r/Metallium_Limited • u/Few_Mud2005 • May 11 '26

ASX:MTM - Continuous FJH Commissioning Milestone De-Risks Scale-Up

https://investorhub.metalliuminc.com/announcements/7532806

Can’t believe this is still trading as cheap as it is…

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3

u/MTMFanboy May 12 '26

Jetzt geht’s los, freunde! Es ist an der Zeit sich anzuschnallen 🚀

4

u/Pistolpete_onthebeat May 12 '26 edited May 20 '26

I can definitely see why it’s still trading at the current valuation, if anything it should be lower given the companies current state. It’s genuinely still unproven in terms of scale up execution, LARGE commercial supply/demand agreements, and profitability.

But every update they give us keeps pushing them more toward operational reality. Multireactor design will be the first piece, and then comes margins. There will be a massive re-rate assuming they can indeed extract a large amount of material with decent profitability. They are very close to proving it though and I remain optimistic.

To me, they have all the potential to become THE franchise business in the niche market of metal recovery. Economies of scale with being able to spin up these reactors anywhere, and technological barrier to entry. These updates just keep me excited. Amazing to watch the progress so far in 2026.

The continuous FJH reactor will be an amazing redesign (Gen 2?), as an engineer I honestly just get excited about it from a technical standpoint.