Member Info for biffa

I doubt if any of us were really interested if it was weekly or monthly but good luck elsewhere!

Quoted 47.5 to buy 200k a minute ago.

it's frustrating to see other companies, namely rea and reecycle, get $500m and $400m valuations on little more than an idea and a decent website.

no need to rehash the fact that just hypromag germany and the new add on would probably get the same valuation if floated tomorrow on the crazy nas.

we do seem to have a decent set of buyers out there taking out the frequent sells and my money is on them.

would much prefer to be sitting in the 60s awaiting the next news drop but such is life on ****ty aim.

so much news that could drop at any time so as the bod don't talk to us i assume they are talking to the chaps with the money.

If you wait for those 4 to happen then you won't be buying at 46p!

Whole point of investing is with a bit of luck your judgement will be rewarded with the company actually doing what it says it plans to do.

There are a host of pre revenue/loss making companies out there worth $billions.

Our Canadian/Aim listing/ 33p criminal raise, doesn't help but that's where we are for now.

If you had waited for SpaceX or Nivida to prove themselves you would have missed out on the 10,000% gains.

Sooner rather than later this will rocket, just a frustrating wait watching everything else going vertical.

That $400M SPAC for REEcycle is being led by Cohen Capital. What it does show is what a monster HyProMag USA will be.

It also shows yet again how pointless our Aim listing is as the read across is as an example HyProMag Germany could float at $400M alone tomorrow using the above metrics.

Out of interest does anyone understand their technology and how it differs from ours?

Perhaps a name change to HyProMag and a move to the main market should be next on the list.

Our new brokers have had 6 months to find a few institutions to invest and they are doing a pretty sh+t job imho.

Nice find Mr G.

'Notice to proceed expected H1 2026'

Start of construction H2 2026 with feed, off take and finance in place.

$1.5B valuation and planned listing EOY/Early 2027.

What's not to like? (Basically another $600M or £1.00 a share to MKA shareholders!)

Regardless of our SP today there were some decent sized buys in there to keep us awake.

Pretty sure the buying will outlast the selling at some point soon.

MP up another $1B and USAR $0.5B so it looks like last weeks China talks went well.

Even more reason for Germany and Poland to start spending some money . Last thing they want to see is France getting one over on them. USAR making it quite clear they expect shed loads of cash from the French Govt to make this happen.

Also another reason why $MP will be looking for attractive acquisitions outside the USA.

USA Rare Earth, Inc. (Nasdaq: USAR) (the “Company”), today announced that it intends to expand its metal, alloy and magnet making investment in France. This would build upon the Company’s previously announced French initiatives, which include a Less Common Metals (LCM) rare earth metal and alloy production facility at Lacq, and a strategic investment in Carester SAS (alongside InfraVia Capital Partners) to support allied rare earth processing capacity.

USA Rare Earth’s additional investment in France, which aligns with the Company’s planned agreements with the U.S. Department of Commerce, could exceed approximately €175 million through 2030 and could provide over 300 new jobs in the region. This investment would be in conjunction with French government incentives, such as the C3IV program, and with the potential of additional French government support including debt guarantees and possibly a direct equity investment into the USAR European subsidiary.

Speaking at the Choose France summit in Paris, Barbara Humpton, Chief Executive Officer of USA Rare Earth, confirmed that these strategic initiatives were underway, with magnet making in France as a key goal of the company.

“At USA Rare Earth, we are committed to creating resilient, regional operations as we build out the mine-to-magnet value chain. France is an attractive location, with a strong combination of industrial infrastructure, a re-emerging rare earth processing cluster, skilled workforce, and the policy support to rebuild critical minerals capability,” said Humpton. “We look forward to working closely with the French government and the broader European industrial community to make this a reality.”

Additional strategic investment in this vital French ecosystem would further extend USA Rare Earth’s planned operations in the country and reinforce the critical importance of the Lacq industrial cluster.

Must be close to the $100M Pulawy grant announcement.

You also get the feeling that HyProMag Germany expansion costs are going to be top of the list when it comes to those lovely federal grants.

Interesting days when you have proven tech that is actually better than the IP of the $5/10B kids on the block.

Then you have a soon to be event where we will have a Nasdaq listed asset worth 80p+ and a AIM casino SP of 50p.

Priceless stuff.

Interesting times ahead.

Remember that USAR paid $200M for LCM which was basically a shed, big fat loss , no IP but 10 year of connections.

I think HyProMag Germany and the new purchase covers that on it's own, leaving $500M SPAC, $500M HyProMag USA and HyProMag UK and ROW thrown in for free.

All the hard work has been done to give us the clean Nasdaq listing for Songwe, at which point MP or PE will come for us.

Vitol has shown zero interest in their holding so I expect them to be bought out prior to the bid or signed up onside.

Unless our SP starts showing signs of life to reflect our assets it will be a done deal at £1.50.

With luck someone will notice the arb opportunity on the Nas listing and it will be closer to £2.00.

MP at $11B can afford to be generous with a paper/cash split and certain advisors are already pushing it for the fees.

The boys will walk with £40M each and tied in for 2 years for another £20M.

Results are out on SEDAR if you want an early read. RNS on Monday no doubt.

'Mkango moves to $100k profit in the first qtr' could be a good headline!

Lots of magnets going to clients, multiple lines of enquiries from just about everyone, world is our oyster!

Hard to believe we are weeks away from a $500M+ Nasdaq listing with volume of 300K by midday yet MP and USAR can just go up another few $Billion on zero news because the USA market is just nuts!

Can't wait to join the fun.

I don't see any benefit for Cotec or Jules to drag their feet and I fully expect their Nas listing to happen a damn sight faster than ours.

Not that any of that matters as we will be taken out before the end of the summer anyway.

Northwards Advfn.

From Cotec yesterday:

Julian Treger, CoTec CEO commented; "CoTec had a strong start to the year, and our focus remain the operational roll-out of our operating business opportunities. We continue to make good progress at HyProMag USA where we are working diligently with our procurement partner ILS to secure and develop supply chains for our feedstock. We have commenced discussions with potential off-takers that would ultimately be required for our financing, and we are moving towards the ordering of certain long-lead equipment. Subsequent to quarter-end, on June 1, 2026, we will also be taking occupation of the leased facility for the Texas hub in Dallas-Fort Worth.

Four Companies Riding the Same Tailwind

Greenland Mines is far from alone in trying to build a Western alternative to China's grip on rare earths. Here are four other companies investors are watching as money flows back into this space.

1. MP Materials Corp. (NYSE: MP)

MP Materials owns the only operating rare earth mine in the United States — the Mountain Pass mine in California. The facility produces refined neodymium-praseodymium oxide and is now expanding downstream into rare earth magnets at its Independence facility in Fort Worth, Texas. [6]

MP has become a market leader thanks to government backing. The U.S. Department of Defense has taken a ~15% equity stake, secured a 10-year price floor of US$110/kg on MP's neodymium-praseodymium oxide, and signed a 10-year magnet offtake agreement. [6] Analysts expect MP to begin magnet sales from its Texas facility in the second half of 2026, transitioning from a concentrate seller to a finished-magnet manufacturer — a much higher-margin business.

2. Critical Metals Corp. (NASDAQ: CRML)

Critical Metals operates in Greenland too. In April 2026, the company closed its acquisition of the remaining 50.5% interest in Tanbreez, bringing its total ownership of the southern Greenland rare earth project to 92.5%. [7] Tanbreez is one of the world's largest known deposits of heavy rare earth elements, which includes dysprosium, terbium, and yttrium — the elements with the biggest supply premiums right now.

In March 2026, the company's board approved a US$30 million acceleration program to fast-track development, targeting first ore production by late 2028 or early 2029. [8] For investors comparing Greenland-focused rare earth plays, CRML is the most direct geographic comparable to Greenland Mines.

3. Aclara Resources Inc. (TSX: ARA)

Aclara is taking a different angle on the rare earth opportunity. The company has ionic-clay rare earth projects in Brazil and Chile, and in October 2025 announced plans for a US$277 million heavy rare earth separation facility in Louisiana. [9] Aclara, which is majority-owned by the Hochschild Group, says the Louisiana plant could supply more than three-quarters of U.S. dysprosium and terbium demand by 2028.

4. Mkango Resources Ltd. (AIM: MKA) (OTC: MKNGF)

Mkango is advancing the Songwe Hill rare earth project in Malawi and is also building rare earth separation and recycling capacity in the United Kingdom and Poland. Its dual ustream-downstream strategy aims to deliver European-processed rare earth oxides to Western magnet makers — a strategy that lines up with what Neo Performance Materials is doing in Estonia.

The rare earth investment thesis has not been this strong in years. China still dominates the supply chain.

120M shares so valued at just over £4M at the 4p a share delisting price?

I don't think any trades have ever happened on Jenkins so I think we just wait until the boss is happy with an offer for his 70%.

One thing for sure it will be substantially more than 4p a share.

Well worth reading the 59 page full year results.

Just wish I bought more when they hit 3.5p.

The results were good and the IM and Q@A was an excellent presentation.

Some real stand out investments that could make a massive impact on our SP going forward.

Pretty much a given imho.

Great fun watching the trades roll in.

50p getting smashed!

1.3M buys vs 200K sells

Our 50K seller has been replaced by 40k buyer!

One of my brokers suggested that the position being sold has now gone, based on yesterdays large sells and the odd amounts that were put on the book.

Every chance this follows Filtronic over the next few years, 5p to £5.00, if the T/O doesn't get us first.

Just fantastic.

Respectable BOD in place

Heavy lifting done since February with the SEC so just the final clearance.

Black and white for the value on offer. soon to be worth $billions.

Bidding war in the eventual T/O.