Member Info for GLR1990

That's a lot of shares, can see why the share price is down today even though they are imminently listing the asset

Still all in its less than 10% dilution, which takes todays market cap from around $80m USD to around $88m USD, the same price as the upcoming listing

So pretty much baked in ,will likely sit around 1p until the listing is complete and then move IF the listing is hot, which given the market you would think it will be.

Usually rockets between 1-3pm GMT when the US is at its hottest time of the day (market wise)

Bodes well doesn't it a UK stock rocketing early doors when the US market is closed.

This is amazing, really caught fire now

6 (7 including this one) chat posts, so completely under the radar but being hammered by US investors across the pond

If anyone isnt aware:

https://isala.me/blog/clawdbot-raspberry-pi/

Would have been nice to have read that 3 weeks ago mind!

https://www.forbes.com/sites/kateoflahertyuk/2026/02/06/what-is-openclaw-formerly-moltbot--everything-you-need-to-know/

So in short, before RPI came along (or was found to be useful) users had to rely on a mac mini ($600+) to run local autonomised AI agents, e.g. a computer AI bot that runs 24/7 via API into Claude, ChatGPT et al and basically becomes your little (powerful) personal assistance, emails shopping you name it, or more complex coding / searches / business assistance.

Well now you can pair the software with RPI 4-5 (which costs WAY less, $125 USD) and its catching on like wildfire

Need a few things to develop, but if this takes off and becomes the next 'big thing' aka little AI agents doing all the work for you on an RPI, or if RPI develop if further and perhaps take the entire value end of the market (leaving apple to have the high end) you can see how this could then be a massive windfall for the company.

There's no need for that!

Steady as she goes captn.

Neodymium rises all boats

Until the harbour master decides to let us in and we rise a bit higher (SPAC)

What do you think the acquisition is?

Anything on the grape vine?

Rare earth asset perhaps?

Oh yes, very. Getting those covid market feelings again, always a good sign.

Ah yes you are right, I am mixing up Nd with NdPr, which I think is $108 USD KG as of today

Yes if it stayed here id be extremely happy, it is a nice sweet spot.

HyProMags margins must be off the charts at the moment.

Whats everyones predictions for the Nd spot price?

I am getting a bit nervous

1m Yuan has far exceeded my expectations, post covid crash.

Everything we do at this point on is met with an economical spring in our step.

The spot pricing is higher than the MP Materials US GOVT 10 year price floor.

I am sure RE companies will have a third wave event in the coming days!

what's the *** packet deal here folks just listened to the interview, looks very interesting?

so they have a major partnership with lets just say glencore, and they are a metals trading house with exploration / asset upside?

so they act as a middleman trading commodities from artisanal miners through to glencore, and obviously they want to build this out more volume = more revenue = more assets and exploration

they have sourced tantalum and niobium

what's the usp, they sign exclusive deals with the miners to act as a trading platform between these smaller miners and the likes of glencore?

struggling to keep up, looks very interesting, aware of someone who did a trading house in singapore and it listed recently for $300m usd so looks interesting, once i get the concept.

Absolutely spot on Bonker

If anyone wants a nice little tip, check out the MKA share price and the ND spot price, overlay both charts.

Gets a little more interesting when you do that.

Its the catalyst and key to everything we do, both price and security of supply.

Although terbium and dysprosium are arguably just as important, a rising tide lifts all boats.

How is this not worth more than the current 2.7p / £3.5m cap

They raised £2.3m at 6.7p!

Then another £1m at 3p per share in October

That's £3.3m in just 6-7 months, majority of it going on exploration

Yes you need to prove the assets but to hammer it down on one bad drill result that couldnt quite reach the target, just seems to be tremendously premature to be writing it off.

Market loves it

Cant be a bit of production, seems to be the way to go (Look at ECR, up massively from similar starting position)

Could be a multi-bagger, will digest.

Good to see all these assets now in huge demand.

Why is it a poor JV, can anyone explain?

At $10m a month its excellent

I posted about this back in November when it was $2m a month and said I would buy if it could prove it could growth to over $10m USD, didn't expect it so quickly.

Its basically 0.025% per transaction, so 2.5p per £1 or 2.5 cents per $ to be more precise

So at the moment they are at $10m PCM

Which is $250,000 in fees

50% ownership (so $125,000 net to BLU, but keep it under Satoshipay as thats the valuation uplift we need)

So with NO growth, at current run rate, its $250K per month or $3m USD per annum

In the vortex presentation, they list companies that trade between 10-20x revenues, but lets not get ahead of ourselves and say its worth $30-60m USD right now after one month of EXCELLENT figures, plus they forecast $15m USD for February which would be a valuation of around $45-90m USD

Thats with a full year of no growth, they are expanding rapidly, this is genuinely exciting.

So lets say they make $120m in transactions this year, thats $3m USD (on a 10x multiple $30m USD / $15m USD to BLU which is double the current market cap at 12p)

If that grows to $20m a month then we are looking at a much higher valuation ~$60m which is 4x the current market cap, but that would also be pricing in no growth again in 2027

So if they can hit these figures / maintain, then an IPO in 2027 becomes a very smart idea, and you could be looking at a valuation anywhere between $90m to $180m USD, if not more (and I am being conservative, as the presentation suggests way more in 2028/2029

But I wont get ahead of myself, we need consistent figures, they have had an incredible month and the growth looks off the charts, can it be sustained? If so then 4x in the next few months is on the cards, and a 10-20x in the next few years.

Whats the best outcome from the India response?

Tone of aggression towards the claim?

Even if its soft and more aligned to a settlement, excellent news

If its aggressive and completely dismissive, we know a battle is afoot.

Agree looks incredibly cheap, one bad drill result in a totally different area and you can buy 50% under admission price with more areas to go and rare earths not yet explored.

Plus all fully funded....

Should be at least 4-5p on anticipation.

Nice survey results today, theyve got a target to go after now

Ignore it was wallal 1

When they had the duster was that the same area as this new survey?

It's fell a heck of a long way this hasnt it just because of one (albeit very bad) drill result?

Not many companies with serious exposure to both gold and rare earths trading at a paltry £4m cap, fully funded with a healthy cash balance in a very favourable territory.

Will have to do a lot wrong to fail from here.

What's going on here, raised £2.25m at 7.25p and people selling at 5p just cant be bothered with it?

Not the best raise mind, out of the £2.25m they are only spending £720K on exploration!

£1.2m on working capital (salaries, expenses, admin) and another £320K to pay off debts.

Raise price looks steep, but could be worth a punt under 5p? (closer to the cash pile, even if most of it wont go towards progressing the company)