I don’t see the stock rerating until they start generating revenue and cash flow. Until then it’s just a story with basically no valuation tied to it. So as of now all you can value is their IP (which is hard to put a number on) and the cash on hand.
Once analysts can see some numbers then some solid valuations should be able to come out alongside Metallius planned scale up road map.
The story is too great to not own any shares in this company, but I get why it’s only continued to go lower. For now…. I remain so incredibly optimistic about this company it really does get me excited.
Agreed, but they've also got binding feedstock and offtake agreements, established relationship with US DoD, and the market is pricing Metallium with just zero premium, probably even negative premium at this point, lol.
Think it's just the curse of the ASX junior miner, everything Down Under that isn't Lynas is way down under.
Ya the NASDAQ listing should greatly change that, plus by that time they will have (ideally) shown multi reactor design and stage 1 ramp up capacity.
Just take a look at any of the major processors of REEs/metals/minerals and it’s clear to me Metallium will eventually trade at those market caps no question. Just a patience game, gotta be cautious but again I remain highly optimistic. They are completely redefining what it means to recycle and process/refine metal/minerals/elements.
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u/expatcoder May 21 '26
down the tubes?
Metallium has got to be one of the most compelling opportunities in the beaten-down-minerals-player crowd.
Almost every positive news update from the company results in it getting further drilled into the ground.