Member Info for kowalski79

A very good read

Pre up to a 424 mill market cap. Not knocking pre but can't believe we're miles below them

Long but good read

https://ifp.org/how-to-implement-an-operation-warp-speed-for-rare-earths/

Pensana down 9% too

Wider market is garbage which will be main reason

Interesting pensana up almost 4% and we are down. I personally believe we are a much stronger co. At more than 50% cap

This is like that other wally on here who.usws to talk about a 17p gap fill

There is goimg to be some consolidation very soon you'd suspect. Mka seems ripe

Its an odd one as feels at mo aa cheap as its evee been knowing what we kmow and the backdrop

Id be re evaluaing at the 1.80s

Https://x.com/aphysicist/status/1976272490172231701?t=jWk9-pLJ5RiDhKU5q-wcTw&s=19 yes wake up world. Buy mka

If i was cotec id be looking to do US alone and buy intellectual rights of mka for that jurisdiction

Its pretty logical really thst we'll get a hypromag nasdaq listing. You're not going to have 1 part of business on aim (illiqiid) and other on nasdaq. Just git yo be patient on this ome

🇨🇳 U.S CAN’T PRY RARE EARTHS FROM CHINA’S GRIP

Rep. Adam Smith just wrapped the first U.S House visit to China since 2019, and confirmed the rare earth mineral supply dispute is still unresolved.

The minerals power everything from iPhones and EVs to fighter jets and missiles. China controls over 80% of the global supply, and it’s not rushing to share them.

A vague “framework” deal was signed in June, promising reviews of export applications. But Smith said bluntly: “I don’t think we resolved the rare earth question.”

Even as U.S supply reportedly “bounced back,” EU firms are warning of critical shortages - and no one has seen the fine print of the agreement.

The visit also covered TikTok’s U.S spinoff talks (still messy), fentanyl trafficking, and China’s rapidly growing nuclear arsenal - now nearing 1,000 warheads.

Beijing’s also dangling a major Boeing aircraft deal, likely timed for a Trump–Xi summit in South Korea next month.

Rare earths aren’t just a trade issue - they’re a geopolitical pressure point, and right now, China still owns the lever.

Source: Bloomberg

Thibk it's more looking after a LTH

Great it's done and we can now move on!

For the chartists this should show a lovely down wick and bullish reversing candle today

We Do.rralise cotec are funding

The fact that this isn't a concept and we're actually in production is startling too

Good rns!