RE: Great news15 Jun 2026 14:15
"Excellent points. Itβs worth noting that the market is already waking up to this value. Weβve already seen significant TR-1 filings from institutional backers like ACAM LP, who recently pushed their stake past 16% to fund ongoing drilling.
As for a Tier 1 industrial backer like Metlen stepping inβthe combination of a looming 60-tonne global germanium deficit, the critical supply squeeze on gallium, and the EUβs new fast-track permitting under the CRMA makes Molai an incredibly lucrative target.
Since Metlen is already building out a major gallium extraction facility at their Aluminium of Greece plant, grabbing a secure, tariff-free European asset like Molai that packs both of these critical minerals is a total no-brainer. Major players won't be able to ignore this for long."