Member Info for andrbea

24.7.25

Https://www.cotec.ca/news/hypromag-usa-enters-into-agreement-with-global-electronics-recycler-intelligent-lifecycle-solutions-for-feedstock-supply-and-pre-processing-site-share-in-south-carolina-and-nevada

This was in my old research notes about eee:

See user Ageos's post 24 Nov 2023 15:26

https://www.lse.co.uk/profiles/ageos/

"If the 9sq km of the central and southern high grade areas alone are developed, that equates to 2.43 billion tonnes of ore at 2.43 sp gr [sp gr of average mineralised siltstone] for every 100m of depth mined."

So let's take just these central and southern high grade areas, 2.43BT @ 3% grade, that's $76.5b

The strike is thought to be over 30km, width of the magnetic anomaly is 4 to 10km, the depth can be up to 5000m and the grades as high as 6%. So the area could be over 10x larger and so could the average depth. At this point my calculator has broken."

7.7.25

Besides their bases in the USA and in Germany, the CEO is also looking at other countries such as the South Korea, Jzpan & Canada (slide timebar to 6m10s). Planned expansion in the US to 1000t/year. For example, in Texas.

Production projections?

CEO says initially 100t/year at the UK site (magnets, powders & alloys, mainly powders to begin with). In 2026: to expand there, to produce 100-350 t/year

One scenario, after that, suggests a minimum of 700t/year, at a bigger plant at that same UK site(Tyseley)

Https://www.lse.co.uk/media/mkango-sparks-uk-comeback-in-rare-earth-magnet-manufacturing-bu8dqv2va6g0hss.html

Https://www.tipranks.com/news/company-announcements/mkango-resources-secures-u-s-exim-bank-interest-for-rare-earth-project

Macro-picture in the U.S. still nervous, gold price will stay strong IMO: https://www.mining.com/gold-price-surges-above-3400-on-dollar-weakness-economic-uncertainty/

Https://www.miningmx.com/top-story/60789-the-joburg-network-behind-zanaga-iron-ore-revival/

CyberArk Unveils First-Of-Its-Kind Machine Identity Security Solution To Secure Workloads Across Every Environment

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* Platform delivers the industry's most comprehensive protection for all non-human identities that matter

Https://www.businesswire.com/news/home/20250410235752/en/CyberArk-Unveils-First-Of-Its-Kind-Machine-Identity-Security-Solution-To-Secure-Workloads-Across-Every-Environment

***

.. not sitting still, are they...

Up 33% today

Https://markets.ft.com/data/announce/detail?dockey=600-202503100830BIZWIRE_USPRX____20250310_BW469345-1

*CHINA ADDS TO STATE GOLD RESERVES FOR FOURTH STRAIGHT MONTH

9:21 AM · Mar 7, 2025

Https://www.tipranks.com/news/company-announcements/guardian-metal-resources-highlights-critical-tungsten-demand-for-fusion-energy

I too see this as good news. Glencore no longer involved, so the impasse can end. And the preople joining have experience, and I reckon we can fast track from here.

Don't mind the RNSs so far. Slow but steady strategy I reckon, get the space patented , so box ticked IMO. This SP is highly illiquid, so should go back up, just as fast, to a fair rating. AI is the future, for several years yet.

A 346k volume buy

Background reading:

https://www.zerohedge.com/political/doug-casey-coming-monetary-reset-and-trumps-impact-gold-dollar

From that point of view, there’s not much speculative upside in gold. But if the dollar is transformed from a fiat currency into a receipt for gold—which it should be since that’s the only way to stabilize the system for the long term— a massively higher gold price is needed.

I spelled that out in my 1993 book, Crisis Investing for the Rest of the ’90s. I came up with numbers. Depending on which parts of the money supply you wanted to use, gold would have to be many thousands, perhaps $40,000 per ounce.

A general article:

https://www.zerohedge.com/precious-metals/why-chinese-gold-mania-may-be-starting

Also in the newss:

President Macron said France will attract €109 billion in data centres and AI projects "in the coming years," making it the first European country with AI infrastructure on par with the US and China.

https://www.euractiv.com/section/tech/news/france-unveils-e109-billion-ai-investment-plan/

I heard, highest gas prices, now, in Europe, in the last 2 years

On this web page (LSE-what's hot of 28.1.25) it discusses scgl, (timebar 3.50-5.04)

Did he say (just checking), I know the result already, can't share it.. am satisfied?