Member Info for Kalasin50

Having watched the latest recorded Cotec webinar and noted that JT said US will have between 7-10 hubs AND that each one will be 3 times the size of Birmingham plant!! Sorry if this as already been discussed ( don't visit everyday) but the upside is bonkers

Cotec's 17% interest in Magiron worth (C$380M ) nearly doubled their current Mcap value. Opportunity knocks ...

Interesting post on X about REE Companies

https://x.com/i/status/2009466133905330243

Nice tweet about robotic humanoids and the need of titanium, boss of IPX retweeted it.

Your share is on my watchlist guys.

https://x.com/ctindale/status/1992187511452676204?t=D1qkWTeYWk5UfWtSdbctdQ&s=19

Silver corp & Silverco, 1 large and 1 minnow silver Canadian listed companies I like, not advice.

CFO bought @ 45p recently, why

NVS funny enough is a director of Orosur gold since May, also stumped up £20k to buy on- market shares of theirs, which have ripped since...Gold hey

New index from MS, all about US mineral security.

Hopefully see HyPromag on it very soon. Worth a look

https://x.com/lawse/status/1976663391738507570?t=R_f6E3Gw5Lc0SWT3v-jH-Q&s=19

This explains the export ban on rare earths

https://x.com/RnaudBertrand/status/1976143949216764234?t=TBSg3BbKxxDpONdYjHk6MA&s=19

Hi DUSTY,

this is regarding iperionX ( sorry off topic for this group ).

just watched a youtube video which gave an overview of the company after a site visit recently. 10 mins long from 8.00 mins in!

link below pal, very compelling insight, must watch.

https://youtu.be/l8W-rTAqdic?si=wTF8nz5dC2PKqePL

Link below to a blog by Matt Fearnley, very well respected in the battery metals space. All about rare earth's

https://blog.rkequity.com/2025/09/10/valuing-rare-earth-development-stocks-a-guide/

Not invested here but pleased for everyone who's onboard here, terrific. Just goes to show that there's nuggets on all exchanges, just need weeding out!

Article on REE supply worries and demand growth upgrade.

https://x.com/matt_fernley/status/1952394448027168949?t=n5XseY_6ou9vu1mMH24Ecg&s=19

Great presentation, lovely.

A leading expert from Battery Metals review said so, not my words.

Btw I'm an investor, here to protect my investment.

No argument...

NdPr/TREO Ratio %

Songwe Hill 31

Mountain Pass 17

No arguments

CoTec shares have traded 3 times normal volume already today!!

Not sure if this as been posted already...

"Australia will spend $1.2 billion establishing a national stockpile of coveted minerals needed in products as diverse as electric batteries, computers and military equipment as it seeks to help break China’s stranglehold over global supplies.

Prime Minister Anthony Albanese announced a critical minerals strategic reserve to purchase and hold minerals like lithium, rare earths, nickel, cobalt and graphite via special agreements with local producers."

On the back of the MP deal by the US DoD, this YouTube vid below 👇 gives some good context with summeries from industry experts.

https://youtu.be/D9dKTQxYmAw?si=xIM3ccBgWP4Jwp0E

Excellent 👌 have it on my watchlist just coz of your mention on here. Sorry to all other EEE board members for non related posts. GLA