MTLMY Metallium Ltd. - ADR

$MTLMY Bought more under $5. Just can’t help myself. This is a $2 bn company trading at a little under $200 mn. You get price exposure to nearly every critical mineral. You get the high-margin disruptive FJH tech. You get the feedstock agreements in, the off-take agreements out. You get enrichment of traditional mining liabilities like red mud. You get an expanding company already in Phase 2 of a government grant. You get access to a rare earth supply chain that the western world has been neglecting for years, in favour of buying from China. You get all this whilst the EU and US introduce mandatory minimum recycling quotas. There isn’t a world where this isn’t a company that western governments have a serious incentive to keep Metallium seriously sweet. The world’s minerals will soon be in a (by design) China-induced chokehold. Do not be left without exposure, to that which will fill the gap. All of this without the typical eco-toxic byproducts of traditional mining. I love it.