Ann: Trading Halt, page-42

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Zac85

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11/03/25

14:23

Post #: 78217437
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Originally posted by Red Baron: ↑

Doubt it's Lynas, they produce from a mined concentrate not a waste stream.

The closest fit E-Waste company would be Sims Metal, but they aren't really a resource company, though are multi national.

Some of the lithium companies such as Albemarle have a "fines" waste stream, though MTM have said that's on the back burner with depressed Lithium prices.

The Rio quotes above from Canada would seem to be in relation to it's alumina refinery, so red mud which can have up to 120ppm of Gallium. To produce their 3.5 tonnes pa in the Demo Plant they'd have to throughput a lot of red mud, about 29,000 tonnes assuming 100% recovery. So doubt they're processing red mud, but could have another gallium scrap source not associated with their alumina refinery.

I suppose we could spend all day guessing and still not pick it.

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The fact we potentially already have another future income stream for FJH, regardless of what source it's from was enough of a hard on this morning.

Guessing has its limits unfortunately, but sure is fun, yes. Good luck to all MTM holder's.

MTM Price at posting: 15.0¢ Sentiment: Buy Disclosure: Held
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Last 56.0¢		Change -0.030(5.08%)		Mkt cap ! $260.9M

Open	High	Low	Value	Volume
59.0¢	60.0¢	56.0¢	$3.390M	5.865M

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No.	Vol.	Price($)
19	221185	56.0¢

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Price($)	Vol.	No.
56.5¢	202359	10

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No.	Vol.	Price($)
2	9727	0.565
25	341809	0.560
14	284040	0.555
40	412191	0.550
7	270978	0.545

Price($)	Vol.	No.
0.570	238434	15
0.575	154418	6
0.580	70764	6
0.585	98298	5
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