Mattitus retweetet
Mattitus
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Mattitus retweetet
Mattitus retweetet

The day of reckoning is fast approaching.
The bond market does not believe Labour have a plan to tackle ever growing welfare spend & debt.
Andrew Neil@afneil
UK now having to pay very close to 5% to get its 10-year bonds away. Worse probably to come.
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Mattitus retweetet

New @Zeus_Capital note!
“We believe Redmoor to be a high-priority project and one that could easily be a company maker for Strategic Minerals,” say Zeus analysts who see fair value overall “at 14.9p per share.”
Full note on @research_tree: shorturl.at/MLo0U

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Mattitus retweetet
Mattitus retweetet
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Team #GWMO on site and raring to go. What can you see at the end of the video? 🔦👀⛏️
Charles Archer@that_stocks_guy
#GWMO Elephant hunting underway!
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@campbellclaret I called you a traitor in that boardroom 20 years ago and nothing has changed since.
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#MKA own 79.9% of Maginito, the parent company of HyProMag UK, GER and USA ($200m cap)
$CTH (Cotec) own the other 20.1% Inc. a 50% indirect stake in HyProMag US ($120m cap)
$USAR own LCM (Less Common Metals) and have just started a collaboration with project leader HyProMag 🧲

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@zerohedge $USAR recently tied up with $MKA and $CTH HyProMag in the UK to collaborate in the $10m+ Drive35 EV motor programme with Jaguar Land Rover via their newly acquired LCM
$MKA and $CTH jointly own 100% of the worlds best RE recycler, operating in the UK, Germany and USA (2027)


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A gloriously timely precedent transaction for $CTH and #MKA’s HyProMag USA and its impending NASDAQ listing - likely also via SPAC merger, and likely to be announced in the next few months, possibly weeks.
It validates the predictions of many us holders, that HyP USA could be valued at (well) north of $1bn, at its IPO price.
And as you state - this precedent transaction also provides a very punchy read-across valuation for the ex-USA HyProMag businesses.
H&P’s 240p target price by Christmas this year suddenly appears eminently achievable…!
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Starmer and Reeves would rather pay people to do nothing than pay to defend the nation - leaving us more vulnerable than at any time in our history
Andrew Neil@afneil
ANDREW NEIL: We are more vulnerable than at any time in our history mol.im/a/15733403
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The recent drill results just west of Pepas are interesting and indeed encouraging in as much as they show there is more to find. But there are two issues that we must now resolve:
1. How big is it? We of course have no idea at this stage. For the sake of prudence we will start with the assumption it is small, and work up from there. Always best to be surprised to the upside.
2. Why is it there? The fact we see the same rocks and same mineralising event as we see at Pepas, suggests (but does not guarantee) the two are related. If so, what are the tectonic mechanisms that saw it shifted to the west? This is important as it gives us more information as to what has gone on and thus how we might develop additional targets. This is very much a structural geology arm waving exercise - but that is what arms are for.
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One challenge we do face is the fact that Hole PEP083 showed +30g/t Au from 1m , with essentially zero surface geochem expression immediately above.
This is steep terrain in a hot and wet environment and so soils move around some considerable distance- as a result we are faced with the not uncommon problem of bonanza grades sitting just below otherwise barren soils.
The whole point of soil sampling is the premise that the soils are derived from the rocks beneath - but if the soils have been moved from somewhere else, then they are useless.
When the drillers move their rigs about they doze little tracks, move away this barren soil and all of the sudden the place lights up - they open up small windows to what may be beneath, but exciting windows. It's frustrating as it makes exploration a bit tricky, but on the other hand is encouraging as the locals never saw this stuff and so the whole place is largely untouched.
The more we look the more we find.
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