Member Info for esduk

Three priority areas, RE permanent magnets one of them. This is where the focus of the 3bn will be over the next year.

New round of CRMA projects to be announced in January. Wonder if Hypromag GmbH will have applied for its expansion to 750tpa.

I don't think so from what I can see tuck, buys in the 48.70's and sells in the 48.10's. Listening to the EU call, which is live right now. Will let people know if they say anything interest.

I meant to say, it may just be AIM being AIM SG...

It just be AIM being AIM SG. We've had c. 467k in volume bought and c. 184k volume sold and the real bid and ask have both reduced, so go figure.

Add a 50k delayed reported purchase at 48.75p to that. This must be a monster sell order they are filling...

Must be Codejunkie. It's now 5 x 25k buys and 7 x 10k buys in last 25 mins!

140k of buys at or around 48.75p (4 x 25k and 4 x 10k), but SP moves down. Weird....

Very strange SP action again this morning. 3 x 25k buys rolling in but the price is moving down with every trade.

Definitely agree with the slow and cumbersome comment. They spotted this issue a long time before the US did, but the CRMA has taken way too long to identify strategic projects and has yet to fund any. I think that this is going to change this year though, as they are forced / embarrassed into action by both the actions of the Chinese and the aggressiveness of the US government in doing deals / securing supplies. I am very confident that we will benefit.

From what Bernd was saying on LinkedIn it feels like they will likely just be announcing the 3bn euros in funding, the EIB financing and that action is needed, potentially with some detail on the process for project selection and funding. He was lobbying for EIT to be the investment vehicle for the funding, and advocated for EIT equity investments in the Strategic Projects.

To me it's therefore unlikely that any specific funding for specific projects will be announced today. I think the best we could hope for is that they announce the 25 priority projects (and one or both of ours are included) and then say that we will enter into discussions for how we deploy the funding into them. Though this is still an unlikely scenario for today to my mind.

I agree GLR, imo the delay to / lack of information about the SPAC listing was the main driver for the fall in SP, along with the end of RE stock euphoria when US/China signed the temporary deal. The results show that there is a clear plan to deliver the SPAC listing and importantly show that cash should not be an issue for the foreseeable future, so the major downside catalyst of further dilution is removed from the near term picture.

In terms of the delayed trades, we only got the one extra 50k sell in the end there, to make three for the day. We also had a visit from Mr 99 with a £39.99k purchase just after 4pm. Unless we get more big sells from today reported tomorrow then it seems like clear book fiddling to me. I don't think they're going to stop the Mkango Santa rally though, this Christmas is shaping up to be a good one.

I think that's a little unfair Monteacute. It wasn't long ago that Alastair Cook was showing us all how to be a successful English opening batsman down under, and I think he would fit very well into Spiritefan's analogy. I'm certainly old enough to remember the wallopings of the late 80's and all through the 90's and early 00's.

Stokes is a magician, though his and McCullum's faith in Crawley has been misplaced as every man and his dog will tell you. Stokes' aim is to entertain, and having been to a few tests to see him up close, he certainly does that. Has it rejuvenated interest in Test cricket? I think so. Do they need to be a bit more flexible in their approach? Yes. England and Brook threw away the nailed on series victory against India in the Summer and capitulated when in a commanding position in the first Ashes Test. There is an element of live by the sword, die by the sword, but they do seem to get the balance wrong sometimes. Anyway, personally I would much prefer to watch Stokes and co than Boycott take two days to score under a hundred runs in a draw. Lets hope Crawley proves us all wrong at the Gabba.

As for Makngo, as long as we get the double-hundred, I don't care how we make it.

Let’s hope we do better than the lads down under Monteacute! Real spread at close was 48.3p bid and 49.8p ask. They’ve chucked in a UT at 48p, so that’s the offical close. Looking forward to another strong day tomorrow.

Well 50p has been paid, so I was sorta right…

Alex liked the following post on LinkedIn about the US’s $1bn deployment into critical mineral supply chains. I assume we have applied for some of these grants.

https://www.linkedin.com/posts/widad-whitman-3028a325a_energy-department-announces-actions-to-secure-activity-7401290150091210754-kekg?utm_source=share&utm_medium=member_ios&rcm=ACoAACbW318B5SROCrBo8_YGOn-KXbgaEGlJ0ow

SG I do think the 50k seller is still around and either selling into the rises or trying to keep a lid on them. We had a 100k trade turn up today, delayed from yesterday afternoon, which looks like the sell that the MM's used to justify the big drop back late yesterday afternoon. We've also had two 50k delayed reported sells today and I expect a few more to turn up later. The good news is we are still nearly 20% higher than when we started last week despite this large seller (which I have totted up to about 1.7m). If they hadn't been selling into the rise we would be in the mid 50's by now imo. We'll get there soon enough though imo.

A lot of buying volume in the past few minutes, 50p possible today imo.

Currently 48.10p to sell.