Member Info for Danielm89

8.5p on the rsp for size its coming

CRODA got to be eyeing a cheeky bid here £100m?

8p the battle ground then a quick move back mid teens i recon

Theyre going to struggle book looks solid

Hope everyone get their fill on this once in a lifetime opp

SBTX short squeeze is on

Going to be a violent wake up

NT to buy

Fill your boots, market is short and drop way overdone

Cash generating and decks cleared, rare you get an opportunity to buy like this

Book is empty bouce is on

BLOE leaky

Mila..

Wow MILA

The government said it will set a 93.5% antidumping duty and a 67% countervailing duty on the active anode material. The result of the Commerce Department's investigation raises the countervailing duty on graphite imports from its preliminary rate of 3%, but represents a sharp reduction for two companies that had specifically been subject to duties of over 700%.

“ https://asia.nikkei.com/economy/trade-war/trump-tariffs/us-finalizes-tariff-hike-on-battery-material-graphite-from-china”

MRE tantalum assays and lithium assays up next

Maybe xcelsior financing

Karl the ceo has serious credibility

He already founded a £100m cap gold miner and jvd with newmont

Got 2 lithium assets the size of Manchester next door to KOD ALL and a Chinese major

#SWT

Interestingly, while they’re generating the assay data needed for the maiden Mineral Resource Estimate, they’re simultaneously producing actual tantalum concentrates that potential offtakers can evaluate.

This means they’re producing representative coltan concentrate right now that downstream users can assess for quality, recovery rates and commercial parameters.

Coltan concentrates are typically sold at approximately 30% Ta₂O₅ (tantalum pentoxide) equivalent. Tantalum prices are currently reported in excess of $250,000 per tonne - up from the $200,000 mentioned in earlier company communications and significantly higher than the November 2022 peak levels.

https://thatstocksguy.substack.com/p/switch-metals-3da

SWT

https://thatstocksguy.substack.com/p/switch-metals-3da