Member Info for bonker99

"The biggest supplier of #rareearths ex China is #Lynas 🇦🇺. They operate in an area of Malaysia called Kuantan. The Malaysia-China Kuantan Industrial Park (MCKIP) is a joint venture b/w Msia 🇲🇾 and the govt. of China 🇨🇳. Lynas have until Jan 2024 to cease their operations in Msia."

They're nationalising Lynas' project!

How much more of that to come courtesy of China eh - they make the most profit from Rare Earths going through the roof of course ...

https://x.com/mineralsmindset/status/1701219276567568461?s=20

Two tons of Rare Earths per 3MW wind turbine - blimey, I had no idea it was so much!

https://tinyurl.com/32rcz7tr

Great oaks/acorns etc.

This is going to be a very interesting year here.

Ooh - more money.

Funny what I said last week about stuff hitting the wires from this week - funny old game.

Big news that as it implies more of those deals going forward.

We're starting to monetize guys and gals - even before the plant(s) are up and running ...

Evening.

I'd suggest that it's China making them do it - literally paying them to do it most likely.

Regardless - when this multi-year downtrend line gets broken, NdPr is going to fly, for a long time.

https://x.com/bonker_99/status/1701324197035696635?s=20

Keeps on giving :)

I read the Pfizer contract in full at the beginning mate - courtesy of a North African country IIRC - I like to think I stopped at least a dozen friends/family from doing it based on what I read.

Poor old dog :)

I'm in no rush but I just wondered what happens here when the EU critical minerals stuff hits the wires from next week so chalk another 50k up for moi.

Topped-up again - timing/price feels right.

Try putting a mirror image of Musk's new "X" logo next to itself ;)

Right under your nose as it always is - nobody to stop them, except (maybe) Putin.

Best not assume it's not already been signed off eh? ;)

Money guys say when - Money Guys say when on all sorts of things, like EU sign-off for Critical Mineral Acts etc ...

Would that be the same Tony Blair that removed the death penalty for treason in 1998?

A long time in planning this and, yes, way further back than 1913 (1694).

I was aware but that is very useful - thanks.

Nothing experimental about it.

Policy is dictated by bankers and industrialists - wake up.

The Fed, US income tax and WW1 all initiated within months of each other around 1913.

The WEF was formed in 1971, the same year the China "deal" was done via Kissinger (not his real name - these guys change family names often ...), the Dollar became untethered from Gold and a certain banking family, yes, THAT one, discovered mRNA.

There are years and then there are 1913 and 1971.

Are we nearly there yet?

"I think it should go without saying the WEF & UN can’t dictate UK policy."

Wow ...

I told you it was worth multiples of 20p a few weeks ago :)

Helluva trend line off 11.00p here - US "jobs" in 90 minutes.

Neodymium now +15.3% for the month and right on a long-term breakout line - it'll come - it's all for nought anyway without that price picking up ...