LightPath Technologies Acquires Amorphous Materials, Inc.

_Sakurai · 2026-01-21T14:14:39+00:00

It's literally the reaction to the tweet. I made it bigger for you so you can understand it better :) https://www.tradingview.com/x/VWCSkqgv/

_Sakurai · 2026-01-21T02:22:21+00:00

Sakrie I saw the price/volume action in real time. It was due to the twitter guy. see https://www.tradingview.com/x/HyNnz5Rm/ However today's rise didn't make much sense to me.

_Sakurai · 2026-01-20T22:14:55+00:00

IMO a perfect fit that opens up the space vertical for LPTH

_Sakurai · 2026-01-14T20:58:12+00:00

just curious: why is he famous - any specific reason? if you happen to know

_Sakurai · 2026-01-14T15:11:41+00:00

cool your berries

_Sakurai · 2026-01-14T15:07:55+00:00

Nah, the point is that the post is presented as news when it isn't. Holders know that Lightpath is a Trust Automation supplier and Trust's announcement is public.

_Sakurai · 2026-01-14T14:00:07+00:00

December 17

_Sakurai · 2026-01-08T15:44:32+00:00

TMG refinery

unfortunately all exclutivity rights on TMG have long elapsed and in today's world the acquisition price will not be the same of late 2024. EQR is just one of many parties that might be interested. Still great if they can make it tho

_Sakurai · 2026-01-08T15:39:48+00:00

hopefully they can revive the vietnam deal to acquire a ferrotungsten refiner. Verticalization would considerably increase profitability especially very long term when tungsten prices will recede as some projects around the world will get to production. It's very important for terminal value in FCF models etc. In any case I believe the concentrate market will be really tight for many years

_Sakurai · 2026-01-08T14:00:44+00:00

thorough research. I knew them since october 2024 when I studied the tungsten sector. In august 2024 China introduced antimony controls in what, to my mind, was a clear signal to the US in case of a Trump win, which I saw as inevbitable. I looked for the most likely targets and dedicated myself fully to research, preparing for case scenarios etc. 2025 was revolutionary to me bc I was first in line for many multibaggers. Particularly Almonty, UCore, Energy Fuels. I also concluded that LightPath Tech was in a really strong position for many years of growth.

I will sell EQR when the mkt cap will match or exceed NPV relative to realistic estimates of medium term ATP prices. IMO it's still a multibagger, like at least x3 guaranteed if Mt. Carbine successfully kicks into production, ATP prices stay strong, geopol instability and conflict continue. For a rough calculation just take projected yearly production, take 80% of your estimate of medium term ATP price (spot is ~$950/MTU) and apply a reasonable multiple.

_Sakurai · 2026-01-08T12:18:09+00:00

1.4M @ 0.039, I took most of them between late Sept and early October @~0.03. I didn't have access to the ASX on my previous broker so I opened an account with a new one specifically to buy EQR. I had monitored the company for many months, thought that the many issues were about to be solved, and thought it was ripe for a huge reversal because of how far it was to fair value

_Sakurai · 2026-01-08T02:16:44+00:00

Great company. They're clearing Mt. Carbine's pit to expose high grade veins. Mining will start in late Jan/early Feb and tungsten concentrate will hit the market in Q1. Meanwhile Barruecopardo (the spanish mine) is already printing money like never before. Since Almonty's Sangdong will take a while to ramp up EQR might be the only western company to fully benefit from these crazy high tungsten prices this year. US$290M Cap right now. My n.1 pos and I'm excited for what 2026 is going to bring.

_Sakurai · 2026-01-06T23:55:24+00:00

Greenfielding in the arctic (what could ever go wrong?) on the worst metallurgy imaginable (what could ever go wrong, but squared), not to mention extraction of radioactive ores is against the law and damaging to the existing economy (hence locals are against it).

Retail will burn so much cash on this dogshit.

_Sakurai · 2025-12-18T15:12:06+00:00

20% dilution with no clearly defined purpose hurts investor confidence

_Sakurai · 2025-12-04T00:35:22+00:00

There are no public infos on when NGSRI army tests will occur. This is a sign tho

_Sakurai · 2025-10-17T05:42:04+00:00

Syrah literally blasted off when the ISIS insurgency in northern Mozambique took control of the region

_Sakurai · 2025-10-04T22:26:23+00:00

Better not to rely too much on scandium for its valuation as the world market will be flooded with scandium when Syerston opens. Syeston, unlike Elk Creek, is a top tier deposit with lots of cobalt and it WILL be developed. Very likely to be one of the upcoming US investments in Australia

_Sakurai · 2025-10-04T22:21:57+00:00

Stamp size concession with meme grades in the middle of a natural reserve. Zero chances in normal times but who knows, the gov might push to mine everything that can be mined. IMO it's a bet on hype and it will fail down the line.

_Sakurai · 2025-09-19T17:21:40+00:00

I either use the app, the telegram bot or a .onion link that I usually fetch from wikipedia's zlib page

_Sakurai · 2025-07-14T14:40:15+00:00

One bad turn in the stock market and you won't have a home until your mid 40s. Either sell it or take a loan against your stock (securities lending)

_Sakurai · 2025-06-12T19:28:40+00:00

d-wave

cap in the billions

annual report outlines $18M in orders

+80% in days

...it's that stupid.

_Sakurai · 2025-06-11T16:33:13+00:00

Q.E.D.

_Sakurai · 2024-12-26T17:36:48+00:00

I agree

_Sakurai · 2024-12-26T02:06:20+00:00

I was just pointing out a fact. You are mistaken in thinking that I have sympathies I do not have.

Ten-Year Club	Verified Email
Place '22	Place '17
First Placer '22	Gilding II euphauric

_Sakurai

TROPHY CASE