Member Info for bonker99

You're reading but not understanding :)

Anyway - lift off is here ...

In 3..2..

NOMADs release news mate, not companies ;) ;)

I imagine that amongst all the handshaking re Pulawy there'll be some influence on the recycling side for Mkango itself - if it's what you know AND who you know then ...

MMs struggling to hold onto 13p - it's going to go £Large beyond there.

My chart view FWIW - I've always liked 26p and we know she's worth it at this stage:

https://x.com/bonker99/status/1904507709661086194

I would take that as read mate until proven otherwise.

I only just noticed the reference to connecting with offtake partners too so that really is all of the project risk wrapped in EU cotton wool.

Massively derisked - I like that.

Pulawy pulls the Songwe rare earth costs down significantly so, yes, getting it green-lit with funding and a vastly accelerated approval timeline should boost the SPAC valuation markedly IMO.

Great news and well done guys - just wondering how this affects the potential SPAC valuation ...

Cayman crew just dumped 13.7m of shares @ £2?

Sixes is a retail rate to my mind but then you're talking about the better part of a billion bucks here.

Hard to believe that the 10-year will rise in the coming years given current debt levels and Trump's insistence that rates come down but he also wants oil down.

Difficult circumstances to weigh up anything of this nature IMO but ultimately there'll be a reason they refinanced and a reason it was at sixes.

I should point out of course that any creditor being paid back in Dollars over the next 5-10 years is likely to see themselves decimated in real terms due to inflation and the tens of trillions of Dollars the Yanks will print in that timescale - that alone could account for the relatively high rate, nobody wants Dollars over the next decade ...

It's a good deal for those yielding 6.3%, that's for sure, especially in what's likely to be a low(er) rates environment over that timescale.

That's why they're doing it.

Must..have..inflation..

The salient point though is that China control 90% of the World's Rare Earth supply ...

BREAKING: Missouri is moving quickly to seize Chinese-owned farmland and other assets in a bid to collect its landmark $24 billion civil judgment against Beijing for harm caused by the COVID-19 pandemic, Attorney General Andrew Bailey says.

Copper chart - I genuinely like $-8 here ..

https://x.com/bonker99/status/1904095299791888667

Copper chart - I genuinely like $-8 here.

https://x.com/bonker99/status/1904095299791888667

Copper chart - I genuinely like $-8 here

https://x.com/bonker99/status/1904095299791888667

New ATH for Copper @ $5.20 ...

New ATH for Copper @ $5.20