Member Info for bonker99

Morning.

"The magnets are performing just as good as traditional magnets, which is an unreal achievement"

It really is - because in the green ESG era you can offer a choice of dirty/dangerous sourced magnets or pristine save the planet magnets which has to be seen as an out and out commercial advantage - the carbon offsetting could come into play for a direct financial advantage too.

I know which ones Musk would want.

IRAN SOUTH PARS GAS FIELD OUTPUT AT ONE PLATFORM HALTED: TASNIM

ISRAEL HITS IRAN SOUTH PARS GAS FIELD; PHASE 14 ON FIRE: FARS

Let's finish off with some more good news re the reality of China's position on Rare Earths exports vs Trump's usual BS:

"Trump lied. Again. Delusional.

China REE export licensing will only be for civilian uses, monitored, 6 monthly renewals only if compliant. No onward selling."

https://x.com/Kathleen_Tyson_/status/1933571801466221005

IIs and other HNWs won't show their hand until the order is complete.

JUST IN - Pentagon orders destroyers, including USS Thomas Hudner, toward the Eastern Mediterranean — POLITICO

You may well be right.

They moved the SP up as soon as I mentioned a placing (which is why I did it) - a pretty good signal ...

Israel’s Energy Ministry says it has ordered a temporary shutdown of natural gas fields for security reasons, as the country prepares for potential Iranian retaliation - FT

Game on!

NOW - Iranian port of Bushehr at the Persian Gulf on fire.

https://x.com/disclosetv/status/1933516441346547974

I only have a $37 target for Silver so keep that in mind as well as £1.50p here.

When you get a large and long-term move in a given sector than it's always the biggest producers who move first/quickest.

Look to your junior/explorers in 3-6 months time.

I can promise you that the phone at Mkango HQ won't have stopped ringing these past weeks.

I'm expecting something at least semi-seismic imminently.

Don't touch that dial.

Uh hu - 2027 in Malawi if someone pulls their finger out ...

What price that Japan plant now eh.

I wouldn't be at all surprised to see a large placing around this price to accelerate Japan and other places, hell, maybe even India.

I wouldn't bother trying to analyse the trades here for a while mate ;)

Forget the North Sea and watch Hormuz ...

TRUMP TO ABC ON ISRAEL ATTACK ON IRAN: THERE'S MORE TO COME

Whoa - and so it begins!

"INDIA ASKS STATE-RUN MINER IREL TO STOP EXPORT OF RARE EARTH MATERIALS TO JAPAN AFTER CHINA'S CURBS, SOURCES SAY"

https://x.com/bonker99/status/1933472276177170501

@owlman - t-shirt etc over a decade and a half ...

We already hit the 38.2% retrace sunshine - try and keep up.

"NEWS: Ali Shamkhani has been severely injured in a strike targeting his house and hospitalized. Mr. Shamkhani is currently spearheading nuclear talks committee appointed by supreme leader and is former secretary of National Security Council."

He's now dead and so are any negotiations.

Agree about the pullback - 25% to the 38.2% Fib should do it nicely ;)