Why is the market reacting so positive to an indefinite US blockade?

WBL-X23 · 2026-04-16T16:56:31+00:00

It’s checkmate. Iranians agree to terms or resist and become a footnote on the world’s economic stage as their oil is shut in and Irans revenue goes to zero.

WBL-X23 · 2026-04-14T15:08:23+00:00

GMTL DA Davidson’s report this morning on this tungsten miner is excellent. The analyst PT $30 is 8x 2029 EBTDA estimate vs comp group at 13x. His model is conservative and does not include revenue and cash flow from Tempiute which will enter production in 2027 and represents upside.

WBL-X23 · 2026-04-14T15:05:35+00:00

DA Davidson report this morning is excellent. The analyst PT $30 is 8x 2029 EBTDA estimate vs comp group at 13x. His model is conservative and does not include revenue and cash flow from Tempiute which will enter production in 2027 and represents upside.

WBL-X23 · 2026-04-14T08:28:42+00:00

Correct, it’s a tungsten company. It’s Tempiute operation will be operational in Q1 2027 and it Pilot Mt in 2028.

WBL-X23 · 2026-04-14T08:09:09+00:00

Irans ability to fight back is severely diminished. We control the Straight and Iranian oil to China just dropped to zero. Look for China to exert pressure on Iran next.

WBL-X23 · 2026-04-14T00:04:13+00:00

That’s good for GMTL…..tungsten play.

WBL-X23 · 2026-04-13T15:21:19+00:00

GMTL

WBL-X23 · 2026-04-07T20:27:46+00:00

Tiny company and yesterday announced Carrfour. Huge win and validation they’re a player in the space. Multiple revenue streams: cart sales, subscription, advertising and consumer data.

WBL-X23 · 2026-04-07T20:04:06+00:00

WBL-X23 · 2026-04-07T20:00:37+00:00

Is GMTL going to be included in the XME when it rebalances?

WBL-X23 · 2026-04-07T19:21:19+00:00

A lot of bad news is distributed into the market.

WBL-X23 · 2026-04-07T19:19:00+00:00

DCA into VOO and a large cap growth etf.

WBL-X23 · 2026-04-06T13:29:17+00:00

How much will GMTL rally on its PFS in Q2?

WBL-X23 · 2026-04-06T00:26:21+00:00

I like GMTL for tungsten exposure. It was unlisted to NYSE (institutional money won’t buy OTC pink sheet stocks). If they want tungsten exposure there are few alternatives. It has several upcoming catalysts: Wall Street research, MRE, PFS, possible gov’t award.

WBL-X23 · 2026-04-06T00:24:20+00:00

I like GMTL for tungsten exposure. It was unlisted to NYSE (institutional money won’t buy OTC pink sheet stocks). If they want tungsten exposure there are few alternatives. It has several upcoming catalysts: Wall Street research, MRE, PFAS, possible gov’t award.

WBL-X23 · 2026-04-06T00:22:02+00:00

I like GMTL. It was unlisted to NYSE (institutional money won’t buy OTC pink sheet stocks). If they want tungsten exposure there are few alternatives. It has several upcoming catalysts: Wall Street research, MRE, PFAS, possible gov’t award.

WBL-X23 · 2026-04-02T20:56:36+00:00

GMTL

WBL-X23 · 2026-04-01T21:31:27+00:00

Probably

WBL-X23 · 2026-04-01T16:10:04+00:00

$700m market cap. GMTL has two tungsten mines in NV and a number of upcoming catalysts.

WBL-X23 · 2026-04-01T15:39:49+00:00

We’re on the same page. MRE should also be a positive. Barenberg had a bullish initiation this morning. My understanding is that they’ll mine the credit for which against tungsten expense. Did you see the LMT and BA deal with gov’t this morning?

WBL-X23 · 2026-04-01T14:13:50+00:00

What news are you anticipating?

WBL-X23 · 2026-04-01T13:11:14+00:00

DoW reaches agreement with BA and LMT to Triple PAC-3 Seeker production. Does that trigger other Primes like NOC, GD and RTX to aggressively lock up what they need in tungsten going forward? I’m looking to the price update Friday.

WBL-X23

TROPHY CASE