Recent content by JVP73

I am leaning to MP also following DC's answer to my question. The Gina link would make this even more plausible.

will be interesting to see what Monday looks like on Shortman.

Yep, next Monday and Tuesday will be telling I think/hope

I personally suspect it's shorts being covered. It is relatively low at 2.07% but that represents around 51M shares. We'll see in a few days I guess. Certainly hope it is :)

Just wanted to extend a huge thanks to John, Daniel, Dustin and the Rare Earth Exchange team for producing such a comprehensive and high-quality podcast with Arafura's Darryl Cuzzubo. This kind of long-form, deeply researched conversation is exactly what this sector needs. The episode offered...

Where did you find the link Edward?

Looking forward to watching.

Very plausible!

Great question John, Australian super funds could play a bigger role in owning strategic infrastructure like Darwin Port, as an asset like this could offer long-term, stable returns that align well with retirement savings goals. Local ownership also helps keep control of critical assets within...

The prospect of the Darwin Port control being sold to American interests to an ally of Donald Trump marks a major geopolitical shift with direct implications for Australia’s critical minerals sector. For Arafura’s Nolans Project, the Port of Darwin is the crucial export gateway. This change in...

Now there’s a tease if I’ve ever read one. Don’t keep us waiting too long John.

AFR Mining Summit in Perth today, where Madeleine King had a lot to say about the Critical Mineral Reserve. From the AFR article: Australia ready to play dirty against China’s rare earths manipulation "The details of the critical minerals reserve are so sketchy at this stage that the whole...

I've seen this graphic before. Although it does clearly show infrastructure, it doesn't identify the Beetaloo Basin being where Tamboran's gas will come from. It's located aprox halfway between Katherine and Tenant Creek. Given the LOI and significance to the project, they should have updated...

Didn't BHP have part ownership in SolGold where DC was fired?

Honestly don't know too much about the processing capability of the Enneaba plant, I thought as ILU would take external feed supply, they could process, perhaps not all the way to an oxide though and that this would help Aus Gov stockpile sooner. Always happy to be wrong when speculating :) Has...