Member Info for kowalski79

Interesting post from Brandon beylo. High profile investor from yesterday on x.......

can’t emphasize this enough.

Not only has China dominated the entire REE value chain.

But they’re racing to secure supply from anywhere in the world, at any price.

Imagine the bidding wars when “National Defense” is the top priority.

Incredibly bullish

Glr unbelievable work. I ran it through grok myself. Thanks. It said that envirpo was supplying the feedstock for our uk plant also, which i wasn't aware of?

As a holder why does it bother you? I couldn't care less what he trades in

See evoxu. The shell company with cotec director up alot last week too. I can very much see them/cotec taking us out. Its the logical move

Outstanding posts biffa. Thanks

Showed some good strength. Up 12% on week, 3.5% today

Jt mentioned more feedstock agreements shortly imagine they'll be one

Ah my bad I've not heard him talk before. I'll reign in my enthusiasm! It was all positive tho

Whether it was a slip i do not know. He thought about it, but said the UK plant is producing thousands of magnets with the German plant operational very soon. So this tech is tested

Felt like he hesitated on uk and German plants then just gave update anyway

Off take esduk- no shortage of interest he said

I enjoyed the comments on uk and Germany.

UK plant producing thousands of magnets. German plant up and running shortly

No longer 1 hub, its 3

Cutting out chinese supply chain for machinery, still 2027 revenues and start date

More feedstock announcements shortly, one

NPV grown from 600 usd mill each hub

Go big, go fast - us govt

JT just mentioned 7 to 10 hubs!!

Register here:

https://www.cotec.ca/news/cotec-to-host-investor-update

3pm biffa

Thanks. This really is another great opportunity to load up. JT update tomorrow should help us out

We now sit a paltry 25 mill market cap above rainbow rare earths. Feel like backing the truck up

I agree re evoxu connection. Its just too coincidental. I.imagine something happens with them in nect 6 months

Thanks for this myles and your input. Excellent read. Still think nasdaq evoxu lustimg has a part to play in hypromag story