Member Info for GroundshiftInc

If Leon applies the modular tailings tech to mineral sands in SA, what does that actually do to the forward EPS? Any spreadsheet wizards done the math?

Are we expecting any serious revenue from the heavy mineral sand byproducts at Phalaborwa, or is it just a tiny bonus on top of the NdPr?

Shorters seem to love this one lately. Are they betting on a massive CAPEX funding gap for Longonjo, or is there a squeeze brewing if the UK gov steps up?

Anyone know how much of the MSALABS sand testing growth is actually baked into this current price? Feels underappreciated.

Talk about a falling knife. Now that the Indo permits are supposedly sorted, is this a real bottom or are we heading lower?

Rio buying more shares is great and all, but what’s the actual endgame here? Full buyout at a premium or are they just going to slow-walk us to death?

Decent bounce today, but how much of this RIO run is actually down to Zulti South getting sorted vs just iron ore macro?

SP is trailing around 230p again. P/E is ridiculously low, feels like a massive value trap or is the market just terrified of Mozambique country risk?

Are the persistent block trades on the Level 2 order book a sign of a distressed seller exiting, or is an institutional buyer accumulating below the radar?

The SP has been crushed since the Indonesian export permit delays. Are we looking at a classic 'dead cat bounce' here, or is this a genuine bottom for a value entry?

With the SP hovering around 239p and a P/E under 5, is the current market cap severely discounting the Moma mine's cash flow, or are institutional investors pricing in Mozambique political risk?