Member Info for velcrofajita

Https://rareearthexchanges.com/news/china-rare-earth-price-index-surges-to-288-7-as-magnet-materials-lead-broad-upswing/

Esduk, for sure. Silver, Gold and Copper have been really hot the last months and will have taken in allot of investor money. The next step for these metals is one of patience for higher metals prices to filter through to profits or support fund raising

Leaping Neodymium price is now catching attention

MM's reading our posts here? Maybe they have understood that existing long term shareholders have no intention to sell and are patient enough to watch grass grow if need be

Esduk, we can be sure that there are investors there with less risk tolerance than us, for multiple reasons. They hold big money but need to see further significant de-risking which means funding, Nasdaq listing and near term cash flow from existing operations in UK and Germany. These will come in time and tat will then be the next significant leg up for MKA

Miles, adding my neck on the block, I see minimum £1 by end April. Both Neodymium/NdPr pricing as well as specific company developments are aligned., only the spark is missing and this will come

Https://www.marketindex.com.au/news/rare-earths-prices-just-hit-three-year-highs-why-asx-stocks-like-lyc-ilu-and

I wonder if no comm's is another way to get impatient retail investors to sell out and bring in more professional investors, family offices and small cap funds into the shareholder base. These things do happen and are important when lenders are considering funding matters.

All I can say is keep being patient and remember that the stock market is the transfer of wealth from the impatient to the patient

Stock, yes this link is for neodymium metal. What I was talking about with Esduk, is NdPr Oxide prices

Esduk would appreciate if you could give an update as you get the free prices.

Last I checked NdPr Oxide was just over 100 (China) but that was some days ago. I need to take out a pays subscription to get prices now but no need as tracking Neodymium is good enough

So China price still below minimum I expect but yes with ex China premium may well be over that level the last days

I understand that MP has a guaranteed price for NdPr oxide and not Neodymium metal. NdPr oxide is still below the minimum guaranteed price

Esduk, in the words of Rick Rule, more tension building up in the compressed spring.

Yes indeed

Rare Earths now make a cooperation with Iluka interesting, considering the processing plant they are to develop in Australia

We will see in time if Rio is interested or not. Having them on board as a major shareholder remains clearly beneficial, especially in the technical execution pf the project and very likely Rio involvement is what allowed the rare earth angle of the operation to be worked out.

To be honest I would like to see SVML take this to production on its own or sell a 30% share of the project to the likes of Iluka who certainly would be interested in this to upgrade their mineral sands business in the area of natural rutile

China will not like current PM landslide victory in Japan. She is conservative, pro economic expansion, pro Trump, anti China, a sort of Japanese “Iron Lady”. I can see allot more turbulence in REE Space and Japan needing to further diversify away from China sourcing, at speed.

Neodymium/NdPr oxide prices have increased significantly driven by additional demand for magnets for EV's, drones (which have become a core part of any military strategy) as well as wind parks and other traditional uses. The big factor that has not yet had a meaningful impact on demand is the mass roll out of humanoid robots, but this is in the pipeline and in my view will be the new big thing in the next decade

Not all humanoid robots need Neodymium magnets, but the higher performance ones with multiple and fast movement absolutely need this to function and this is where I see China moving their EV dominance into next. They sit perfectly on the high end with ample availability of all resources, including high performance magnets

The previous record price for NdPr oxide was around 150,000 Yuan / Kg, which was achieved about 5 years. I expect that this will be surpassed within this cycle and be underpinned longer term by the new mass roll out of Humanoid robots, further advances and take up of EV's and more rapid rollout of next gen wind turbines.

MKA will certainly not be the dominant player in all of this, but we don't need that. What will do very well is an intergrated mand focused mining/separation business in MKAR that could reach a market cap on the nasdaq of USD 1 billion plus and recycling plants going into production in Europe, US and Asia, driving a Hypromag related market cap of up to USD 2 billion across all arms of that business. This is huge upside from today's levels with a combination of mining, separation and cutting edge recycling technology

Cod, that practice is fully understood. This is why I do not trade. For me it’s all about long term fundamentals and risk-reward in particular long term investment there’s. What the MM do is not if any significant interest for me

As always where there is risk, there can be huge return. Each investor has to consider this and go with what they see best. I see the risk reward as excellent so I am here with a huge position

I have never really taken much notice of the market manipulation posts and although I would agree that this is happening to allow some deep pockets to accumulate, as a very long term investor, looking for multiples from current level, I do not really care that much.

Rio will need to grow through bolt on acquisitions and partnering joint ventures. They have seen that mega mergers are not easy and for sure they will be desperate to gain scale outside of Iron Ore with the China story that fueled that in the past transitioning to technology and consumer led for the next decades.

Kasiya is a tier 1+ asset, and fits in very well with Rio repositioning itself towards technology and transition metals, especially with the addition of REE. Thye have aluminium and adding in natural rutile, especiifally for the metal space is a good step up.

I don't believe Rio are going anyhwere and will be closely linked with Kasiya in whichever form they chose to do it. The modern rtrend is to take a 30% direc share in the project, with the money being used by Soverign to fund the construction