John's latest activity

  • John
    John reacted to Nomad's post in the thread Arafura 101 with Like Like.
    I find the following statement very interseting, it is amongst Trumps DPA executive order. More so than the supply of raw minerals, the...
  • John
    John replied to the thread Pensana - Presentation May 2025.
    @Mumbles2025 Wow. The west really needs to wake up to what Pensana and their advisors have been able to achieve. The west needs to look...
  • John
    John replied to the thread VC firms talking about rare earths....
    @Szalva - love your profile pic! Do you have the FID tshirt as well?
  • John
    John replied to the thread Funding Rare Earth Projects - Rant.
    100% agree. Western stock markets need to protect the junior mines. But they also need to ensure they don't become a "lifestyle" company...
  • John
    John replied to the thread Arafura 101.
    Operation Warp Speed about to start. Trumps Covid moment. For all the doubters out there. This could be his defining moment.
  • John
    John replied to the thread Global RE stocks booming today!?.
    @Fundamental I hope so. I just feel we have had so many false starts...... It’s like we have been yelling into the wind for ages — no...
  • John
    John replied to the thread Global RE stocks booming today!?.
    @Fundamental Do you think this is in response to the auto makers stopping some of their production lines? To move the needle this...
  • John
    John posted the thread Global RE stocks booming today!? in Core Dump.
    Whats going on? Lynas up 12% MP up about 12% Any thoughts? Trump about to splash the cash?
    • Screenshot 2025-06-05 at 3.59.39 pm.webp
    • Screenshot 2025-06-05 at 4.00.06 pm.webp
  • John
    John reacted to Fundamental's post in the thread Pensana - Presentation May 2025 with Like Like.
    IMO, A lot is being kept confidential for commercial reasons. But sufficient to say that the Finance providers spent nearly two years...
  • John
    John reacted to Fundamental's post in the thread Pensana - Presentation May 2025 with Like Like.
    Every man and his dog uses the Lassonde curve ! I don't think the curve is meant to be an actual indication of value, rather a pictorial...
  • John
    John reacted to Mumbles2025's post in the thread Pensana - Presentation May 2025 with Like Like.
    Re the financing and offtake, the market needs to look at the organisations funding the project. The Angolan Sovereign Wealth Fund, And...
  • John
    John reacted to Mumbles2025's post in the thread Pensana - Presentation May 2025 with Like Like.
    The ABSA CPs are related to the Export credit guarantees that have been mandated by the ABSA credit committee, these discussion are...
  • John
    John reacted to Fundamental's post in the thread Pensana - Presentation May 2025 with Like Like.
    Hi John, you raise a legitimate concern about Sovereign Risk, I think we have to recognise several things before reaching a conclusion...
  • John
    John replied to the thread Pensana - Presentation May 2025.
    Thanks @Mumbles2025 Pensana is potentially in a very good position to capitalise on everything that is going on in the world. And I...
  • John
    John posted the thread Lynas and Iluka JV/Takeover? in Lynas (ASX: LYC).
    https://rareearthexchanges.com/news/lynas-eyes-brazil-and-malaysia-but-could-iluka-be-the-real-target/ What do you guys think about...
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