Member Info for Gallmat

This is a really serious question, if the DFS is correct we can produce at 20usd a kg. Most mines are struggling at 50usd a kg. Whey would we not want to focus on the lowest cost production method in the Industry that also eliminates country risk of dealing with Africa. Often there are changes in governments, tax regimes ( see mali).

There is also a high capex, why not just go for a modular model where you build the capacity you need when you have demand

These us based guys can go out and raise 53m usd just like that and develop their business easily. The CMA needs to pull their finger out as clearly the uk stock market has no clue.

The day politicians start to back tech companies I will do a backflip down downing street

I hope they get moving, companies in usa are making partnerships and focusing on hard drives etc. There are deals to be made ( link below)

I would love to see a quick sale of songwe and hitting new countries ASAP.

https://cyclicmaterials.earth/

Respect for oak bloke for revising his assumptions in a video. Very classy, just takes new info and adapts to it

i believe the no 2 bid in the bhukia auction was nearly 50pct. that is a rumour not fact, so maybe not as fishy.

the reason the other one goes fot 8pct is the geology. it is like comparing a toyota to a ferrari.

we have structures that are continously for km's and sitting parallel to each other. 1 big long pit gets it all.

i might end up looking like a complete ****nal here as i am no expert, if i do have it wrong it will reasess and react to it...but i think i am correct

The talk of tarrifs etc I also think is irrelevant, if you can be an industry low cost producer pretty much you will have a profitable company.

Who cares if demand does not ramp up or tarrifs are not levied. This is an industry where I can produce cheaper than my competitors.

I think all inveatment styles are valid. I am probably being stubborn but I am going to wait for pat.l to play out. These litigation claims often have a long time to get back in, so I am focused on our news event. SOC.

I will probably look like an idiot but I really think 2bn usd. After that I will think about diversifying.

If they manage the sale of mine this is a great stock. You have enough buffer from cash which will raise stock price.

If recycling can work then they have big runway, early mover advantage and cash to get the feedstock

If it does not commercialise you have a buffer to get out at profit.

You make money in commodities by being a low cost producer. One day in next 5 to 10 years something happens, the commodity price spikes and the stocks multibag

The company needs to get a move on as there will always be a competitor. You need to prove the tech and lock in feedstock!

The strange thing here is the reasons I like it is never mentioned much by ceo

I like the long background of domestic litigation, the weak arguments presented by government which are documented

The agreement which was renaged on which showed we honoured our part and they did not

That we claim on multiple clauses which all need defending.

I hope the analysis and ceo start to recognise these things. I like that lcm has a good win rate. I really like that multiple funders were Interested but that is not mentioned.

I think challenging jurisdiction is just a normal tactic. Why not. Normally it gets shot down just like this because the dodgy government is trying whatever they can.

Really dreaming of a 1.5 - 2bn usd claim now. It seems the herd likes the story.

It does look like a nice rise. Hopefully it wets some appetite for pat.l

No idea how strong their case is but well done to holders

Our key are delwara west is like a layer cake of gold. Really hoping fingers crossed for a big NPV.

The report covers the wider area around bhukia, but it really gives a good idea how close the areas with a resource are to each other. All adjacent.

The soil anomalies make you think there are loads of other targets.

Https://images.app.goo.gl/jnW1RF3r3ms21yq78

Take some time to review diagrams.

One page shows resource by block and location. Delwara west with half resource of 100ton is surrounded by the 4 other blocks with 20 each.

Another shows cross sections highlighting bands over 1g. Just 10 parallel zones near each other.

Another diagram shows a massive area in blue to test the delwara west block for continuation.

Finally there is a diagram of gold in ground anomalies marked as black dots. Just everywhere and not all in delwara west

Happy Xmas to all holders :)

Not sure when we get our rerate but hopefully by next year santa will have delivered

This guy on X seems well researched. Good he is pro active.

Ceo is trying to engage with polish greenx investors. Not sure if zoom call will be in english

https://x.com/MMichalek91/status/1871126187122082163?t=W6GHhWMEGWdbqbbQXGojyg&s=19

I can't use my pat cash because that is going to knock it out of the park.

Well done if you went into zen! Good result.

I just decided to put my cash elsewhere

Doubt it ceo is on leave until 6th Jan.

No biggie.

Really looking forward to 2025. Knowing what pat.l brings and also trump madness. Trump and his tarriff madness could really turbo charge some stocks