RE: Timescales for MRE?18 Aug 2025 10:41
No problem mate.
Let’s remind ourselves what the Mail on Sunday Article said about us at 23p. The prospects are even better now.
IN THE midst of World War One, the American government made a disturbing discovery – several vital metals needed for the military effort were increasingly hard to find.
Officials swiftly drew up a critical mineral list, alongside a policy to help secure these compounds. Similar policies have now been drawn up across the Western world, focusing on minerals that are essential for defence, energy and technology. The Tories devised a strategy for the UK not long after a 2022 government study said more effort should be devoted to ensuring that key minerals can be delivered internally.
Government concerns are all too real. China dominates the metals industry and can withdraw supplies at a whim. Russia is a major producer of many commodities. Not all its goods are under sanction. Under specific circumstances, the Kremlin has put the entire world on notice and global supply chains are increasingly under threat.
For canny investors, this disarray – so closely echoing a century-old conundrum – creates a rare opportunity. Certain mining firms and behind-the-scenes specialists are benefiting from rising demand for their wares.
Certain stocks stand out, including titanium-focused Empire Metals, whose shares have doubled since Midas tipped them 18 months ago, and Greenland-based Amaroq, a gold and rare earths specialist, up nearly 90 per cent – whose shares have more than doubled since Midas recommended them in the summer of 2022.
LIGHTWEIGHT, durable and rust resistant, titanium is a vital component for the defence industry, used in tanks, submarines, aircraft and missiles. The metal also plays a key role in renewable energy, while its dazzling white cousin titanium dioxide is essential for paints, plastics and paper.
Empire is developing one of the largest titanium mines in the world, a 400 square mile site in Western Australia, just north of Perth.
Midas recommended the shares in December 2023 at 9.5p. Today they are 23p, but supporters believe the price has much further to go, with several important milestones to come this year and next.
Most titanium comes from low-grade ore, which is processed to create titanium dioxide. Conversion is costly, particularly for defence equipment and premium pigments, which need top-quality material.
Empire’s mine is different, with exceptionally pure titanium dioxide that is ideal for the highest-grade titanium markets.
Just this month, Empire chief executive Shaun Bunn, a geologist with decades of experience, unveiled tests showing his mine can simply and cost-effectively deliver titanium dioxide that is more than 99 per cent pure.
The news puts Empire in a different league from conventional producers and it has set pulses racing among investors, customers and government experts.
CTD
Sign In
Follow the stocks
