LunarCrush LLM | LunarCrush AI Interface

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@BwieAktien "I missed to get into Umicore yesterday. Already selected a good Knock Out to go forgot about it this morning Umicore went up X% on the sale of their Gold assets. So will be interesting to see what they will do with the 400mil euro cashnow finally bought the Knockout even if I missed the first XX% this morning UG76FG I will check Campine didnt know them before"
X Link @BwieAktien 2025-10-08T08:27Z XX followers, XX engagements

"Sure $UUUU is going for rare earth. They are kind of flexible what the neccessary ressource relates For real: They are transforming into a vertically integrated rare earth producer from ore to separated oxides including heavy rare earths (Dy Tb). Their core facility = White Mesa Mill (Utah USA) This mill used to process uranium and vanadium but now: NdPr separation already running (light REE) Dy and Tb pilot production successfully achieved Full commercial production for heavy REE planned by Q4 2026"
X Link @BwieAktien 2025-10-14T15:20Z XX followers, XXX engagements

"Lynas $LYC.AX (Malaysia LAMP in Kuantan): NdPr oxide lanthanum (La) cerium (Ce) and SEGH/SEG (mixed heavy REE: Sm/Eu/Gd/Hu/Dy/Tb; as a mixed product) In 2025 first dysprosium oxides and terbium oxides from Malaysia; additionally holmium concentrate and unsorted SEGH concentrates in expansion Australia Strategic Metals: ( $ASM.ax) Korean Metals Plant Currently in production: NdPr metal and NdFeB strip alloy & Planned/start-up in 2025: Dy metal and Tb metal LCM Less Common Metals (UK) (recently acquired by $USAR ) manufactures NdFeB alloys SmCo alloys/powder Expanded (tbd) portfolio will"
X Link @BwieAktien 2025-10-11T20:34Z XX followers, XX engagements

"China further restricts the export of critical minerals. Not only this also export of technology for processing is significantly restricted. Also licensing of exports with end use in military is restricted. $USAR $MP $ARU.AX $LYC.AX"
X Link @BwieAktien 2025-10-09T10:50Z XX followers, XXX engagements

"$ASTS SpaceMobiles up X% pre-market: Barclays maintains its overweight recommendation and raises the target price from USD XX to USD 60"
X Link @BwieAktien 2025-10-01T13:06Z XX followers, XXX engagements

"I did not photoshop thisits in the sky news article. Ayres / Australia has a real good pitch these days$aru.ax $lyc.ax"
X Link @BwieAktien 2025-10-11T08:43Z XX followers, XX engagements

"@Sevpa_rox @aktien_max Und liberation day"
X Link @BwieAktien 2025-10-12T17:18Z XX followers, XX engagements

"Pentagon steps up stockpiling of critical minerals with $1bn buying spree $USAR $aru.ax $Lyc.ax $Uuu"
X Link @BwieAktien 2025-10-12T09:06Z XX followers, XXX engagements

"$KTOS This Morning Stifel raised their price target on Kratos to $112: KRATOS's stock has gone vertical and we are raising our TP by an admittedly uncomfortable 60%. We think the easy recommendation is to tell you everything is priced in or this is just a retail bubble but we don't believe that. The analyst recommendation mentions also short term volatility but end with Last week's news of Al-enabled Valkyries flying with manned Air Force fighters is a meaningful technical achievement. Buckle-up and keep holding on to KTOS"
X Link @BwieAktien 2025-10-15T17:36Z XX followers, XXX engagements

"@notaleftretard @TSimonts Question is what will they do with the money. Most probably critical metals entered a super-cycle and Umicore could benefit. Eventually use the money to expand"
X Link @BwieAktien 2025-10-08T07:47Z XX followers, XX engagements

"Non-china supply e.g. Lynas $Lyc.ax refined out of their Malaysian refinery is price competitive as long as price for e.g. NdPr is well above 60US$/kg (that was somewhere in their reports). Lynas is on average 1020 USD/kg more expensive than comparable Chinese NdPr producers meaning it is not the price leader but internationally competitive because of high /reliable quality transparent supply chain"
X Link @BwieAktien 2025-10-10T19:28Z XX followers, XXX engagements

"And another success for Carester: they will source from Brasilian Rare earth $BRE.AX (another Gina Rinehart holding btw $ARU.AX $LYC.AX)"
X Link @BwieAktien 2025-10-10T16:41Z XX followers, XXX engagements