The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
$100k Bitcoin lining up above us but time will tell.
https://x.com/bonker_99/status/1765303093254606895?s=20
My view - $2,700/$34 by EoY
https://x.com/bonker_99/status/1764979107027161239?s=20
The Uranium would be amazing to get going but one thing at a time I guess - it may follow on quickly though once the initial MDA is signed off - you certainly won't have a problem raising money to develop that in the current climate.
BTW chaps - while I know it's dark right now, don't underestimate that news about the Vice Admiral joining Cotec's board - that guy gets to pick and choose in the US without doubt so the fact he's picked Cotec really is something ...
They're willing to let someone develop a Rare Earths mine on their land mate - most countries won't do it because it's so toxic - they're in a strong position but then so are we cos there ain't many fully costed Rare Earth projects around - it's a win/win.
Agree that the mine/MDA is irrelevant with respect to putting a floor on the mcap - the sum of parts re all the recycling stuff easily supports a c£15m mcap floor.
An MDA, however, makes Songwe sellable and given its strategic nature, the current price of Neodymium may not be as critical as you may think, if people need the commods then they need the commods, period.