Member Info for 1.ARMANI

Hope to top up at some point today.

FRES also reporting today.

ATB

Didn't expect/retracement.

Added one position with GGP.

Let's see Wednesday...gla

Added ,.....time will tell.

I'm happy the trade.

gla

Process**

Government can fast track environmental concerns.

HOWEVER.

You have to proceeds a LOT of earth to extract rare earth elements, and the processing operation tends to use a LOT of water, and produce a LOT of pollution/waste that nobody wants.Its significantly environmentally unfriendly.

Which is the irony because we need these rare earth elements to produce environmentally friendly technologyies.

China was poor enough & decades ahead of it's game to undertake this environmentally damaging extraction. (Norway is several years into it's extraction process & 9 years before some rare earth elements come to market)

America is currently obliterating many of it's environmental laws, but the NIMBY effect remains strong in America.

Pricing....how do you predict prices ten years out, with tariff policies changing every 30 days or a brain burp post on social media.

BHP, RIO TINTO....bombarded with environmental pressure groups with CO2 emissions & rare earth elements will be walk in the park???? IF they have a LOT of water 💦 & new pollution technology.

Just saying....on a metals list ain't Billions in the bank!!

I'm invested but TRIM to WIN.....gla.

Https://www.thisismoney.co.uk/money/markets/article-15191409/Bellway-boss-calls-stamp-duty-hike-reversed-help-time-buyers.html

Markets are extremely jittery ......equities extend losses.

World Governments debt to GDP is unsustainable.

BP ....gla

And again @ 26p :)

Just looked at my 2 Buys...showing Sell.

Onwards & Upwards

ATB

Added in 2 lots.

What's not to like?

Onwards & Upwards

BoE will be forced to bring interest rates down.

UK unemployment August 4.8% from 4.7%

This shambolic government couldn't run a pic & mix candy stall if the inventory was free. Starmer & clueless administration would gift the proceeds to some quango overseas foundation.

It's blatant for everyone to see.

Good morning Optimus,

BP is a compelling BUY.

I'm moving more & more Gold Miners on down days or negative days, such as HOC last week, mostly speculative politics dragged it down....up 9% but volatile.

Added OMI this morning.

BP......Looking forward to the next ex-dividend on 13th Nov.

gla

Added this morning, after reading several days of informative posts.

Thank you, guys.

ATB

Https://energyandcleanair.org/june-2025-monthly-analysis-of-russian-fossil-fuel-exports-and-sanctions/#:~:text=Coal:%20From%205%20December%202022,%25)%20and%20Japan%20(18%25).

The EU does NOT sanction Russian natural gas.

In June 2025, the five largest EU importers of RUSSIAN fossil fuels paid a total of EUR 1.2 Billion.

The EU does not sanction natural gas which accounts for over 72% of these imports and is mainly DELIVERED by PIPELINE or as liquid gas.

The rest is mostly Russian crude oil which continues to flow to Hungary & Slovakia via the southern branch Druzhba pipeline under an EU exemption.

The EU sprinkles fairy dust exceptions, purchases Indian refined Russian oil and just lately bent over to appease Trumps tariffs with increased usa imports....all dressed up as anti Russian.

Brent Crude Oil rises after (TACO) he backs down & states he wants to help China......yeah right, China isn't buying his administration's script.

Trump needs to stop posting his emotions........all this tension between the USA started with Trump's tariffs.

Trump's team clearly didn't do their due diligence regarding "Rare Earth Elements," ramifications of higher interest rates. China never held the world hostage on rare earths until Trump started his road show of Tariffs.

In Asia news, China dares Trump on rare Earths due to his childish outburst of 100% tariffs 1st November.

What did the Trump administration think would happen back in April? Mocking and ridiculing a nation won't get a response!

I applaud President Trump for his fight to dismantle WOKE in his country and for reversing a free-for-all border control.....well done, Sir.

I also applaud his patriotic spirit ....something that our shambles from No.10 to both of the "Houses" have forgotten or are too busy enriching their future.

However, America's GDP will take 3rd or 4th place in the world (in several decades, but it will happen), and radical Americans need to suck it up and embrace the opportunities.

BHP one the largest miners in the world shifts to RMB iron ore settlement with China.

Ground breaking agreement instead of US dollars.

US $$ will be under immense pressure in 2026.....the party is over.

Starmer ....headline drivel, Tories abolish stamp duty 😂. ....headline drivel.

The EU purchases 51% of their energy from Russia.

One thing is for sure....1% for Ukraine defense & 99% for the boys envoy club.....slurp, slurp!

Https://oilprice.com/Energy/Crude-Oil/US-Oil-Drillers-Continue-to-Back-Off-As-Prices-Sink.html

Https://edition.cnn.com/2025/10/07/investing/gold-4-000-an-ounce

Goldman Sachs on Monday raised its December 2026 price forecast for gold to $4,900 per ounce from 4,300.

China's Central Bank added gold to its reserves in September for the 11th straight month.

Https://www.bbc.com/news/articles/cn4wkd7729po

1st November 100% tariff.

China holds all the Ace cards....the USA is dead in the water without rare earth elements from China.

Trump wants his own way and he's furious because he can't control China's energy policies or their defense policies......China is the largest consumer of Oil,& LNG in the world. (America lost their largest customer for Oil & LNG)

China now buys ZERO due to Trump administrations disrespectful words " China has been ripping us off"

JD Vance " Chinese peasants"

China is dedollarising along with BRIC nations.

For the record ....Trumps doing a great job dismantling Woke in his own country.

gla