Latest news with #Matthias
The Hindu
31-07-2025
- Entertainment
- The Hindu
Performance artist MR Vishnuprasad's ‘Footnotes' explores climate change and its impact on Kochi's coastal regions
MR Vishnuprasad sits atop a column, at the central gallery space at Durbar Hall, while his audience gathers around him in a semicircle. He is set to present 'Footnotes', a performance based on tidal flooding in Kochi. There are no props in sight, other than a visual of a graph projected on the wall behind him, and no fanfare. How is a performance artist going to tackle a complex environmental issue in a gallery setting? As Vishnuprasad begins his narration, the questions begin to dissolve. He opens the piece by recounting a recurring nightmare — of everyday household objects floating about him. Broaching the issue gently, he builds a steady narrative around tidal flooding, bringing fact, data and real voices to the fore. 'It is the daily reality of people living in Kochi's coastal areas — how they deal with the quiet terror of the rising waters that refuse to leave their homes and how their lives now are defined by these tidal surges,' says Vishnuprasad, whose inquiry into climate change — climate injustices and ecological grief led him to the project. He visited the regions in Kochi plagued by saline water intrusion to understand and experience it first hand. No longer a seasonal phenomenon, tidal flooding has forced several families in Kochi's coastal belt, including Vypin, Edavanakkad, Enikkara, Edakochi, and Thanthonithuruth, to abandon their homes. Though local collectives such as the Edakochi Janakeeya Samithi have been fighting for the cause, their plight continues. Vishnuprasad gathered video footage of flooded homes from the archives of the Edakochi Janakeeya Samithi, and collaborating with video artist Akarsh Karunakaran, combined the footage with poetry, narrative text and live speech by residents of Edakochi to create his 'lecture performance'. 'I wanted real voices to be represented. It is their reality,' he adds. 'Footnotes' has been conceived as a lecture performance, a relatively new form of performance art combining elements of a traditional lecture with that of performance art. The piece offers space for the scientific and the artistic worlds to meet, where fact blends with creative expression. Vishnuprasad's own journey has been through these seemingly disparate worlds. With a masters in Environmental Science, and a background studying hydro geology, Vishnuprasad has worked with several organisations including the Centre for Environment Education. A poet and writer as well, he later took to the arts, especially intrigued by the spontaneity and thrill of performance art. He earned a PhD in Theatre and Performance Studies from JNU, Delhi and since then, has been exploring the various possibilities of the genre. After his debut Malayalam novel Matthias published earlier this year, Vishnuprasad is working on his next. 'Footnotes' will be an ongoing project, says Vishnuprasad, where he would continue his engagement with the issue. 'It is not just a documentation, but a response to the changing realities.'
The Market Online
28-07-2025
- Business
- The Market Online
Building assets, producing critical minerals and slashing dependency on China
Almonty Industries Inc. (TSX:AII; NASDAQ:ALM) is building real assets, producing critical minerals, and slashing Western dependency on China. Meanwhile, MP Materials basks in inflated multiples, boosted by Washington headlines and investor complacency. This isn't just a valuation gap, it's a market failure. Back with us today is Matthias Greiffenberger, our trusted capital markets analyst at GBC AG, who just dropped a report that calls this out in no uncertain terms. If you're still pricing potential over performance, buckle up. Lyndsay: Matthias Almonty's got production, they've got that geopolitical leverage and tungsten dominance. MP's got branding and Beltway Buzz. So why is the market handing MP a billion dollar valuation while Monty gets priced still like a junior? Matthias: Well, I think it basically boils down to perception where there's fundamentals. MP Materials is playing the capital markets game very well. They have a high profile New York Stock Exchange listing for years. A polished PR machine, strong political visibility in Washington, and that gives them a great branding and that gives them also a valuation premium. And in contrast, Almonty has stayed laser focused on execution. They've been building what will soon be one of the largest tungsten mines outside of China. And they're fully permitted, government backed and already contracted with US defense. So I think it's basically what I just said is it's a big gap between perception fundamentals. They just listed on NASDAQ, but the market still hasn't caught up to the story. The fundamentals are already there. It's not a risky junior anymore but it's been priced like one. Lyndsay: Tungsten's one of the hardest supply chains to break into. And Almonty broke in. As you said, Korea's Sangdong mine isn't just a story, it's a strategic asset that they're building. Now why aren't investors treating it like one then? Matthias: That's the disconnect. The Sangdong isn't just a project, it's a geopolitical level fully permitted, financed by governments with a 15 year offtake agreement with a US defense contractor. And this tungsten is destined for critical defense uses like drones, missiles and high-tech electronics. It's one of the few large scale tungsten sources outside of China and the US is well aware of it. But because Sangdong hasn't hit first production yet, the market still treats it like a theoretical. So once that flips, it should be viewed for what it is, a Western cornerstone and asset in a weaponized global supply chain. Lyndsay: Well, your report laid it bare, Almonty is executing, while MP is still mostly marketing. What specific financials or milestones prove Almonty is massively still mispriced? Matthias: There's a clear difference between hype and hard data and Almonty's numbers are starting to speak louder and clearer. The constructed Sangdong mine is nearly complete. Long-term off-take contracts at floor pricing are already signed for Sangdong. Financially they're, in my opinion, on track to generate triple digit millions in EBITDA within the next few years. And meanwhile, MP trades as a massive multiple on much slower expected growth. So, in my view, Almonty offers more upside and a stronger margin leverage yet its valued significantly lower. Lyndsay: You've mentioned it a little bit. You've got Almonty trading at a fraction of MP despite operating margins, supply contracts and even that national level backing. Is this about ignorance or is Wall Street actually just being lazy when it comes to small caps? Matthias: Honestly, it's probably a bit of both. There are still blind spots when it comes to small caps especially when they were listed in Canada or Germany. So, institutions tend to stick with the brands they know even when the fundamentals say otherwise. But that dynamic is shifting fast. Almonty is now listed on NASDAQ and the strategic narrative is impossible to ignore. So once these institutions look past the name recognition, the discount should vanish. Lyndsay: We all know that every mispricing does have that breaking point. Matthias, what's going to force this rerate and when it happens, how violent do you think it could be that the snapback happens for anyone that's not already in? Matthias: I think that the trigger is pretty obvious. It's the first production at Sangdong. So, that's when the narrative flips. Almonty will, in my opinion, become a cash generating strategically critical western supplier and market stock for non-Chinese tungsten. And the fundamentals are real. The supply chain is secure and the contracts are signed. So now all that is left is that the market catches up and once they catch up, they will catch up quickly. As always regarding the conflict of interest, please check out These conversations are packed full of sharp insights to guide your investment decisions, but remember, they're our opinions. Our guests may have skin in the game, and so do we. Do your own due diligence, know your risk tolerance and speak with a licensed advisor. For the full GBC report, head to their site: Join the discussion: Find out what everybody's saying on the Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here
The Market Online
12-06-2025
- Business
- The Market Online
New Analyst Report Lifts Almonty Target Price to CDN$5.50
Almonty Industries Inc.—a tungsten play that's gone from obscure critical minerals junior to one of the most closely watched names in the Western supply chain realignment. Fresh off shareholder approval to redomicile to the U.S., Almonty is charging toward production at its flagship Sangdong Mine in South Korea, a site set to become the largest tungsten operation outside China. A fresh offtake deal with a US defense contractor has locked in exclusive supply for missiles, drones, and other strategic applications, adding real weight to Almonty's 'critical mineral' status. APT prices have jumped 25% since February, investor appetite is surging, and Almonty's latest quarterly results, while still showing red ink, are being positioned as a turning point. To break it all down, we're joined by Matthias Greiffenberger, an Analyst at GBC AG Research, who just released a report lifting Almonty's price target to CDN$5.50. Matthias has been tracking the company's pivot toward vertical integration, geopolitical alignment, and defense sector exposure. So, we're going to pressure test that outlook and see how much of the runway is real, and how much is just runway lighting. The following is a transcription of the above video, and The Market Online has edited it for clarity. Lyndsay: So why don't we start with your increase. You've raised your target price on Almonty to CDN$5.50 up from CDN$4.20, largely on the back of rising a APT prices and the Sangdong momentum. So my question is, how much of that upside is baked into sentiment versus actual operational de-risking? Matthias: Yes, So the target price increase really reflects a combination of tangible progress and supportive market dynamics. The tungsten price has jumped about 25% in February, which obviously lifts the top line potential. Also, Almonty has hit major operational milestones. So, the Sangdong Mine is essentially construction complete. They've secured final project financing drawdowns, and the commissioning is around the corner. Also, Almonty got the binding offtake agreement with a US defense contractor. So I'd say the upside is rooted in fundamentals, but it's finally catching up to the long-term narrative. Lyndsay: Now, the report also paints Sangdong as a geopolitical trophy in that tungsten war. However, given that commercial production hasn't started quite yet, I mean, how much of Almonty's current valuation is running on narrative over fundamentals? Matthias: I think for Almonty, it's mostly based on reality. On the one hand, the geopolitical narrative is very compelling. It's the only large scale conflict free tungsten mine outside of China with the direct alignment to the US and allied defense needs. And that gives Almonty a clear macro story, but it's more than just a concept. The mine is essentially built, the financing is secured and they've signed real commercial agreements. So the stock market is already reacting. And what we are seeing in the valuation is a market that is pricing in the near term execution and based on the current progress, I think that seems justified. Lyndsay: So, let's flip over here then. You're forecasting CDN$222 million EBITDA by 2027, yet this quarter's adjusted EBITDA was still deeply negative. So what's the inflection point in your model that flips the story from speculative to cash machine? Matthias: I think the inflection point is quite clear. It's the switch on of Sangdong. The mine is set to enter production, the second half of 2025 with ramp up completed by year end. So that's when we expect the shift from development stage overhead to revenue generating operations. And also, Sangdong's grades are significantly higher than what we see at Panasqueira in Portugal. So that translates into much stronger production economics. So once the ore starts moving, we anticipate a rapid margin expansion, and the business is transitioning then into a cash machine. Lyndsay: Matthias let's look at the risk side of that. The $25.8 million non-cash warrant revelation knocked report earnings hard, is this just IFRS noise or a structural overhang that investors need to factor into their long-term thesis? Matthias: Honestly, it's mostly accounting noise though important to understand. The loss comes from IFRS rules around the market valuation of outstanding warrants. And because Almonty's share price more than doubled in the quarter, those warrants, which are liabilities on the books, have to revalue it higher. And that's generating a non-cash loss. So, it doesn't reflect business weakness. In fact, it reflects strength in the stock price. So, it's something to be aware of, but it's not a structural issue. So, all in all, Almonty is entering a transformational phase. The groundwork has been laid, the financing, the infrastructure, the partnerships, and now we are on the verge of seeing the full impact of the development. Lyndsay: Well, that's a wrap on this episode of Capital Compass. Thank you Matthias, for going beyond the headline numbers and walking us through the real drivers behind this new CDN$5.50 price target on Almonty. So definitely come back again and give us some more insight soon. To dig into the full report you can find it at GBC Research, and to learn more about GBC and their confllicts of interest, head to their website at I'm Lyndsay Malchuk with Stockhouse Publishing The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here.
Globe and Mail
08-06-2025
- Business
- Globe and Mail
uCloudlink Unveils 4 Breakthrough Solutions at MVNOs World 2025: Driving Revenue, Network Optimization and User Retention for MVNOs
VIENNA, May 15, 2025 /CNW/ -- uCloudlink (NASDAQ: UCL), the world's first and leading mobile data traffic-sharing marketplace, made its debut at MVNOs World 2025. On May 14, uCloudlink Brand Ambassador Matthias delivered a keynote speech titled "Innovations for: NEW REVENUE, BEST NETWORK, LOYALTY RETENTION," unveiling groundbreaking solutions designed to empower MVNOs and MNOs. At the event, uCloudlink engaged global partners for collaborations, boosting MVNO/MNO innovation.
Yahoo
15-05-2025
- Business
- Yahoo
uCloudlink Unveils 4 Breakthrough Solutions at MVNOs World 2025: Driving Revenue, Network Optimization and User Retention for MVNOs
VIENNA, May 15, 2025 /CNW/ -- uCloudlink (NASDAQ: UCL), the world's first and leading mobile data traffic-sharing marketplace, made its debut at MVNOs World 2025. On May 14, uCloudlink Brand Ambassador Matthias delivered a keynote speech titled "Innovations for: NEW REVENUE, BEST NETWORK, LOYALTY RETENTION," unveiling groundbreaking solutions designed to empower MVNOs and MNOs. At the event, uCloudlink engaged global partners for collaborations, boosting MVNO/MNO innovation. uCloudlink: Powering Industry Transformation Through Innovation As the world's leading solution provider for telecom technology, uCloudlink enables MVNOs/MNOs to transform revenue challenges into growth opportunities with its CloudSIM, HyperConn® technologies and four innovative solutions. Two Revolutionary Technologies CloudSIM Proprietary Technology: Eliminates geographical restrictions by enabling local procurement (without carrier contracts) to deliver full-speed local connectivity and global cross-network roaming. This innovation empowers customers with industry-leading zero-roaming coverage, seamlessly connecting them across 200+ countries/regions via 390+ operator networks—including 5G full-speed access in 80+ destinations (the world's most extensive coverage). HyperConn® Super Connectivity: Cost-effectively aggregates multiple networks to resolve operator congestion and coverage gaps, delivering optimal service quality. With one account and one device, it intelligently manages all networks—providing the best connection at the lowest cost. Four Connectivity Solutions Solving MVNO/MNO's top 3 challenges: Revenue, Networks, Loyalty 1. eSIM Trio Solution uCloudlink's eSIM Trio Solution redefines SIM technology by integrating SIM, eSIM, OTA SIM, and CloudSIM capabilities. It transforms single-network travel SIMs/eSIMs into a powerful "Super SIM" - enabling seamless domestic/international coverage across multiple networks while delivering premium services to maximize user retention. For MVNO/MNO, eSIM Trio offers the simplest, safest, and cost-effective solution to tackle three major challenges. 2. CloudSIM Kit Solution The CloudSIM Kit is a plug-and-play IoT solution delivering instant global full-speed 4G and 5G connectivity for IoT and smart devices. It requires no hardware modifications or software upgrades, making it a simple and effective solution for universal connectivity. With coverage across 390+ global mobile operators, it ensures constant connectivity and truly enabling "seamless global coverage." This solution not only enhances user convenience but also helps MVNOs/MNOs expand their international reach, attract cross-border users, improve retention through differentiated services, and create new revenue streams. 3. Life Series Solutions The Life Series is uCloudlink's newest product line designed to enhance connectivity and enrich user experiences across daily scenarios—from smart homes and travel to pet care. The flagship product, PetPhone—the world's first smart pet phone—combines fun, safety, health, and community features. It supports AI real-time calls (pets can initiate contact via specific actions), AI health monitoring, and uses six-layer positioning technology for global accuracy. It also fosters a global pet owner community for shared pet-care wisdom. MVNOs/MNOs can leverage eSIM + PetPhone to acquire new users and boost subscription revenue. Beyond this, the Life Series also includes the RoamPlug "four-in-one" Internet universal socket that supports eSIM function and the global multi-function Internet charging cable UniCord series products, helping MVNO/MNO increase revenue and improve customer loyalty. 4. MBB Solutions With explosive growth in network demand, MVNOs/MNOs urgently need to enhance user experience to stay competitive. uCloudlink's MBB mobile broadband solution, powered by HyperConn® AI technology, enables seamless network management through a single device and account—eliminating the need to switch between devices or accounts. It intelligently automates cellular and WiFi network switching, delivering optimal connectivity for all scenarios (home, office, travel, and international use) with effortless, user-friendly operation. This solution empowers MVNOs/MNOs to upgrade their customer base from budget to premium segments. MeowGo G50 Max: The world's first satellite-enabled 5G mobile Wi-Fi device driven by HyperConn® AI, integrating broadband, Wi-Fi, 4G/5G, and satellite networks. AI auto-switching ensures seamless multi-network management for a hassle-free experience. MeowGo G40 PRO: A HyperConn® 4G mobile Wi-Fi device, 3x faster than traditional 4G devices, with in-flight connectivity. Mr. Chaohui Chen, CEO of uCloudlink, stated: "Our solutions target the pain points of MVNOs/MNOs—NEW REVENUE, BEST NETWORK, LOYALTY RETENTION. At MVNOs World 2025, we keep exploring opportunities to collaborate with global partners for mutual success." During the exhibition, uCloudlink engaged attendees with live demonstrations, technical deep dives, and partnership discussions, showcasing the real-world impact of its innovations, fostering collaborations to redefine the future for MVNO/MNO industry advancement. View original content to download multimedia: SOURCE uCloudlink Group Inc. 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