Member Info for Gallmat

Myles

I really appreciate the long response, and thanks for taking the time to write it.

I watched a few presentations from long loop companies and they are selling the IP hard as being superior.

Great that you have visited the operation and probably had much more involved conversations.

One day I would love to visit their operation. My holding probably however does not give me access.

Again thx for this

I really recommend the earlier vid I posted.

Our guys go over the liberation issues in details.

Talk about expanding Germany to 500T

Also some competitors talk about their tech.

Best company specific Info I saw in long time

I posted on x.

Ionic technologies are having site visits from Canadian commission. Also new report automation fund.

Activity seems to be happening, even Is MKA style is not to talk about it

Lol. Wrf do I know. People are paying 10 and I am wrong.

Always happy to be wrong. Nice call lads

The most interesting parts for me

1. Already planned to 500T

2. They showed the pre processing for motors

3. The common call for the manipulated price index. usa has a tarrif of 27 to 37pct on magnets from next year. EU has to pull it's finger out and do something. If not I would just ship my oxides to usa and make magnets there. We could probably ship our powder to usa!!

4. The cost comparison slide between long loop and short loop seemed to me like hot air. She did not have a clue.

5. Long loop in my opinion is important. I really hope the company starts to look at strategy high level. If we had to list in usa earlier to get a bigger war chest I do not care. I would happily see us throw millions at long loop just so we have the full suite of methods.

BTW

As always not saying I am right or anyone is wrong. In my mind there are lots of traders who love these discount placings. They just want it to make the short term gain. For example 7 to 9 is very good for a couple of days non work.

In my mind I ratio down the demand from the oversubscription

One thing on strategy. Doing what everyone else does sometimes work and sometimes does not.

OK I know it is very un cool and childlike.

But someone paid double digits. My pathetic post ends here :). All derogatory comments are valid!

Happy to see consolidation at this level even for 1 or 2m. Always good to clear out the flippers.

They are saying planning for 500T is active for Germany

So maybe our target is 1k usa, 500t Germany, 500T uk?

The ceo said on last call about considering something substantially bigger at or near site

Our German guys are on this.

They talk from 23 mins. At 40min they state germany planning expansion to 500T.

Timelines always slip, but you would think plans like these will be feeding into the MSP.

https://youtu.be/xQtdiX5c7ts?si=QMhCpO3iMe-zHjEH

I also factored this in when I made my original investment note ( the 15 pager).

There is not alot of reason to sell now which is nice. Can ignore the stock probably for the next year

Lawyers not litigation financier

I don't have access but CEO told me it was our guys

I believe our legal team are behind this big win

https://globalarbitrationreview.com/article/philippine-grid-operator-wins-billion-dollar-siac-dispute

Wow happy surprise.

I took a small 6k position yesterday. I need to go through all the links before committing more.

Even at this early stage it us interesting enough to dabble.

Tom.

Thx for the message on X. I followed you as I see you are clued up on this.

Regards

Mark

Ejt.

That is my motto. Unlike in most stocks the worst situation is probably not a kick in the bol&*#s.

Nice to see the board is functioning well. Just had my first " your a time waster comment on another board for asking questions". Always the same pattern.

Epp is looking interesting. They released an RNS 2 days ago stating they have a non binding MOU that agrees an equity placing at multiples of current share price so at least 6-> 18p. At 7p now

It is a DYOR stock not a recommendation.

Only posting once but we all know each other here

Sounds really positive. Given the targets you would think you want these solutions in each hubs

This location seems to be a key area ,( others being off Scotland and East of england)

Pk 73.

Hard to know realltly so I just go for the most Conservative cade ( long hall).

Somehow I think the Indian gov would live to rip up that agreement. If they had a lower royalty rate in aggregate they would make more as more gold could come out.

Maybe they are dodgy :). They will extract some at high royalty rate then say uneconomic and gov of raj will lower it later.

All seems shady to me ( which we are used 2)