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It should open up tomorrow.

On the vessel, I am.certain that if that vessel cannot be sourced in US then the tariff will have a consession. He is trying to encourage US based businesses. I would imagine by then the manufacturer will have a US office

If only we were building 3 plants in the USA.

Cup handle formation breakout is just starting. All backed up with some intriguing news imminent. There NASDAQ listing will drive significant interest due to current global affairs.

I still think someone will want to take out MKA early. A heavy price will need to be paid though even now

For that Stock to be available in suspect that some warrants have been cashed. All good as this is cash flow.

This is going 20p soon

July 2024 - He sold 1.5 million shares to provide £250,000 in working capital for Pensana. The company later issued 1.5 million repayment shares to him, maintaining his ownership percentage at 4.98%

December 2024 - he bought 300,000 shares at £0.25 each

January 2025 - He purchased another 275,000 shares at prices between £0.279 and £0.294, increasing his holding further.

These transactions reflect his ongoing financial support for the company while maintaining a significant ownership stake.

Paul Atherley holds 14,444,116 ordinary shares in Pensana Plc, representing 5.06% of the company's issued share

Https://www.aljazeera.com/program/counting-the-cost/2025/3/27/whos-winning-the-global-race-for-critical-minerals

Credit to Tony on PRE thread - 6 mins onwards

MA,

I too was surprised that this has dropped back, I nearly bought in twice under 20p and thought I had missed the window as it ran away to 40p.

The only thing I can think of is that it said finance us done when equity is still in play.

I'm sure it's all about finalising it. Possibly a great buying opportunity. Easy for me as not a holder.

Good luck everyone, there seem to be some well intentioned people on here.

Currently sitting at MCAP of 40mill. Undervalued on that single project.

Https://www.reuters.com/world/asia-pacific/myanmar-rebels-disrupt-china-rare-earth-trade-sparking-regional-scramble-2025-03-28/

With this and the earthquake, I would imagine REE pricing may show signs of life. It's such a fragile market.

Mka, should help in the future

It tends to balance itself but Canada mid is 14p equivalent at the moment. A nice finish to the week would be good.

I can't believe we are trading below 20p at this point. The potential and newsflow is incredible. It hit 35p without a mining permit and no recycling and no pulwy.

How times have changed.

Worst case dates to hang hats on?

"Of the total number of RSUs, 20% of these RSUs are contingent on first production being achieved in the UK by the end of Q2 2025, 40% are contingent on first production being achieved in Germany by the end of 2025, and 40% are contingent on the listing of Lancaster Exploration on the NASDAQ exchange and the successful completion of the SPAC transaction by the end of 2025."

From RNS today. So PRODUCTION in UK and GERMANY this year. SPAC in addition.

3 significant news items that will change this company. 1billy potential in 5years.

LWHL, understood. I agree there are challenges along the way.

Strong difference here are the many bow strings. Mine have major challenges as per HZM recently. When eggs are in one basket its a lot harder to ride the pain.

Is it your take that at 22p this would be at value?

That would be MCAP of only 70mill.

Mine, refine and recycle.

Peers are higher than that now with only mine.

My view is the SPAC will value close to 100million on its own.

I appreciate there will be trading along the way but the foundation is in place for a 1billion valued company in 5 years..

139 posts. Volume up over the last month. A lot more still to come and talk about. Sitting on a nice profit now. Hanging on to them for a long time.

Half the mcap of pensana who only have mine at present. I can see £1 by end of 2026

I think this is just great news as it rounds out the offering, mine, process and recycle, all with timline that could be in the next 2 years at a push.

I do have frustrations that thevRNS wasn't prepared in advance with comment from Mr D. The timing of the announcement was known.

All will be forgiven if SPAC, now including Puulwy blows the roof off this.

RNSd properly this would have been high teens.

However momentum is strong, the 6 month chart is fantastic.

6 month chart is a peach

Hi all, for transparency I dont hold any stock but was close to opening a trade position some weeks ago at 15p. I missed the window.

However, I have been watching the thread since.

I have to say I am confused. I may have mussed some of the History but I am really lost on the theorist and China thing???

I am not saying that people make investment decisions based upon these musings but it is quite off putting.

My view of this Stock is that the finance has been a derisking event but the journey has only just begun.

Questions remain around off take, construction contingency and plc funding.

I recall reading that the project was valued at 70p? I may have that wrong. If it is true then current sp at this stage of development is about right until progress is made.

I suspect, and don't shoot me, that there will be a placing soon for PLC continuity. 25p mark maybe.

Hopefully they fund via up front offtake but tough to see that until mine near completion.

Good luck all, trading opp is gone and so am I.

MREEGA - Make Rare Earth Elements Great Again

The FD will have site of the potential UK numbers too even if we don't have that visibility yet. He decided it was a BUY.