Member Info for Gallmat

I think our processing plant will be there, but sadly nothing on recycling.

Looks like that long loop project went big with 2000T capacity and big backers.

Always said gotta dream big and accept dilution.

They are supporting this for recycling. It is on the map and in France.

I think not supporting hypromag.

https://www.carester.fr/en/our-plant/

Pulway maybe but the dot location is a bit off

is it me or if this is correct it is a complete **** show.

how can you show the map.of the projects you support before you announce them.

i don't see support for hyromag germany it us in south west corner

I am still watching!

I just cannot bring myself to back the management until they show definative proof on financing.

The idea seems great but there seem to have been many false dawns. Happy to pay even more on progress!

Amazing the volume we are churning here.

If we go back a month or so 10k was moving us around.

There are lots of opportunities around so I am not surprised with the churn or profit taking.

Hold for gold, SOC closer each day

The interesting thing I read is the supply crunch on ex, China Tb and Dy. They are crucial for magnets to work under high temps.

Mp materials have a very low concentration under 1pct concentration. lynas are doing some separation for this out of Malaysia

Our peoject has good grades. If usa wants to make top end magnets they might need the supply from our seperation plant!

You can query on grok ( ai in x).

" want is the demand and we china supply profile for Tb and DY". Also ask about potential supply by company

All good points here.

The best thing about trumps announcement is it sets the tone.

The usa is open for business on rare earths. Now every recycler has an incentive to go there first ( and capture tarrif margin).Every person thinking about extracting oxides to sell it to them to make the magnet domestically.

If the EU wants to control deposits and usa is going nuts on support we need to match them.

It is like the issue was china sucked up the deposits. This could be round 2 with USA doing it and not giving a damn about others

I think trump will literally take whatever he wants. The fact he is demanding from ukraine, threatening canada and greenland shows he does not care about the location.

Lots of shares still being churned, price stable.

Gold price going well, could not hope for more.

One thing I would say if a 2bn fund will put in 100m that is 5pct of the fund.

I think for just for diversification rules they would not put in more. So I am not sure the equity commitment Is bad.

I am willing to invest on good news here, sure others will 2

I think this is a case of buy on the news.

I don't know the history but with 5x oversubscribed debt there is something here.

There seems to be little point buying until news comes as the stock is not showing much conviction.

Personally I find the business interesting

This seems to be the moment of peak exhaustion.

If you ignored the past and they managed to get the financing ( validation) would you say it is a buy now.

Maybe now is the time

Having not much history with the stock I am not so experienced here, but you do seem to be on the final leg of a long journey.

I am monitoring as the story is interesting

I only took a small position here so far.

I also noticed very optimistic implementation timelines back as far as early 2023.

These things do take time and it sounds like the company is in the final stages, but I can also understand the frustration as they ignored my emails.

Info is pinned in pantheraLTH on telegram if you want links.

I do not want to repost

Yes I have.

You can google about valuation in arbitration lots our there.

Have posted in past

Usa Rare Earth Magnets

U..r...em....Worth loads of money!

Usa rate earth magnets

I also see many hard discussions but alot comes down to the obstacles in the negotiation and I am not sure the barriers are so high.

Cotec also has strategic plans and they could be more flexible to unleash their business. We might also logically need their help in Mexico and Canada.

So I see all the issues raised, I just wonder if cotec are more opportunistic and flexible than we might assume.

Honestly.

Takes 30mins to do it one evening. I get you are busy but nobody is that busy