Member Info for Kalasin50

Top up for me too today, just 11k more golden tickets 41s.

Very interesting! Link below to an X post ( story behind a paywall sorry ). Comments with grok help paint the picture.

This would surely light the fuse if we are selected.

https://x.com/i/status/2070236505876947115

Lynas not having it their own way in Malaysia too!!

https://hotcopper.com.au/threads/malaysia-blocks-lynas-plant-expansion.9208252/?post_id=84392347&embed=1

Sorry if this isn't new news, came in the announcement today from CoTec.

https://youtu.be/xNmJF3Hh1Mk?si=99qJMn-LC-B70DBF

Thanks FP

Just annoys me.

Is there a telegram group for us?

Would weed out all this rubbish that we have to scroll past relentlessly. I'd like a link to join if possible.

Boring and avoidable.

Some valuation!

Even with 64% share loss since Merger.

Ongoing concerns too

EMAT Q1 Results

https://www.stocktitan.net/sec-filings/EMAT/10-q-evolution-metals-technologies-corp-quarterly-earnings-report-b18f580cd965.html

Sprott rare earth's ETF up 7.5% pre market US!

Ride the wave ...

Wouldn't there be a cost attached to CoTec from this deal?

Numbers on the website says 600 tonnes per year, with 1,200 being achievable in the ' medium term '!

So maybe a rather conservative reflection in the RNS, understate to over achieve policy maybe.

In that article:

The Trump administration is seeking approximately $55 billion for drone and autonomous warfare programs in the fiscal 2027 defense budget, up from approximately $225 million the prior year, representing the largest single-year drone procurement increase in U.S. history.

Only a 244 times increase for next year's budget!!!

More magnets ....

Thanks Gallmat, appreciate your reply and comments here.

What's everyones thought on CoTecs new project in DRC, sorry if it's been discussed - copper flying and all that..

1m @ 1.54 CoTec gone through hmm, CFO recent buying hmm

Worth a read as it's related

https://x.com/i/status/2049154557549162939

USAR acquisition conference call below if anyone's interested

https://x.com/i/status/2046383324776824936

REXC ETF for a trade. If US gov. are soon to announce critical mineral price floors then 34 stocks within it suddenly go north. Some positioning already..

New rare earth ETF launched, MKA are included!

Sprott rare earth ex china REXC

https://sprottetfs.com/rexc-rare-earths-ex-china-etf/

Spac even

Some talk on X about REEcycle $600M space listing!