RE: IPO Price30 May 2025 09:43
Yup - it's everything we hoped for over the last few years but it's since been gold plated by the macro.
Even while the tariff war was being diluted/talked down, the vibe on FinTwit was that the (still in place) Chinese move on Rare Earths had actually rocked the US because of its impact on military matters - if the US Govt/Pentagon ends up throwing kerazy money at this sector in the months ahead then it should come as no surprise.