Daily Ideas·Bullish·MTLN.L·2025年12月17日

Metlen Energy & Metals — Positioned at the heart of secular trends

Modern Investing
YellowBrick

MTLN.L: Greek industrial conglomerate w/ integrated energy-metals-infrastructure model targeting €2bn EBITDA by 2028 vs €1bn in 2024. Key catalyst: 50t gallium production facility addressing 7% global demand amid China export restrictions. Chairman buying €40-44 shares after MSCI drop.

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