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@velcrofajita - great read, thanks.

"When minerals prices move first, they often do so quietly. Equities tend to follow later — and sometimes violently. With rare earths once again at the intersection of geopolitics, supply security, and accelerating demand, the current divergence between price strength and equity weakness may prove to be the opportunity investors have been waiting for"

Good shout on results. Its a year end focus thing where they get priority over q4 update. Its within 120 days after year end for tsx and aim i understand.

Well FY25 results are due 1st March so I am sure we will find out what's going on in 2.5 weeks time.

You are either in or your not ahead of that marker.

@Defacto101 - someone fella, do some research. A quick AI search will tell you. In addition, read back through this thread or on x. #mka.

@colinzeal - good read, thx.

"The bottleneck has moved — capital should follow it.

Binding constraints now sit in:

-separation throughput

-metallization and alloying

-OEM-qualified magnet production

-heavy and mid-REE processing"

Meanwhile, ndpr up another 2.4%

https://tradingeconomics.com/commodity/neodymium

@velcrofajita - not sure how old the latest is....https://en.macromicro.me/charts/139341/china-rare-earth-market-prices-neodymium-and-praseodymium-oxide-usd-kg

Weird we are jammed at 55p when 58p paid in Canada

@velcrofajita -https://tradingeconomics.com/commodity/neodymium

Given the Altona news and reaction, just imagine what the impact here will be with any sniff of support beyond LOI

Not a single trade in 90 mins. Really???

Https://tradingeconomics.com/commodity/neodymium

Up another 4.26% wow!

"Did You Know Fact: EXIM is usually associated with export financing, but this “Make More in America” Domestic Finance LOI is explicitly tied to a U.S.-based buildout—HyProMag USA’s first integrated rare earth magnet recycling + magnet-making facility in the Dallas–Fort Worth, Texas area—and the LOI even points to indicative terms including up to US$92M and a ~10-year repayment tenor (still non-binding, but unusually specific for an LOI)."

The parentheses part is interesting

@paulrow - "Really am coming to the thinking that this is to big for WD now".

I find this comment demeaning to be honest. This is all based on an assumption of silence. This company has climbed 500% in a year beating the FTSE by around 490% with a back drop of exceptional foresight and planning. Give them a chance to deliver what they set out to achieve. Add to this, they have put money where their mouth is. Minimal dilution and paid in forward equity.

JT is a good mouthpiece but the smarts here are both sides of the hypromag us agreement. Again minimal to no dilution to fund a US expansion that will x10 the current mcap. This was WD and ALs doing.

ATH cotec

58p paid in Canada up 7%

BBC News - Can robots ever be graceful?

https://www.bbc.co.uk/news/articles/c5y46356zzyo

Rare earth elements (REEs) are critical components in modern high-performance actuators, particularly in defense, aerospace, and advanced robotics, due to their unmatched magnetic strength and, in some cases, unique magnetostrictive properties. Neodymium-Iron-Boron (NdFeB) magnets are the primary REE-based technology used to create compact, high-torque actuators, while terbium and dysprosium are essential for stabilizing these magnets under extreme conditions.

Mp and usar up 6% - mka up 0.93% ffs.

Canada at least are 57p

Where is the opposite of yesterday MMs, you dropped by 2.5p in a split second, where is the same rise today on the back of the US reclamation of yesterday's losses???? Crooks

Terry - exactly, look at 1,3,6 and 12 months. All shiw the trend and we haven't had the good stuff yet.

"I think the share price destruction is totally merited" - what share price destruction? Magic honestly dude, just sell. The SP is up 26% this month. You are caught between Trader and investor however even traders can see it's range bound. Just my opinion, no offence intended.