Project 4 statements
The deposit 1
What was actually said
deposit type
Boxer residue (red mud) from aluminum refining - approximately 1-10 million tons per year per refinery
“like all those aluminum refineries uh pretty much the minimum scale that you're looking at is a million tons of residues per year. Some companies produce two three five 10 million tons of this residue per year.”
Unknown speaker·
09 Oct 2025·
Jurisdiction 2
What was actually said
community agreement
Quebec and federal government support for critical metals production in Canada
“we had uh great support over the years from the Quebec government federal government uh they're pushing big time to try and get more and more critical metals being produced here in Canada”
Unknown speaker·
09 Oct 2025·
region
Quebec, Canada
“we are obviously based in what Quebec as well some good government >> provincial support”
Unknown speaker·
09 Oct 2025·
Technical risk 1
What was actually said
key assumption
Boxer residue processing from aluminum refining for metal extraction
“We looked at boxer residues which is the red mud that's coming out from aluminum refining.”
Unknown speaker·
09 Oct 2025·
Economics 2 statements
Financing 2
What was actually said
capital needed
$1.4 million plus $100k in 2025 and potentially another $3 million
“uh for that you need to pay up front which is what you see here a demo license. Uh and you see uh um as you said there is $1.4 million that's coming in now. Uh and uh in 2025 there's a little uh portion early next year. But after that there are $3 million that will come in uh with various milestones.”
Unknown speaker·
09 Oct 2025·
financing status
Rio Tinto license agreement - demonstration plant phase
“So this is a a license specifically for the demonstration plant that they want to build in Quebec.”
Unknown speaker·
09 Oct 2025·
Timeline 1 statement
Timeline 1
What was actually said
milestone
Demonstration plant construction and go/no-go decisions, then commercial phase
“there are $3 million that will come in uh with various milestones. Obviously as you understand there are several go no go decisions constructions production stuff like that.”
Unknown speaker·
09 Oct 2025·
Corporate 4 statements
Management 2
What was actually said
team experience
CTO Dr. Puya Hajani is inventor of the technology; technical teams developed in-house
“Our CTO Puya Hajani, Dr. Puya Hajani is the inventor of this technology. He started from scratch uh when with us here in our labs and we've been growing our labs been growing our techn uh technical teams”
Unknown speaker·
09 Oct 2025·
track record
CEO joined Geomega around 2014, became President/CEO in 2015; background in geology (McGill), mineral exploration, gold industry, mining/metals analyst
“I'm a geologist by training. I graduated from McGill University. Uh and then worked in mineral exploration. Worked for gold fields a little bit all all over the world in gold exploration and then started working as a mining and metals uh analyst for industrial line securities.”
Unknown speaker·
09 Oct 2025·
Market 2
What was actually said
cost curve position
Technology provides new revenue stream from waste material without mining or crushing costs
“they have a new source they don't have to mine it they don't have to crush it it's all there so it's a new revenue for them”
Unknown speaker·
09 Oct 2025·
potential acquirer
Rio Tinto and other global aluminum refineries
“They uh gave us uh some material to work with. We started test work. We saw the potential and we kept growing from there”
Unknown speaker·
09 Oct 2025·
Outside views 2 mentions
2 mentions by people who do not speak for the company — 1 constructive, 1 cautious, 0 neutral. These are their views, not the company's.
Kiril Mugerman
bullish
Company is pitching a strategic transition to royalty income and has a Rio Tinto validation deal.
Crux Investor·
09 Oct 2025·
John Polomny
bearish
He dismisses it as a non-cash-flowing science project and says he would stay away.
In it to Win it·
02 Jul 2025·
Sources 1 interview
Every interview 1
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 09 Oct 2025 | Crux Investor | Geomega Resources (TSXV:GMA) - $4.5M Rio Tinto Deal Transforms Critical Metals Waste | 11 |
What else those interviews covered
Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.
Questions people ask
What is Geomega Resources's project and where is it?
Geomega Resources is a developer rare earths company, with a project stated to be in Quebec, Canada. Everything here is drawn from its executives' own interviews.
Which interviews mention Geomega Resources?
We track 1 interview mentioning Geomega Resources, across 1 channel (Crux Investor).
What are investors saying about Geomega Resources?
2 independent voices — people who do not speak for the company — are on record discussing it (1 bullish, 1 cautious). Their reasoning is quoted in the outside-view section above.
What do recent interviews with Geomega Resources cover?
The most-discussed topics on record are financing, jurisdiction, management, market — each claim quoted and dated in the sections above.