Member Info for bonker99

Quite agree - I've added another 20k in a PF rebalancing.

Someone is going to clear this out below 70p and make that the new floor - timescale unknown but it's coming.

EU to Offer US Critical Minerals Partnership to Counter China

The European Union plans to propose a critical minerals partnership to the United States this week, aiming to curb China’s influence and shape the Trump administration’s push for global agreements. The EU is ready to sign a memorandum of understanding to develop a Strategic Partnership Roadmap within three months. The plan seeks to reduce reliance on Chinese minerals through joint projects, price support mechanisms, market protections, and secure transatlantic supply chains. It also stresses mutual respect for territorial integrity. The proposal coincides with US-led talks among allies to cut dependence on Chinese rare earths.

https://mktnews.com/flashDetail.html?id=019c23d2-4d1a-7553-a54a-f069b7ac2cca

US TO HOST CRITICAL MINERALS MINISTERIAL ON FEBRUARY 4TH

This thing trades like a meme coin - who knows what's going on in the background but rare earths will continue to be the focus of money this year, maybe all the more so now the PM gang have had their wrists slapped.

I've never really thought about the M&A side of things because the NPVs of the recycling plants are so stellar with Neodymium where it is now.

The reality of course is that I won't be the only one seeing those telephone numbers adding digits by the quarter over the next couple of years.

The fact is that we're still early here - if they want it "cheap" then now's the time ..............

Still struggling to see the headwinds here for the very forseeable - have to believe this will multiply this year and again in 2027 ...

Topped-up again, big enough that they've delayed it lol

US-LISTED SHARES OF RARE EARTH MINERS AND CRITICAL MINERALS UP PREMARKET AFTER REPORT TRUMP ADMIN LAUNCHES $12 BLN MINERALS STOCKPILE TO COUNTER CHINA.

UNITED STATES ANTIMONY UP 6.2%, RAMACO RESOURCES UP 3.8%.

LITHIUM AMERICAS DOWN 4.3%, NIOCORP DEVELOPMENTS UP 3%, SIGMA LITHIUM DOWN 6.2%.

USA RARE EARTH UP 6.7%, MP MATERIALS UP 4.5%, CRITICAL METALS UP 8.4%.

https://mktnews.com/flashDetail.html?id=019c1e54-c34e-7553-a53a-6be64320b161

Https://mktnews.com/flashDetail.html?id=019c1e54-c34e-7553-a53a-6be64320b161

I had a couple of my twitter followers ask what to do with their +200% SILJ positions the week before and I told them it's up to them but I'm in the business of making money on here then doing stuff in the real world with it and I'm already out of PMs across the board. One said he sold half his SILJ the next day so that saved him a packet :)

I've never regretted banking a profit myself, even if something goes on and doubles later on - there's always tomorrow and the next share ...

agree with all of that.

fwiw - my chart view on silver, having taken some **** on twitter for selling up prior to the crash (chinese new year holiday duh!)

neodymium just keeps on going straight up though so stay with it for the forseeable imo - all those pm profits will be looking for a new home thru h1 ...

https://x.com/bonker99/status/2017338966966484994?s=20

Morning,

This and SVML just about the best today in my 100+ share watchlist - I dare say there's a reason for that.

A moment's silence for those still holding Silver miners please.

Gave up waiting for my 36p pivot to break ;)

Perhaps that's what breaks the triangulating Bull Pennant - I'm eyeing at least £1 on that.

After he's bought of course - legend ;)

A bit like my chart drops ;)

Which is why I keep focusing on the neodymium price because it leverages everything up the yin yang.

They're hiding the big buys ...

Kerching!