Member Info for RIDER75

In Poland and Czech there are examples of total 350-400 m EUR grants (from more than one source or fund program) to eu crma related projects. So I also expect this 100m multitude for us.

EML

Look for Marcin Michalek on X.

VSA will start to cover it after they submitted their memorial.

That also will be in the bn-s. And expected maybe in a few weeks.

If you are interested in litigation and arbitration stories I recommend checking in Swen Lorenz's online conf.

https://x.com/i/status/2023334610931769588

https://x.com/i/status/2024030307649741179

No I meant it doesnt take too much to see Cotec trading 10-15 % lower or higher

Doesnt make any sense to refer to such a move here.

Ok.

So you think that hold price has larger effect on the Mali asset than the 1.58 claim in the arb?

Kat do you check sometimes the volumes?

Hi kat,

You may be right, technically low 40-s may be touched but who cares? Trade it and be happy.

Regarding from 5p->50p or 100... you shouldnt consider where we came from here but where we are heading any why.

As for Greenland, honestly, oil production is amonh the last thing that comes to my mind there ad the obvious potential.

Additionally why do you think a comparison with what 80m may or may not do has anything to do with MKA or MKAR?

No test, you are not or maybe partly right. In PAT we jumped to almost current levels at SOC. Then drifted lower. The reason for rising later was more due to the tribunals decision on rejecting Indias bifurcation request and the shorter strict timeline.

Interestinf question whats priced in from the gold price rise. I believe none and its effect is incomparably larger on the claim then on Mali projects.

An upgrade for the gold proce rise on the claim should / will raise it min to between 2-2.5 bn USD. We should be at least 2-3x in PAT already. We will be there. Waiting for Indias response in these days, than in 3 months our response will probably contain the upgraded value.

In Emmerson we should take to comparison PAT -s earlier move before / at SOC.

(There although earlier 7-8-900m usd was expected, whem 1.58 bn came out (whats more after.tax 1.58bn) many still.expected 2-3 bn as claim. Might be one reason to fall back, plus the.expectation that for month there wont be any new event + the fear of bifurcation or jurisdicition. (Rejecting that its highly probable that jur. will be ok there.

Grok:

"Merger / De-SPAC to EMAT (January 2026): WTMA completed its business combination with Evolution Metals LLC (and related entities) on January 5, 2026, resulting in the combined company trading as Evolution Metals & Technologies Corp. (ticker: EMAT) starting January 6, 2026. The deal implied a pre-money enterprise valuation of approximately $6.2 billion for the combined entity (Evolution Metals & Technologies, or EM&T). This was supported by announcements including a $500 million PIPE anchor equity investment from Broughton Capital Group at that $6.2 billion pre-money valuation, plus commitments for up to $6.2 billion in debt facilities.

After the merger (as EMAT): Post-closing, EMAT shares began trading on NASDAQ. Early trading showed volatility (e.g., prices in the $6–$14 range in the initial weeks/months of 2026 based on available data, with some reports of closes around $7–$13 and market caps reflecting post-merger dynamics, redemptions, and dilution). The $6.2 billion valuation was the negotiated pre-money figure at the time of the deal announcement/closing, but actual market capitalization after trading began depended on share price performance.

In summary:Welsbach (WTMA) earlier/pre-IPO → Nominal (sponsor founder shares only; no significant pre-valuation).

At IPO → $10/unit, ~$75 million raised (standard SPAC trust value).

At merger (EMAT "IPO" equivalent via de-SPAC) → ~$6.2 billion pre-money enterprise valuation for the combined company.

After → Trading as EMAT with market-driven valuation post-January 2026."

So again.. some think it would be obvious for a large multi bn US REE company to buy out us at some stage.

I started to watch EMAT (was a fool not buying in after it fell following the IPO.. (since almost 2-3× in weeks) . At current prices they are double market cap (7.7 bn) than USAR.

Still wonder whether this company would have any role in our future.

A recent (last year) example could be PAT- s rise around SOC.

I also expect a sudden focus and rise around submitting the memorial.

This multitude makes the headlines.

Maybe Swen Lorenz online conference next week also draw some attention.

https://x.com/i/status/2023334610931769588

https://www.undervalued-shares.com/weekly-dispatches/litigation-investing-a-route-to-riches-sometimes/?utm_source=twitter&utm_medium=social&utm_campaign=wd20260213

Matt my mistake Englishnis not my first language, honestly I couldnt really understand what you asked...

But one thought: market are not efficient. Especially not in smaller not totally liquid stocks.

Anywhere we are/ will be at mcap it doesnt strictly mean the market or investors priced in chances probabilities in my view.

I mean we can calculate from mcap and sp bavkwards , but its not.the result or resultant of exact math. I believe there is more incidentality in the decision making of the individual investors. At least at this stage. Maybe closer to hearing and judgement the sp would represent more some cumulative wisdom, and might be closer to any fair probability based valuation.

My view.

The result of Welsbach spac merge is EMAT. Earlier Welsbach now EMAT-s Ceo is Daniel Mamadou if I understand correctly.

Welsbach and Mamadou are/were Mkangos supply chain advisors.

EMAT is a several bn market cap currently , I dont know what assets they have, but if they build a large REE business containing recycling business, I guess there is a chance HyProMag must be their partner.

Https://www.linkedin.com/posts/brendanjephcott_rareearths-ndpr-lithium-activity-7427913783223705600-P7aV?utm_source=share&utm_medium=member_android&rcm=ACoAAE3F3aEBI51t2X87AvVTNdT9YjeGDfoOVqU

What could also boost us is the final decision on GRX from Singapore or the lack of Poland appeal.

For the Foden team this would be the next total success after the Tanzania cases, but in a higher sum.

So could drive the focus for many what else Foden is dealing with nowadays... SVB...AMM... aaaaand EML.

I am really curious of that memorial, and hope it will be available for us read it similarly to SVB s docs

For a sunken cost calculation?

Thanks dafad, useful link!

Agree... last I sold at around 10p.. then got back. Couldnt resist to take some on the 2,7p to realize today at 9p but only one third.

Esxciting times again.

And which other projects are in the north?

Guys whats the news??

Https://x.com/i/status/2017038328579698786