Member Info for Gallmat

The fact it causes this discussion implies an interview is required.

I think all views are valid, positive and negative. But the fact we discuss implies it is not immediately logical

The decision was good for me as I entered the stock.

Hoping for an interview. Maybe they are confident on a positive result and are just laying foundations.

Just hard to understand the logic.

BTW

While strange I am happy as I managed to rebuild, on the dip.

A bizarre decision for sure.

The only logical conclusion is a good deal for CEO inner circle, that says little about the CEO.

If you buy 2m usd of assets now they will contribute hardly anything in profit so hard to see the angle.

The only positive spin is you saw an amazing opportunity and needed to act now. But seriously that 2m usd could be worth 20m usd in 1yr. No asset could deliver that return.

Conclusion. Shares for your friends ( and at a discount!)

I am enjoying our 8 week wait :)

Every day we are locking in some lovely observable spot and future/forward gold prices.

If we get 50 to 100m that is fine.

Some of the things highlighted in that rns have not performed well post listing.

The key thing is will people put in cash at the ipo valuation and validate it.

Remember there is usa rare earths and American rare earths

Great news :)

Do you mind telling me which email address you used?

Regards

The car will be made by Tofas. Big company

Tofaş manufactures for the Fiat, Citroën, Peugeot, Opel, Vauxhall

It is just a project but clearly big OEM are interested.

Watch from 1.45 we present

At 1.53

In the project we are designing a recycled magnet that will go into a motor made by volt, that will go into a production car. We think this is a world first.

https://www.youtube.com/live/9kgCJyBi7ZM?si=sZn46h9r5pqpEEY8

Also, when a ceo is not responding sometimes it is a self enforced black out period around a raise.

Just on watch list for now

I sent a polite email asking if it has been reviewed.

If they do not respond the I probably won't build a stake.

This will be a long journey and i need absolute trust in them.

In the past year I did calls with 5 CEOs. Sometimes only 30mins, but these stocks performed better than my other pics. It just says something about the people

I was also ignored.

Actually for me this it is a bit of a red flag

When a CEO says one thing and acts like another I hate it.

Agree on PR

Beyond disappointed with mkango. Seriously, knock some interviews out.

Why turmoil is the reason why rare earths are jn the news. A race to get them

the real question is with so many positives why can't the board be ****d to record a 15mkn video to keep momentum in the stock.

Think about this.

Let's say the cost of our current project is 500m. 200m equity and 300m debt. Just go with example idea( not specific nos)

So you could put in 10m extra usd and get 10/200 more equity. Another 5pct of a 500m project.

Or you could use that 10 to fund a new project development costs. When that project is ready to go. The total capex might be 1bn usd. But again we get the 20pct free carry on it.

Do what is the best use of 10m usd.

5pct of a 500m project

Or 20pct of a 1bn project.

I adjusted my ratios of investment to be cash in/ equity. More accurate.

It would be illogical to invest in the project on matched terms.

You get 20pct free carry. If you put in 1pct say 4m usd then you get an extra 1pct.

Or you put that money towards the next project that gets you a 20x free carry on 2x bigger project.

It would be 40x inefficient.

Hi I am new here

Are these guys planning to make new salt caverns rather than using existing ones.

Just started reading on the stock.

Key thing is market can absorb it. In the old days 20k tanked us. So all good progress