RE: Outlook30 Dec 2025 00:14
Hulkm & Cybberbub ~ Depending upon where your own interests lie, you are both correct. From a purely technical viewpoint, there are three main drivers to every Mining company's Share price at any given time: 1) The fundamental physical aspects of a mines operations such as: Logistics, Orebody, Process and Commodity economics. 2) Market Sentiment ie the Public's capacity, desire and appetite to be involved and 3) Manipulation by entities with ulterior motives ie China, Brokers, Traders, Competitors and Sharks.
In Pensana's case, Fundamentals are pretty much down to the BOD's ability to identify and execute the development of Longonjo. We know the deposit is there and that there is going to be a strong demand for our product. The Geo-political aspects are sound, and the economics are improving rapidly on multiple fronts.
The second driver ~ Market Sentiment, is down to each Shareholder's personal perception and financial situation. When Pensana moved from Australia to London, the UK was on an emotional high, Brexit was driving an economic resurgence, British sentiment was positive, our SP reached an all-time high. Covid and a birthday party destroyed all that! Britain became rudderless and consequentially people have lost any appetite for financial risk, Sentiment collapsed along with our share price.
Not so in the USA. One thing that the Americans do well, is to thrive under adversity. Once the US finally woke up to the prospect of being captive to China's monopolization of Rare Earths, they decided to fight back. War means $$$ can be made in the USA, Sentiment and the expectation of future profits are so strong there that the share prices of any company involved in the development of Rare Earths has go thru the roof! hence Pensana's NASDAQ listing.
Lastly ~ Manipulation. It is now a given that China has been attacking the development of every RE Company on multiple fronts, Geo-politically in Greenland, Tanzania, South Africa and thru the Markets: GGG, PEK, ARU, MP, LYC, NTU; we would be mad to assume that they have left Pensana alone? Brokers are primarily interested earning commissions and could not care less where the money is coming from. While some Traders, may be trying to accumulate a position at the lowest carried cost possible, most are parasitically milking volatility to fill their pockets and do not consider the bigger picture.
Five years ago, before it became apparent that global demand for RE's was going too far exceed any capacity to supply; there was a lot of negative speculation published on various forums by existing producers and competitors jockeying for position. Thankfully this trolling has now diminished although a few suborned soles remain.
The last category 'Sharks' are ever present, and usually unseen until too late. The prime example is Shenghe's acquisition of Ngualla, and their ongoing battles for NTU and ARU. In each of these cases blatant SP manipulation is evident, for us Shibian-Stillwater, was a
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