Member Info for bonker99

Clever, clever bod.

All great companies that turn into giants do so by accretion - we're a Jupiter in the making I feel and while we're not there yet but we're looking like a Mars right now at the very least.

I do feel that there's a hyper smart/connected guiding hand at play here and to that end, I'm starting to view this is investable from the perspective of possible passive income/pension on a long-term basis, it's increasingly looking very, very well managed and guided with a possibly startlingly bright future.

Probably explains the recent trading IMO - great news.

Grok on the current situation:

Current State of Play (as of mid-May 2026)Truces and diplomacy: Multiple temporary deals (e.g., October 2025 Busan summit truce, extensions/suspensions). A recent Trump-Xi summit (May 2026) produced a White House statement that China agreed to "address" US concerns on shortages of specific materials like yttrium, scandium, neodymium, and indium. However, this falls short of removing controls — Beijing's own readout downplayed or omitted it, and the export control regime largely persists.

reuters.com

Ongoing frictions: Controls have been eased selectively/periodically (e.g., some suspensions until Nov 2026), but exports remain volatile, restricted for defense-related uses, and tighter for the US than some allies. Shortages persist in niches (aerospace, chips).

csis.org

Broader context: This is embedded in the wider US-China trade/tech war (tariffs, export controls both ways). REEs give China asymmetric leverage that the US can't quickly neutralize.

Bottom line: China holds the stronger hand due to its near-monopoly on processing/magnets and can dial restrictions up/down for geopolitical effect. The US is making structural progress on diversification (a long-term necessity), but remains exposed in the near term. Expect continued volatility, high prices for certain REEs, and diplomatic horse-trading. Full decoupling or "China-free" supply is years away.

*CITI SAYS OIL UNDERPRICED ON TAIL RISKS

*CITI EXPECTS BRENT TO HIT $120 NEAR TERM

*CITI FORECASTS 2027 OIL AT $80–90 BASE CASE

*CITI SEES BRENT BULL CASE AT $150

From N/T @ 47p to 44/45 in a flash - who knows what's going on out there but there's defo something going on.

10-year @ 4.66% - not good .........

"tax efficient".

* laundering

Need to rationalise the issue - 8.75b shares is nonsense and a clear bargepole signal.

I still like c60p if she's in the mood for it - baffling trades again but chunky too!

Well someone certainly seems to like 46p.

Final word (lol) on the coin toss - it wasn't about probability, it was about effect on SP - presumably -ve with enough time gone by without it happening, presumably a doubling or so of the current SP if it does.

I cannot imagine how it does not happen given the macro etc.

Everything takes longer :)

Cotec's numbers are stellar without doubt.

Quite :)

@jimzi - you don't half sound like a pro with something to sell to people with that rhetoric ...

I didn't buy at 33 - I got 35p IIRC and traded much of it to my publicly shouted upper 40s target - then I shouted a 43p bounce and bought there - I've not done anything with those shares yet cos I don't do 10% swings.

Everyone seems ok with edsuk et al referring to real revenue being apparently later than hoped for re TPAs etc last week but whenever anyone else does it and suggests it could eventually weigh on the SP over time then it's FUD - why is that - is it not the inevitable conclusion, seems reasonable to me at a £178m mcap?

Revenue is shades of grey, we can all argue about how much and when etc.

The SPAC either happens or it doesn't, it's binary, black or white, a coin toss.

You guys don't help yourself on these boards at times - chill out.

I don't find it that odd myself and Kat's point re revenue does have some merit IMO - we have a pretty fat £178m mcap for a company that is effectively still pre-revenue, that's pretty good going and shows the heat in the sector but it won't last forever without the revenue hitting the bottom line sooner rather than later.

The SPAC is the coin toss of course which may double the mcap on its own but it's far from a done deal - until it's a done deal.

Baffling trades/prices.

I like 370s this month tbh

OP charging ....

Seriously chunky trades.

He's far, far worse than that ...........