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NEWMONT $NEM has halted operations at its Red Chris mine after three miners became trapped, according to B.C. Premier. Rescue efforts are ongoing.

Possibly Japan. They really are not knocking on the right doors if they can’t get a deal there . I know they have a partner , if that isn’t going anywhere they should get someone else . Perfect fit

"Australia will spend $1.2 billion establishing a national stockpile of coveted minerals needed in products as diverse as electric batteries, computers and military equipment as it seeks to help break China’s stranglehold over global supplies.

Prime Minister Anthony Albanese announced a critical minerals strategic reserve to purchase and hold minerals like lithium, rare earths, nickel, cobalt and graphite via special agreements with local producers."

I agree . Toyota are one of the biggest robot producers in the world , they may get very tempted here with MKA already talking to possible suitors in Japan.

They will wait until the tech/scale is proven by which time the MC will be much higher of course. They bought a steel recycler in the US almost as soon as steel tarrifs were mentioned. As you say many big producers will be very interested in Apples move https://www.wastedive.com/news/toyota-tsusho-radius-recycling-acquisition-scrap-metal/742671/

AIM market just isn’t getting any better . Almost impossible to trade . Managed to finally get a 4.3 small deal done after 15 minutes . No wonder bigger investors just don’t bother . Good luck to us . U.K. needs this to work . If you look at the MP deal last week with US govt getting involved . We are not even 4 th division . Embarrassing. We are a bit broken at the moment . Not sure this country is even open for business anymore

What is the NAV here opelase? Tryingto get my head around this , if someone could help thank you

Https://emea01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.bbc.co.uk%2Fnews%2Fresources%2Fidt-66cdf862-5e96-4e6e-90b8-a407b597c8d9&data=05%7C02%7C%7Ca0e5122eae9c452ff77408ddbf2fb5af%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638876933800624703%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=BlgOdC2HP7Un8vGOSjUkdsX6nE72X7QjAe7L1ZOwOCc%3D&reserved=0

CHINA 🇨🇳 IS SHORTENING RARE EARTH EXPORT APPROVALS FOR EUROPEAN COMPANIES.

USAR MP

Just in case anyone is stupid enough to think these two are going to get along

CHINA REACTS TO US-VIETNAM TRADE DEAL

China’s Commerce Ministry says it firmly opposes any party taking measures at its expense and will “resolutely safeguard its legitimate rights and interests” if needed, in response to the US-Vietnam trade deal. Meanwhile, China is assessing its position on the agreement.

Https://www.pressviewer.com/ViewEmail.asp?b=3026&id=353338&p=2379412&I=1264778-o8H8N8O3t7

17 $ price tag $1.5 bio and that without any further dilution

Canaccord Genuity analyst George Gianarikas initiates coverage on USA Rare Earth Inc (NASDAQ: USAR) with a Buy rating and a price target of $17.00.

The analyst comments "We are initiating coverage of USAR with a BUY rating and $17 price target. Our DCF assumes a ~14% WACC and ~6% terminal growth given healthy growth potential beyond 2035, assuming the company successfully manufactures magnets off the first four production lines and brings the Round Top mine to life. We note material risks to operationalizing the company's magnetics business, spanning magnet production, customer accumulation and feedstock procurement. These risks exclude those associated with potential mining and processing operations at Round Top. We view Round Top mineral operations as representing optionality; our model assumes production beginning in 2033, with potential material revenue upside over time."

US EYES PLAN TO USE DEFENSE PRODUCTION ACT FOR RARE EARTHS; TRUMP ADVISERS SEE $MP MATERIALS CORP. AS RECIPIENT OF FUNDING

USAR very strong up 14.5 %

Anyone who thinks the world will want to rely on China for these metals is completely mad

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*Walter Bloomberg

@DeItaone

CHINA HAS INTRODUCED NATIONAL RARE EARTH MAGNET TRACKING SYSTEM -SOURCES

NEW SYSTEM REQUIRES EXPORTERS TO LIST CLIENTS AND SALES VOLUMES -SOURCES

sorry if posted

Sorry to ask, i have forgotten to get my shares certified . can anyone help with what i need to do please?

*U.S. TRADE REPRESENTATIVE GREER, WHEN ASKED ABOUT CHINA’S NON-COMPLIANCE: “CHINA HAS BEEN SLOW TO REMOVE SOME TARIFF COUNTERMEASURES… WE HAVEN’T SEEN THE EXPECTED FLOW OF CHINESE CRITICAL MINERALS”

Toyota would be a great fit for mkango . They have a very active investment /buy program highlighted by this recent buy in US steel ..Toyota subsidiary to acquire Radius Recycling in $907M deal. They are one of the top robot producers and I would think very interested in an investment in rare metals . 500 million into JOBY flying cars recently too. Probably a bit small market cap wise but an obvious buyer for huge premiums as soon as a plant is up and running .

Sorry where is that information and any reason the company dont announce direct?

thank you

A report on bond flows last week.

Volumes and volatility dropped as the week progressed which would imply the selling is done for now.

The question becomes, is this just top slicing or is it the beginning of a structural reallocation by foreign Funds?

If the latter, then it could pose a big problem.

Where would the Foreign Funds redeploy the capital that is exiting the US ?

Foreigners own :

$18.5 trillion in US Equities

$7.2 trillion in US Treasuries

$4.6 trillion in Corporate Credit.

I mean you can buy eurobonds/equities but surely its out of the pot into the fire to an extent

Image

Where would the Foreign Funds redeploy the capital that is exiting the US ?

Thought this was interesting

From its inception in 2006 , GDX (Gold Miners ETF) underperformance is staggering.

GDX is still cheaper than when gold was $1500. Cost of extraction may have gone up but really!

If these funds want to recover some performance, it’s there for the taking.

Like sheep, once one goes in, they all go in.

The early bird catches the worm

Sorry can't load the graph, gold price against GDX (gold miners etf), it's rather revealing.

Also Chinese buying of gold futures went very high last week; there is just a perfect storm brewing for gold. The expansion of money supply and places for it to go are just so limited. Everyone just so long dollar assets there isnt really a hedge .