Member Info for Gallmat

His subscription base in USA and I think given the mka strategy they would like this

Many thanks myles.

Have you ever had contact with the guy from undervalued-shares.com?

Sure he would love your ideas and he takes stock suggestions. Big following. Made pat.l rocket.

I have seen this numerous times on AIM. That is why I love it.

People will not even value what we have in hand. You just get additional value for free

Maybe you should start a telegram group and slap all this info in one place.

I did it for pat.l

Your analysis is by far the most detailed and backed up.

Thanks again

Tom

Thanks for the posts and I agree fully. I just see it as

1.Value of bird in hand ( gas extraction)

2. + option of additional extraction from licenses

3. + option of storage.

It has so much merit I decide on 1.

When people read a huge potential their brains explode and they think it is a story stock.

There is no need to even value 2 and 3 at current levels.

The story can be so simple.

It sounds like a story stock. But it is a stock with a solid business with an additional storage option for free

It completely changes the expected value calc.

If approved then get multiples of equity

If storage not approved factor in 10% of 100M GBP NPV.

Lots of posts on X. But the downside protection from extracting gas at NPV10 of 100m gbp+ is rarely mentioned.

Seems strange to me. The upside is clearly there, if you say the downside is partially mitigated it makes it so much easier to buy!

One question.

The quoted claim amounts. Do we know the value date of the claim? Wondering about the accrued interest which could be significant.

Trump does not care about the environment. He will give the permits and some will play the market that way.

Personally a low co2, recycling option makes a lot more sense. This business can be respected by all govs. Trump only has 4yrs to go, like all bad smells they will pass

The study is to sway governments and OEM.

I think before I want to agree to offtake I want a confirmed before signing.

They need a study so they can claim the reduced carbon foot print. Maybe also C02 tax credits

That is probably going to be a controversial extraction project in usa. Ask rider

I put up data from the recent presentation by German guys.

Shows long loop is 7 to 12 kg. We are at 2.3

Video also dropped that germany have already designed for 500T. Current announced capacity 100 to 33OT ( max)

https://x.com/Mark42367885/status/1897209614409834919?t=pXVWE7Sns46Ib4VYVK2GdA&s=19

It's not the number of shares that impacts you. It is the percentage change in shares.

If I buy with 200bn and they issue 2 bn to 202bn. I suffer 1pct dilution

If I buy at 200m outstanding and goes to 202m same dilution.

Strategically it is very significant. This is one of out

Key advantages. Probably the ESG team wants this before signing contracts

To be safe I normally say 1000usd. Like to be on Conservative side. I also think of gold 2100 usd :)

Yup. Havering is 2.7g and 0.3 copper.

Interestingly their other operation that came with the buy out works nicely at approx 0.8g.

2g for open pit is outstanding.

One thing to note is underground mines normally have to be higher grade as costs are higher.

Making the ramps and exposing the ore.

Not sure if their grade will be 2g/t like ours

I am asking as I am really interested. I found de grey as a big open mine deposit.

Maybe related to greatland gold?

Which company.

Underground mines tend to be expensive.

De grey is 1.5g in dfs, open pit and targeting 800usd I think an oz. Regarded as one of better on costs