Member Info for bonker99

I have no reason to think this can't do 70p in a straight line from here.

Already mentioned it a few times over the past couple of weeks.

I like c£1.10 then £1.70 by Q3 at the latest.

If things are that bad then I wouldn't be surprised to see the US govt offer us £5 per share for the IP to resolve their issues within a couple of years cos it's many times quicker than any other solution and relative tuppence ha'penny compared to the US defence budget.

You want feedstock? How about the World's biggest consumer for the past 50+ years?

F35s being delivered without radar.

"Over 400 kg of REEs are needed for each F-35"

https://x.com/bonker99/status/2021527318376886297?s=20

F35s being delivered without radar.

"Over 400 kg of REEs are needed for each F-35"

https://x.com/bonker99/status/2021527318376886297?s=20

"You can't have a robotics revolution without a rare earth magnet revolution.

And Morgan Stanley is predicting a 477x growth in demand. "

https://x.com/MMMTwealth/status/2020983952748708281?s=20

Re Rare Earth magnet demand - good post from Myles.

"Morgan Stanley is predicting a 477x growth in demand. "

https://x.com/MylesMcNulty/status/2021259275352318099?s=20

Agreed entirely and I was, literally, just viewing the chart for 2027 30 minutes ago and trying to judge where the market thinks this may be in 9-18 months time - in a straight line (usually very unlikely but then Neodymium won't stop going up so ...) it's many Pounds per share.

Nice close.

"CHINA SHIPMENTS TO U.S. SLIDE SHARPLY IN JANUARY

U.S. container imports fell 6.8% in January from a year earlier, after a tariff-driven surge last year, according to Descartes Systems Group.

Imports from China dropped a sharper 22.7% to 771,093 TEUs, though China still made up one-third of total U.S. imports. Overall volumes remained above historical averages, suggesting steady demand rather than front-loaded buying.

The data highlight the ongoing impact of U.S. trade policy on consumer demand and economic activity."

Must..have..inflation..

https://x.com/DeItaone/status/2020854230433546433?s=20

1m CNY/t breached and still going ...

$$$$$$$$$$$$$$Kerching!

As mentioned last week - my chart read suggest very much higher prices "expected" here (3x+) over, broadly speaking, the next 6 months or so.

There are any number of news items that can get that ball rolling but in the meantime we cool off and time our way to the start of the next, very, very long leg upwards.

When you're in as steep a bull channel as this then at some point you have to go sideways before you can go up again - it's not rocket science.

Again, keep your eyes on the Neodymium price prize - it's the catalyst that multiplies everything here and it keeps going up ...........

"the ceo bought £50k and now they suddenly “upgrade”"

If there's a bigger buy signal than that then I'm yet to see it.

I'd love to see the sensitivity analysis for the effect on NPV of Neodymium at c1m CNY/t ...

Yes - they're implementing zero risk, or as close as they can get to it - if there's a better pump for share prices in the sector then I can't think of it.

I liked c80p here even before the Rare Earths discovery so ...

U.S. VICE PRESIDENT VANCE: U.S. WILL ESTABLISH SYSTEM CREATING PRICE FLOORS FOR CRITICAL MINERALS

U.S. IS PROPOSING A TRADING BLOC FOR CRITICAL MINERALS, VANCE SAYS

U.S. VICE PRESIDENT VANCE: U.S. WILL ESTABLISH SYSTEM CREATING PRICE FLOORS FOR CRITICAL MINERALS

U.S. IS PROPOSING A TRADING BLOC FOR CRITICAL MINERALS, VANCE SAYS

I'd love to know what price Sprott bought at.

40p or I don't know WTF I'm talking about ...