Member Info for dafad

To see if DH bought more on the dip last week

Circa 62 k buy by Cooley

23.41 % of the co

Https://www.share-talk.com/sp-angel-morning-view-todays-market-view-friday-7th-november-2025/

Https://www.ecofinagency.com/ecofin-pro/0711-50228-fitch-forecasts-africa-to-supply-7-of-global-rare-earth-output-by-2034

100-1 share consilidation

Headroom to raise 8m

Just skim read it

Interesting article

https://www.washingtontimes.com/news/2025/nov/4/trump-must-prioritize-development-domestic-rare-earth-facilities/

The objective, Mr. Willis says, is to “create a secure and scalable supply chain based on a vertically integrated strategy built on three pillars: a domestic rare earth hub for permanent magnet recycling, a U.S.-based heavy rare earth refinery, and the Ugandan mining asset with a 100% dedicated feedstock of rare earths, including HREEs, going directly to the URE refinery.” Nothing like that exists

Https://african-miningweek.com/news/dfc-strategy-strengthens-us-access-africas-critical-minerals

3 months timeframe is interesting

Https://finance.yahoo.com/news/cotec-engages-alliance-advisors-ir-120000747.html

Mining: from potential to fiscal anchor

Malawi’s Kayelekera uranium mine has officially resumed production, while major projects, Kanyika (niobium), Songwe and Kangankunde (rare earths), and Kasiya (rutile and graphite) are advancing toward development. Together, these assets could shift the country’s export structure away from tobacco and aid toward minerals aligned with the global clean-tech economy.

https://panafricanvisions.com/2025/10/malawis-president-mutharika-charts-an-economic-reset-rooted-in-production-discipline-and-dignity/

Not found a list of al 26 yet

From the article

The Recycling Story Nobody’s Watching

While mining companies grab headlines, rare earth recycling represents the overlooked opportunity.

Currently, less than 1% of rare earths get recycled globally, despite urban waste containing concentrations that often exceed natural ore deposits. New hydrogen-based recycling technologies can process end-of-life magnets into high-purity rare earth powders in 12-24 months, far faster than the 7-10 years needed for new mines.

Cyclic Materials is building North America’s first rare earth recycling center in Ontario, converting 500 tonnes of magnet-rich feedstock annually starting Q1 2026. That’s actual near-term supply that doesn’t depend on Chinese processing.

Companies like CoTec Holdings (developing hydrogen-based magnet recycling) and Ionic Rare Earths (focusing on heavy rare earth recycling in the UK) offer exposure without mining execution risk. The market largely ignores them because the stories aren’t as sexy as finding new deposits.

That’s an opportunity, if you’re willing to look past the headlines.

New R&D subsidiaries: The Company has also incorporated Solvonis Therapeutics UK R&D Ltd (United Kingdom) and Solvonis Therapeutics US R&D Inc (Delaware, United States). Together with Solvonis Therapeutics Ireland R&D Limited, these entities form a harmonised R&D framework spanning the United Kingdom, the European Union, and the United States.

Streamlining the co

Yes. Companies will be explicitly named.

I believe HyProMag is THE flagship in the G7 Alliance’s strategy to rapidly wean itself off of China’s rare earth magnets.

Eyes on volumes in Canada this afternoon, which is often leakier than the UK.

Https://www.lse.co.uk/news/uk-government-confirms-gbp55-billion-boost-for-science-and-tech-rd-yptihlm0xvpn529.html

I should point out I wrote the last paragraph

Mka HyProMag is so blatantly front and center in the G7's plans to reduce NdFeB magnet dependence on China.

I just can't believe how many people cannot see this.

Operating in the UK, close to completing construction in Germany, about to commence construction in the US.

Plans have been underway for almost 8 months, to roll out plants in Japan too.

South Korean and Canada also under consideration.

So within 2-3 years, HyProMag could be manufacturing magnets in FIVE of the G7 nations, and possibly further afield too (such as S Korea).

TOMORROWS meeting iby the G7 n Canada will be very intetesting

Could someone/somebody in Canada have known about this last week?mmm!!!