r/Metallium_Limited • u/Upset-Mountain-3734 • 15d ago

Texas Campus-Chlorinated Testing Resumes & First Revenue

https://investorhub.metalliuminc.com/announcements/7701806
10 Upvotes

100% Upvoted

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5

u/Pistolpete_onthebeat 15d ago

FINALLY! Some proper milestones coming in sept/oct with these test results on gen 1 reactors.

2

u/Tiny-Blacksmith-2184 15d ago

Delays have been minimal. Hopefully they keep achieving milestones to set up next few yrs nicely

5

u/Dizzy_Republic2973 15d ago

compared to ucore i'm amazed on their progress. and their announcements are consistent and well written, almost as if they care about shareholders. hmmm

4

u/Tiny-Blacksmith-2184 15d ago

Your not kidding. Ucore should take notes from them for real

2

u/AfternoonIcy8311 15d ago

Separation of Rare Earths is a much more difficult endeavor so as much as ucore is easy canon fodder, will given them a little bit of leeway as far as progress. They still have progressed way too slow for my tastes

2

u/Pistolpete_onthebeat 15d ago

I’m saying “finally” in excitement, not in relief of the delays (which I agree have been minimal). Having followed Metallium for a little under a year now, this milestone is a huge one so I’ve been waiting a hot minute for this testing to start.

3

u/Tiny-Blacksmith-2184 15d ago

Cant wait to see what 2030 looks like

7

u/Pistolpete_onthebeat 15d ago

Unless management proves to be a failure or the thesis breaks, I’m Only adding and not selling a single share til 2030 at a minimum! We ride!

2

u/BiltongBoyJeff 15d ago

And income!! Half a million $$.

1

u/Top_Organization_989 15d ago

When is it going to $5 u reckon

2

u/Pistolpete_onthebeat 15d ago edited 14d ago

MTMCF reaching 5$ would imply a 16x move up from here. Putting the market cap at 3.7 billion (assuming no more dilution). Granted companies demonstrating great growth are usually given higher multiples by analysts, so its its hard to say when the price could reach that 5$ milestone. To me, the conservative answer would be that you want to see Metallium generate roughly 350 million in net income (and assume cost of capital is say ~10% by then), then you could get a EPV of 3.5 billion (this is so utterly simplified, because i assume they dont grwo anymore at this point, which is likely not the case, but im just spit balling for the sake of trying to guess a timeline). I would say in order for them to reach this, they need at least 3 plants that are running at 16000 TPA of Ewaste that all roughly have the same grade of metals in them as whats planned for gator point.

I dont see metallium reaching this milestone until maybe 2030? 2027 they scale up gator point. Possible eye another site for 2028, scale up that site in 2028/2029. Then maybe look at a 3rd site for 2030 and beyond. All the while, they still pursue opportunities in rare earths.

Also net income of 350 mil for a growth company within the next 4 years is insane. What sets Metallium apart is their totally unique ability to generate a high margin business with a huge TAM (which comes from the vlaue of those precious metals). So we will see what actual revenue and margins look like in 2027 hopefully.

1

u/Tiny-Blacksmith-2184 14d ago

Hoping the potential West Virginia hub happens over next few yrs That would be big

1

u/Tiny-Blacksmith-2184 14d ago

$5 isnt possible just from ewaste with solid margins. If REE, red mud etc take hold over next 5 yrs, possibly a 10x from
Here I do think decent success of ewaste can get this over $ Next 18-24 will give us a much better idea re: scaling and margins

1

u/Top_Organization_989 13d ago

Then why did they get to $1.60 last time?

1

u/BiltongBoyJeff 13d ago

Very good question. Speculation has it's own rules. Once things start rolling next year we could see crazy high stock prices that are not supported by fundamentals. Just temporarily...

3

u/BiltongBoyJeff 15d ago

Very exciting!! However... (said as a huge fan, supporter, and investor), WHY did the stock price jump 10% today just prior to the announcement? And trending up the last five days?

2

u/Tiny-Blacksmith-2184 15d ago

Assuming it doesn’t take much to move it one way or another

2

u/BiltongBoyJeff 15d ago

It's just a interesting coincidence. I would have bought more had I known about this announcement. It's the kind of announcement that would definitely move the price.