Mason Resources Inc V.LLG

Good news from the US

[Directvoice]

Biden Administration ruling to place a 25 percent tariff on natural graphite from China, starting in 2026, as it seeks to protect North America's nascent graphite industry.

[1student]

Directvoice, Yes. I understand the point you are making. Mason Resources would not directly be benefiting from the Biden administration implementing a 25% tariff on natural graphite imports from China; Nouveau Monde Graphite certainly would. Mason Resources certainly does not mine graphite. However, we know that Mason Resources owns that 9% carried equity stakehold of certain would be graphite

[Ogopogo26]

Nope, that's not how the math works. Mason current market cap is about $17mn, (141mn shares at $0.12). They own 6.2mn shares of NOU, at $2.8, so coincidentally almost equal to their current market cap. So if that stake doubles in value, Mason share price should double as well. Whether it will, that's another question, but certainly will be more than 9% and at some point, when lockup

[1student]

Ogopogo26, Part of your math works. Although, I't clear the angles are somewhat off. You touched on the angles part of the overall equation when you stated "So if that stake doubles in value, Mason share price should double as well. Whether it will, that's another question . . ." In speaking to the "lockup period", you also added to why any or all value from the