Member Info for RIDER75

Something should have been happening I think. Earlier even at sudden rises the volume was far from yesterday's .

I tend to go the usual way if mine, sell some later buy back some, while holding a part whatever comes.

Test, I believe flow is everything in these stocks esp. due to the otherwise low vol and niche profile.

There are some, that was mentioned in Swen Lorenz 10 lit cases from around the world article, which already stsrted their slow steady rise (SVB, AMM doubled recently). PAT after the huge run then consolidation also seem to climb steadily.

From the aspect of flows: MON has just paid its award in divi this week, I assume many woll reinvest into similar cases.

And ZEN after doubling again from its recent lows, expect its ruling any day. Fingers crossed: if that ruling is beneficial, many (hundreds, thoudands) scandinavian investor will find their way to EML also, helping the flow.

And hopefully GRX will also have its annulment ruling. As EML-s case is one of the main work of Marcin Michalek, as was GRX previously, his polish and australian followers will arrive.

At least thats what I expect to have effect on flows and sp here

Br

Trev, as I see, there is bot any such thing as market value loe chance of success in arbitration. In many of these cases the trading volume is mostly quite low, and when reaching a milestone or news come, then the flow may rise, thus sp also, but its not due to mathematical assesment, or different view of the "market" on chances. Only the flow.

Flow could come and sp rise, when a few similar arb cases conclude.

All about the flows.

Many thanks for the info !

Three more questions, if I may:

Sometimes not the best tech is that gets to harbour in the economy, for whatever reasons. With our early start, economical advantage (low costs), green profile (low energy low emisson) , being already known by EU clerks, already selected, etc. we must have an edge. With all these considered, who are our competitors?

Secondly dont we think that any of the recycling giants wants HyProMag in its early but already not embrio phase? If they would pay several times of current market cap I dont mind, but I guess, HyProMags separate listing in the US would unleash the greatest still value here

Thirdly: a logical step was for me trying to dig deeper into Cotec, thanks to Gal, I got a bit familiar with their business modell and hidden potential. Cotec seems a bit more versatile (with their other interests than HyProMag, some really promising hidden value and tech. Obviously to an extent their faith is bound with MKA, esp after the huge MP Materials DoD deal focus could be shifted to the US operation. So wanted to ask, dont you think its a good idea to hold them in addition to MKA shares in a portfolio?

Presently I believe all factors worked for us. One thing I d like to clear and ask for some info. Do we know to what extent can we have competition regarding feedstock, and how hard /easy it is to be secured?

Thanks

Hey Fret, nothing better indication of a great promising succesful investment story when the informative, objective well balaced , professional and froemdly tone goes nuts instantly.

Experienced many times. A price you have to pay.

(By the way Trafigura and EU CRMAI dont want to be off topic, you just mentioned Trafigura and offtake agreements and loans: maybe worth a read on ESM, Euro Sun Mining, a huge copper (Europes potentially 2nd) and gold mining project in Romania, EU CRMA selected (as MKA -s projects, waiting (and working in cooperation with officials on permissions), getting finance from EU, and had just announced offtake agreement and loan facility from Trafigura...)

SG , Gal is safe and sound.

Really like the thinking of the guy. Actually I have to thank.him not only for mentioning MKA to me, but supplying me with countless researched stuff, and connected idea.

His strategy here and in this sphere is excellent I believe.

I sold the 50 % of my Rusoro Mining RML shares after it went from 0.07 CAD to 0.12 CAD. Long story short, may last traches was sold at 1.45 CAD...

Few things are harder then hold on to a share while it 10-20 bagging...

?

https://x.com/MMichalek91/status/1940875668935573727?t=p3kCZo4KsqmcvybkcmDoVw&s=19

Goovi do you have any view or expectation when the decision on Poland vs GRX annulment request may be done?

Surfie if you are here, and in generally this kind, should be prepeared even minus 50 %, not 5 ...

Multibagging doesnt come without potential risks.

The opposite move you spot on is usually only due to the wide bid /ask spread of MM -s in London.

Laura I could check, maybe asking you is faster.

Do you make amy difference on LCM -s own book cases and those financed by its funds?

Https://news.bloomberglaw.com/business-and-practice/litigation-funding-tax-proposal-solves-nothing-besides-optics?s=09

I personally expect the turnaround of LCM sp by beong paid from the GRX - vs Poland case, hopefully as a result of annulment request rejection.

Could you tell how nuch LCM is entitled from the case?

"So glad you enjoyed and thank you for the kind words! The proposal's definitely net negative, as Wed's PA showed, given worst case tax rate almost doubles, right. Though I think the market may have overreacted a bit -- there's a lot of horse trading to be done. Whatever is proposed in the Senate's different from the House, so hard to know what version, if any, will ultimately be signed into law. Also, not yet clear exactly how 'profits' are defined, you'd think BUR could optimize that accounting wise and/or jurisdictionally, and presumably it would be applied to new deployments only (eg not YPF.) I don't think the people who wrote the law could even tell you.. Lastly, it may benefit BUR in the sense that it'll force eg smaller comps and multi-strat HFs to walk away from the space."

Https://shrimpamongwhales.substack.com/p/cloudy-hills-of-argentina/comment/127519034?utm_source=share&utm_medium=android&r=24u473

Dont want to offend anyone here, but considering too much in what investments any award would end up into is a bit far too early. Actually its all the same for us.

First we should win the cases, 2nd we should havd a great award, 3rd we should be payed.

4th br happy and glad to be beyond 3rd, and take it easy, whatever decision is made on divi and or solar investments.

Get to 4th. Then come anything else...

Just thinking, twentysomething rise in the tax on profit ... not that catastrophic, if you consider how huge the mismatch here between potential value and sp. Not to mention the extremely wide range any the YPF settlement payment eventually might be within.

Https://x.com/FirstSquawk/status/1934161798393102644?t=Hta_xVmspI0vTq6lQbtEeg&s=19