on it.

Myles

I am heavily invested here and love the stock.

I just have a different view on this point. Not saying ultimately I will be right.

This is just my take

I also think the usa partner discussions will not be a huge obstacle. They want to consider large plans. Again if they announce potential ipo it will help them in both situations

Nice to see.

I honestly believe this is now a recycling ipo story.

One of the EU projects was a 2000T capacity long loop facility ( using only proportion of recycling)

Strategically we need to go larger and secure the feedstock ( the lifeblood of the business).

We can go slow, but reality is we need some good capital to get on with it. Supercharge foreign partnerships, invest in inserma solutions.

So I just think uk will prove the operational.process and mka will be seduced by a lovely ipo valuation in usa.

Much easier to paint a nice story and get funding at a big premium. In the interim your share price appreciates in appreciation.

Seriously you just announce CONSIDERING usa ipo.

Clearly he just wanted an excuse for a placing so he could buy more

Bit cheeky but a great signal.

Of course he could have done this in 3 months but then he would buy after the next win.

Not even worth discussing the use of funds. That was not the rationale.

You don't make 100% on renewable energy schemes but you do on a placing if we win.

Clear as day

Being objective

We could have done this project in 3m and it would not have delayed any proof of concept.

On the plus side the real reason is he just wanted more shares for himself.

It's great he wants to invest more, but let's call it what it is. Still not bad

As we approach the date the chance of tracing back reduces.

Stock has held up well. Think we are all happy with it