Nimy Resources (NIM) and MTM operate in completely different gallium sectors, making direct comparisons not only difficult but borderline stupid. Nimy is focused on primary gallium mining, with promising results like 32m @ 102 ppm Ga₂O₃, while MTM's focus is on recycling e-waste with concentrations as high as 15,000 ppm Ga₂O₃. Recycling meets short-term needs, but mining is essential to ensure long-term supply as demand for gallium continues to grow in AI, semiconductors, and renewables. Without new deposits, recycling alone simply won’t cut it. MTM has already had its 10x run and is consolidating, while NIM is still at an early stage, positioning it as a clear potential 10-bagger. With reports of two offtake parties in discussions and a JORC announcement expected next week, the Mons Project is attracting significant interest. If the JORC defines an economic gallium resource, NIM could become a major player in this critical and rapidly growing market. I know where I'd rather park my investment but each to their own.
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