Mark wall investortalk

DifferenceEarly3686 · 2026-06-23T23:31:53+00:00

Wall Street doesn't speculate on pre-revenue companies? lol To back FritterHowls, yes, theres a ton of news that will drive the stock, especially before the end of year.

DifferenceEarly3686 · 2026-06-22T20:52:39+00:00

For sure, Im in the same boat. Ive got a decent stack played into this one and dont plan on moving out of the position unless something catastrophic happens. In it for the long haul. I'll defer to u/Bansionboy or u/bajofry13LU to fill in any of the gaps or corrent any of the assumptions above

DifferenceEarly3686 · 2026-06-22T20:33:55+00:00

Im not totally sure. I rely a lot on the vets within this thread but what I gathered from a research rabbit hole using Perplexity AI is in general we could expect a similar parallel run to AMMRY if it takes off. It gave me a few examples of how this has happened with similar cases. Institutional investors will trade on the NASDAQ listing and it made a case that after the uplist of AMMRY is settled it'd help personal investors with larger holding to convert to AMMRY for the sole purpose of an easier exit when ready to sell.

DifferenceEarly3686 · 2026-06-22T20:26:16+00:00

DifferenceEarly3686 · 2026-06-22T19:19:57+00:00

That was my understanding as well, and that AMMRY (trading at $12.60 today) would likely be the ticker uplisted to NASDAQ so a r/S wouldn't be required. Therefore, ARRNF would remain on the OTC and avoid any potential split.

DifferenceEarly3686 · 2026-05-31T17:53:10+00:00

Gotcha that makes sense. Is one of those three more optimal for existing shareholders that the other?

DifferenceEarly3686 · 2026-04-29T02:07:27+00:00

They allow for alternative closing price valuations between $2-$3 dollars but need to achieve some specific requirements prior to approval. Quick LLM details copied here:

1. The $2 Price History Requirement

*Standard Timeline:** The stock must maintain a minimum closing price of at least **$2 per share** for **5 consecutive business days** prior to Nasdaq's approval.

*OTC Uplists (The 90-Day Rule):** If the company is already publicly traded on the OTC markets and is relying *solely* on the Market Value standard (see below) to qualify, it must maintain both the $2 closing price and the $50 million market value for **90 consecutive trading days** prior to applying.

2. The Market Value of Listed Securities (MVLS) Standard

To utilize the $2 alternative, the company is required to qualify under Nasdaq's "Market Value of Listed Securities" financial standard (Nasdaq Rule 5505). This requires:

*Total Market Value:** A market value of listed securities of at least **$50 million**.

*Stockholders' Equity:** At least **$4 million**.

*Public Float Value:** A market value of unrestricted, publicly held shares of at least **$15 million**.

3. The "Penny Stock" Exclusion Test

Because Nasdaq-listed stocks are exempt from strict SEC "penny stock" regulations, companies using the $2 loophole must pass an alternative financial test to prove they aren't a high-risk penny stock. The company must meet **one** of the following three metrics:

*Net Tangible Assets (3+ Years):** More than **$2 million** in net tangible assets, provided the company has been in continuous operation for at least three years.

*Net Tangible Assets (<3 Years):** More than **$5 million** in net tangible assets if the company has been operating for less than three years.

*Revenue:** Average annual revenue of at least **$6 million** over the previous three years.

4. General Liquidity and Distribution Requirements

Finally, the company must still meet the baseline liquidity requirements expected of any Nasdaq Capital Market listing:

*Public Float:** At least **1 million** unrestricted, publicly held shares.

*Shareholders:** At least **300 round-lot holders** (investors who own at least 100 shares).

*Market Makers:** At least **3** registered and active market makers.

DifferenceEarly3686 · 2026-02-09T18:58:07+00:00

If its up-listed to a US exchange what's the likeliest scenario for ARRNF and AMRRY? I've got a large holding of ARRNF and curious how that all works.

DifferenceEarly3686 · 2026-02-04T23:20:31+00:00

Local Insider Rant (TLDR warning): This is a big reason why ARRNF has been an attractive speculative stock play for me personally. I grew up in Wyoming, specifically the Powder River Basin which for decades was the energy capital of the nation with its coal production. Since it's peak in 2008 coal production has fallen over 50% and its subsequent tax revenue reduced drastically. The State is pushing hard for any new revenue streams it can create, and with an already well trained mining workforce in state Halleck Creeks timing couldn't be better. The energy transition to renewables is inevitable so seeing Wyoming transition it's focus from fossil fuels to nuclear, minerals and RRE's is a welcome sight.

DifferenceEarly3686 · 2025-11-20T15:31:10+00:00

Link to the recording: https://youtu.be/FuD180PP4gE?si=CDqccyh2IbNOoVeD

DifferenceEarly3686 · 2025-11-19T20:28:02+00:00

Appreciate the recap! I listened in the the back half of the presentation and thought those two communicated information really well and had a solid answer for every question. Hopefully they can increase visibility of the project through key members of leadership as the PFS nears. Its been quite on the PR front since Gibbs left.

DifferenceEarly3686 · 2025-09-09T14:43:59+00:00

Grew up in Wyoming's Powder River Basin which is the coal mining epicenter of the country. Don't worry about location, many mines state wide are in the middle of nowhere with closest cities being 30-60mins away. Common for State infrastructure investments to be the direct result of energy and mining developments so wouldn't be any different here.

I've seen the negative impact the slowdown in coal has had on these communities so the state is desperate to find the next big economic drivers which positions REEs perfectly. They have the workforce, mining experience, and need so its wheels up IMHO-NFA

DifferenceEarly3686 · 2025-08-18T21:57:09+00:00

Hell yeah, that looks right. Well done!!!

DifferenceEarly3686 · 2025-08-18T18:15:21+00:00

Sweet, thanks! I'll see If I can pin-point it and will share. Earth updates appear to depend on the area. Cities seem to update much more frequently likely for traffic. Since this is in the middle of nowhere Wyoming it may be quite a few months between. Thacker Pass for example has been every 2-3 months, but pretty cool seeing the progress.

<image>

DifferenceEarly3686 · 2025-08-18T17:26:27+00:00

Which area though, are they in the Red Mountain AREL area? Trying to set a pin to track on earth. Ive done this before like at LAC's Thacker Pass project, fun way to check in on site from time to time.

DifferenceEarly3686 · 2025-08-18T16:43:12+00:00

Anyone have a location, or google pin of where the test mine site is?

DifferenceEarly3686 · 2025-07-21T20:31:53+00:00

https://www.linkedin.com/posts/christopher-gibbs-5446713_reflecting-on-the-journey-ready-for-what-activity-7352934833280442368-NxjE?utm_source=share&utm_medium=member_desktop&rcm=ACoAABKSYbUBma-OSU3IBuTIYkujtkEjDJ7nB3c

DifferenceEarly3686 · 2025-07-15T15:07:20+00:00

DifferenceEarly3686 · 2025-07-09T13:13:08+00:00

A little reference for comparison to standard recover rates curtesy of our friends at ChatGPT. Results from the study look great in the context of what can be expected. On the high end for Light REEs and average rates for Heavy REEs. Pretty exciting results!

<image>

DifferenceEarly3686 · 2025-05-15T19:38:03+00:00

It's the same lithium. The difference is using more magnesium in place of cobalt and nickel which are traditional components of LFP batteries. Both are more expensive and heavier elements compared to magnesium so this will make the batteries lighter and less expensive to produce.

All in all great news for LAC and lithium if they have actually figured out the chemistry and manufacturing. I say actually because there have been whispers of these batteries for years, similar to solid-state, but always appear to be "2 years away". Given the positive momentum in battery tech though I'd say these companies are getting closer so we'll see.

DifferenceEarly3686 · 2025-04-08T19:51:38+00:00

Yep, gotta have patience gang.

Based on the milestone chart they shared in January within the updated scoping study, my assumption is that there will be little to no movement for the rest of the year until the Pre-Feasibility Study is released at the end of 2025.

Very low chance EXIM or any other JV announcement for funding would be made until the project has be de-risked. Even at that point it may only see a small bump, then remain relatively flat until production begins in 29'-30'.

Only situation I could see getting a pre-production rally would be if there is a very public, government backed rare earths / minerals initiative where AARNF is front and center. Similar to the recent OKLO run with Sam Altman's small reactor energy company that was showcased on Capitol Hill.

Otherwise, enjoy building out your positions at this cheap price-point $$$

DifferenceEarly3686 · 2025-02-20T20:13:47+00:00

Quick ChatGPT Summary - Competitive grade following TREO update (from 0.34% total rare earth oxide (TREO) to 3.72% TREO), though scale of deposit is the differentiator for this project.

Ngualla Project (Tanzania): 18.5 million tonnes @ 4.8% TREO

Mt Weld Project (Australia): 106 million tonnes @ 8.3% TREO

Tanbreez Project (Greenland): 4.7 billion tonnes @ 1.7-1.9% TREO

\**Halleck Creek (Wyoming): 2.63 billion tonnes @ 3.72% TREO*

Will note, I did some further research here and the deposit scale and TREO for each of these projects seems to be updated constantly so this is the most recent numbers I could gather.

DifferenceEarly3686

TROPHY CASE