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I think they're separate projects. In fact Adamas refers to them both separately as key projects in Texas Fort Worth, which is nice in itself: https://www.linkedin.com/posts/adamas-intelligence_mp-materials-today-announced-the-selection-activity-7432895714831114240-0x6_?

Can't say I'm optimistic for a 2026 HyProMagUSA listing but the fact they're still talking about it in those terms - two months later than the first mention from memory? - is very pleasing. I guess then we should remember that Julian Treger will be leading this listing and he has lots of experience under his belt so might be able to pull it off with a good tailwind. Lots of news to build value ahead of that listing's launch is sure to come anyway!

Very nice.

From what I remember you will get taxed at 25% unless your broker/you fill out a form. Some brokers (like mine) don't allow the option. Google around about Canadian dividend taxes.

I also like the final line:

Lancaster is working with the Polish company Grupa Azoty Pulawy S.A. to establish a rare earth separation plant in Pulawy, Poland, with construction to begin in 2026. The facility would be only the third rare earth separation plant outside of China and would represent a major breakthrough in diversifying supply chains.

A major breakthrough in diversifying supply chains. To have the US government refer to Pulawy in these terms is fantastic and you can only imagine the impact it will have on the ears of the decision makers.

Hope everyone's having a nice Saturday evening. For a bit of fun here's a reminder of what DFC loans might lead to:

RNS 29th September 2025:

"for a period until five years after the termination of the Agreement, the DFC will have the right (but not the obligation) to directly provide and/or arrange for financing or investment for the Project on commercial terms substantially comparable to or better than the terms of other financing options available to finance the Project when considered in conjunction with the other benefits brought by DFC to the Project in connection with the Project Development."

Looks good for us following the DFC's initial $4.7m investment which was said to be the door to $100m further investment. The repost from Alexander Lemon must be the most MKA can get away with doing without breaching confidentiality! Not opening the champagne yet but could be time to put the bottle in the fridge!

While I was googling EMAT to see if they had some competitive tech we should be aware of (they don't), I was pleased to see Google's AI search results returns HyProMag info if you search 'magnet recycling'. Are we finally breaking out into the infosphere?

It's good to see these sorts of news items break into mainstream media, especially Fox which could well be the main news source for the typical Trump voter.

Trump’s $12B rare earth plan targets China as experts warn US is ‘one crisis away’

Industry leaders say the rare earth stockpile could become a Strategic Petroleum Reserve for the 21st century — and blunt both Beijing’s leverage and terror-linked supply chains abroad.

https://www.foxnews.com/politics/trumps-12b-rare-earth-plan-targets-china-experts-warn-us-one-crisis-away

Good AI summary Osebo. Thanks for sharing.

What do people make of the big trades reported, yet no effect on sp?

I've been there pal, horrible feeling isn't it! Can't say I'll be joining you with crossed fingers for no news but good luck.

Esduk you and a few others on here should not only get it free, but with champagne on arrival and the red carpet rolled out. Plus a complementary recycled magnet fidget spinner.

Looks like it was from a series called 'Currently' with the episode title: 'Trump and Greenland: How MAGA went Arctic.' I'm a bit fed up of listening to people trying and failing to make sense of Trump's policies but if 80M is mentioned I might give it a listen, thanks.

Another massive jump up, the neodymium price does feel like a real sleeping giant.

Neodymium up another 2% today. One more rise that size and we're back into 7 figures for the first time since July 2022.

https://tradingeconomics.com/commodity/neodymium

You've gotta appreciate Floyd's MO. Drop into the MKA chat, leave a bomb of info scraped from some unknown corner of the web and leave without saying another word. Legend.

Was literally typing out the same thing esduk. I don't think I miss much on MKA but I've not seen that. There's lots of speculation and it wouldn't surprise me though!

A conveniently timed deramp RachT2. Unsurprisingly, he's throwing everything at this right now, - as I predicted in early December. This helps to reinforce RachT2's ongoing efforts to deramp the company and the forthcoming floatation.

Carry on, RachT2, great to see the latest deramp — as I’ve said before, I expect this to continue into the float, with reality and sanity never reasserting themselves in the days or weeks that follow. Enjoy him dedicating himself to 80m deramps forever more.

Thanks for that update Ashton.