ETM 6.12% 2.3¢ energy transition minerals ltd

I ❤️ The Smell of REE in the Morning, page-21

  1. 3,401 Posts.
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    This is a comparison between GGG, and ASM.

    This is what opportunity cost looks like; less exaggerated when you swap out for LYC. But matches with HAS interestingly enough.

    GGG currently does not correlate with neither the mainstream REE holdings nor Uranium stocks, literally sits on 10 cent ---> 12 cent trading band over time capped by a pretty stubborn shorter; where others have had more than 10x baggers in the space of 24 months.

    There might have been a strategy to this - but I really don't see it under the current investment environment with REE / U price increase; it's like I mentioned previously someone hasn't updated the parameters of a trading algorithm to include macro changes; its like it's hard coded with 2015 data.

    We'll see the quarterly sometime this week, and will get a better of idea of what the cash-burn is for "progressing" the white paper, and few email/telephone responses to media.

    https://hotcopper.com.au/data/attachments/3720/3720194-1cf54f8716f2d2fef8449004ee6480f0.jpg
    Last edited by Zhc003: 24/10/21
 
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