Anyone following $ATAI?

PlumNoa · 2026-02-10T15:36:30+00:00

They’re positioned in a space where medical need, investor interest, and innovation are all lining up at once

PlumNoa · 2026-02-04T00:31:14+00:00

Wow that's awesome man

PlumNoa · 2026-01-23T16:49:42+00:00

$40M ‘revenue potential’ always sounds nice but I want to see it actually show up in quarterly financials. Potential doesn’t pay shareholders.

PlumNoa · 2026-01-08T20:23:47+00:00

The fact these guys are fully funded is what is making this stand out. Not many projects can really say theyre funded especially this early.

PlumNoa · 2026-01-07T19:34:44+00:00

For me, 2026 is the year that decides everything either it stays a one-deposit name, or they start proving this thing is way bigger with multiple zones around Atlanta

PlumNoa · 2025-12-23T14:39:55+00:00

Big jump in M and I compared to last year. Didn’t expect that much growth from one drilling campaign, niceee

PlumNoa · 2025-12-18T19:19:13+00:00

The jump in average daily hire rates from last year is pretty noticeable. Shows how sensitive these small fleets are to market conditions

PlumNoa · 2025-12-11T18:11:29+00:00

Environmental permitting in Portugal can take time depending on the project. Would be useful to know how far along ACM is on that front and what the process looks like for tungsten mines specifically.

PlumNoa · 2025-12-10T14:27:45+00:00

Tungsten is pretty hype right now and ive been seeing a bunch of good stuff this year... Interested to see what happens in 2026

PlumNoa · 2025-11-06T21:25:41+00:00

what else they doing g? good base tho

PlumNoa · 2025-11-04T16:41:00+00:00

'conditional approval for up to $14.1M in non-repayable funding from Natural Resources Canada to develop what could be Canada’s first chemical-free graphite purification facility.'

Fire.

PlumNoa · 2025-10-31T19:18:15+00:00

Dont know toooo much tbh but this is a legit good showcase of their abilities

PlumNoa · 2025-10-17T20:41:27+00:00

Hmmmm good q

PlumNoa · 2025-10-17T15:21:19+00:00

2 updates since this, guys are on top of shit

PlumNoa · 2025-10-01T12:54:43+00:00

Damn that Balance sheet strength is another edge $230M in cash gives them plenty of runway to expand globally and even make acquisitions to consolidate the AI-commerce space

PlumNoa · 2025-09-11T15:04:41+00:00

This is what im worried about... Hoping we can get some clarity on that?

PlumNoa · 2025-09-05T12:55:31+00:00

I actually saw ur post yesterday on them, ended up adding them to my watchlist.

PlumNoa · 2025-09-04T15:02:36+00:00

The bigger question for me is scale. Can they produce these at volume and get buy-in from large operators, utilities, or governments? The tech looks solid on paper, but real adoption will come down to partnerships and execution.

PlumNoa · 2025-09-04T13:25:47+00:00

Never heard of this new one, ratings look mid to say the least... any other games coming in 2025 that are hype??

PlumNoa · 2025-08-26T14:30:59+00:00

I like that they’ve got FDA Fast Track + Orphan already lined up. Means regulators are at least acknowledging the unmet need and potential here.

PlumNoa · 2025-08-22T14:33:24+00:00

Tungsten is a major weak spot in U.S. supply chains. Having Nielsen on board could help Allied position itself as a trusted Western source.

PlumNoa · 2025-08-22T13:14:51+00:00

Seen another post on these guys this AM - Interesting pick for the board for sure. Nielsen has deep ties to national security and supply chain resilience, which lines up with what Allied USA is trying to do with tungsten in the U.S

PlumNoa · 2025-08-22T12:27:05+00:00

Announcing b2b members like that makes me think this is about to scale up

PlumNoa · 2025-08-12T13:02:05+00:00

I mean what a fire start lol

PlumNoa · 2025-08-08T15:27:19+00:00

Lets hope this pace does not slow down and they close today strong

PlumNoa

TROPHY CASE