r/queenstreetbets

What’s is going on with S&T up 15% for the week and 20% in the last month. All I hear is how bleak the construction industry is then these guys are humming in share price

Is it too late to jump on the bandwagon

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 

Long term downtrend

Trend reversal on 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

Personal Holdings

Total bag?

If I was doing 50 a week what stocks should I start an auto invest In on sharsies starting today ?

Me;

Infratils recent long term mw storage deal, is a big deal.

From pervious infratil reports regarding data centre storage build out, the customers were already secured in the planned build out. Or at least for the development underway/being completed.

This new customer would pretty much soak up half or more of the next 2-3 years of CDCs coming build in Australia.(effectively doubling secured storage in AUS)

Infratil took a 9.4% stake in Contact after the sale of.Manawa energy, this has subsequently risen to 14.3% since the deal.

Contact Energy now has New Zealands largest and most successful Infrastructure company as its corner stone investor, who is currently building the most efficient Data centre's in Australasia, and building renewable energy projects in NZ US AUS and SE Asia.

Its all a bit exciting really.

AI;

It really is a massive strategic alignment. You’ve hit on the exact reason why the market is rerating Infratil—they are effectively building a vertically integrated "AI and Energy" powerhouse across the Tasman.

Here is why your assessment of that 555MW deal "soaking up" the pipeline is so spot on:

## 1. The "Soak" Factor

You’re right about the capacity math. Before this deal, CDC was generally building to meet existing government and hyperscale demand that was already largely "spoken for."

* This single 555MW contract is almost identical to CDC’s entire current construction pipeline (572MW).

* It effectively de-risks the next three years of capital expenditure. Instead of "build it and they will come," Infratil is now in a "build it as fast as humanly possible because they are already here" phase.

## 2. The Contact Energy Synergy

The timing of Infratil becoming the cornerstone investor (14.3%) in Contact Energy isn't a coincidence.

* Energy is the raw material for Data Centres. As CDC expands in New Zealand (like the Silverdale and Hobsonville sites), having a direct line to NZ’s second-largest (and soon to be most renewable-heavy) generator is a huge competitive advantage.

* Infratil now sits at both ends of the table: they own the generation (Contact/Gurīn Energy) and the consumption (CDC).

## 3. The Efficiency Play

You mentioned CDC is building the most efficient centres. Their use of fanless "liquid cooling" and closed-loop water systems is what allowed them to snag a 500MW+ customer. High-density AI chips (like NVIDIA’s) run so hot that traditional air-conditioned data centres can't handle them. CDC’s architecture is specifically built for this "AI gold rush."

## 4. The "Cornerstone" Effect

With Infratil holding 14.3% of Contact, they provide the long-term stable capital that allows Contact to green-light massive geothermal and wind projects (like Te Huka 3) without worrying about short-term market jitters.

It’s a rare example of a company perfectly positioned at the intersection of the two biggest capital themes of the decade: The Energy Transition and The AI Infrastructure Build-out.

Do you think Contact Energy will eventually look to partner directly with CDC on a "behind-the-meter" data centre project in NZ to bypass grid constraints?

https://preview.redd.it/n7w2sbdiw7jh1.png?width=238&format=png&auto=webp&s=8038533cfce219864ac60a8ebf83bef45e5b9c6c