Member Info for Gallmat

****/pat101gold

my handle is a x ( space inbetween)

*************pat101gold

my handle is a x ( space inbetween)

Quite happy if 11 becomes the new 8 and we churn and churn.

When the idiots arrive I am just logging off and doing something else. Inevitable they will come

Ukraine has strategic minerals, hardly any critical minerals.

You are correct exploration to build is 10yr+, which honestly is not going to do much in short term to solve strategic worries.

Has to happen in long run, but recycling is the fastest flow

Geng.

I would say this is really a fundamental story.

All those past movements were related to speculation about the license etc.

This will now be driven by the court process

Read this

https://www.undervalued-shares.com/weekly-dispatches/panthera-resources-multi-bagger-legal-claim/?utm_source=twitter&utm_medium=social&utm_campaign=wd20250228

PantheraLTH.

This is just really a static dump of pinned information. The plan was maybe to use it if this board gets messy

PantheraLTH

@ No day dreaming.

I have posted before that is not always true.

When an expropriation is legal ( there are terms foe this) then the paragraph in BIT is applied.

If it is illegal it is common to use international law. If you look at settlements the often use chorzaw clause. This basically says to put the claimant jn the position they would have been of the event did not occur.

Many argue that valuing as of say 2021 would not make sense because the best view of what would have happened is to look at all data up to today and use expectation as of today.

Pretty common sense when you look at the clause.

My motto. Plan for the worst e.g as of expropriation date, hope for the best.

I won't post here again as I pinned links on telegram

No day dreaming.

The ceo pubically said previously it was at least as big as greenx and they were 1bn usd. That was mid to late last year. Gold has rocketed since then

5 to a million

One factual thing about the arbitration process. The rules state a settlement can occur at any time.

Our advice is to plan for the worst and hope for the best. So we go to trial.

The high gold price is probably supporting our SOC value so waiting is not actually bad.

Also remember that interest will accrue from the date of our SOC until it is settled.

Waiting is not actually bad

You can buy huge reserves of graphite for nothing. Check BRES

I agree Tom.

I love this stock because it will transform into something very dull ! A company doing the same thing each day that is profitable while expanding production.

This is a classic multibagging stock once we show margins.

I know the SPAC etc is great but fundamentally if it works well it will be a super easy story in the future.

Yup. They do not really have magnet making rare earths.

Soon people are going to realise that demand is sky rocketing and this primary supply will take ages to come online and be difficult to finance

Recycling really offers the fastest route

Really quite sad.

Personal view is a billionaire cannot run a country. Their life experience is to beat other, using their power. The idea of i win and others loose and I do not care well.... bit of a strange view when as the leader of a country you are responsible for all ( winners and loosers).

Instability is probably good for gold. But I would happily see this sorted, gold drop and see some lives saved.

Hi all.

The seller is managing money and it just seems to be redemption related rather than company specific.

Enjoy the weekend

All in all a good week.

1. Usa discussing a 30usd tax credit per kg for magnets

2. Good insight from Germany about already planning 500T

3. More Trump saber rattling

4. Cotec presentation continues to state talking to the majority of EOM in each sector.

So immaterial print at EOW, but pretty good

The latest cotec vid was talking it up again.

In contact with majority of OEMs in all sectors. So must be electronics, auto and defense..and more

Also said they believe we lowest cost and CO2 process.

Myles.

Did you discuss if our long loop process is superior to others? I assume we used hpms to solve liberation and demagnitisation steps and then just process hpms powder. Long loop can be useful for the highest quality magnets.

I was just interested if you discussed the angle of shipping concentrated feed to usa and then manufacturing there to capture the usa tarrifs and tax credits? With such large incentives and inserma based hdd feed being so concentrated i thought the margin pick up could easily cover the shipping cost. Basically we could just have hubs in other countries ( low cost collection centers) and leave the processing to be usd based, where we might pick up grants etc

There are lots of interesting angles here.