John's latest activity
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I think that there is as much chance of China getting back into Angola as there is of a Trump/Musk reconciliation. That Angola has... -
John replied to the thread Should Lynas management be sacked?.Hi @Mumbles2025 You are 100% correct. Rare earth trading is a "black box" industry. Even when dealing with ex-china supplier to...
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John replied to the thread Pensana - Presentation May 2025.@Fundamental I remember those visits during the Biden era. But i never looked carefully. And I missed Pensana! I do though remember...
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John replied to the thread VC firms talking about rare earths....I'd even settle for a ARU FID 2025 cap.....or socks!
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New tech wise it seems like they're willing to back new startups and for supply chain integration a lot of the big players are getting...
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Hi @John, would love to have a FID shirt “FID 2025” 😀😀😀
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They may not be 'Sovereign' Wealth funds, but there was certainly, and still is, a lot of interest shown from 'Statutory' bodies. Over...
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John replied to the thread Arafura 101.White Haven Coal....hmmmmm...interesting. Well their largest shareholder is Australian Super. And I have always thought they might buy...
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John replied to the thread Arafura 101.I would imagine ARU have told Posco...ARU are still willing to do a deal (the deal they have been working on for years now)....sign...
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John replied to the thread Pensana - Presentation May 2025.Great insight @Mumbles2025 Do you know if any other soveign wealth funds (the Saudis maybe?) looked at Pensana? I know there is...
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After the strategic investor pulled out in March 2023 (widely understood to be Sibanye Stillwater, though never officially confirmed)...
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John replied to the thread VC firms talking about rare earths....@Trevor L Mann Agree. I wonder if they will assign their investment capital towards the smaller/upstart RE sector buinesses, or will...
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traction is building in the DC and VCs are definitely looking to invest in the massive coalition it will take to disrupt the chinese...
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John replied to the thread Arafura 101.Yep....and I think ARU could be doing a JV with a downstream magnet manufacturer. That way they can access the cash from Exec Order...
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John replied to the thread Arafura 101.I have seen this written elsewhere as well...but in the actual fact sheet...there is no mention of this. But I think his people...
