Member Info for bonker99

Double-bottom looks good for 4p.

Morning.

I suspect the tree-hugging beard guy may be talking his own fantasy ESG book.

Aluminium is a dreadful choice in many environments.

https://help.leonardo-energy.org/hc/en-us/articles/205394842-Why-use-copper-rather-than-aluminium-as-the-conductor-in-power-cables

Morning.

Nice battle at c0.60p resistance, she'll fly beyond there.

That light power usage is clearly another string to the bow.

@velcro - quite.

i can't imagine how they expect to be able to "catch up" via onshoring at all if their power grid is in such **** shape - that's a genuine national security issue imo.

i'm intrigued as to what they, obviously, have planned - the amounts of power generation, storage and distribution required for them to realise onshoring is vast, even by american standards when you take into account ai, robotics, evs etc.

little wonder trump nuked the copper price some months back but it's going to come storming back with unprecedented lack of supply from next year - the silver battery tech could be v interesting too.

in short though, that timeline of securing their own rare earths processing etc in 1-2 years is obviously a joke and mkango should have multiple recycling plants on the go by then.

"How does one reshore critical manufacturing like rare earths "at warp speed, within 1-2 years" (as some say will happen) when the wait for a factory electricity hookup is 3 years in most of the US (& up to 7 years in some places)?"

If that's true then America is in real trouble.

https://x.com/LukeGromen/status/1988256341870162203?s=20

Dropping the offer in the last minute for the 19th day on the trot lol

Desperate ...

I concur precisely and I've already mentioned exactly those numbers and timescales here.

I can't speak for anyone else but I'm here for the existing Carlow resources, what looks to be a new resource at Titan and the exciting prospect of an IOCG hit at Cassowary plus the Radio Hill plant - I'm pretty sure all of that is already worth north of tuppence at the current Gold/Copper prices.

If anything comes off at Paterson Central next to Haveiron then so be it but it's not necessary for this to at least 4x from here.

Came across my desk as it were:

The Rare Earths trade war just got complicated: Chinese industries need them here

https://x.com/Pinkcasso13/status/1987953694197850170?s=20

Guys, OMI's mcap is 4x ours - just saying ;)

Arguably an intraday IH&S to target c0.75p - certainly got the buyers today to make by the look of it.

That was another million for me BTW - remember what I said a couple of weeks ago - just get whatever you can below 0.60p and just hold on for six months.

Money is also betting on another rate cut in December too.

So, as predicted, they're going to run inflation real hot for years to come to reduce the debt (they have no other choice of course) - Gold will more than match that inflation in the ensuing shltstorm as it did in the 1970s.

If you haven't bought a house yet then you seriously need to get in, like right now ...

"The US Trump Administration is reportedly working on 15 year car loans.

US President Donald Trump also posted yesterday regarding allowing 50 year mortgages."

Seriously, start factoring in $7k Gold here ...

PPS: 13 g/t over 5m ;)

For those who need a visual of that:

https://x.com/bonker99/status/1988005160698662997?s=20

"This is very undervalued for 374koz of gold and 64kt copper asset (which the broker is saying likely goes to 1m) besides the other two exploration assets! One being Titan which has shown 5g/t over 13m and the other which is right next to GGPs Haveiron"

Three other exploration tenements (Cassowary - possible IOCG with 5-10km magnetic anomaly) plus the Radio Hill Gold processing plant in fact :)

BTW, Paterson Central isn't "next to" Haveiron, it actually surrounds it on 3 sides from just 2km away.

Well that's the suggested Bull Flag well and truly broken out of at super volume - I don't see how it doesn't reach my initial target range of 0.80-1p from this position assuming she can beat 0.60p of course, encouraging assay news will certainly make short work of that of course.