If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
Hi Smishman
I believe that I’m coming from the point of view where as the global rare earths are becoming a big trading lever for the Chinese the rest of the world are desperately trying to look for and source alternative supplies. This has to benefit Tech Mins, in that the recycling of LI batteries etc will provide the ‘black mass’ required to move away from Chinese dominance in the market. I therefore see an exponential growth in value of the rare earths and tech mins will ride this wave.
Https://www.reuters.com/markets/commodities/china-bans-export-rare-earths-processing-technologies-2023-12-21/#:~:text=BEIJING%2C%20Dec%2021%20(Reuters
Another for info
Https://oilprice.com/Latest-Energy-News/World-News/China-Bans-Exports-of-Rare-Earth-Tech-as-Critical-Minerals-Race-Heats-Up.html
The black mass has just increased in value as China closes another door on rare earths. If they ever fully ban exports of rare earth products, watch out
Happy Xmas to one and all
Hi Brewdog
Thanks for an open and informative post. I’m afraid I’m not as brave as you with crypto, I really tried to understand it but was beyond me. Like you I think east has a great future. a happy healthy prosperous 2024 to you too Sir.
GLA
Hi siagonsally , like you I bought in way too early and now am sitting on a sizeable loss. I continue to hold and will add when funds allow. I do hope some big news comes in soon as this share is getting colder by the week.
GLA
XV
Think 2.00 is a great entry price for newbies. I am desperately trying to find additional funds to buy more, but the market is so slow at the moment. Don’t think they will go for a raise anytime soon as they have plenty of funds for 2024s expansion. Hopefully by Q2 24, as indicated East will be cash positive and who knows where it will go from there.
Hi Iceman, I see Global battery metals taking the lead on this. It’s a great headliner as Europe has a limited LI mines. The fact that it’s close to surface is exciting, I see any moneys generated from this as FO or sale is a complete bonus for tech mins. It’s great to see they have a very broad range of assets that will keep funds coming in. The big money for me is a dominant Recyclus group expanding rapidly throughout 24/25
GLA
See 24 as a strategic year for East where it makes profit and gets rid of the demons of the past. The 2.045 and 2.047 are buys.
Who on earth would want to sell 3 million shares at this time when in waiting another 3 months you would expect an increase
Hi RM, my strategy is to build. On the dips from other profitable stocks. I don’t have targets but over the next 2/3 years I see this building on several positive news stories. I’ve sold few this morning only because I have a hot stock I needed some funds for. I see the magnet story growing this to at least 30p by end of 24.
Jmho
Major milestone for Hypromag, this is big news. LW, I agree with you, this is bigger than songwe . The potential is huge and as it’s an MSP supported project should attract huge coverage. A great hold for rollout over the medium term. As it’s the first production of sintered magnets within the UK for 20yrs shall attract significant publicity
GLA