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Executive order.....

https://www.whitehouse.gov/presidential-actions/2025/04/ensuring-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/

"overreliance on a small number of geographic regions amplifies the risks posed by geopolitical instability and regional disruptions.

In light of the above risks and realities, an investigation under section 232 of the Act (section 232) is necessary to determine whether imports of processed critical minerals and their derivative products threaten to impair national security"

Bac on (I'm hungry for some reason)

Even on the mid in Canada it's 20.75p. Strong day tomorrow

Depends upon acceleration need. I have some rainbow but the slow burn and zero sense of urgency is a concern compared to when I purchased them (burundi days). Bottom drawer at the moment. Any sort of progress update would be useful.

Worth noting. Pensana 100mill MCAP. MKango 50Mill.

I would argue MKA is closer to sustained revenue today.

SPAC valuation will at least triple this. For starters.

REMX Rare Earths ETF Surges 11.52%

The VanEck Rare Earth and Strategic Metals ETF soared 11.52% today after President Donald Trump announced a 90-day pause on tariffs for 90 countries willing to negotiate trade deals with the U.S., while maintaining pressure on China with an additional 50% tariff hike.

The ETF, tracking companies in the rare earth and strategic metals sector, saw standout performances from holdings like Albemarle (+19%), Sociedad Química y Minera de Chile (+12%), and China Northern Rare Earth (+5%), reflecting market optimism over eased trade tensions for most nations.

China’s exclusion, coupled with its tightened rare earth export restrictions, underscores its dominance—supplying 90% of U.S. and 46.3% of EU rare earth needs. The tariff pause boosts prospects for non-Chinese producers.

You couldn't write it more perfectly. China tariffs in place, check. Markets settled ahead of NASDAQ valuation (SPAC) - check. Imminent newsflow from several quarters and UK production - check.

Could this hit 20p tomorrow?

Chart suggests 21p short term. News changes that of course. Avg of circa 5p, this is turning into a retirement play for me.

"There's huge volumes of this stuff all over the country," said Davin Bagdonas, a research scientist at the University of Wyoming. "And the upfront process of extracting the (mineral host) is already taken care of for us."

However, it's likely to take years, if not decades, before the U.S. can become an independent producer of rare earths and cut its reliance on China. The previous Congress introduced a bipartisan bill titled Reclaiming American Rare Earths (RARE) Act that offers a framework of tax incentives to encourage more investment into the U.S.-based REE mining and production.

Canada buying remains at 17p, cotec up 15%.

Newsflow from MKA themselves, could drop anytime. Slow build on strong foundation is the way. Lots of news to come. Just imagine production UK next 2 months alongside a SPAC valuation of upward of half a billion (could happen) to name but two.

The timing of the SPAC valuation is key. You don't want to do it when nasdaq is correcting yet you want to strike while REE are front and centre in people's minds

Canada mid finished around 17p yesterday. Next leg up here today perhaps.

I know it's general manipulation but always interests me how buys an hour ago at 15.5p are market as sells conveniently an hour later.

Tells me that they need to shake weak holder.

Surprised at lack of any movement on ree prices.

I am one of the buyers waiting ✋️

Https://timesofindia.indiatimes.com/business/international-business/what-critical-mineral-exports-is-china-limiting-amid-tariff-war-with-us/articleshow/119985315.cms

300k at 16.7p reported after close. Definitely an accumulator of size with the 1 mm consistently pushing the bid.

100th post. Enjoy the ride. Re the markets, buy when everyone is selling, accumulate. This will all blow over. Look at post covid recovery.

If I was MKA I would push the SPAC valuation to imminent. Still undervalued by 100% at the moment.

17p offer. The demand for recycling will be off the Charts. Oh and a soon to be valued NASDAQ listing for a non-chinese mine and processing plant will be massive.