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@SniffRocks "@Why__Knot @METhompson72 Yea correct all bar MP are decades away from providing a material amount of refining capacity none are economic MP has no heavy rare earths & the US largely only has ample light rare earths which China never stopped exporting in the first place"
X Link @SniffRocks 2025-10-11T22:00Z XXX followers, XX engagements

"@benshawarma5 @aedesalbopictu Off goes another 3.85m $CRML shares. $EUR can't get rid of them any faster if they tried"
X Link @SniffRocks 2025-10-12T21:51Z XXX followers, XXX engagements

"@NattyResources Mate $ILU is buying all the monazite concentrate they can from $LIN. $LIN has the best REE ore globally & with unlimited life of mine (800mt+ at XXX% TREO) & under their stage X production will produce more rare earth than $MP or $LYC & $LIN only gave $ILU half their offfake"
X Link @SniffRocks 2025-10-13T19:17Z XXX followers, XX engagements

"@Why__Knot @METhompson72 I mean I heard the same thing about lepidolite refining during the covid lithium boom & theres still not a single western company whos figured it out the Chinese learn fast because they will destroy the environment (or Myanmar) to learn a lesson the west will not"
X Link @SniffRocks 2025-10-11T22:34Z XXX followers, XX engagements

"@AtlasShrug1 $EUR selling all their available $CRML shares whenever they have the opportunity (most are escrowed) ask yourself why theyd do that with that discount"
X Link @SniffRocks 2025-10-11T11:43Z XXX followers, XXX engagements

"@benshawarma5 @aedesalbopictu Yep been investing in these names well longer than youve known what rare earth is in all likelihood 😹"
X Link @SniffRocks 2025-10-12T22:06Z XXX followers, XX engagements

"@marketplunger1 IDR is trading at a similar Val to $LIN difference being $LIN has a generation resource (100+ years LOM @ XXX% TREO) offtake & unlimited debt from $ILU simple met is fully funded for stage X production & under stage X production it will produce more TREO than $MP"
X Link @SniffRocks 2025-10-11T06:12Z XXX followers, XXX engagements

"@aedesalbopictu @benshawarma5 Australians hate the asset & Tony isnt a respected in Australian mining. $EUR is aggressively selling down its $CRML stock for cash at every opportunity under Tonys guidance as recently as last week as they know the asset will never produce rare earth"
X Link @SniffRocks 2025-10-12T07:17Z XXX followers, XXX engagements

"@skyquake_1 $EUR selling their CRML shares (believe all the ones not escrowed) should tell you all you need to know about it 😂"
X Link @SniffRocks 2025-10-08T00:53Z XXX followers, XXX engagements

"@RedRats11 @DesertBikeRider @chamath Theyre miles ahead - theyre selling a monazite concentrate to Iluka wholl process the rare earth in Australia. Uranium / thorium & other impurities are next to none as well"
X Link @SniffRocks 2025-10-11T11:18Z XXX followers, XX engagements

"@GemmaTognini Yea its nuts how israel refused to take their hostages back within days of Oct 7th so they could have a justification for genociding 650k+ people. Even more nuts when you find out how many mossad operatives existing in hamas at the time"
X Link @SniffRocks 2025-10-13T23:38Z XXX followers, XX engagements

"@aedesalbopictu Maybe you should add a note to also check if its possible to get the rare earth out of the silica gel its contained in - as for XXX years its been tried & it seems impossible hence $EUR sold Tanbreez & hence they keep selling all their $CRML stock"
X Link @SniffRocks 2025-10-12T06:26Z XXX followers, XXX engagements

"@jtourzan All over NVX this morning. 83c US equiv close & opened 69c in Aus. a gift"
X Link @SniffRocks 2025-10-10T02:51Z XXX followers, XX engagements

"@NattyResources If you think youre going to secure critical resources economically & at scale to replace China without Africa youre lost. Malawi is a top X mining jurisdiction in Africa & $ILU having reviewed every significant project globally settled on $LIN 😹 but yea fund US garbo coys"
X Link @SniffRocks 2025-10-13T22:38Z XXX followers, XXX engagements

"@DeepValueBagger @WeirdOwlFlying $GMD recently acquired $FML s 4m ounces of gold in a tier X mining district with full permitting for $250m AUD. $DTR has 1m ounces of gold in an area theyll likely never get a full mining licence. Do the math"
X Link @SniffRocks 2025-10-13T07:42Z XXX followers, XXX engagements

"@BLSHigh $LIN only one of those aside from $LYC that will be producing TREO this decade"
X Link @SniffRocks 2025-10-11T06:08Z XXX followers, XXX engagements

"@BLSHigh IPOd the company did they not Gina & $WHC putting in big at virtually nil discount with no access & $MP moved XX% Monday US trade 😹 will probably breach that PT shortly"
X Link @SniffRocks 2025-10-13T22:41Z XXX followers, XXX engagements

"@nkat007 @Horizongold_ $BTR needs to just go ahead & acquire them - $HRN will forever trade at a discount because XX% of the free float is owned by the PE fund. BTR can offer a XXX% prem to last & still get it at a cheap ev/oz & have circa 5moz of gold combined in the sandstone"
X Link @SniffRocks 2025-10-06T23:22Z XXX followers, XX engagements

"@kashyap286 @DarioCpx I mean credit suisse didnt have to die - they should have let the convertibles holding the thing together convert to equity (wiping those creditors) but the gov didnt want to let those largely retail investor get steam rolled"
X Link @SniffRocks 2025-10-10T02:12Z XXX followers, XXX engagements

"@FreightAlley If you're willing to pay 5x the chinese spot price then sure you can"
X Link @SniffRocks 2025-10-14T01:28Z XXX followers, XX engagements

"@jtourzan Heads up T2 from the recent placement settling shortly (2.1c) but best graphite asset globally POSCO share holder / offtake of small/med flake & provided debt. just one large ol' cap raise to get them to FID & production (but super cheap here as sentiment shifts)"
X Link @SniffRocks 2025-10-10T02:45Z XXX followers, XX engagements

"@RonShamgar Few years $LYC been at it for 20+ & still cant refine heavies $MP doesnt have any heavies to refine (need offtake) & the only REE that the U.S. can refine are lights which China never stopped exporting. The US is a good 20+ years behind China nuked Myanmar to figure it out"
X Link @SniffRocks 2025-10-12T00:34Z XXX followers, XXX engagements

"@Geiger_Capital Funny how that two of the guys in the Epstein files are sucking up to the country who orchestrated & funded the making of said files 👀"
X Link @SniffRocks 2025-10-14T05:05Z XXX followers, XX engagements

"@marcusdowner @suthodan He played a similar amount of first grade to the 2024 Dally M winner & only reason he didnt play more is because he reinjured his ACL early in the season. Also played 80min of finals at X 😂 theres X other 6s at the eels he could play less"
X Link @SniffRocks 2025-10-15T22:23Z XXX followers, XX engagements

"@austinmitchyblu $SYR dangerous game - Tesla is quite literally over the verge of folding them perhaps theyll have trouble post Nov importing anode which might make them reconsider but $NVX for synthetic & $BKT for natural youre best bet"
X Link @SniffRocks 2025-10-10T11:32Z XXX followers, XXX engagements

"@jtourzan Should take a look at $HZR solid base resource that is currently being expanded refurbing the old $POS nickel plant to be a CIL (very low cost / easy permit) should be at first pour in XX months with a 70-80koz initial run rate with a plant that has capacity to do 100koz+"
X Link @SniffRocks 2025-09-29T20:59Z XXX followers, XX engagements

"@VoteLewko IDF saying well over 200k people killed real estimated closer to 650k & all those hostages were left as sacrifices by israel to justify the genocide but don't let israeli reporting of the truth get in the way of your narrative"
X Link @SniffRocks 2025-10-14T03:36Z XXX followers, XXX engagements