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#Financials
Last edited 3 months ago

For sake of comparison, ASM has similar metal processing technology (but with Titanium) and is now less than the market cap of MTM (Formerly Mt Monger Minerals - not to be confused with gold miner Mt Malcolm).

Although I've been critical holder of this company it seems Pengana and Terra Capital sees potential

I guess when you can process and recover from Gallium to Gold anything can happen?

057da38232fa7da2c3b48b402663c138c4940f.png

I've not free carried yet. Like with CU6, I will wait another year to get the CGT discount and ride the momentum for now!

The small watch position has now "ballooned".

Totally outside my wheelhouse and I guess it is outside of everyone else's too!

[held]

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#Bull Case
Added 6 months ago

Surprising rally after the capital raise

f4bfdb2bd3e35b823bb4bce9d9c12f0b5417cd.png

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Voting machine in full action

Maybe it is this slide?

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Or this slide?

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Dr James Tour is the holder of the 20m shares under the name "InvestJTech" in the previous straw.

[held]

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#Business Model/Strategy
Added 6 months ago

Looks interesting, but a bit out of my wheelhouse

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They basically got a license to use Flash Joule Heating from Rice University. In exchange, the university got 17m shares in MTM

Seems they are switching from being a mining explorer to a metal refiner/recycler.

There's lots going on here so maybe write more another day.

Became a holder "by accident" when the share price dived from 7c to 6c.

The holding is mega tiny though. MTM only have 2.6m so I expect a raise as that amount of money doesn't get far enough even though they have 3-4 quarters of cash remaining.

Now back to 8.5c, so a flukey return for me...

[held]

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