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Nick, assuming you mean here and now? US alone for one hub would be NPV of £450 mil with a forward look from JT of £4.5billion.

Rare earth magnets: Supply link from mine to magnet https://share.google/8jQE2Y4npKxl619lv

Great read, again around India and the wider Macro

India’s critical minerals push gathers steam - The Economic Times https://share.google/AD3sk8OPbe4Ib3blj

Clearly MKA are part of the conversation and have a seat at the table. Multiple NASDAQ listings incoming in my opinion.

Summary of Change (2020–2024)

Share Count: Increased by about 5.6million shares (from ~34.9million to 40.5million).

Ownership %: Decreased from 7.5% to 6.3% due to issuance of new shares by the company—his total shares increased but the company’s total shares increased more.

Concrete news on purity is needed here, as a medium holder here, this is still a risk, but at 95% there are still economics to support viability. Not an ideal outcome. This year will hopefully clear up the doubt.

In the meantime MKA are paying my mortgage. Maybe RBW will add to the pension.

Same linked in post.....

"Despite promising research, these materials still struggle to match the performance and scalability of NdFeB.

The Commercial Truth

As much as we want alternatives, Neodymium-based magnets will remain the dominant force in the industry for years to come. Their atomic structure gives them a performance edge that’s hard to beat—and thousands of researchers are working tirelessly to find alternatives that can compete.

But the future? It likely holds more NdFeB, more innovation around it, and more effort to stretch its capabilities and sustainability."

Liquidity Management: Institutional orders are often much larger than retail investors', so IIs may work large orders in tranches or use brokers with expertise in AIM stocks to minimise market impact and avoid price jumps due to low liquidity

Another application essential in need for REE....

China suggests lasers and stealth submarines to counter Elon Musk’s Starlink satellites | The Independent https://share.google/cAntwhJHsqqQuMg1E

Rare earths are China’s bargaining chip in trade war with the U.S. https://share.google/Jr59OPzb0LgojLzcr

"Rare earth elements remain essential for revolutionizing the tech industry and transitioning to renewable energy. Mining companies, processing facilities, and national governments are working to keep the supply steady by recycling scrap and reusing these minerals whenever possible"

https://qz.com/rare-earth-minerals-what-are-they-guide

Hes shorting it all the way to £2

1st green box of day. Slacker.

45p leg up soon

2 trading days after the threshold is crossed.

Where have all of the green boxes gone? Hmmm. Hi 👋 Peter

IIs have been mopping up for weeks. 100k, 50k and today 25k blocks. All trying to no spook the market. However news has got ahead of them. Still way under valued against short term potential

Yes the 2,2 and 3 share trades are MMs informing each other of current book

Seller at this low level intrigue me. The NASDAQ listing alone would have an opening price for 5 mins at double this SP and that doesn't include recycling arm of the business with prospective value in US alone on 6, yes 6 billion

Https://times.mw/government-wants-40stake-in-mines/

40% stake in ALL mining ops.

Should open up 0.5p for a change