Member Info for MetalMania1

Think we double fairly quickly from here tbh as the enterprise value is now peanuts based on these knowns.

For context, the post tax cashflows estimated are 2300% above the current market cap. And of course there’s more drilling results on the way.

Congrats and good to see quite a few of us holding SML also.

For anyone who missed it, analysts upgraded the NPV (post tax) to around $400m yesterday with cashflows over the asset amounting to almost $1billion. Payback estimated on this Uk tungsten asset at just 1 year! With a market cap at only £32m it will do a huge vertical from here. The world is looking for tungsten and SML have the second highest grade globally lol.

What is wild (and not seen much comment on this) is that the CUMULATIVE AFTER TAX cashflows are heading for $1BILLION into a decade+ life of mine.

This market cap won’t stay at this price for too long now that this is known.

This party hasn’t even started yet

Love the fact that the government is paying for half or matching the drilling capex here too.

Big times ahead

No buy quotes on 1.50p, tomorrow will be electric again

Yep, get a few traders out and then onto new heights

Annoying to see

Think some small shorts are fiddling here

What’s with the ….! :( :) after every post Chesh?

Get a room you two

Just bought a few more, been trying to persuade myself not too but the fundamental case is too compelling

SMLs asset value just upgraded by $300m at SP Angel lol, shares going wild now

$400m vs $128m before… 1 year payback. Omg

Thanks to whoever tipped SML recently on here? shares starting to Wizz now.

In short I they have the second highest graded Tungsten asset globally. Crazy situ when China have 80% of it and the Americans are trying to get whatever they can now. Market cap is £28m but that’s quickly changing because of this disconnect. The shares will likely double again very quickly imo but dyor. Worth noting they also have a small operation in the US too which is producing cashflows! Thanks again whoever called it here, so appreciated

What about Tungsten, just hit another all time high too.

Some of you should look at SML too. Strategic Minerals, based in Cornwall, have the second highest graded Tungsten asset globally. Crazy situ. Market cap is £28m but that’s quickly changing because of this disconnect. The shares will likely double again very quickly. Worth noting they also have a small operation in the US too which is producing cashflows

Mms really looking for shares now

Big move coming, 1.5p this week?

Down on mine too Jane!

At least your SML add was decent though. There had been millions on the ask there but now it’s really tight. Can see that at 1.5p by Friday cop (maybe sooner). Tungsten is going bonkers.

Hopefully we get an rns tomorrow and even more hopeful that some of the traders here don’t immediately sell the news!!!

And even Tin not looking too shabby!

Could be a very good day today

Just read the Zeus notes, looking very bullish here

Probably an even bigger transaction likely to show in a day or so. We clearly have huge buyers being worked also given risen price action

Just appreciation to whoever mentioned SML about 3-weeks ago. Did my research, took a position and shares starting to soar now. For those not in the know, they have the 2nd best Tungsten grades globally and metal prices just hit a record again today. Can see major upside here with SML being UK based and only a a £25m market cap. Anyway, thanks again, really do appreciate the insight that was provided