Member Info for Mumbles2021

So looks like a leaky ship then , and a trader taking advantage of the situation, why wouldn't they with 20% hike,

Dustyslays, obviously there is a place for traders, lot of people dont understand that the stock market relies on liquidity to make it work. So for you good luck sir, and on this one well done. but just a clarification, PRE is listed on the main market not the AIM. Also many have been invested in PRE for years, based purely on the insane fundamentals. It is unfortunate that the many on the LSE, see small caps and junior mining stock purely as liquidity fodder. four years ago PRE had 212 million shares on issue and hit a peak of £2.08, well over £400 million market cap, based on a confirmed large and rich rare earth deposit, no funding, no crystallised project execution plan, no proposed funding strategy let alone confirmed funding. Now Pre has full funding confirmed in an environment where the expected supply demand gap has been confirmed and the demand for NdPr has increased significantly due to new innovations. the company is closer to market than any other , and is going ahead with or with out the London capital market, but it has an MCAP of less than £100 million...... its nuts!!!!

Pump on what, where is the news. Obviously someone knows something

China et al. Why o why do you lot give Theo oxygen!!!!!

Some body should let them know that the total NdPr market is with less than 5 billion USD a year. which considering the importance of the product to the world economy suggests it is ridiculously under priced!!!!! The whole problem of lack of investment is that even though the returns could be enormous percentage terms, compared to actual pure monetary value, the Rare Earth market is petty cash compared to high volume commodities.

Particularly like this sentance "So what's left for the US to do? With no quick fix for domestic production, CSIS says Washington will need to start throwing serious money behind rare earth operations in allied nations to have any hope of closing the strategic gap. Allies? Remember those?"

Tony you recently suggested that Pensana's (PRE) price action was not a tree shake but simply technical consolidation, citing overbought RSI and traders taking scalp profits. While that explanation often holds in natural markets, the actual data tells a different story.

Every trade for PRE, RBW, and MKA from Monday open to COB Wednesday was analysed. For Pensana, this covered 549 transactions totalling 4,084,715 shares — many multiples of its typical daily volume.

PRE’s trading behaviour differed sharply from peers. Notably, over 30% of PRE's transactions were executed using algorithmic trading systems, compared to zero algorithmic trades for RBW and MKA. This level of algo activity is a strong indicator of institutional investor interest and typically reflects a deliberate strategy to build or manage a position discreetly.

Trade Fragmentation: PRE showed a high frequency of trades under 500 shares — clear signs of algo-driven slicing. RBW and MKA did not.

Timestamp Clustering: PRE had dense minute-by-minute activity, including multiple trades per minute — a pattern consistent with VWAP or TWAP execution. RBW and MKA showed organic trade timing.

Price Walk-Downs: PRE had 27 separate sequences of three or more consecutive price drops, compared to 10 for RBW and 17 for MKA — a signature of deliberate anchoring.

High Volume With No Momentum: Despite significantly higher volume and activity, PRE showed no price breakout, unlike what would typically be expected in a supply-constrained environment.

All of this comes at a time when Pensana is fully funded, under construction, and strategically positioned in a sector where China is tightening control. RBW and MKA are still pre-development.

Conclusion: This is not just natural consolidation. It’s structured control. The evidence — slice-and-dice trade sizes, timestamp clusters, frequent walk-downs, and suppressed price despite volume — strongly suggests stealth accumulation or suppression, classic traits of a tree shake.

You’ve already accused me of threatening you which is a lie. So how about a lunch, you can bring a friend if worried about your safety. But for the record, the last time i lifted a finger against some i was 18, and he hit me first. Lets get to the bottom of your. Issues .

Skating on thin Ice SP

## 🌳 Tree Shaking: How Smart Capital Prunes the Market Before a Breakout

### 💡 What Is Tree Shaking?

Tree shaking is a deliberate tactic used by strategic capital to **force long-term investors out of their positions** through frustration, not fundamentals. It’s not panic selling. It’s **fatigue selling**.

The method is subtle:

- Keep the price **flat** despite strong newsflow.

- Maintain **high volume** to suggest liquidity.

- Use **algorithms** to anchor the price within a tight range.

- Allow just enough weakness to **shake out the patient**.

### 🔎 What It Looks Like

If you’re holding a fundamentally strong position but seeing this behaviour, you may be experiencing tree shaking:

| Symptom | What It Means |

|--------------------------------|------------------------------------------|

| Flat price, high volume | Accumulation without triggering breakout |

| Peers rally, your stock stalls | Attention diverted from the real value |

| Constant 1-2p range | Algo pinning and bid-side replenishment |

| Long-term holders selling out | The strategy is working |

### 🔎 Who Uses It?

- Institutions with **algo infrastructure**

- Strategic buyers wanting **below-radar entry**

- Funds waiting for retail fatigue before **block trades**

They don’t need insider information. They just need:

- A low-float, under-followed stock

- A disconnect between **fundamentals and price**

- Enough time to **wear down conviction**

### 🚀 What It Means for PIs

> If you feel like your stock *should* be rallying, but isn't — and it's trading millions of shares a day — you're probably being tree-shaken.

This is not a failure of the investment case. It’s **recognition of its potential by those who want in — but not yet at market prices**.

### 🏋️ Tree Shaking Is the Pause Before the Pounce

When the strategy is complete — when enough fruit has fallen — the shaking stops.

And that’s usually when the price moves.

So ask yourself:

- Are you being shaken?

- Or are you the one doing the shaking?

In markets like these, **recognising the strategy is part of surviving it.**

Not being a pedant, but the F35A and C do not have thrust vectoring, Only the V/STOL C variant does

Tony, you know the fundamentals in Pensana well enough!!!!! there's lots of head room from here

MAA86, SP loves to make these statements. Especially when down ramping Pensana. but the team is not stupid and neither are the financiers. the off take is all sorted out with various potential receivers all knocking at the door. I have to admit Solvay is looking favourite at the moment

They can be applied globally, exporters need a signature before a permit is granted. Basically if the official is told dont sign anything for the US. it can go anywhere but the US, but you are right. apples globally

Its been reported

Https://breakingthenews.net/Article/China-announces-export-controls-for-some-rare-earths/63861040

SP do you actually get satisfaction from this sh*t

Https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/4/white-house-exempted-many-metals-minerals-from-fresh-tariffs-88351998

"Now my fears would be China restricting rare earth exports as they did a decade ago," Hoffman said. "That caused prices [to spike] up by 1000%."

My Understanding of Pensana’s Financing Structure

Just sharing my interpretation of the structure — hope it’s helpful:

The reduction from 84% to 70% in Ozango is not dilution at the PLC level. No new shares issued. This reflects Pensana’s contribution to a $260m project financing package, all at the project level.

The $108m mezzanine facility is an option. Pensana has until 2027–2030 to refinance. If they do, they keep 70%. If not, it converts and they retain 52% — still majority control. Mezzanine investors have priced their exit at 18% of a fixed $600m valuation at time of exit.

The 14% reduction from 84% to 70% represents the cost of financing Pensana’s $90m share — equivalent to 8.75% per annum over 5 years, which is exceptionally competitive for a West African, frontier-stage project. All of this was done without asking PLC shareholders for any funding.

On pilot production: there is no unresolved due diligence. Paul Atherley made no mention of issues in the Crux interview. On the contrary, he said the process was run at ANSTO, a saleable product was produced, and offtakers have formally approved the specification in writing. This was confirmed in the 5 Feb 2024 RNS.

To me, this structure is smart — full funding, no dilution at the PLC, offtake validation, and retained control. It could be a model for others.

Theo, the abuse is totally warranted when asswipes like you deliberately try to unjustifiably undermine thousands individuals investments with lies and false narratives. you obviously do give a fig, or you wouldn't have mentioned it in the first place. and the shares are tanking because they are being manipulated. which is only possible with a low cap stock with limited liquidity. i used to give you respect whereas other didnt, seems i was the fool and they had you figured out. but i guess that easy for you typing from your keyboard in the mother-in-laws Buenos Aries aparmtent,