Member Info for PaulFG

Ok nothing defined, just interesting conjecture and the world ain't short of Lithium deposits. Brine too, that requires huge upfront capital commitments. I'd rather limited company resources (manhours & financial) were spent on other stuff - PM resource expansion, Garfield bullseye drilling...

It adds to the attractiveness of the land package for sure, but wouldn't be a reason for me to top up, or buy-in if I wasn't already long.

I'm beginning to think you're right Bebeto

Signed docs better than anticipation of signed docs.

Hands up, I agreed, topped up again today.

This written by Charles Archer who, obviously, aggressively talks up his own book. Previously, I have to say I did enjoy listening to his pragmatic balanced viewpoints but I think as he's been developing his 'online' personality and an element of boastful bragging has hit, as a few of his calls have been right - eventually the market turns - I'm kinda going off his style a bit, whereas there was another article on the Tungsten market (largely used by Archer here) which I found more useful. Just a matter of style I think.

Not that I don't think GMET has great potential but I'm increasingly concerned that because of hype from punters like Archer whatever good news drops won't be good enough for the market - eg peoples expectations on the US grant are starting to go directly to upper limits, personally I'd rather have waited and reacted to the grant being granted (win win), now there may be disappointment on the level.

Have a feeling OF would have preferred that too, basis the way he describes progress.

Punters were offered the bargain two days ago....it's still a bargain, but the sale is ending soon...

...and the following line:

"This suggests an immediate value for KEFI of £122.6m or US$155.0m."

These RNS formats are really starting to irritating me - can they not issue drill results in the same ruddy format as every other explorer - lay them out in tables so we can just see at a glance intersection width and grades. Looks ruddy amateurish.

That said these are better than we've seen for a while.

Thanks for posting @dvh, sounds v positive - last chance buy saloon.

Can't wait for the deranged bearish response from you know who, haha, should be beyond mad....

I think AMRQ are pretty well funded, but yes if you're presented with an opp to raise more funds (esp not at some horrendous disc) then you take it, you never know when you won't be able to raise.

I also think AMRQ will not squander the funds, they'll be deployed to move the value proposition forward in the company.

So colour me cynical, but I couldn't understand why the sp decreased last week.

I'm now wondering if it was sold down, on pretty small volume, to enable the word 'premium' ?

Who controls the world's Tungsten supply?

"Three countries comprise ~93% of global primary supply:

> China: 84%

> Vietnam: 6%

> Russia: 3%

In other words, 87% of primary tungsten production comes from every Bond villain’s home country."

What happens to the price when China turns the taps off? What happens when the market starts to anticipate it?

Rethink all the economics on Pilot Mountain.

Getting noticed by US investment sheets, about 33mins in:

https://youtu.be/mjfkzGfguEg?si=JtHmIfHsRA_nRYEP

Unless new money starts to flow into natural resources junior exploration stocks, or there's a large discovery somewhere that reignited the sector, I don't think the Phase 2 announcement will have any immediate sustainable impact on th sp, at least in the short term.

That is not to say I don't think this is a good punt.

Honestly, I was disappointed with the interview. There was an opportunity for Archer to ask some hard questions and push for answers but it felt more like a fluff piece as usual with the Prof delivering the usual long answers hogging the airtime. Sorry, I don't mean to be nasty.

Phase 2 will demonstrate something, but I foresee a reasonably long period of sp inactivity. That said large long term holders are probably content to remain , why not? they have for years already.

I assume we'll also hear back if our grant application has been unsuccessful?

Where did this 'next RNS in July' thing start?

Not sure why the price has come off a little. 69 @ 70p, tightest spread I've seen in a long time.

I love the way Mark Fairburn in each podcast keeps saying that it's not like OF to use excited language - he says this in each video now. SO actually I'm beginning to think it's very like OF to use this type of language, haha.

Https://www.youtube.com/watch?v=MnSHFtjDaCU&t=123s