Recent content by WideMouthFrog

I thought the same - robotics for sure, incoming demand for NdPr about to sky rocket.

One matter worth revisiting, Szalva, is the long-term incentive (LTI) scheme initially proposed for DC—approximately 25 million shares tied to milestone-based performance. That proposal was expected to go to vote last year but has since gone quiet. If elements of it are still active or under...

The index rebalance is the proven way out, and the capital raises are the icing on the cake. If you have a look at every company that was exited from the index. They all just coincidently had large drop in shorts the next day…to support their exit. Oddly, it was the shorters that forced them...

Additionally, I would like to point out the cost to retail investors. As an example, the shorters, have been for want of a better word gifted these 60m shares off market. All while I know retail investors that were asking to buy more shares in these capital raises. Brings into question not on...

Lots to discuss here; The major thing, it’s not as cut and dry. And with ARU, this serious manipulation has happened about 4-5 times that I recall. It’s market manipulation at its finest. Additionally, it’s not isolated to ARU. It’s repeated many times over and ASIC turn a blind eye. Let’s use...

Thats a lovely ; should we call it 'badge of honour' !😂

My view; Using quotes straight from the Lynas Quarterly. Why Rare Earth Pricing Is Moving Beyond China’s Index The notion that rare earth pricing must remain tethered to China’s domestic index is increasingly outdated—and the market itself is proving it. As Lynas Corporation noted in its...

By far the most confident interview I have watched by the CEO, and it is a credit to Rare Earth Exchange for making DC so comfortable that he could speak freely. And so he will be visiting the US more regularly hey!! Suggesting?

Let's add in a price floor to this mix. DC, did mention to ARU shareholders last year, that there is a pricing premium. Could we expect anything like this the US? https://www.bbc.com/news/articles/c3r91rngq2do

1 step closer to FID, a nice little $175M Siemens Gamesa to go on top of the $200m from the Australian Government. Importantly, this one is a bonus, as they were already contributing to the debt stack! and they have taken another 500t of offtake. Inching closer!

https://delonixsolutions.com/arafura-nolans-rare-earths-project/ These guys did some contract work for ARU during 2021-23. I found it interesting they have only now started promoting their work with ARU? Do you market into a winner product or a losing product? Let’s see…

So this throws an interesting spin on the entire Korean piece. Notably ARU have stopped all the extensive ‘partying’ with the officials at every function between both countries. Also, the recent Australia government equity injection into ARU of $200m announced by MK, focused on the Australian...

Does anyone know if this paper to be released next Wednesday is to suggest specific investments in companies or like, or simply policy shift and future national goals in regard to Rare Earth. ARU obviously have a line in the sand moment in the future, the more I read, the more I believe the US...

https://www.reuters.com/world/us/trump-expected-waive-defense-production-act-requirements-boost-critical-minerals-2025-06-03/

Well said!