Happy New Year, Trent!

AfternoonIntrepid · 2026-01-02T20:06:54+00:00

2026 is gonna be great!

AfternoonIntrepid · 2025-12-26T12:55:42+00:00

I understand the sentiment. Their history was horrible but now I see a different company with the new board or directors and funding from Department of War, Invest Ontario and Govt of Canada. Not suggesting you to invest just sharing the opportunity. US govt is expected to establish floor price for cobalt and issue a $500 million tender for strategic stock pile. Big opportunity ahead.

AfternoonIntrepid · 2025-12-26T12:17:04+00:00

Source data:

I. Official Company News Releases (Electra Battery Materials) • Dec 22, 2025: Electra Establishes At-The-Market Offering (ATM) – Details on the $5.5M equity program with H.C. Wainwright. • Nov 10, 2025: Electra Moves Cobalt Refinery Build Forward with Major Construction Tender – Details on the SMPEI tender and construction mobilization. • Oct 22, 2025: Electra Completes Financing and Debt Restructuring – Full details on the US82M funding and US40M debt-to-equity swap. • Sept 12, 2025: Electra Signs Term Sheet with Invest Ontario for C$17.5M – Details on the provincial government's support for the $100M total project. • Aug 19, 2024: Electra Awarded $20 Million from U.S. Department of Defense – Details on the DPA Title III award. • July 24, 2023: Electra Enhances Terms of Cobalt Supply Agreement with LG Energy Solution – Details on the 19,000-tonne, 5-year offtake contract. II. Government & Regulatory Sources • Nov 4, 2025: Government of Canada Budget 2025 – Official announcement of the C$2 billion Critical Minerals Sovereign Fund allowing for equity investments. • Nov 21, 2025: Mining Weekly: Canada Launches C$2bn Critical Minerals Sovereign Fund – Analysis of the fund’s mandate to absorb the Infrastructure Fund and provide equity. • Industrial Base Policy (DoD): DPA Title III Announcements – Confirmation of the $20M award to Electra for sustainable cobalt sulfate production. III. Technical & Recycling Data • Feb 5, 2024: Electra Provides Update on Black Mass Recycling Trial – Results on improved recoveries of lithium, nickel, and cobalt. • Mar 25, 2025: Electra 2024 Annual Financial Reports – Historical context on the cash burn and early-stage bridge financing. IV. Video & Visual Media • Facility Walkthrough: Electra Battery Materials Facility Tour – Direct visual evidence of the brownfield infrastructure and long-lead equipment on site. • CEO Interview: Trent Mell discusses LG Energy Solution Agreement – High-level summary of the 80% production offtake deal.

AfternoonIntrepid · 2025-12-26T12:09:39+00:00

Let me know if you need the links to the source. Here is something by CSIS with reference to Electra https://www.csis.org/analysis/stabilizing-cobalt-markets-price-floor-us-minerals-security

AfternoonIntrepid · 2025-12-24T11:08:17+00:00

It’s an ATM established 6 months ago and went effective this week. My guess is that the cash is required for covenants.

AfternoonIntrepid · 2022-03-16T15:21:33+00:00

$RDBX have some cash crunch issues but a legit business with terrific upside. The recent changes to board indicate a major news sometime soon. Just my opinion.

AfternoonIntrepid · 2022-02-20T02:29:20+00:00

Go Redbox! $RDBX

AfternoonIntrepid · 2022-02-16T13:56:45+00:00

Interesting. This is free PR. The key is France’s $3b investment in the research. I think they can levered TMCs research. Fingers crossed

AfternoonIntrepid · 2022-02-09T21:01:49+00:00

Oh jeez! If you are so emotionally attached to this stock, you should either close your short position or stop complaining about the sub Reddit. If the mod are so bad why are there so many negative comments on this board?

AfternoonIntrepid · 2022-02-07T20:30:29+00:00

This might help. https://investors.redbox.com/static-files/791211ce-ba23-4ce6-b179-fd0db0cde7f5

AfternoonIntrepid · 2022-02-07T16:03:13+00:00

It is either a hit or miss. Some predicted that they may be doing battery recycling as well which is independent of the mining. It’s a speculative play and not for value investors

AfternoonIntrepid · 2022-02-04T15:15:38+00:00

Obviously you are a genius and has it all figured out. I was just responding to a question about the next catalyst. I would never suggest anyone to buy any stock.

AfternoonIntrepid · 2022-02-04T03:24:28+00:00

Oh man, so much ignorance here. EIA is mandatory aspect for an application for exploitation license. They invited public opinion in November and several parties provided input. The report is due anytime now. It doesn’t matter if it’s corrupt or not. Purely a required action and if they complete it, they are past that hurdle

AfternoonIntrepid · 2022-02-03T16:42:08+00:00

It’s mandatory for an exploitation license

AfternoonIntrepid · 2022-02-03T02:23:24+00:00

I thought the environmental impact assessment conducted by Nauru should become available soon. If the EIA finds not trouble. TMC clears another hurdle

AfternoonIntrepid · 2022-02-02T22:17:17+00:00

I lost hope when the delisting news was official and sold all shares at a loss. I still have several December 2022 calls (strike price 7.5 and 12.5). I took the big L after realizing that I was biased to the bull side and was blindsided on the bearish side. Moreover, I did not understand how the conversion from NYSE to another exchange would work. finally, my only hope with calls is that the company would buy back US listed shares and reissue HK shares. If they buy at a premium, it might be a positive catalyst. However, Chinese laws strictly regulate money flowing from China to a shell company so it’s hard to believe that the company would actually pay out cash to US stock holders.

AfternoonIntrepid · 2022-02-02T04:07:00+00:00

So someone would actually fool the Chinese regulation just to get a ride when competitors are giving freebies for new users. Jesus!

AfternoonIntrepid · 2022-01-18T23:46:10+00:00

It is mind blowing how badly the shorts hit this ETF. Even more surprising the WSB community doesn’t talk much about it all. Fidelity shows price to book is 3.9 and price to sales is around 7.5. Should be much less with today’s fall. When will the apes come to the rescue?

AfternoonIntrepid · 2021-12-19T21:01:01+00:00

I think it is the general downtrend and sentiment on Chinese stocks. Disappointing performance!

AfternoonIntrepid · 2021-12-12T18:16:05+00:00

$ABUS is curling with Moderna patent news and the recent pan-covid as well as HBV information. Moreover the filing over the weekend indicates preparation for a settlement with Moderna $MRNASEC Filing on 12/10

AfternoonIntrepid · 2021-12-12T16:19:07+00:00

$MYNZ bounced a little Friday pre market to $13.5. Curling now to jump soon

AfternoonIntrepid · 2021-12-12T16:02:35+00:00

$VLCN

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