
FJH is inevitable
Usually not in the business of making memes associated with stocks/companies, but hey it’s a holiday and the greenmet news made me think of this. Happy 4th yall!

Usually not in the business of making memes associated with stocks/companies, but hey it’s a holiday and the greenmet news made me think of this. Happy 4th yall!
I use pivotal weather/tropical tidbits to understand general trends in weather (temps/wind/precip amounts), but this isnt very specific to mountain weather. For example, I can see in the image below that per GFS, total precip could be up to 1.5-2 inches for baker/cascades. My understanding of the 10:1 ratio (given the storms characteristics) up to a 1.5-2' could fall at the freezing elevation "line".
Is there a more specific way to find a predicted snow total?
CG's projected 2027 EBITA puts Metalliums current EV/EBITA in A$ at ~3 which is crazzzzzzzzzzzzzy. Ive read through it a couple times and there's still too much scale up risk IMO to take any projections beyond 2027 seriously (until stage 1 ramp up has been shown to operate smoothly).
Anyway, it's a great piece of info to read if you are wondering about the prospects of this company financially and not just basing things on vibes. Koyfin still shows their current price target as 1.6 A$, so they have not downgraded (yet).
Can do pay pal gs, or Venmo if need be. I will coordinate with you on how to “transfer” the ticket but just know there is no official transfer like AXS since the tickets are through etix. Dm me please.
I tested it with a friend so i don’t foresee any issues with doing it this way!
And no this is not a scam. Just would rather give the ticket to someone who has more stoke and can bring the vibes. Bad start to the week but life goes on!
While there is ample opportunity in this space for MTM to gain sizable market share, it's important to remember that there is plenty of competition out there as well. They are all gunning for the same thing, they all have the same story, and they all realize the potential market for their technology. To name a few:
Mint Innovation
pH7 Technologies
Nth Cycle
Valor (recently started by former Glencore head of recycling operations)
In order to become THE franchise business in the ewaste recycling/mineral processing space, MTM/flash metals will need to dominate local markets and make it such that the barriers to entry are too great to replicate their operations. Seeing as all of these alternative recycling companies are not geographically limited, it seems that whoever can process a variety of feedstock, produce a variety of products, and do it the most efficiently will come out on top. It wouldnt surprise me if the market ends up having 2-4 companies end up establishing themselves as the main players.
In my view, FJH-Nexus will be the first real step that allows metallium to become one of those top players. The sooner they can develop it, the higher likely hood of becoming a long term franchise success story. This should be (and I believe it is, which makes me content with their decisions) where they turn most of their attention to more than anything else.
I guess the point in making this post is to not lose sight of competition, and to not make catastrophic investing mistakes (ie never go all in without knowing if you guaranteed success). Metallium will show itself in time whether its worth dedicating a larger part of your portfolio to. Until then, its a highly compelling and interesting story that I'm watching closely. The last 6 months have been very successful and I'm even more optimistic about their future than before. I have small speculative position with them for now that I'll possibly add more too in Q4 once we see some revenue/operating margins.
I know there’s his Tao Beach set, but that’s more for EDC.
I so so so badly want him to come back to Denver this year. However, I’m sure it won’t happen. Hoping at the very least he does a non-festival DJ set for new years like Echo stage or elsewhere. I would travel for that.
Also, I’m including Zedd in the Park as a “festival”.