Member Info for seamus12

As you say NIU basically own CRTM so very little free float so doesn't take much to move it

NIU has basically chucked another £2m+ via CLN 's so no dilution for them

I'd say someone thinks this is positive and taking a position

Maybe the wrong answer but it's the only one I have

Based on what was said today

First, anchor reality (important)

What changes if:

peace / ceasefire stabilises,

sanctions ease,

US capital and OEMs re-engage (auto, battery, strategic metals)?

It does not suddenly reprice assets to in-ground value.

What it does is:

bring credible buyers back

lower the risk discount

enable structured deals (JV, staged acquisition, strategic stake)

That moves valuation from “optional asset” → “strategic asset”.

Likely outcome (12–24 months, with US participation)

Most probable transaction type

Not a full sale.

Much more likely:

Strategic JV / partial sale (20–40%), or

Anchor investment with path to control, or

Asset-level deal, not company buyout

This is how US buyers manage geopolitical and capex risk.

Likely valuation mechanics

Using the CEO’s framing, but translating correctly:

In-ground: ~$75bn (scale signal only)

Implied NPV range (5–8%): ~$3.5–6.0bn

Deal pricing with US back in market:

30–40% of NPV (this is the key shift)

That gives:

➡️ $1.2bn – $2.4bn implied asset value

This is the centre of gravity, not the tail.

Translate to share price (≈3.49bn shares, GBP)

FX ~0.78:

$1.2bn ≈ £940m → ~27p/share

$2.4bn ≈ £1.87bn → ~54p/share

🎯 Likely range:

~25p – 45p

So 5-10% of 18.5b potential sale value. I'd take that 👍

Who ever it is, I suspect they'll know more than we do and it certainly wasn't open market

My guess is NIU buying up more as they'll know the value here

As you say we'll know soon enough

someone who's seen the value of crtm

certainly not a retailer still ****ed with rf

Https://www.businesswire.com/news/home/20250910150843/en/Executive-Chairman-Cevdet-Caner-Announces-Launch-of-Global-Critical-Resources-Corporation

1) Why did NIU buy a mine not worth mining?

2) Did RF leave of his own accord?

3) Would NIU allow him free access to buy and sell as he pleases?

Completely agree, I think sentiment will take us up in the right direction; however, they need to prove they have a medium-sized mine now, as they stated they think they have in their PR a few weeks ago

Shareholders knew this, and yes share shareholders and raises agreed to buy the mine from RF company

Like you say, old ground, so not really relevant now, RF has gone and a new owner so good luck, NIU 🤞

So what about the £800k loan converted to shares and not at the .2p rate think it was x5 higher

Interest of £400k void

Whatever your thoughts on RF these were valid debts - I worked out his average is 10p

Don't get me wrong, If NIU do what I think they can, He'll do very, very well - way better than the many private investors that have lost 000's

How do you know he is free to sell?

Almost free shares lol 🤡

Just adding the second half-

The Molulu Project has the potential to evolve into a medium-size copper and cobalt mine near Lubumbashi in southeastern DRC. This copper region hosts large copper mines owned by companies such as MMG, CNMC, and CDM. The Molulu Project was previously mined by artisanal miners, and Critical Metals acquired the project in September 2022. Scout mining in the known copper area commenced in January 2023 for several months until a decision was made to conduct a diamond drilling programme.

Critical Metals plans to further develop and expand the Molulu Project’s mining operations to realize the asset’s full value. Caner said, “We are building a dynamic portfolio in the Democratic Republic of Congo that will grow in tandem with the country. We are committed to local development and seek to quickly establish a stable and growing operation that will be a long-term partner with Molulu’s communities and the Congolese government.”

NIU is a leading Europe and US-based investment company focused on entrepreneurship and value creation, with the goal of becoming a fully integrated mining investor and operator with assets across North America, Latin America, Africa, and Europe. Austrian entrepreneur Cevdet Caner has invested in the mining and property sectors for over two decades. NIU plans to make further mining acquisitions in 2025, building a diverse portfolio of critical assets that drive long-term growth and align with the global demand for key inputs to advanced industries and cutting-edge technologies.

If thats the case Spikey we are all dooooomed 😊

That isn't the same as saying nothing was stopping /effecting the sale which is total nonsense

We'll have to wait and see, wont we , I'm still of the mindset that we'll be ok but thanks for your input

Spikey

I'm not saying Chinese organisation couldn't have purchased EUA

I'm saying the current situation massively impacts us regarding the outcome of any sale

Just look at share price on potential peace talks - everyone knows this

If Ukraine's resources get gobbled up by USA I'd say China will double down on Russia's

Also, surely sanctions, geopolitics, and Putins view on UK companies have hugely affected any potential sale pre-war

My Guess will be

Ukraine borders will move to give Russia the win Putin can take home

USA will gain access to Ukraine resources so US will have a presence in Ukraine under the banner of business interest

This gives Trump the kudos he's looking for while securing commodities the USA needs

This also gives Zelensky the security he's looking for

Russian resources will become more attractive to China, improving the chance for EUA sale as sanctions will be lifted

Also guesswork but makes sense to me 🤞

"Peace is acheived by a telephone call by the two most powerful men on earth - mano y mano"

I didn't know Xi Jinping was involved yet

🤡

Very silly to think anything said today isn't part of the postering to take to the negotiating table

USA spend more than the rest of the combined NATO countries on defense, so I'd say they have the final say

If being a bully and murdering 1000s makes you a big boy, then yes, Russia are big boys

All these talks about Nato on the borders in the West when actually all they are doing is protecting them. Maybe Russia needs to look East where China is slowing but surely taking over 🤔

Thinking NATO were going to invade Russia was crazy, and that narrative was used as an excuse

Let's agree to disagree, but you seem to have a narrative that Europe is irrelevant, which, with several European countries including the UK with a higher GPD than Russia clearly isn't the case.

YA

The reason Russia is at the table is because a dictator has invaded a far less powerful country, which, after years, has failed to take

You seem to be proud that Putin has been responsible for the deaths of 100's of thousands of people, so please get back in your pathetic box

To assume Russia is a power compared to USA & China is very misguided - THEY WANT YOUR RESOURCES, the ones you've been unable to extract yourself 🤡

I am praying for peace to stop the killing and hopefully help us as a side effect.