Member Info for bonker99

Yup - someone is gonna have to talk to someone unless the MMs start printing shares.

God forbid they should actually, y'know, make a market ...

Ooh - perhaps he's been tipped the wink then cos I'm as sure as I can be (and have mentioned this before) that any deal with the US military would have to be kept quiet for as long as possible - might explain Friday's MM shenanigans and yesterday's volume.

Neodymium still climbing chaps , +12.6% for the month now.

They wouldn't let anything other than a 1 share buy go through on Friday - even with a limit order.

Expect games.

Agree.

Virtually no ceiling on this mofo as it's so low - hoping for special things here over the next 12 weeks/months.

So far, so good.

Already in - on cusp of a breakout, I like 2s here.

The US military is obviously a big pull but tbh, it's the Unipart collaboration that really made my ears prick up, they're obviously huge but also growing really very nicely themselves, even within the aero industry (Airbus), so that would be an unbelievable partner going forward.

The recycling is exciting but I'm also keen to see amended (improved) PFS/DFS numbers from the Pulawy separation plant in Poland after the MDA drops.

Agree about the supply chain though - if you can disrupt the supply chain by cutting out multiple middle men to vastly boost profits over a 20-year period then you can imagine some of the "offtake" deals that could be coming our way from fresh REE dirt through to finished magnets for the likes of Unipart/Bentley et al.

Neodymium hasn't traded @ the long-term price of 400k Yuan since 2020 - the massive rise to 1.5m Yuan 18 months ago is obviously the return-to target and a handy 2.5x of where the current price is - TA guys will get the significance of that and why the price appears to be bottoming/bouncing from 600k Yuan, likewise 10p here.

Neodymium makes up 25% of the product from Songwe but c65% of the revenue with a DFS Neodymium price of around 3x the current price which is why we're at 10p of course but it also means that significant rises in the Neodymium price are very relevant here ...

Morning - Neodymium now an impressive +10.8% for the month - I wonder what/who is driving that ...

;)

BFS = DFS = BFS - it was completed last Summer.

https://www.mining.com/mkangos-dfs-indicates-us559m-post-tax-npv-for-songwe-hill-rare-earth-project/

Agree - there's more than enough inference of American involvement here already and I doubt that Cotec would throw themselves at it in the manner they have if they thought the Chinese could/would weigh in.

Morning.

Timely - hold onto those shares peeps.

Me Spideysense is still tingling for next week.

More for me at 10p.

Got me feet up now - will wait for the 20x.

Chocks away!