AlphaMatrixX

2.2K posts

AlphaMatrixX

@AlphaMatrixMind

🏗️Focus on #REE #Copper #Gold #Healthcare #AI #Quantum #Robotics with a focus on multi bag returns. Always DYOR & Invest. This is not financial information.

The Matrix เข้าร่วม Mayıs 2023

17 กำลังติดตาม737 ผู้ติดตาม

AlphaMatrixX@AlphaMatrixMind·27 Mar

$LDX Could Be Rerating While $AT1 Keeps Cash Flowing I see LDX as hitting a major turning point right now. The FDA CLIA waiver for FebriDx changes everything. Before this, the product was limited to around 18,000 sites and about 6 million patients. Now it can be used across more than 270,000 locations and reach roughly 80 million patients per year. That is about a 15x expansion in market access and opens up a US market opportunity of over $1 billion annually. FebriDx itself is simple but powerful. It delivers results in around 10 minutes and can distinguish between viral and bacterial infections with high accuracy. That directly addresses the overprescription of antibiotics, which is a real and widespread problem. On top of that, there is already reimbursement in place at around $41 per test, which means there is a clear economic incentive for adoption. Looking at the numbers, the company is starting to show traction. FY25 revenue came in at US$12.4 million, up 12 percent year on year, and FebriDx revenue in the first half of FY26 grew significantly off a low base. The big piece is the US$317 million distribution deal with PHASE Scientific, which now becomes much more achievable with the CLIA waiver in place. Key dates to keep in mind are the capital raise and rollout timeline. The placement was completed in late March 2026, new shares start trading in early April, and the share purchase plan runs through April with new shares trading in early May. This capital is being used to scale manufacturing, expand marketing, and support the US commercial rollout. From here, everything comes down to execution. The focus is on rolling out into urgent care and primary care, expanding reimbursement especially with private insurers, scaling manufacturing capacity, and converting pilot programs like WellStreet into broader deployments. If they execute, this becomes a real revenue story. If they do not, the market will not be patient. On AT1, I see it as a complementary part of a portfolio rather than directly linked. LDX represents high growth potential if execution is successful, while AT1 provides high yield and income. In a stronger market environment where risk appetite improves and small caps perform, capital often rotates into yield instruments like AT1. So while there is no direct link, improving sentiment and capital flows can indirectly support AT1. At a current share price of around 27 cents, the market is still early in pricing the opportunity. If execution is solid and adoption ramps, I think a move into the 40 to 80 cent range is reasonable as the market starts pricing in commercial success. If they deliver strong revenue growth and real traction in the US, there is a pathway beyond that. On the downside, if rollout is slow or adoption disappoints, it could drift back toward the mid 20 cent range. For me, this is no longer a concept story. The regulatory hurdle is largely cleared. Now it is about whether management can execute at scale. Disclaimer This is my personal opinion only and not financial advice. Investing in small cap stocks like LDX involves significant risk, including loss of capital. Any price ranges mentioned are speculative and depend on execution, market conditions, and company performance. Do your own research and consider your financial situation before making any investment decisions. #LDX #AT1 #LumosDiagnostics #ASX #SmallCaps #Biotech #Investing #Stocks #GrowthInvesting #IncomeInvesting #Healthcare #Diagnostics

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AlphaMatrixX@AlphaMatrixMind·27 Mar

$LDX $AT1 I see Lumos as hitting a real inflection point. The FDA granting a CLIA waiver for FebriDx is not cosmetic. It is what actually unlocks commercial scale in the US. Before this, distribution was constrained. Now they can roll into 300,000+ locations including GPs, urgent care, and pharmacies. That is the difference between interesting tech and a potential revenue machine. What stands out to me: •Regulatory risk looks materially reduced, which is a big hurdle cleared •There is immediate cash inflow of about US$5.5M plus a capital raise of around A$20M, which strengthens runway •The total addressable market expands to around US$1B+, roughly a 15x increase •Institutional backing suggests stronger confidence and interest from serious investors My view is that this is now an execution story rather than a science story. If management delivers on distribution and adoption, the upside could be significant. If they fall short, the market will likely react quickly. #LDX #LumosDiagnostics #ASX #Biotech #SmallCaps #Investing #Stocks #Healthcare #Diagnostics #GrowthStocks Disclaimer This is my personal opinion on LDX and not financial advice. Investing in small cap stocks carries significant risk, including loss of capital. Do your own research and consider your financial situation before making any decisions.

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AlphaMatrixX@AlphaMatrixMind·16 Mar

@MirzaMogul007 @grok His head looks different on the picture on the right… it’s giving Joe Biden vibes

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AlphaMatrixX@AlphaMatrixMind·12 Mar

$CYM Cyprium Metals: Positioned to Deliver Australia’s Next Copper Producer Over the past 12 months, Cyprium Metals has transitioned from a development-stage company into a near-term copper producer with a clear pathway to first production at the Nifty Copper Complex. The strategy has been focused on strengthening the balance sheet, advancing restart activities, and positioning the company to capture the long-term copper supply deficit driven by global electrification and the energy transition. Key Timeline and Milestones August–October 2025 •Completed A$80 million capital raising, including placement and entitlement offer, strengthening the company’s funding position to progress the Nifty restart. 13 October 2025 •Shareholders approved a 1-for-10 share consolidation, implemented to simplify the capital structure and improve market alignment. 17 November 2025 •The Western Australian Government approved the Notice to Proceed for the Nifty cathode restart, representing the final administrative approval required before operations recommence. 20 November 2025 •The Board formally approved the Nifty Cathode Restart Project, initiating the four-phase plan to recommission heap leach infrastructure and refurbish the SX-EW plant. November 2025 •Senior secured loan facility refinanced with Nebari, extending maturity to December 2029, improving financial flexibility and strengthening the balance sheet. December 2025 (Half-Year End) •Cash balance increased significantly to approximately A$75 million, providing a solid foundation to execute the restart program. •Operational progress continued across heap leach infrastructure, acid storage facilities, and procurement of long-lead equipment required for plant refurbishment. 23 January 2026 •Announced an additional A$41 million equity raising, further supporting project execution and development plans. Mid-2026 (Target) •The company remains on track to deliver first copper cathode production from the Nifty Copper Complex, marking the transition from developer to producer. Strategic Position Cyprium’s strategy is centered around a phased redevelopment of the Nifty Copper Complex, initially restarting cathode production through heap leaching before expanding into open-pit mining and broader regional growth opportunities. The company also holds significant exploration potential across the Paterson region and surrounding projects, which may support a future hub-and-spoke development model anchored by Nifty infrastructure. With strong institutional support, strategic partnerships with Macmahon and Glencore, and increasing global demand for copper, the company believes it is well positioned to transition into a meaningful Australian copper producer in the near term. #CYM #ASXCYM #Copper #CopperStocks #MiningStocks #CriticalMetals #EnergyTransition #SmallCaps #ASX #ResourceStocks Disclaimer It is provided for informational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Investors should conduct their own independent analysis and refer to official company disclosures before making investment decisions.

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AlphaMatrixX@AlphaMatrixMind·4 Mar

Bonanza Copper-Silver Grades Confirmed at MEG’s Iberian Project Drilling Set for Q2 2026 $MEG Megado Minerals (ASX: $MEG) has reported bonanza-grade copper and silver rock chip results from its Iberian Copper Project in northern Spain, highlighting the potential for a significant sedimentary-hosted copper-silver system. Assays returned exceptional surface grades including 16.41% copper and 147 g/t silver, 10.59% copper and 124 g/t silver, and multiple additional samples exceeding 5% copper with strong silver credits, confirming the presence of high-grade mineralisation across historic workings and along strike. Importantly, mineralisation has now been identified across a strike length of approximately 7 kilometres around the historic Mina Emilia mining area, suggesting the potential for a large mineralised system rather than isolated occurrences. These results support Megado’s exploration model targeting “Lisbon Valley”-style sedimentary-hosted copper deposits, a globally recognised deposit type capable of hosting large-scale copper resources. The company has already completed a high-resolution airborne magnetic survey across the project area to better define the geological structures controlling copper mineralisation. Follow-up geophysical work, including IP/resistivity surveys, is planned to identify sulphide-rich zones at depth that could represent the core of the mineralised system. With surface results confirming widespread copper-silver mineralisation and geophysical data currently being interpreted, Megado is progressing toward a maiden drilling campaign scheduled for Q2 2026. The upcoming drill program will test high-priority targets generated from mapping, sampling and geophysical surveys, with the goal of confirming the scale, continuity and depth potential of the copper-silver system. Together, the bonanza-grade surface results, extensive strike length of mineralisation, and an imminent drilling program position the Iberian Copper Project as a compelling early-stage copper exploration story heading into a potentially transformative exploration phase in 2026. #ASX #MEG #Copper #Silver #Mining #Exploration #CopperStocks #BonanzaGrades #Drilling @JodyDahrouge Disclaimer: This post is for informational purposes only and does not constitute financial advice. Do your own research (DYOR) before making any investment decisions.

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AlphaMatrixX@AlphaMatrixMind·27 Şub

I am backing $CRI because Jupiter is moving from narrative to execution. 1.8Bt at ~1700ppm TREO and ~640Mt magnet REO in WA. Beneficiation first flowsheet showing ~95% mass rejection and 6 to 10x upgrade before leach. High grade MREO up to 86% TREO and 58% TREO MREC already produced. Low U and Th profile. Now they are drilling to convert priority zones from Inferred to Indicated with 143 AC holes across the optimised footprint. SRK updating the resource model. Regional drilling at Juno and Aurora testing scale beyond Jupiter, with up to 50% of costs co funded under WA EIS. Metallurgical optimisation advancing with ANSTO, Minutech and Sedgman as Scoping Study progresses in parallel. Still early. Still high risk. But this is what disciplined de risking looks like. #ASX #CRI #RareEarths #CriticalMinerals #NdPr #MagnetREO #Mining #EnergyTransition Disclaimer: Not financial advice. This is a high risk early stage development story with Inferred resources and ongoing studies. Do your own research and assess your own risk tolerance.

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AlphaMatrixX@AlphaMatrixMind·13 Şub

$CRI Ahead of Investability IR’s Explorer’s Eve, I shared why rare earths are no longer just a mining story. They are now central to sovereignty, national security, and supply chain resilience. Rare earth elements underpin AI, data centres, EVs, robotics and defence systems. Yet around 90% of global processing is still concentrated in China. Western governments are now stepping in with serious capital to build alternative, resilient supply chains. At Critica, our focus is the Jupiter Project in Western Australia: 🔹 Australia’s largest and highest-grade clay-hosted rare earth system 🔹 ~95% mass reduction via upfront beneficiation before hydromet processing 🔹 Lower footprint, reduced reagent intensity and potential capex/opex advantages 🔹 Exceptionally low uranium and thorium profile 🔹 Successfully produced a commercial-grade Mixed Rare Earth Product (MREP) 🔹 Scoping Study underway with Sedgman, targeting mid-year completion With its scale, simplicity and strategic relevance, I believe Jupiter is positioning as a potential cornerstone asset in a Western-aligned rare earth supply chain. 📹 Watch the Resource Media interview: loom.ly/GUSwG-w #Critica #CRI #RareEarths #CriticalMinerals #JupiterProject #ExplorerEve #ASX #Investing

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AlphaMatrixX@AlphaMatrixMind·13 Şub

My take on Dalaroo $DAL I see Dalaroo as a small, high-risk, high-reward explorer trying to build a diversified play across gold and critical minerals. The company is early stage, underfunded, and very promotional, but it does have real ground in two interesting places. Greenland for rare earths and critical metals, and Côte d’Ivoire for gold. The core upside pitch is Blue Lagoon in Greenland. The company owns it 100 percent and the first pass surface sampling shows very high zirconium, hafnium, niobium, and rare earth numbers over a few kilometres of strike. That tells me there is a big system there, not yet a deposit. It is still pure exploration. No resource. No drilling yet. The story is leverage to geopolitics and supply chain stress around critical minerals, especially for semiconductors and EVs. If follow up work proves continuity and scale, this could re rate hard. If it does not, it is just interesting geochemistry. On the gold side, the Côte d’Ivoire portfolio is about optionality and deal flow. Bongouanou already has historical drilling with some genuinely high grade hits and widespread artisanal workings. That tells me the system is real. The additional Red Rock projects add land and more targets, with Kokoumbo being the most advanced. This is still exploration, but it is in a proven gold belt with other ASX companies operating nearby. Structurally, this is a typical small cap explorer. About 331 million shares out, a lot of options, roughly $1.5 million cash at the time of the deck, and a market cap around $24 million. That means dilution risk is real and more capital raises are basically guaranteed if they want to drill properly. Management is experienced on paper, especially on the technical side, but execution and funding discipline will matter more than the CVs. How I really see it is simple. This is a speculative bet on discovery. The Greenland project is the blue sky critical minerals angle. The Côte d’Ivoire assets are the more conventional gold exploration angle. There is no production, no resource, and no cash flow, so the only way this wins is with strong exploration results and good market timing. If they hit, the upside can be big. If they do not, the downside is dilution and drift #ASX #DAL #MiningStocks #Gold #RareEarths #CriticalMinerals #SmallCaps #Speculative Disclaimer and source This summary is based on Dalaroo Metals’ own investor presentation and ASX announcements referenced in that document, not independent verification . The company states the material includes forward looking statements, is not investment advice, and may be incomplete or change as new information emerges. You should treat all exploration results as early stage and speculative, and do your own due diligence or get professional advice before making any investment decision .

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AlphaMatrixX@AlphaMatrixMind·7 Şub

Results are mainly surface samples and mineralogical work, not drilling assays from a defined ore body. What they’ve shown so far is: •Strong and consistent enrichment in zirconium and hafnium, with a clear correlation between the •Widespread anomalous results over a large area, which supports the idea of a district scale heavy mineral system. •The mineralisation appears to be zircon-dominated, which is important because zircon rich systems can often be processed with simple gravity methods if the grades and volumes stack up.

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AlphaMatrixX@AlphaMatrixMind·6 Şub

$DAL Is Quietly Building a Real Discovery Pipeline in West Africa and Greenland From my perspective, Dalaroo Metals (ASX: $DAL) is starting to shift from “early-stage explorer” to a company that’s methodically lining up multiple shots on goal across gold and critical minerals. The latest update from Côte d’Ivoire shows real on-the-ground progress at the Bongouanoa Gold Project. The in-country team is now actively mapping, validating historical data and finalising drill targets, which is exactly what you want to see before the first serious drill campaign. What stands out to me is the quality of the historical results already sitting there, including thick, high-grade gold intercepts like 17m at 6.79 g/t and 2m at 60.47 g/t, with mineralisation still open along strike and at depth. That suggests this isn’t a one-hole wonder, but a system that hasn’t been properly tested yet. At the same time, the Blue Lagoon Project in Greenland is being quietly de-risked. The strong zirconium-hafnium correlation confirms a zircon-dominated heavy mineral system, which supports a heavy mineral sands-style model with potential for simple, low-cost gravity processing. That matters because it points to scale and simplicity, not just interesting geology. The next phase of mineralogical and metallurgical work is about turning that geological story into something that could actually work economically. What I like here is the balance. DAL isn’t just chasing one idea. It’s advancing a drill-ready gold project in a proven West African belt while also building optionality in critical minerals in Greenland and Australia. Near term, the big catalysts are regulatory approvals and the start of aircore and diamond drilling at Bongouanoa, plus ongoing testwork and expanded sampling at Blue Lagoon. For me, $DAL looks like a company laying the groundwork properly before swinging the drill, which is often where real value starts to get created in juniors. #ASXDAL #DalarooMetals #GoldExploration #WestAfricaGold #CriticalMinerals #GreenlandMining #JuniorMiners #ExplorationStocks #ASXInvestors #MiningStocks Disclaimer: This reflects my personal opinion only and is not financial advice. It does not take into account your objectives, financial situation or needs. Always do your own research and consider seeking advice from a licensed financial adviser before making any investment decision.

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AlphaMatrixX@AlphaMatrixMind·5 Şub

Two Different Engines, One Strong Theme $LDX $AT1 $LDX is a classic binary style growth story built around FebriDx. The whole company rerates if the CLIA waiver lands. The study is already completed, FDA questions have been answered, and management expects a decision by the end of March 2026 . If approved, FebriDx moves from a limited market into mass primary care with access to roughly 80 million patient visits a year and a greater than US$1B TAM . Commercially, the PHASE Scientific deal is the real prize. It is up to US$317M over six years, with a US$5M prepaid order triggered on CLIA approval. That de risks the launch and solves distribution in the US in one hit. Reimbursement is also largely in place with a US$41.38 PLA code and Medicare coverage, so this is not just a science project anymore. Financially, LDX is still burning cash but the trend is improving. FY25 revenue was US$12.4M, margins are strong at 63%, and quarterly cash burn has come down meaningfully. They also have BARDA funding and an undrawn A$5M loan facility, so near term funding risk looks contained. This is a high upside, event driven stock. If CLIA is approved, the business changes overnight. If it is delayed or rejected, the equity probably gets hit hard. This is not a slow compounder. It is a catalyst trade with real fundamentals behind it. AT1 is a picks and shovels diagnostics manufacturer that is quietly turning into a real revenue business. The core is the Pascal device platform and OEM manufacturing, including supply into FebriDx. In the last quarter they did A$1.5M revenue, up 121% quarter on quarter, with 40% gross margin and A$3.5M cash on hand and no debt . What I like here is diversification. They have •HIV self test sales with government and global health backing •OEM supply to partners including FebriDx •A new liver function test under exclusive license •An active syphilis test moving toward clinical trials Operationally they just brought their blister manufacturing in house, which lifts capacity to about 12 million units per year and should improve margins and control over time. This is not a moonshot stock. It is a build the factory, sell more units, stack more contracts story. The growth is coming from execution, not one single regulatory coin flip. AT1 is a lower risk, steadier growth play. It benefits directly if FebriDx scales, but it does not depend on it for survival. It looks like a business that can keep compounding revenue quarter by quarter if management keeps landing customers. $LDX and AT1 are both strong businesses with different risk profiles that actually complement each other well. LDX offers the big upside from FebriDx and the US market expansion, while AT1 provides the manufacturing, OEM, and diversified revenue engine that keeps growing through execution. They will benefit from each other’s success, especially if FebriDx scales, but neither company’s future depends entirely on the other. Together they give exposure to both high impact catalysts and steady operational growth, without being mutually reliant. #ASX #SmallCaps #Biotech #Diagnostics #MedTech #LDX #AT1 #Investing #GrowthStocks #SpecStocks #LongTermInvesting #StockMarket #ASXInvestors #Microcaps #HealthcareStocks Disclaimer: This post is based on publicly available company information, including recent quarterly reports. It is not financial product advice or a recommendation to buy or sell any security. Information may be incomplete, forward-looking, or subject to change, and there is no guarantee of future performance. You should read the company announcements and reports in full and do your own research or seek independent advice before making any investment decision.

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AlphaMatrixX@AlphaMatrixMind·29 Oca

$LDX Is One Decision Away From a Commercial Breakout Lumos Diagnostics (ASX: LDX) is now at a genuine inflection point where regulatory progress, reimbursement certainty and commercial traction are starting to line up. The standout is FebriDx. Sales were up 4.3x year-on-year in the December quarter, driven overwhelmingly by the US market, which accounted for 93 percent of FY25 sales. Importantly, the FDA has now completed its review cycle and only requested minor instruction updates and a short usability assessment, which Lumos has already completed and submitted. Management remains confident a CLIA waiver decision will be received by the end of Q1 2026, which is a major catalyst. Reimbursement risk has also materially reduced. FebriDx now has 100 percent Medicare coverage across all US jurisdictions, shifting the focus to private payers and formal coverage policies. This is critical for scalable adoption in primary care and urgent care settings. Financially, Lumos reported US$2.7m in quarterly revenue, with strong services income and manageable cash burn. Cash at quarter end was US$3.0m, plus access to an undrawn A$5.0m loan facility, giving over six quarters of funding runway. Looking ahead, the key dates I’m watching are: •FDA CLIA waiver decision by 31 March 2026 •Potential US$5m product prepayment from Phase Scientific post-CLIA •Ongoing BARDA-funded paediatric trial milestones through 2026 For me, LDX has shifted from “promise” to execution, with regulatory clarity now the main lever for re-rating. #LDX #ASXLDX #Biotech #Diagnostics #FDA #CLIAWaiver #HealthcareInvesting #SmallCaps #MedTech #ASXInvestors #GrowthStocks Disclaimer: This content reflects my personal opinion only and is not financial advice. It does not consider your objectives, financial situation or needs. Always conduct your own research and seek advice from a licensed financial adviser before making any investment decision.

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AlphaMatrixX@AlphaMatrixMind·17 Oca

$DAL Strikes Strategic Ground in Greenland as Critical Minerals Come Into Focus From my point of view, Dalaroo Metals’ $DAL latest announcement is a major step change for the company. The maiden modern sampling at the Blue Lagoon Project in Greenland has confirmed a large, coherent critical minerals system spanning roughly 2.7 kilometres of strike, something that simply wasn’t proven before. Every single sample returned anomalous results for zirconium, hafnium and rare earth elements, including high-value heavy rare earths used in magnets, defence and semiconductors. What stands out to me is not just the grades, but the consistency and scale, combined with very low uranium levels, which materially reduces permitting and processing risk in Greenland. This moves DAL from an early-stage explorer story into a genuine district-scale discovery narrative, with clear next steps toward drilling and development. Why Greenland Suddenly Matters More Trump’s renewed public push around Greenland, while politically controversial, highlights something important for investors: Greenland is now front and centre in Western strategic thinking. The US and Europe are actively seeking secure, non-Chinese sources of critical minerals, particularly rare earths, zirconium and hafnium. DAL’s project sits directly in that theme. Whether or not Trump’s rhetoric leads anywhere politically, it reinforces the strategic value of Greenland-hosted projects, which I see as a tailwind for companies like DAL. What I’m Watching Next •Follow-up geophysics and detailed geological modelling •Phase 2 field work and first drilling •Metallurgical and beneficiation testing •Ongoing engagement with Greenland authorities If drilling confirms depth and continuity, this could materially re-rate the company. #DAL #ASXDAL #CriticalMinerals #RareEarths #Greenland #Geopolitics #SupplyChainSecurity #EnergyTransition #TechMetals #StrategicMetals #ASXInvestors #SmallCaps #Exploration #FutureMaterials #GlobalResources Disclaimer This commentary reflects my personal opinion only and is not financial advice. It does not consider your objectives, financial situation or needs. Always conduct your own research and seek advice from a licensed financial adviser before making any investment decision.

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AlphaMatrixX รีทวีตแล้ว

Metallium Ltd (ASX: MTM; OTCQX: MTMCF)@Metallium_MTM·12 Oca

Metallium establishes a U.S. Sponsored Level 1 ADR program with BNY Mellon, now trading on OTCQX under MTLMY. Improved U.S. market access as we advance toward a potential Nasdaq listing (target Q3 2026). 🇺🇸⚡ Revolutionary critical-metals technology. ASX: MTM | OTCQX: MTMCF | ADR: MTLMY 🔗 investorhub.metalliuminc.com/announcements/…

Metallium Ltd (ASX: MTM; OTCQX: MTMCF) tweet media

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AlphaMatrixX@AlphaMatrixMind·9 Oca

@Ruycorto $AT1 $LDX $MEG $CRI $CYM

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Rui@Ruycorto·9 Oca

Amazing Week, Let's get ASX Friday chart requests! Drop your ticker in the comments; I'll analyze a few. 💥 Like & Retweet = Guaranteed chart request (must Follow) Enjoy the weekend everyone 🙏

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AlphaMatrixX@AlphaMatrixMind·5 Oca

This Is the Moment @Metallium_MTM Stops Being a Story and Starts Being a Business My view after the latest AGM presentation and ASX update is that Metallium has clearly crossed into execution. The binding e scrap supply agreement with Glencore gives $MTM something most early stage processing companies never secure this early. Guaranteed multi year feedstock at scale. This matters because technology does not commercialise without throughput certainty. With up to 2,400 tonnes per annum of contracted e scrap, Metallium can now commission, optimise and scale its Flash Joule Heating platform with confidence. In my view, this is the missing piece that moves the company from development risk to operational delivery. What stands out to me is the quality of the counterparty. Glencore is a Tier 1 global recycler. They do not sign binding supply agreements lightly. This signals validation not just of the technology, but of Metallium’s U.S. strategy and commercial readiness. I see this as the start of a transition phase where execution, not promises, will drive valuation. Feedstock secured. Texas commissioning underway. Offtake discussions progressing. This is where real businesses are built. Disclaimer This post reflects my personal opinion only and is not financial advice or a recommendation to buy or sell securities. All investments carry risk. Do your own research and consider professional advice before making investment decisions. Source: AGM presentation and ASX announcement #ASX #Investing #CriticalMetals #RareEarths #EwasteRecycling #TechMetals #USSupplyChain #CleanTech #GrowthStocks

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AlphaMatrixX@AlphaMatrixMind·3 Oca

@RyanRozbiani

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Ryan Rozbiani@RyanRozbiani·3 Oca

JUST IN 🇺🇸🇻🇪: DID NETANYAHU PUSH TRUMP TO ATTACK VENEZUELA? Fox News pundit says the U.S. attacks on Venezuela are for national security against Hezbollah and Iran, as well as Russia and China. Guess who else was saying this 4 days ago...Netanyahu.

Ryan Rozbiani@RyanRozbiani

JUST IN 🇮🇷🇻🇪🇮🇱: Netanyahu is now trying to connect Venezuela to Iran to push the U.S. into another war. WHAT A JOKE, who believes these scripts anymore?!

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AlphaMatrixX@AlphaMatrixMind·2 Oca

$MTM / $MTMCF After reviewing Metallium’s AGM presentation, it’s clear the pivot to a U.S.-based metals-tech platform is real. FJH is proven at pilot scale, Texas commissioning is next — and now a trading halt for a material feedstock supply agreement. Execution phase is underway. Source: AGM presentation + ASX announcement #Metallium #AGMPresentation #ASX #CriticalMetals #RareEarths #FlashJouleHeating #EwasteRecycling #TechMetals #USSupplyChain

AlphaMatrixX@AlphaMatrixMind

Why Metallium Is Moving From Story to Substance From my perspective, this latest Metallium $MTM announcement is one of the most important inflection points the company has delivered to date. This is no longer just a technology narrative – it is now a commissioning, execution and scale-up story unfolding on the ground in the United States. What’s Just Happened and Why It Matters Metallium has formally commenced commissioning at its Texas Technology Campus in Chambers County, Texas, following the successful and safe completion of its first chlorine flash using its proprietary Flash Joule Heating (FJH) technology. This is a major de-risking milestone. It confirms the core process works under real operating conditions, not just in lab or pilot form. The commissioning is on schedule and aligns with prior guidance, which is critical for credibility at this stage of the company’s life cycle. Importantly, this marks the first integrated operation of the FJH and chlorination process at a commercial-scale site. Technology Validation and Near-Term Commercial Focus A fully operational three-crucible demonstration line has now completed both dry and wet commissioning. This line is already being used for feedstock qualification, process optimisation and partner testing. In practical terms, this allows Metallium to engage customers and partners while the broader plant continues commissioning in parallel. Stage-1 operations are focused on recovering high-value metals such as gold, copper, silver and tin from printed circuit board e-waste. These are well-understood markets with established demand, which supports a clearer path to early revenues. At the same time, the company is progressing plans for future gallium and germanium processing lines, subject to feedstock supply. These metals are strategically critical for semiconductors and advanced electronics, providing optionality beyond the initial PCB focus. Regulatory and Execution Progress A key environmental Permit-by-Rule from the Texas Commission on Environmental Quality was approved on 5 December 2025. This clears a major regulatory hurdle and allows commissioning and operations to proceed with confidence. Commissioning is now underway across utilities, electrical systems, feedstock handling, environmental controls, gas scrubbing and safety systems. This is not a single-box tick; it’s a structured, staged ramp-up across a full industrial campus. Clear Scale-Up Path and Key Dates The company is targeting Stage-1 throughput of approximately 8,000 tonnes per annum of inbound PCB feedstock. Key timing milestones from here include: •Ongoing staged dry and wet commissioning through early to mid-2026 •First product generation and metallurgical reconciliation during commissioning •Progressive integration of additional processing modules •Targeting Stage-1 nameplate capacity by Q3 2026 Advanced negotiations are also underway for long-term PCB feedstock supply agreements, which is a critical piece for sustained operations and revenue visibility. Why This Matters to Me as an Investor What stands out is execution. Metallium has: •Secured a U.S.-based commercial site •Validated its core process under real operating conditions •Obtained key environmental approvals •Built a modular platform that can scale and be replicated •Positioned itself squarely within U.S. critical metals and supply chain reshoring priorities This announcement shifts Metallium firmly into the commissioning and early commercialisation phase. For a company built around proprietary technology, this is the phase where valuation perceptions can change meaningfully if execution continues as planned. Disclaimer This commentary reflects my personal opinion only and is not financial advice. It does not take into account your objectives, financial situation or needs. Always conduct your own research and consider seeking advice from a licensed financial adviser before making any investment decision.

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AlphaMatrixX@AlphaMatrixMind·31 Ara

@AdameMedia All they want is the oil, look at the countries they have or are going to war with 👇

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ADAM@AdameMedia·31 Ara

BREAKING: 🚨 🇺🇸 🇮🇱 🇻🇪 ISRAEL BEHIND VENEZUELA FLASE FLAG WAR Netanyahu is the “source” of the LIES about Iran and Hezbollah: “Iran is in cahoots with Venezuela, sending Hezbollah to the United States” Israel is on record stating they want Venezuela.