Member Info for Break100

I wonder why Traxy bought in?

“ Yttrium... $6/kg at the start of 2025 to $900/kg...

150x on the commodity itself”

Hope no one got shaken out.

Billions of barrels of oil in prime Alaska in a oil crisis with a billionaire leading the way.

Looks ready to rerate here.

Very undervalued.

This is why I say RBW should push to get a nasdaq listing, only 10% up on what is US government funding.

Remember when CRML nasdaq listed went up 1000% on US funding talks, I am not saying this should go up that much but the US markets are in a different league.

Simply stunning news today.

Read the presentation from a few weeks ago all timelines are in there.

A very good presentation I might add.

Basically saying the US government are involved.

Imagine if this news was on a rare earth company in the US would have multibagged on it.

Given the heavy US involvement now following this raise what are the odds RBW take their OTC listing and upgrade to Nasdaq?

6month comment has spooked people.

But nothing has changed really.

“ Part of a leading team of companies to address the UK's £27bn cyber resilience problem”

Very bullish statements and sitting on alot of cash.

Very nice.

Yes I think you are right those shares look very sticky at 47 p.

Some more space contracts and this could rerate a lot.

I take it there is a large seller that built a position and is now selling into MRE news.

Still following the EEE playbook so far.

On another positive note lithium is near multiyear highs again and up another 4% today, China control most of the global supply.

My take is TM1 has had a very rough time but with more focus on domestic supply and lithium up almost 150% since TM1 suspended they have a chance.

Will take patience to realise true value here as AI ramps up 2026/2027 but competitors like Landmark are valued 10x higher.

Positive news on strategic review and it multibags overnight you would think.

Report out.

Coming out of suspension that will annoy a few of the bashers.

IQE has the potential to be one of the biggest movers of 2026 as AI revolution ramps up, they control a huge share of global market.

All eyes on strategic review over next few weeks and months. Ups and downs along the way.

A lot of placing stock to churn that is the only problem.

Iran war not helping either.

10% down from 52 week highs and up about 3% today.

Up 125% from July 2025.

Lithium price climbing again.

Great figures

The only risk now is where tungsten price ends up in 2026, hopefully much higher