Member Info for Mikey279

I have in mind that based on previous comments Alex think's its at least a few hundred £m asset, hence reluctance to let it go on the cheap

Crunch time coming.....could be the next 'EUA' moment

All IMO

Looks a nice risk reward here, assays overdue and extended 3p warrants for only 2.5 months

Have seen warrants exercised at 4-5x sp in past , so suspecting a big deal of some sort is being worked post assays

IIRC the assets here are significantly undervalued and then with the recent copper run etc

All IMO

And another.... could run big here

Looks like a big breakout and high of 2.1 as next resistance.....and thats still only 5m or so before any RTO

All IMO

Looks like its breaking out nicely, dont think theres another near term free carry revenue opportunity for such low mcap.....

Im interested....it's a ridiculous deal and only a month away, markets completely asleep to this

Https://x.com/StrategicMnrls/status/1983935099826528397?t=hgf2oUdDBJ4LxRDF3LyRtA&s=19

3bn mcap TOMRA on site....after hours tweet could be RNS tomorrow?

this project is moving at pace....

All IMO

Cash:

As per results "The Company and Group forecasts that to have sufficient funds to meet all operating costs until 31 December 2026,"

Bizarre how people comment without research

All IMO

Not sure why the panic, looks like normal consolidation and higher lows....you just know UHNW individuals are looking in

All IMO

Suspect some of the UHNW are buying open market as they are funded into end of 26

All IMO

In simple terms gmet don’t even touch our grades and are 6x higher, all in the UK too

All IMO

Nice but don’t they only own 10% of it?

Yup which is why 10p is not unreasonable at all

All IMO

If anyone’s wondering why:

“The success of the programme is generating significant interest in the market. Over the past two weeks the executive directors have undertaken more than 20 non-deal institutional and UHNW investor meetings and have held an extremely well attended and engaging retail investor presentation which has generated very positive feedback. As a Board we are enjoying bringing the attention of the wider market to this extraordinary and high-grade critical minerals opportunity. As China tightens its grip on its own critical minerals, we have right here in the UK an opportunity to develop a world-class polymetallic tungsten resource."

You bet they’re buying open market.

Gmet 190m mcap

Sml 33m mcap

All IMO

Just give it a few weeks for it to play out.....wouldnt be surprised to see 10p or so by year end

All IMO

This breakout is basically GGP/EUA of several years ago, except we're in the UK

All IMO

This is all without possible expansion, which can easily take it to 1bn + NPV

See GMET's MCAP....we should be a lot closer

All IMO

All in our back yard too, so should command a massive premium

Barely scratched the surface of drilling too and rising tungsten prices, perfect storm

Incredible note really.... and that's with more grades to come, increasing prices....it's already worth 13p or so based on current NPV?

This is what world class grades buys you

And here we are at just 1.4p

All IMO