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The tiny magnets threatening to ground America’s deadliest fighter jet https://share.google/NfVFWQLkle8qynXe5

A stock trader’s guide to navigating China’s curb on rare earths - MINING.COM https://share.google/FTqRHmOzm1WLhC4Kb

I think there is more to this. So many 25k and 50k buys throughout the day, most delayed reports.

Leaky ship imho. I expect news this week.

Let's see how US/Canada react today. 10% up on UK interest alone.

Goldman Sachs flags risk of disruption in supply of rare earths, key minerals | Reuters https://share.google/4VWkdNPyounq12Kbc

SIT - id say there's still 8 weeks. I eoikdng rule out news this week, early next.

Even if Q1, we have Germany commissioning to enjoy in Q4 amongst other news.

Esduk - I think a week of consolidation was needed but imho the 70p+ we glimpsed will revisit quickly. Team any amount of imminent news

Chatgpt view....of demand

Figures are rounded to the nearest kilotonne and should be treated as a planning-grade forecast curve rather than an exact consensus series.

2026: 82 kt

2027: 89 kt

2028: 96 kt

2029: 104 kt

2030: 112 kt

2031: 121 kt

2032: 130 kt

2033: 141 kt

2034: 153 kt

2035: 165 kt

Https://www.marketwatch.com/story/apples-stock-is-leading-the-dows-gainers-whats-behind-the-rush-of-optimism-13ba8201

Lots of robotics talk from Apple. Would also nice to recycle iphones.

BBC News - US and Australia sign rare earths deal to counter China's dominance

https://www.bbc.com/news/articles/cly9kvrdk2xo

298mill is 400mill dollar low ball for mine/refine, so 30%. Bear in mind that when it lists, just my opinion, it will move over 1billion quickly.

Bear in mind that values UK, Germany, US and RoW Hypromag at "ZERO".

Just a matter of time. Defo news imminent.

USA Rare Earth (USAR): Examining Valuation After Recent Surge in Investor Interest https://share.google/VNC5Uo9zZPgyHY44l

Stating x4 undervalued. Lol

Mumbles - posting here as it might get lost on mka thread. Thanks for clarifying again MM comments. I dont hold PRE at the moment. I was about to buy at 15p but missed, the rest is History. Im sure the Nasdaq listing will wotk out, do you know if it will be via a BCA? If they have a partner in mind? I think minimum timeline is around 6 months from that combination agreement. Meeting production timeline will really help i am sure. Are There any new progress photos for Angloa?

Anyway, thanks again.

MM...you are correct, PRE and RBW. These are the primaries on my watch list. UK based investors will look at these over probably the aussie and US firms imho.

As you say, the Nasdaq listing(s) cant come soon enough. What is your feeling on the timeline?

REE related cos getting hit again. Good buying opportunity thankfully. The market still doesn't know why MKA are different to the one trick miners.

Jdbanzi - perhaps this is where timing is everything and aldo PR is good and bad. Pensanas funding delays no doubt hurt as looking at the link below it was forward sold and timelines not met...

https://m.miningweekly.com/article/pensana-starts-constructing-saltend-rare-earths-refinery-2022-07-22

However, the approach by Will and Alex has been a little too much the other way. The lack of PR against Tyseley as an example.

I do though truly believe they are on the cusp of something significant. Germany online this quarter, magnet production (not just powder) from Birmingham and Nasdaq will all pull strong attention PR or not.

Enjoy peeps!

In the race for rare earth metals the UK will need to get its hands dirty https://share.google/atYeOd7VjhnbE3HlT

Hopefully word gets around to kick start another strong week. Hypromag will get nasdaq listing quite quickly imho. Billion plus mcap easily

Cheers, I cant view them. Thanks for clarification.

Being in the room is massive, Being around table is off the chart imho

Where does it mention cotec?