Thanks mate, seriously appreciate the detailed post. You’ve saved me a lot of research time with that breakdown. I’m a DTREF shareholder and did very well with the recent run. Like many, I’m now on the lookout for the next “DTREF 2.0” and TMGLF caught my eye on Twitter. After digging deeper, I’ve become very bullish on the story. They’re sitting on ~130kt of antimony. The strategic location of ACP in the US (with federal support potential), and WCC’s high grades in Australia, really makes this a standout. The new leadership team is also impressive , guys who’ve actually built and operated antimony mines and smelters. That kind of real-world execution experience counts.
I really hope TMGLF gets better OTC liquidity soon, but I’m now seriously considering buying directly on the ASX to build a larger position. Feels like this one could be the next DTREF-style run, but this time with a critical mineral that’s in short global supply and carries real geopolitical significance. Let’s see how this plays out but I’m in.GLTA!
TMG Price at posting:
6.2¢ Sentiment: Buy Disclosure: Held
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