Member Info for bonker99

JUST IN - U.S. Embassy in Qatar suddenly urges American citizens to "shelter in place" until further notice.

https://x.com/disclosetv/status/1937114100766474246

JUST IN - Russia ready to help Iran, Kremlin says.

I'm as sure as I can be that you'll be able to add another $100 to that op this year.

Trump has bombed Iran.

Morning.

"China has decided to embrace Western media's "overcapacity" criticism and voluntarily reduced rare earth production.

In May, exports hit a five-year low.

China hopes this satisfies Western media."

https://x.com/bonker99/status/1935950827434172532

BREAKING: Iranian State TV has said: "Tonight, a great surprise will occur, one that the world will remember for centuries."

You may see that but it's also a coin toss that you get a 10% gap-up one day and she never looks back such is the macro.

Buy a ticket IMO and hang on.

"The Chinese President warns that if America disregards global sentiments, it will face repercussions, emphasizing that the world can continue to advance without US involvement."

Added.

Go.

An incident in strait of Hormuz. Large container ship on fire.

https://x.com/MonitorX99800/status/1934986915628843173

JUST IN - Radar data shows multiple U.S. military aerial refueling aircraft heading to the Middle East, escorting fighter jets.

https://x.com/disclosetv/status/1934969813127827473

JUST IN - Chinese Embassy evacuates personnel in Tehran: reports

Who knows.

It still has a whiff of VWAP to moi and I'm fine with a discounted placing to, er, "oil the wheels" as it were but agree that no double-digit % discounts should be handed out at this stage.

All part of the building phase IMO so not concerned - some of us still have single digit averages so, again, just part and parcel of a long term hold, sometimes the SP/mcap needs to pause to align other moneyed ducks to enter the fray but the outlook is simply stellar here.

30p would barely cover Songwe, never mind the recycling IP and production plants but I agree it's a sitting duck here and now.

Fair value must be north of 50p given the macro.

CHINESE EMBASSY ADVISES CITIZENS TO LEAVE ISRAEL THROUGH LAND BORDER CROSSINGS AS SOON AS POSSIBLE

Https://www.mining.com/web/column-global-imbalances-grow-as-ever-more-copper-flows-to-the-us/

Https://www.forexlive.com/news/china-refuses-to-approve-exports-of-specific-rare-earth-metals-used-in-us-weapon-systems-20250616/

Makes you wonder whether GKN themselves might want a piece of this ...

The UK Maritime Trade Operations (UKMTO) has issued an alert regarding a notable rise in electronic interference in the Straits of Hormuz and the wider Gulf region.

📡 Key Details:

•Automatic Identification Systems (AIS), used for tracking maritime vessels, are being significantly disrupted.

•This interference is impacting ship navigation and situational awareness in one of the world’s most critical maritime chokepoints.

•The cause of the interference has not yet been officially confirmed.

🌍 The Straits of Hormuz is a vital artery for global oil and cargo shipments, and any disruption raises both security and economic concerns.

⚠️ Ships operating in the area are advised to:

•Remain on heightened alert

•Report any suspicious activity or further navigational anomalies to UKMTO

JUST IN - Increased electronic interference in the Straits of Hormuz and Gulf, significant impact on AIS — UKMTO