Member Info for BlueGlow

Rare Earths in U.S Defence:

https://www.visualcapitalist.com/visualizing-how-rare-earths-power-u-s-defense/

Https://www.youtube.com/watch?v=59k_kN__TNw

Yikes. The Law Society says No. Plus should she resign.

Zak and the magic charts:

https://www.youtube.com/watch?v=qO9GjU9l_xw

Copper price must rise to overcome supply deficit, warns BHP:

https://resourcesrisingstars.com.au/copper-price-must-rise-to-overcome-supply-deficit-warns-bhp/

Https://www.lse.co.uk/profiles/troajan/

Hope that helps :)

Top Copper Plays in 2025:

https://www.youtube.com/watch?v=Ucmb2lhTBbo

ALRT, continuing to motor.

https://thatstocksguy.substack.com/p/defence-holdings-the-ground-floor

"British companies shed jobs at the fastest pace in four years over the summer, according to a Bank of England survey that suggests the fallout from Chancellor of the Exchequer Rachel Reeves’ first budget is still reverberating through the labor market."

https://www.bloomberg.com/news/articles/2025-09-04/uk-firms-cut-jobs-at-fastest-pace-since-2021-boe-survey-shows?srnd=homepage-uk

"Construction activity in the UK fell for the eight month in a row as the industry suffers from a drop in housing and civil engineering projects. Employment also continued to fall as businesses freeze recruitment.

The UK construction PMI for August rose to 45.5, up slightly from 44.3 a month earlier, yet still far below the 50-point mark which separates expansion from contraction."

Hey sectorbreakdown,

Hope you are doing ok :)

PRD,

A lot of things that could be happening, but probably aren't. Low on cash.

Unless they get a JV, it's probably a case of when they come to market for more imo.

GSCU,

Don't know if they need cash, but resistance at 1.7 might slow the dip.

"Follow-up ground exploration including detailed mapping and sampling will be prioritised to target the next phase of RC exploration drilling to commence in the new year."

AIM doesn't like waiting though.

Yeah, all good thanks :)

Good morning kenny :)

TUN, Hemerdon tungsten and tin mine in Devon, UK.

Received an LOI from the Export-Import Bank of the United States the other day. Possible $95 million in finance.

"According to the LOI, the SCRI aims to help secure supply chains of critical minerals for U.S. businesses, helping them better compete in the global marketplace. EXIM has also identified the Project's potential tie in with its China and Transformational Exports Program ("CTEP"), which directs EXIM to take steps to mitigate the competitive impact of export support provided by the People's Republic of China and other covered countries, and to advance the comparative leadership of the United States in key export areas. In line with these initiatives, Hemerdon is a candidate for financing predicated upon its offtake sales of material to U.S. buyers."

“Self-defeating” tax rises and persistent inflation are to blame for the recent surge in Britain’s borrowing costs, Rachel Reeves has been warned.

Simon French, chief economist at Panmure Liberum, said the increase in UK gilts – a benchmark for the cost of servicing the national debt - was creating “angst” around Britain’s fiscal position.

He said: “Self-defeating tax increases, asymmetric inflation, and central bank asset sales are all UK factors that have acted to amplify the global grind higher in sovereign interest rates.”

"Mr French said Ms Reeves was facing a black hole of between £20bn to £30bn in the upcoming autumn Budget."

Morons, lol.

With Silver over $40 an ounce and expected to go higher if rate cuts materialise, Alien metals, UFO, seem to have picked a good time to start drilling.

Worth having a look at recent updates imo.

Delay of a few weeks before phase 2 commences.

GEMR, big mover early.

Don't know that the RNS warrants such a move tbh, but i only skimmed the update and the Mcap is a joke if they can start getting some emeralds sold via auction.

They have an emerald mine, think it's the Cobra pit, part of the Gravelotte mine in South Africa.

Traded the company when they were under the URAH ticker.

Probably worth another look now they seem to have some cash backing.

Pulsar Helium.

Zak Mir talks to Thomas Abraham-James, President & CEO Pulsar Helium:

https://www.youtube.com/watch?v=3woPmZelh6A

Keep reading predictions for a Uranium bull market.

Rick Rule, Uranium Investing Masterclass:

https://www.youtube.com/watch?v=mLGEfh0lWzI