Member Info for bonker99

Morning.

Bright start - Neodymium jumped +2.93% today.

Copper in process of breaking out chaps - a perfect storm ...

Nice post.

FWIW - it was always the mine that had me accumulating over the past year or so here and while I liked the sound of the recycling stuff I couldn't put a number on it so that kinda wobbled me somewhat but I kept buying knowing the real-world value of the mine.

But then Cotec dropped the DFS numbers for their US recycling plants showing a 2.5x of the input price vs the *current* rare earths basket price and that kinda blew me away.

I had no expectation that the profitability would be that high from today's relatively depressed rare earth prices and since then I've been slicing out of other instruments to add increasingly here for the past few months as each of both options (mine/recycling) are clearly worth multiples of the current mcap.

If the Neodymium price balloons - perfectly possible re Trump/China - then you may well need two hands to count the bags, even from 10p.

Blimey.

Someone's cleaning them out by the look of it - can dump a decent chunk @ 10.5p now.

These are very chunky trades and I don't think they're sells - I also don't think they're PI buys ...

There'll be games around here for sure - those 200k+ trades smell like II to me - things tend to change at a £100m mcap.

Multiple 250k buys - hmm ...

240p mate.

Because mid 10s is where they potentially lose control if it's defeated and it becomes the new floor - I wouldn't take any notice of the "sells" myself tbh - they're reliant on impatient/dumb PIs now ...

Brute force buying - frightening sometimes how much money some people have.

Don't worry - $3.1k will break him.

https://x.com/bonker99/status/1887055801656791228

Gold @ $2,865

Gold @ $2,865 - fingers crossed.

Sometimes Pro Real Time but mostly IG's own charts as it gives intraday in real time etc.

I keep thinking about that myself - I'm 2 miles away from it ...

We're setting up a lovely channel on the daily via the rising Golden Crossed MA50 - now at 9p - the other side of that channel remains to be seen but I wouldn't be surprised to see mid-teens soon - the MACD swing on the daily is very aggressive. I mentioned moving to/wards 20p last week - we've effectively setup an 18-month IH&S from 4p>12p >20p ...

As I mentioned on Twitter earlier, once this sets 10s as the new floor then there are some stellar targets on the horizon from a technical perspective and we know the fundamentals support those targets so it's all to play for.

OMG mate HOLD for at least another couple of years ...

Guys, Trump just put Rare Earths on the radar of every investor in the World and we're one of a handful of companies with sizable 18 year LoM mine project fully costed to DFS level and shovel ready with an MDA to boot.

Moreover, we're about to drop that asset (which I value at £100m+) into a NASDAQ SPAC fairly soon so it's hardly surprising that we see some new money arriving today - this could go on for a while ...

US JOLTS JOB OPENINGS ACTUAL 7.6M (FORECAST 8M, PREVIOUS 8.098M)

Sweet