Recent content by Nomad

I came across this UBS piece on another forum. I don't 100% know what positions UBS has myself as I do not have access to the data, but if they do hold short positions in ASX listed rare earth stocks then I would think this is a clear cut case of "short and distort" is it not...

Interesting tech this is, if they pull it off this is potentially a game changer! ‘Pentagon isn’t just funding, it’s market-making’: US-China’s rare earths race heats up The US, in its close trade and economic rivalry with China, is pioneering membrane tech that could make Beijing’s rare earths...

Mont Royal Resources are set to reenter the ASX https://www.cruxinvestor.com/posts/mont-royal-resources-bringing-north-americas-largest-undeveloped-rare-earth-deposit-to-asx-imminently

Very little of what you are witnessing on a chart right now is real. I mean how much is actual sentiment, how much represents true company value and market positioning, and how much is manipulated....? My Trading View chart has Wednesdays volume @ 122.8M Gross short sales for Wednesday (chart...

I'm with you John, I have to admit I am not confident in the boards ability to navigate what they have waded into here and this goes far beyond what we are seeing on the surface. I'm not cofident they have dotted all their i's and crossed all their t's, and believe they may actually be either a...

And there it is, it's all in the glossy new investor presentation for our enjoyment! https://wcsecure.weblink.com.au/pdf/ARU/03014915.pdf I think I have figured it out though, the source of the leak is the glossy brochure printers :unsure: 😝

Yep, look what just popped up on the ASX , headline only still mind you. A$475m Placement and A$50m Share Purchase Plan (headline only)

Hmmm,.... Ecstatic that this investment is finally beginning to realise its value. Disappointed that Aus is once again selling out cheap. Offering to supply the US with oxides is not value or strength, building out our own supply chain, going all the way to magnet production in Australia, this...

In a word, INCOMPETENT! I'm sorry but Arafura have a good many people on the books, they should be all over this stuff and had this well in hand before expiry or another solution in place - BEFORE EXPIRY! So many eyes but nobody watching the ball, this is simply not a good look. Completion of...

"Next Cab off the rank" Asleep at the wheel more like it!

You're on the money (again) I reckon, inventories are key and it's early days. Rest of world is pivoting and China is countering, with the conflict of an (historic) average 18 years to bring a mine online and net zero targets looming ever closer, reality will be the winner here. There are...

Excellent piece, thank you, I can't help but feel this is absolutely on the money. It inspired me to write to MK with my view and opinion, and a plea for the government to take action to protect our national assets. I'm sure nothing will come of it but hey, I felt better doing it I did...

With Trumps demands still ringing in our ears: US demands Australia lifts defence spending by $40b a year 'as soon as possible' Is it not be on the cards for our own goverment to replicate this arrangement and the ADF become a major shareholder of ARU? Let's see if ARU fits the glass slipper...

I find the following statement very interseting, it is amongst Trumps DPA executive order. More so than the supply of raw minerals, the United States needs the refined products from these minerals that are ready to use in electronics, defense systems, and batteries...