Member Info for PaulFG

I think Rupert needs to do a better job explaining what these numbers mean to current cohort of shareholders - many here, like myself, invested on the basis of Gold potential. We now seem to be an REE/Uranium explorer and frankly these results are beyond me - I've no idea if they're good, how they compare to industry peer groups, what the impact on the SP should be once recognised by the market.

One CEO I really like is OF at GMET - he produces separate technical videos explaining everything to shareholders - I think Rupert needs to do something like this - at least to educate me!

Okay - good to see OF on Stockbox. So he's determined they've discovered a mineralised porphyry they 're just unsure what the minerals and grades are yet - that's probably why we haven't taken off.

But yes, excellent start to the drilling campaign.

Yes reread : Classic porphyry type veins are distributed throughout the hole with variable intensity. The porphyry veins range between being tungsten (scheelite), pyrite and molybdenite dominated with local chalcopyrite.

It's the chalcopyrite that gives me some hope - eagerly awaiting OFs usual technical video explanation.

So a quartz monzonite porphyry, is not copper right? But I will be interested to hear OFs comments on this.

Given the RNS on May 20th, announcing the launch and the kick-off of the 60 day early works, is it assumable that we're half-way through those Early Works?

Https://hallgartenco.com/wp-content/uploads/2024/06/portfolio_May2024.pdf

@sebo unfortunately you are correct, when it comes to CMET I am a pessimist, because it's trained me so. BUT I live in hope they can turn it around and make me a happy jolly CMET supporter once again...

Very difficult not to top-up here, but who wants to catch a falling knife?

I think the price is more reflect of other shorter term market opportunities.

@airborne - unfortunately with CMET previous 'no news' has not meant good news. So history is against you.

I think the only logical conclusion is actually that it's not the smooth process that Greg led us to believe. Not saying they won't resolve it, but clearly things are still being discussed/agreed/negotiated.

For once I timed a top-up, last Friday, perfectly.

...at least momentarily.

How many times does OF say 'largest undeveloped Tungsten deposit in the US'?

Yes it was a great opportunity on Friday, but one that wasn't permitted. Literally, was trying to buy volume for hours and kept moving my limit above the offer, eventually got done and long term I'm hoping I'll be very happy with the top-up

Trawling through the political news and trying to extrapolate how it might impact the sector going forward (obvs nothing set in stone until there's a new government). But something which I noticed wrt the windfall tax from the Labour policies is that they say it's to be levied on Oil & Gas GIANTs.

ORCA is certainly no giant, it's hardly tracking as a minnow these days. But once we have better clarification from the new government on who they're actually seeking to tax there 'could' be a benefit here.

I know, I'm grasping...

Director rotation is totally normal in every company, I've no issues with that.

It sounds like HAA is actively considering Dual-listing now, I guess this wouldn't be on the table unless there was high-confidence in TK progressing:

"A structural aspect being addressed is to consider the costs and benefits of seeking a dual-listing of the parent or appropriate other group company in a larger international stock market for mining or in one of the new and more buoyant stock markets in our region. "

Very interesting day on Friday. Clear effort to push shareholders into accelerated selling. As many have already pointed out it was near impossible however to buy on the dip and to pick up any size you literally had to be part of the move to push the spread upwards.

Will be interesting to see if this tactic is executed again in June or if events on the ground overtake and we convincingly push through the 6p.

The great thing about the strategic raises with Purebond is not only that they came back for more at a much higher price, is not that they took both raises at a premium, is not that they took it without warrants but it is that these guys do not invest for 10, 20 or 50% returns. They're here for 10x / 20x returns.

I'm surprised the 17p warrants are already getting exercised.

Apparently Stockbox have a feature coming out on GMET next week. Shall we take bets on how many times OF says 'largest undeveloped Tungsten deposit in US'?

Have to say I did take advantage of the dip and topped up

Interesting reactions and views on the update. Clearly, the bears have it today.

Will be interested to to see if we settle below 5p.

Frankly, I've never known a company to complete the prospectus within investors' desired timeline.

Causing suspicion & doubt? Really?

hmm...