Mason Resources Inc V.LLG

For Directvoice and StocksoutsX And Interested Others

[1student]

Directvoice,

Please do correct me should I be mistaken. Never the less, did Nouveau Monde Graphite already provide a $10 Million payment to Mason Graphite at the time of the optioning off of 50% the Lac Gueret graphite project?
Wouldn't the total consideration for the Lac Gueret graphite project, as comprised of previously paid cash, today's expected NOU.V shares issuance and future cash payment of $5 Million presently be a wee bit closer to roughly $30 Million; and lets not forget that going forward, the upward appreciation of all those NOU.V shares having been issued would at some point naturally become reflected in the daily Mason Resources Inc share price?

As StockscoutX also alluded to, at today's LLG.V book value to share price of $0.18 and given today's Mason Resources Inc market cap being $29.67 Million, one clearly understands that there exists an obvious lag in the LLG.V share price being made to duly reflect the more than 100% appreciation in the overall estimated total valuation of Mason Resources Inc.
Back of the napkin and very very rough math could show that the market cap should have at least near doubled today.
Talk about arrested development of the Mason Resources Inc share price today, eh? I am not worried about the obviously arrested development in the LLG.V share price

Also, today's transaction was one which we clearly understood Nouveau Monde Graphite needed to undertake and had been waiting to fully and finally consumate until the Canadian Federal Government provisioned Investment Tax Credit (ITC) would become applicable, as at January1, 2024, to NMG's purchase of the Lac Gueret graphite project lands.

What was actually "contingent" upon Nouveau Monde Graphite purchasing and outright securing 100% ownership of the highly sought after Lac Gueret graphite bearing lands project, was that which is now the guaranteed follow-on and merely initial equity investments of $100 Million and $100 Million for both the Matawine phase 2 project and for the Lac Gueret graphite project respectively.
These are long awaited equity investments which would be taken up by or on behalf of Canadian Federal Government funded entities, e.g. "CGF") and Government of Quebec funded entities (e.g CDPQ, IQ); obviously along with Panasonic, Mitsui and/or a plethora of other long champing at the bit would be "BAM" production offtake agreements issuing global battery-electric powered automotive manufacturer customers and/or their respective globally recognizable battery cells manufacturer partners. Likely their respectively selected graphite mines developing and operating partners as well, e.g. Rio Tinto Mining and Exploration, amongst any interested others.

Here's to hoping that Mr. Fahad Al Tamimi and the other LLG.V officers and directors don't destroy today's built up strength in this Mason Resources Inc corporate enterprise proposition, doing so by issuing thenselves undeserved LLG.V share awards, options grants and so on. Please do not choose to be seenas acting like pigs at the trough would behave Mr. Fahad Al Tamimi
Perhaps at $0.50 to $0.60 they could issue a wee bit of options awards; and yet, it does certainly leave one to wonder why the lot of them simply had not been buying at the open market at cheaper share price points last year or well prior to today's news?

[Directvoice]

Well, 1Student one could that a dense post that you wrote. I think you made two excellent points. Your fisrt point is that 1 + 1 doesn't equal 2. By joining Nouveau monde they benefit because they get the gouvernement grants that will rise the value of Nouveau monde and therefore the value of Mason.  The second point is troubling: why no insider buy except Mr. Fahad Al Tamimi

[1student]

Directvoice, That is correct.  By joining Nouveau Monde Graphite with LLG.V's 10% perpetually non-dilutable NOU.V equity position, Mason Resources Inc benefits because Nouveau Monde Graphite is now assured not only the receipt of the Government of Canada and the Government of Quebec funded grants and loans/credit facilities; and that's something which is also a coming NOU.V share

[StockscoutX]

I think the market negatively has over reacted to this deal. The market was expecting Mason to develop it's mine but got something else. At some point realism sets in for the BOD to have a time line to develop the mine but the cash for such enterprise wasn't forth coming and hell knows when. Therefore, the next best thing dropped on their laps and seized the opportunity. Now its up to the

[1student]

StockscoutX, "The market" likely doesn't know that Mason Resources Inc exists. I'll agree that some LLG.V investors would have believed and had been expecting precisely what you've suggested. Since certain LLG.V shareholders are unhappy and want to sell, that would provide opportunity for those existing and would be LLG.V shareholders to simply keep accumulating at such

[StockscoutX]

@ 1Student. I see only one major problem with the deal and maybe it's why the market is reacting very badly to Mason. Does the deal really generate recurring cash for Mason? Not really. Sure NOU will make money and increase in SP should it be but Mason will only cash in shares to keep the lights open and then what? I think it's not enough for Mason to own shares from NOU and SWAN. Mason

[Directvoice]

It's conceivable that Nouveau Monde may eventually provide dividends to Mason shareholders, serving as a potential cash source. Many anticipated a major player in the EV/battery sector to fund mining operations in exchange for graphite access, including myself. However, this wasn't realistic given Mason's smaller size and Nouveau Monde's primary focus on mining, in contrast to

[1student]

Directvoice, Perhaps knowing ahead of time could have been as simple as knowing which kinds of people and professionals are representing the Mason Resources Inc C-suite and BOD. Anticipating " a major player in the EV/battery sector to fund mining operations in exchange for graphite access"  was the very gamble all along. Thus far, that particular gamble definitely went

[1student]

StockscoutX, Mason Resources Inc didn't previously generate revenues. What's more, you could have never expected Mason to be able to generate revenues from raising enough capital with which to expense $1.5 Billion toward developing a mine at Lac Gueret. You make a good point though. There is an expectation that Mr. Fahad Al Tamimi and the other officers and directors of the company are