RE:RE:Financial Post Articleshelbs wrote: Great article. It shows the potential GMA is sitting on. I think the team has a plan and they just need to execute.
I guess this sums up frustrated GMA investors "If GéoMégA has a problem it is in communicating what it has achieved and the opportunities the combination of its new process and its deposit offer".
Looking forward to end of June and September!
Shelbs
At least, GMA identifies the problem.
In my very humble opinion, what's missing to GMA is simple: camparaison.
All the apparent good news does not means much if the news cannot be put into context.
Unfortunately, we have no analyst to help the investors (Kiril was an analyst no?). We have the market cap for different REE players (only as an example with the stockhouse numbers):
Matamec: 5.5M
Commerce:18.4 M
Quest: 11.7M
Avalon: 43.5 M
GMA: 11.7M
Can we get something more from GMA? Why are the metallurgy results so good? Can we put dollars figures on the results? Can we compare GMA with its peers?
What about the resources? Can we canculate the value
in situ of the different 43-101 as Deadlock did for GMA? With it be misleading, accurate, helpful? My point is not to advocate for a specific method of comparing GMA, but I would like the management to show me that GMA is the best. If news are so great and "unheard of", can we prove it? Is GMA afraid to compare its numbers?
Convincing investors that the rare earth sector is a good investment is difficult to do and it might not be GMA's job. But to show that GMA is first of class in the Rare earth sector by comparing results of the other players should be done by GMA.
Again just in my humble opinion.
Cheers,
Moulouk