Member Info for robbieishere

£25m funding for a company who market cap is on £6.5m is impressive, this should rerate significantly over the coming weeks back to previous highs. Great potential here.

Finally through this barrier!

US Congressional Report on increasing strategic ties between US and Angola, published on the 4. Pensana mentioned on page 14.

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://crsreports.congress.gov/product/pdf/R/R48208&ved=2ahUKEwiJtLTf0vaIAxU-TkEAHWyGA8gQFnoECCkQAQ&usg=AOvVaw0DK2aK-XfM_WQq8v9aSO7v

Surely this has to be a done deal with gold this high and racing towards $3,000 by year end.

Risk / Reward looks off the scale.

12 months, That was at $2500 gold! .More like 9 months with the current gold price. lol

Great to see the yanks starting to pump cash into the business. Big news soon.

There’s no chance, why would anyone what to be involved in a project that produces £200m free cash flow a year. lol.

Gold is flying again today, soon with breach 2600, there is absolutely no chance that this project will land,

Great to see the project moving along. Full construction announcement due to land at anytime.

Https://www.metal.com/Rare-Earth-Oxides/201102250162

NdPr prices continue to improve. Up again today by 1.37%

Robotics to become largest global demand driver by 2040:

From a small demand category today led by industrial and consumer service robots, we forecast that robotics will grow to become the single largest NdFeB demand driver by 2040 on the back of soaring growth in professional service robot production for manufacturing, hospitality, transportation and logistics sectors.

Advanced air mobility to help lift global demand to new heights:

Similarly, from a nascent demand category today led by recreational, and to a lesser extent commercial, drones, we forecast that advanced air mobility will grow to become one of the largest NdFeB demand drivers by 2040, led by rapidly growing production of electric vertical-takeoff-and-landing aircraft for transportation and delivery sectors.

Availability of magnets to become a long-demand constraint:

Between 2030 and 2040, we see potential for supply shortages of NdFeB magnets, constrained by increasingly tight availability of upstream rare earth feedstocks, to become a major limitation for robotics, advanced air mobility, electric vehicle and other end-user sectors.

Market for magnet rare earth oxides to increase five-fold by 2040:

With total magnet rare earth oxide consumption forecasted to increase at a CAGR of 5.4% (versus a higher 8.2% for demand) and prices projected to increase at CAGRs of 4.3% to 5.2% over the same period, Adamas Intelligence forecasts that the value of global magnet rare earth oxide consumption will increase more than five-fold by 2040, from US $7.8 billion this year to US $44.1 billion by 2040.

Https://www.adamasintel.com/new-report-rare-earth-magnet-market-outlook-to-2040/

Aggressive supply increases needed post-2030:

Looking good for PRE! Demand will be OFF THE SCALE.

For China alone to close the growing supply gap projected between 2027 and 2040 will require annual production at Bayan Obo to increase nearly five-fold, massively depleting the country’s reserves. Conversely, for ex-China suppliers to close the growing supply gap will require the development of another 20 to 30 modest-scale mines by 2040, over and above those already expected to be developed in our Base Case scenario.

Https://www.angop.ao/en/noticias/economia/exploracao-de-terras-raras-traz-desenvolvimento-para-africa-e-reino-unido/

i will let the usual ******s explain why this project won’t happen when uk ministers are now visiting the site. lol.

https://x.com/lord_collins/status/1824499565200052504?s=61&t=_dhnit0ve9jdssfprtygfg

Resistance is futile. Next stop 2700. Perfect timing for us Kefi holders.

More kit has arrived at longonjo https://pensana.co.uk/longonjo-site-activities/

It's not forward selling, it's just flipping the stock now. Constant sellling will pull it back down to sub 10p. Even Justin the clown has been ranting about the placing.

Back down to 10p it goes.