Member Info for Gallmat

One thing about selling the spac. When you buy it you need the projects to completed to make money. Would you be happy if the guy making the mine was selling his exposure? This is one reason it is sensitive and looked for the alternative mechanism

We are so focused on the micro in our messaging.

No this is a damn new industry that the government states must exist and grow. There are few competitors, they say they are ahead of them In commercialisation with the best tech.

My god, if this works and you pitched like this in usa what do you think would happen!

I think the company also needs to start really selling what we are

A company selling in a NEW growing market, with government mandated targets for sales. Where our product can be produced cheaper than current suppliers, while giving a product with superior ESG

In this new market we have a patented technology with 100m usd sunk costs, a decade of development.

Our technology ( short loop) is believed to be cheaper and more environmentally that our competitors ( long loop), who cannot solve key issues of liberation of magnets from the most abundant feedstock available today.

Write that

Esduk

I agree with your understanding on mka holding spac for us.

It should make funding the recycling much easier. Clearly selling spac shares is preferred.

But if we cannot for optics, issuing shares in mka will also work.

Fingers crossed

Https://www.csis.org/analysis/minerals-security-partnership-under-south-korean-leadership

Target recyling from 2 to 20pct by 2030, not far away!

Interesting link

South Korea have presidency of mineral security partnership.

They note MSP has only backed 3 recycling based projects. South Korea has recycling target of 20pct from 2pct today. Similar to europe

God knows on tarrifs. If he attacks china supply then great. If he does universal tarrif then poland might get caught up.

I suppose it depends if he wants to play politics or fight the whole world

Zeneth energy is now at 27m gbp on a 600m usd case. If ours is 1bn, on a read through we could see 45m gbp or 22p

While many missed zeneth, people are getting behind the story. All these guys are making money. One day they will come here, and all those who missed.

This is just an option in time

The key guy chair ( Jointly appointed) seems good.

I read some past judgements

He notes investors need to have the impact of event wiped out, chorzow clause which is nice

Lots of dcf models being considered and using it rationally. Correcting for country risk in discount factors. Appropriate Factors in accrued interest rates. He has good knowledge.

A big thing is causation ( clear no license) and then seeing if it was likely you would make money from what you lost. Given the auction and market for M&A with record gold prices seems good

Lots of wins around more wishy washy arguments.

1. State inspected guy too much

2. People kept applying for radio auction licenses but never won

On another note. He has a great hiring policy!

https://armestoyasociados.com/en/juan-fernandez-armesto/

I suggested to the CEO he releases it on April fools day, 1st April

Believe it or not it is the anniversary of when he started :)

Panthera Resources plc (AIM: PAT), the gold exploration and development company with assets in India and West Africa, is pleased to announce the appointment of Mark Bolton as Managing Director effective 1st April 2020.

Panthera Resources plc (AIM: PAT), the gold exploration and development company with assets in India and West Africa, is pleased to announce the appointment of Mark Bolton as Managing Director effective 1st April 2020.

What is 100 days worst case when we think we are going to make 100%+ and that is the start!

I am not really trading this sos the deadline is not relevant to me. But if you are trading it what do you do :), take your money out and risk it or wait a few months for a big gain ?

I agree with sheer

This is what a statement of claim looks like.

It is worth remembering that we went to court in india for years. All the documents around those hearings are in scope ( that is good for us).

This is a 10yr old dispute :)

https://x.com/MMichalek91/status/1697602659451085050?t=X4rC-OVlXWQvysU1wfNVvw&s=19

Honestly I don't mind if we issue it today or on deadline

If I am right and the gold price impacts our claim, the longer we have observable gold prices that are high the better.

I agree let the chinese have it. These organisations point to 2 or 3m gbp here and there in grants. This is them solving a CRITICAL issue, a joke really.

Maybe half the people in a room and something actually happens

Depends what he does with relative tarrifs between countries.

My god 2 man can make such uncertainty

I will ask about the trading activity, I think most companies do not know unless it is tier1.

I am also not delighted we are not higher yet, but I purchased this with the view I did not need to monitor lots of variables and just wait. It is an option and time, and I have to remind myself that time will pass and we will end up at the trial one day and that is all I want.

I think rider did a good thing diversifying. For a long time we were the only show in town and 2 popped up.

I am still hoping that we will have our day and it will be soon. Having said that slapping your core position in PAT and your trading positions in others makes more sense to me you minimise the regret

Even if I have been suboptimal I am happy that I have found the asset class. The key now is not to make the same mistakes going forward

Another part of me says if this doubles even, that's a great trade and I should not beat myself up.

Trump talking about tarrifs on copper etc

Also mentioning rate earths saying nuts they cannot use thier deposits. Always good he is talking about it

https://x.com/DegenAnon6969/status/1884025644696437118?t=2kd2fskDagd57EGbt570Xw&s=09

There is a good thread on X.

He agrees we could do what i say bit preferable to sell down spac as that implies no dilution on recycling side.

But if we do get a little stuck, maybe this backup method implies we are not issuing money at low prices