RE: Huge re rate coming, dropped from 55p23 Jan 2026 09:33
MET1 – The Race for Critical Minerals is ON and Metals One is quietly positioning itself for the next commodity super cycle.
Just had a proper read through the investor materials and this is shaping up to be one of those deep value, multi-bagger asymmetric plays that the market is still asleep on.
🔹 Critical metals focus
Metals One is building a diversified portfolio across copper, nickel, cobalt, uranium, gold, lithium, graphite and vanadium, exactly the metals the West desperately needs for electrification, defence and energy security.
🔹 Finland Black Schist Ni-Cu-Co-Zn Project
Massive battery metals exposure in a Tier 1 jurisdiction with infrastructure already in place. Europe wants secure domestic supply chains, this project is perfectly located to benefit from EU Critical Raw Materials Act support and funding.
🔹 Transformational portfolio expansion
2025 financings allowed MET1 to expand into uranium (US), gold (Nevada & South Africa), lithium (Chile), graphite (Tanzania) turning the company into a multi-commodity strategic metals play.
This diversification massively de-risks the story
🔹 Strategic investments & buy-and-build