Member Info for smkr

Imagine that Mullins .. these are the times for that to happen in a rare earths boom

Excellent news. Bodes well for our valuation due to dilution restriction and minimum value

if GreenRoc's market capitalisation is less than £30m on conversion, it will be treated for the purposes of conversion as if it has a market capitalisation of £30m;

· EIFO may not, as a result of conversion of the loan, hold more than 10% of the issued share capital of GreenRoc

Decent buying today. Very interesting company. Land another along these lines and it’s straight to £5 plus

CML Microsystems PLC (LSE:CML) has signed a landmark 12-year design and supply agreement worth over $30 million with a prominent global manufacturer of industrial GNSS equipment. The long-term deal significantly strengthens CML’s foothold in the satellite communications sector and highlights its expertise in delivering cutting-edge semiconductor technology for high-precision positioning systems.

First lithium producer on aim?

Good news .. You’d think the value gap between what’s stated on balance sheet to amount invested will narrow

Suay Chin aren’t selling aggressively. They’ve only reduced by 11m shares (ish) since January.

Could be bouncing again from the little dip here

Motzfeldt benefits from a 340mt Inferred Mineral Resource with a contained metal inventory of 1,564,000 tonnes of Zirconium (ZrO2) at a grade of 0.460%, 629,000 tonnes of Niobium (Nb2O5) grading 0.185%, 41,000 tonnes of Tantalum (Ta2O5) grading 0.012% and 884,000 tonnes of Total Rare Earth Oxides (TREO) grading 0.260%

Motzfeldt has a number of infrastructure advantages, being only 10 km to the transport hub of Narsarsuaq with its local workforce, harbour and international airport. The Gardar Province also hosts the major Kvanefjeld and Kringlerne rare earth projects, meaning there is potential for Motzfeldt to benefit from regional infrastructure cost-savings as those projects are developed.

Ticked up blue. rare earths race has just begun, and Motzfeldt is right next door to the Havieron of rare earths, Tanbreez. say what you want about the history, but Motzfeldt is a new story

Anything is possible if they get in with us gov. right asset right time

“ We now enter into a key period of time where we anticipate both blasting at Clogau and drilling at Finnsbo in the coming month.”

Https://www.theguardian.com/world/2025/oct/16/us-stakes-rare-earths-companies-tackle-china-power

Vulcan (ASX) signed lithium offtake with Glencore for their European project. I bet the Aussies are taking note now

https://www.reuters.com/business/energy/australias-vulcan-resources-inks-agreement-supply-glencore-with-lithium-2025-10-12/

Plenty paying over 2.. I suspect they’ll be payers over 3 soon enough

Great posts Happy.

Skelly must be buying.. has to be..

It seems settled in 26/27 range, only 15 grand of buying and offer will move up.. onward towards further news

Creeping up again nicely. Skelly strategic investment soon remember.

Right thing, right time.. maybe

https://www.energy-reporters.com/environment/texas-is-building-a-city-for-the-ai-age-50000-acres-turned-into-a-hydrogen-powered-data-hub-aiming-to-redefine-americas-energy-future/

https://hydrogen-central.com/brookfield-and-bloom-energy-announce-5-billion-strategic-ai-infrastructure-data-center-partnership/

https://www.cnbc.com/amp/2025/02/24/big-tech-companies-turn-to-hydrogen-to-power-ai-data-centers.html

Looking much better! Been a long hold so far, but rare earth stocks are multiplying globally. Time to sit in and wait for developments here.