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Almost every day now, there's something about rare earths in the headlines. US interest in / dealings with Greenland, Ukraine, Russia... The potential tariff war between the US and China... Rare earths keep cropping up. The key is neodymium, the critical raw material for NdFeB

Cavendish recommences coverage on Shield Therapeutics #STX this morning, with a new 23p target price (versus a 3.23p close yesterday). Note that CEO bought at chunk at 3.7p, two weeks ago. New revenue forecast of £54.6m for this year, increasing to £79.4m next year, at which point the

I've been busy with much more important (and happy!) life matters the past week, but have found time to write up a short update on Mkango #MKA over the past day (and sleepless night!). mylesmcnultytrades.substack.com/p/mkango-resou… More writing on other stocks to come when time allows!

(Sort of!) switched off from the markets the last couple of weeks to welcome our second child into the world. Glorious (albeit mostly sleepless!) days. Meanwhile, I appear to have missed out on some rather nuts volatility across the pond...! Never a dull moment...! Back at it

Alphamin's Bisie Mine in the DRC supplies 5-6% of the world's tin. The tin price is now up 6.2% on the day, at $35.5k/t. Looks like the Andrada Mining #ATM long trade could have much further to run in the near-term. metal.com/Tin/LME_SN_3Mt

My vehicle of choice for trading this insane shift up in the gold price is Greatland Gold #GGP (as of yesterday, a top 3 position in the PF at 8.9p av.), but I'm also a big fan of Thor Explorations #THX at 22p (higher R/R mind, and much less liquid).

An astonishing value read across for Mkango Resources #MKA #MKA and its partner, CoTec Corp. (TSX-V: CTH; OTCQB: CTHCF) $CTH, regarding HyProMag USA: Last week, USA Rare Earth Inc $USAR completed its SPAC Merger deal and listed on NASAQ. It listed with a mkt capitalization of around $850m; at close on Friday,

Last night's Executive Order is a massive boost for rare earths mining and processing companies, as well as permanent magnet makers, that are based in the US. For Mkango Resources #MKA #MKA and CoTec Corp. (TSX-V: CTH; OTCQB: CTHCF) $CTH, the likelihood of HyProMag USA receiving substantial government grants /

European Metals Holdings #EMH is now up 59% on the day, after it RNS'd that its lithium project in the Czech Republic, Cinovec, has been designated a Strategic Project under the EU's Critical Raw Materials Act. Mkango #MKA's Pulawy rare earths separation plant in Poland has

The conflict in Myanmar is causing more disruption in the rare earths industry, notably with regards to supply of the heavy metals - terbium and dysprosium - that are used in permanent magnets. "Ethnic army controls area accounting for nearly half of global heavy rare earths

These videos from the Huddled Group PLC #HUD CEO are superb. Highly informative and very honest. Huddled is a UK micro-cap flying under the radar, with possibly the fastest top-line growth out of all the LSE's constituents. And even boasting such incredible growth, demand for its

A 54% effective tariff now imposed on most Chinese imports to the US. Absolutely nuts. Does China respond by mobilizing one of the key weapons in its arsenal - a ban on exports of rare earth elements and associated products? In 2023, China held 40% of the world’s reserves of

Uh oh, this is escalating quickly. Rare earth and NdFeB magnet producers (above all, US-based) are one of the very few groups that benefit from this complete mess. Long MP Materials $MP, very long Mkango Resources #MKA #MKA!

They’ve only gone and done it! China places export restrictions on two of the four key rare earths used in NdFeB magnet manufacturing - terbium and dysprosium. Interest in the rare earths industry is about to rocket.

Mkango #MKA is one of very few stocks set to thrive amid this global market turmoil. Mining, processing and refining, and its crown jewel - recycling - of rare earth elements, and manufacturing of NdFeB magnets. Vertically integrated with an operational footprint already

Rapid, scary escalation. It's impossible to be too long rare earths exposure right now. If China adds neodymium and and praseodymium to its exports restrictions list in retaliation (joining terbium and dysprosium already on the list as of Friday)... Uh oh. #MKA $MP $LYC $USAR

In the next 12 months, I am confident we see a publicly announced tie up between $TSLA and HyProMag USA for the recycling of NdFeB magnets used in @tesla's fleet of EVS, but, more importantly in the long-term, in its humanoid robots. Today's news is the biggest bull-flag of all

There's a huge amount in this latest Executive Order that could create a very favorable environment (even more so than it is now, if that's possible!) for #MKA's US operation - HyProMag USA - to flourish in. HyProMag is a recycler of rare earth permanent magnets. It has a

Recycling limbs and other components of humanoid robots is going to be absolutely enormous business in the decades ahead. Mkango #MKA's HyProMag is going to be a key player in this industry, and I am wholly confident that a tie up between Tesla $TSLA and HyProMag USA will be

Great article from Mining Journal Richard Wachman highlighting Mkango’s unique positioning in the #RareEarths supply chain #MKA REIA-The Global Rare Earth Industry Association Critical Minerals Association (UK) #CRMA #MineralsSecurityPartnership SAFE #RareEarths EIT RawMaterials 🇪🇺 Share_Talk ™ DFCgov mining-journal.com/london-to-a-br…