Member Info for StockGenius

Behind pay wall so may not be relevant, link being Canada and listing there only....

https://share.google/FzWRwKvLCZcsTMGAG

Rare Earths Index Rises as Geopolitics Tightens Supply Chains | OilPrice.com https://share.google/chM5rmhEkC1gc6ti2

Very transparent. Clear M.Mc stalker.

Blocked

Nas - thanks, good magnet producers on that list and buyers e.g. bosch

When was the last time this wasn't marked down out of the gate? Its getting boring these mm tactics

Completely different beasts. Mka produce magnetic alloy. The other MREC that must be refined by partner, in this case REelement. We also will produce the finished magnet.

The feedstock is also different.

Interestingly when we get to long loop, they could be complementary tech.

Why shell? Tuck. I don't see the link at all. They recycle plastics and chemicals but don't really hit the REE sector apart from lubricants for mining.

A nice Sunday ponder. Personally I think a takeover is inevitable here. With all of the recent valuation work across UK and US i think this shouts, "We are undervalued and here are the details. You'd be a fool not to make an offer"

Question is, what SP offer would you expect to see, and what offer would you expect major holders to bite at? Including yourself.

I will start the bidding - £3

Interesting AI take on it (pinch of salt).....

Behavioral and algo clustering: Many stops, limits, and execution algos key off round cash sizes and round share counts; placing 14,999 or 24,999 avoids joining crowded queues and reduces signaling to liquidity-seeking algos watching for 15k/25k prints.

Internal risk and compliance bands: Some desks have additional checks, approvals, or trade reporting workflows at or above specific notional thresholds; sizing just under keeps flow on the low-friction path.

Venue/fee thresholds: Certain venues or brokers apply different fee tiers, minimum commissions, or odd-lot handling at round or higher notional sizes; slightly below can marginally improve economics.

Market impact control: Breaking up size into non-round slices makes order flow look less “block-like,” which can reduce adverse selection and gaming by counterparties who key off round sizes.

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Patterns that better suggest stake‑building include persistent net buying over multiple days, prints across venues, and derivatives usage that aggregates to voting exposure

The net buying over multiple days - check.

EsdUk - do you track if these went through different MMs or is you lvl not that in depth?

India, a next home....

"India’s rare earth magnet crisis: The road ahead for domestic EV companies | Mint https://share.google/qKLY9BCJszp9UMeZ0"

"Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, 10, and 20 years from now"

Check - Mr Buffet

Let's not forget the warrant holders had to put some serious bacon down and have huge confidence in the company when a lot of people didn't.

A lot of LTH had some negative vibes back at under 10p and some underwater.

Myles has also spoke of his plan to exercise in yhe companies interest and would encourage other holders to do so. I dont know Myles from Adam but I think he would be very ill advised/informed to sell at this stage of the story.

Kaeran, was spot on, we fuss about warrants, 34p or 36p, RSI etc when this we hypromag USA has gone from 700m NPV to 2.1billion. This is just one country too!

How times change.

The derampers are out in force this morning. A few nervous shorts I would imagine. You have got to laugh. The Hardy Boyz are hard at work.

"I am questioning my investment"

"Im going to start selling my holding"

"Don't get me wrong name a LTH"

"I've listened to Myles and now he's deleted a.tweet"

Ffs grow up. You clearly don't realise that.this board are 95% true LTHs who openly trade ranges and cannot be swayed by your repetitive drivel.

Wow, the Hardy Boyz are up early.

Interesting.....

Practical tracking list

EXIM: Look for “final commitment” or “Board approval” notifications for HyProMag USA’s Texas facility; these would mark a definitive U.S. financing milestone beyond the LOI.

HyProMag USA study outputs: Watch for completion announcements of the Nevada/South Carolina Concept Study (AACE Class V CAPEX) and any follow-on FEED/FEED award timing.

SPAC filings and vote: Monitor CPTK/Mkango filings (F-4/proxy effectiveness), CPTK shareholder meeting date, and closing timeline, as these often cluster around capital announcements.

"It's going to go down sometimes, if you own a stock, so why worry about it?. The point is to buy something you like at a price you like, and then hold it for 20 years. You should not look at it day-to-day," - W.Buffet

Game changer for me, and likely announcement at magnet manufacture commissioning later this year. OFFTAKE.

However, i do see US gov funding at the same time. Oh, and a small Nasdaq listing

Downside is, that UT means they will open this down 2.5p tomorrow at its true mid finish today.

What a load of cheating bollards

Feels like intentional brakes being applied once again. Warrants perhaps? Good to get Myles view.

Can't see anything but blow the doors off in the next 3 months ahead of NASDAQ. That will ramp up the sp to 80p.

Esduk - pension is more traditional and fund based, buying into healthcare heavily. Relatively hard going but buffets recent buys have given me conviction I and right. Defensive and cyclical normally.

Unfortunately as mentioned previously,my holding is not sheltered and at the mercy of hmrc. I think can sell max 5k per tax year forever to avoid cgt. My own fault.