I have some spare cash what’s a good buy atm?
My whole portfolio is currently tied up into ETF’s and I’m now looking to add some exposure into single businesses. Looking for something that is below its ATH with reason to return.
Thanks
MTM: SOI 738m
MC: 310m
SP: 42c
Cash on hand: $65m
Metallium value proposition is based in the rare earth and critical metals sector as a new metals refiner bringing technology that can simplify refining processes, reduce cost, environmental wastes and ultimately increase profitability
The capabilities of the technology are applicable to any substrate or feedstock that contains desirable metals
Currently has been proven to extract:
Gallium
Germanium
Antimoney
Lithium
Tin
Gold
Paladium
Silver
Copper
PGEs (Platinum group elements)
REEs
From various feedstock streams like electronic waste, semiconductor scrap, mine tailing, battery recycling, coal fly ash, Red mud and any complex mixture of elements where you want to extract desirable metal
Electronic waste refining remains the main focus to immediate revenue but the technologies applications are vast
MTM partnerships and potential revenue streams
How the technology works:
The basics of it is that a mixture containing metals that needs to be separated are rapidly heated under a chlorine atmosphere where metals then react with the chlorine and are extracted as metal chlorides
The technology can extract individual metals as they react and form metal chlorides at different temperatures, this means one heating cycle can be tuned to target a particular metal and extract it from a mixture
Metal chlorides can then be processed into metal solids
Why is this significant:
The significance of this is that it can compete with current refiners at a lower cost as it cuts out the expensive processes. It also makes available previously uneconomic wastes such as red mud and coal fly ash that contain various REEs and valuable metals
The timing is impeccable for this company also, based in the USA they are right at the center of the critical metals war with China and can take a piece of the pie on several different metals
The company is starting to build its relationship with the US government with recent developments including a phase 2 Gallium extraction contract with the DoD, a joint venture with Drew Horn – CEO of GreenMet who has extensive ties to government and recent director appointments of Mr. Josh Hawes who advised US government on critical minerals supply chains
All recent developments point to increased government collaboration at a time where the critical metals war is ramping up again making government funding likely
Recent technology developments
Current state of the tech:
The technology has been 100% proven to work and has delivered real results on all of the above metals mentioned. What is left to prove is now the scaled-up reactor which has already gone through its mechanical phase of tests
The major upcoming catalyst for MTM is their scaled-up reactor test under a chlorine atmosphere, this is due this month and has a high probability of success
What to expect from the chlorine test is validation of commercial scale processing capabilities which will validate the company's earlier test results and result in a large re rate of the stock. It validates the potential future revenue streams as well as immediate electronic waste processing plans
Once this milestone is passed the company plans to start scaling the processing capabilities to process 8,000 Tpa of electronic waste containing 200gpt of gold equivalent which will generate revenue by 2H 2027 @ 25% margin
Alongside this every other finger in the pie of different metals processing has equal potential to become a substantial revenue stream for MTM and it could end up as a general technology platform for all kinds of metals refining and recycling
The Chart:
The chart has had a large sell off from the highs but has recently found a bottom right at a critical point going forward into re rate potential news cycle and as Gold + REEs come back into favor
A reverse head and shoulders formed on the hourly and broke the long-term downtrend with volume
Bullish outlook combined with a chart bottom, positive recent news flow alluding to increased government relations and an upcoming pipeline of catalysts including
Reactor tests proving technology at scale and economics calculations: now - August 30^(th)
Scale up to 8000Tpa of electronic waste processing capability – After reactor scale test
NASDAQ uplisting non-dilutive – Q4
Government funding opportunities likely
Every other metal processing arrangement that will come to fruition towards the end of the year and into 2027
Personal Interest disclosure ownership of 116,885 shares
Thinking either deploy dynamic DCA into BTC, buy more RKLX, or more MSTR all currently getting pummelled in the macro environment. Open to any other good ideas
Where would you chuck $1.2k tomorrow?
I could be wrong but this is my thinking. I like to go against the grain and try buy near the trend line when valuations are decent. Here's four companies I have been buying recently. ORCL anything under $150. NFLX anything under $75. Earnings tomorrow hopefully see low $60's. CELH anything under $32. Spec position so will try not go to large. CEG anything under $270. Interested to know what you have been buying. Cheers
Make sure to get yourself tested HWKs
Stay safe out there
HWK
Something fast.
I don't want any slow and steady rubbish.
Preferably the least effort for the maximum return.
Must be as low risk as possible.
Must be legal and not ruin future employment prospects.
Thanks in advance
HWK:
MC 16.86m
SP 2.7c
Hawks Resources hosts a Scandium anomaly based entirely on pXRF results collected in 2006 – 2009
While DDing I managed to find the exact model of pXRF that was used in the Olympus exploration and it lends some clues as to the accuracy of the results
The exact pXRF used was a Niton XLt 500. The XLt 500 is an old model with limited capabilities of detecting scandium at low concentration levels but is able to detect at ranges in the hundreds of ppm levels. It also suffers from overlapping signals from iron that may skew results and give inaccurate readings. However, this does not mean that the scandium does not exist. The model of pXRF used may be inaccurate in detecting Scandium BUT, when it detects in the high hundreds of ppm like we have at Olympus then the signal is almost certainly not a false positive
At the levels detected at Olympus of 600ppm + it can be safely assumed that it is detecting a real scandium result. The results are more than likely being skewed in one direction or the other, but the key here is to establish whether the scandium signal is real or not
The soil is certainly iron rich but the anomaly being contained to a particular area lends credibility to the readings detecting scandium and not a false positive from iron as iron would be picked up across the whole tenement
The levels detected of up to 2000ppm in some of the drill holes is interesting as there are sections of high ppm and then low – zero ppm. Then there are holes right next to the high-grade ones that detect nothing.
This also lends credibility that it is detecting a real Scandium result and not just iron and other elements being reported as such
So how accurate could they be?
A safe scenario to avoid disappointment would be to expect up to 50% reduction on lab assays vs the pXRF grades. This will account for poor XRF calibration, poor sample preparation, and exaggerated readings from other elements. I will link the drill result images so you can re calculate the expected grades
Even at a 50% reduction Olympus is a multi-bagger opportunity
Next, we have a new substantial holder
SG Hiscock & Company multi-award-winning boutique fund manager became a substantial holder on 10/06/2026
They bought 1 million dollars' worth of shares 31,950,00 shares for 5.12% of the company
Why this is significant is that at this stage of the HWKs exploration a reputable institution has taken a large stake in the company weeks before the make or break Scandium conformation results will be collected
This is a huge vote of confidence in the company's project from the smart money in the know and extremely bullish that they would take a stake before exploration has begun and not waiting until after the results are confirmed
TLDR chart analysis tells you everything you need to know to see where we could be going soon. As you can see the big green arrow is pointing towards the moon and the rocket ship is launching in the direction of the arrow
Bullish setup
HWK
