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I'm not thinking about an interview with Will, I think we can all agree that would not be a must watch from a delivery perspective. I would just like for the work of UoB, Hypromag and our Tyseley plant to get a mention in the MSM when discussing the topic of RE's.

64/65p - will be very interesting to see where we close. Back towards high 60's would be very bullish imo.

Yeh it's all over the place in the last 15 minutes, with an overall direction of up. All stuff in the background though, seems that this share is now hundreds of micro trades coinciding with MM's moving positions on L2, coupled with loads of delayed reported trades. Means it's hard to decipher anything from looking at live trades and as a result all feels very random. Guess I just have to get used to that.

Advertised bid is 61p, actual bid on dummy sell is 62.75p...

Bid is swinging about wildly here, up, down and all around.

Exactly, I am 100% with you on the diversification point and the potential of the other assets / technologies / commodities. Apologies if my original phrasing was confusing.

63p on the bid now, well done to those who took advantage this morning.

Back to where we opened (they opened us down from 63p / 64p close yesterday).

Gallmat, completely agree that Cotec's other assets are vastly undervalued and there is amazing potential there. My point though was the reason that Cotec has caught a bid in the last few months is imo down to its rare earth projects. Otherwise it would be struggling for attention, rightly or wrongly.

I mean the value in the current SP, not the future potential value. If Cotec didn't have Hypromag it would have a very low valuation / SP right now.

Lac gen is a solid project, but small right now vs three Hypromag USA plants.

Agree that there is lots of future potential in Cotec from these other assets / technologies / commodities.

Yes Gallmat, one of the reasons I have also invested in Cotec is the diversification across different commodities. Although right now, the large part of their value is derived from Rare Earths.

Haha, terminology doesn't really matter. Price went down, I bought, price went back up again = happy me. My diversification is Gold miners, silver miners, bit of oil services, bit of copper miners and our neighbours Sovereign Metals.

Big move back up. I don't want to call anything a tree shake after my telling off last night, but I definitely took advantage of the price action this morning in a big way.

I understand the argument that they don't need to do mainstream media PR, and that they could trip up. At the same time, I think highlighting the success story of Tyseley and University of Birmingham/Hypromag development would have been nice, not linked to Pensana story but the wider RE news.

We didn't get the big delayed sells yesterday either. Think CodeJunkie's post earlier summed it up well.

Same

LockerRoom, a good strategy for maximising profits could be to have a trading pot which you switch between Cotec and Mkango, as there often seems to be a lag between the increases in the two SP's. That being said, we are nearly 100% up in the last month and so are Cotec, so you wouldn't have made a lot more over there. Historically the Cotec SP has also not performed anywhere near as well as Mkango in the last year, or in fact over the long term.

True Gallmat, fundamentals haven't changed from two days ago, in fact they have improved.. So I am adding, as the gap between price and value has just increased. I'm relaxed right now and seeing this as an opportunity.

Agree SG, LinkedIn posts and a few conferences a year aren’t sufficient right now in the current market. Missed opportunity to not be interviewed and name checked in the mainstream media right now given all the rare earths buzz. Would add though that I’m not sure Sky would be as interested in showing a British success story at the moment. Pensana moving their plant out of UK better fits the narrative (correct or otherwise) that this country is failing.

Agree, good news for us, less UK/European competition.

Given the UT at 64p yesterday it will likely show us down on open.