Member Info for Laura2022

As expected

Trumpet

Ree structuring of loan was key

See below

Laura2022

Posts: 15,116

Price: 0.085

No Opinion

RE: Potential recovery play like AYM?10 Dec 2025 13:20

Put initial £1800

AYM did 0.28p to 1.2p in similar" almost dead " circumstances

Really interesting points olly

Ones I'd not fully accounted for

Alignment

Apologies

Godofhell

Evening

The Directors fees etc are due to allognemtn not financial issues ( see previous RNS)

Hope that helps

Gallium Historical Price Movement

At today’s price of $2,060.40 per kg, gallium changed +19.61% since Jan 1st 2026, and +119.07% since the start of last year. It is up +387.44% from its price of $422.70 per kg on Jan 1st 2021 and has increased +590.95% since Jan 1st 2020 (in comparison, the S&P 500 is up +110.12% over the same period). If we go back to Jan 1st 2018, when the cost of gallium was $274.37 per kg, then the increase is +650.96%.

What changed in 2025

Ban bites: The Dec-2024 China-to-U.S. gallium export ban tightened Western availability into 2025, supporting a firmer floor under prices and widening Western premiums.

EU execution: The CRMA moved from headlines to implementation, with EU documents underlining high import reliance and demand growth across semiconductors, charging infrastructure, 5G, and renewables.

Narrative shift: Policymakers are talking less about “if” supply chains diversify and more about “how fast”; but new Western tonnage remains very modest vs. need in the near term.

At BEZ

Takeover today at premium, no decernable clues prior

NHM

See the summaries posted before and after Christmas

At £800k cap PYC can do 100-300% imho

Wonderful to see

I sold for about 80% profit last week from Dec to Jan but pleased to see it continue upwards

Towards 2p

BHL and REE the 2 most undervalued critical minerals stocks imho

We're 5 weeks since this, so any day now amd renewed focus on strategic minerals like REE and Galliim

USTDA engagement for the Monte Muambe rare earths project continues to progress

 

The Company is pleased to report that engagements with the USTDA with respect to possible funding of the rare earths Prefeasibility Study have resumed after the end of the US Government shutdown and are progressing rapidly, with an expected decision in early 2026.

Morning

Please seen annual report etc from Sept where accounts were signed off

Cash (+ trade receivables post year end) + grants = c £800,000  , annual report signed accounts till 2026)

* record revenues for year ended June 2025

* record order book

* Recently  booked a further amount of revenues for contracts to be completed Dec 2025

*recently awarded options at 40:, 170% and 350% premiums to current share price , with focus on next step for company of "cash generation "

Key growth in all areas , particularly bio statistics, company very pleased and very confident about the niche growth markets many of which are now mandatory under EU law and most could well become mandatory for drug design. Positive regulatory environment eg FDA

Rare Earth Elements (Nd, Pr, Dy, Tb)

Permanent magnets for EV motors, wind turbines, missiles, satellites

Gallium & Germanium

Advanced chips, radar systems, aerospace, telecom

WHY THEY MATTER

Electrification

AI & Automation

Aerospace & Defense

Energy Independence

Infrastructure & Grid Expansion

Gallium prices up 600% in 3 hrs

Solar & Renewable Energy:

Gallium is a key ingredient in thin-film photovoltaic cells, offering higher efficiency and flexibility than traditional silicon-based panels. Demand here is accelerating as governments expand solar capacity.

LEDs, Lasers & Displays:

GaN is also the backbone of modern LED lighting, smartphone displays, laser diodes, and AMOLED technologies, all of which are seeing mass global adoption.

Defense, Aerospace & Nuclear:

Gallium alloys are used in specialized applications like radiation-resistant components, neutron-absorbing materials, and high-performance thermal pastes. Its non-toxicity and thermal stability make it a safer alternative to mercury in medical and nuclear applications.

Did you know?Gallium was discovered in 1875 by Paul-Émile Lecoq de Boisbaudran who named the element "gallia" after his native country of France.

Where is Gallium Produced?

Gallium isn’t mined directly — it’s extracted as a by-product during the refining of bauxite (for aluminum) and zinc ores. While a handful of countries produce raw gallium, China dominates the global supply chain, accounting for over 95% of worldwide production.

The top producers are:

🇨🇳 China: by far the largest supplier, both of raw and refined gallium

🇩🇪 Germany: a key secondary producer in Europe

🇰🇿 Kazakhstan: an emerging source via zinc processing

China’s control doesn’t stop at production. It also leads in refining capacity, making it the central player from raw extraction to finished high-purity gallium, a major strategic chokepoint for the West.

REE asset the only one outside of the top 3 ( China being biggest)

https://strategicmetalsinvest.com/gallium-prices/

Should be interesting week or so

Breaking 7 3p

The freehold is on the books for an amount that exceeds the enterprise value (i.e. market cap plus debt) of the company, so the operating business is in the valuation for free.

Https://www.bbc.co.uk/news/live/c1j8kw866p3t