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"$cad.v still holding. nothings changed. $pat.l up massively. will probably go to XX. $rig XX% position now. low entry point. if it gets near my buy will add more $kist.l $bne.to $mei.ax $ctm.ax various offshore hong kong positions this is most of my current portfolio off the top of my head"
X Link @teto8k 2025-10-13T14:10Z XXX followers, XXX engagements
"@respeculator @mindcriticalthe @Lehman_Bro Tb is selling for $3000kg on the black market. The official China price is $1000kg but the problem is you can't actually get it. Look at how much NdPr $MTMax $MEI.ax produces to produce 1kg of Tb. $MP is f&cked in the medium term"
X Link @bftd2025 2025-10-09T09:20Z XXX followers, XXX engagements
"Some more for your rare earth elements REE watchlist. Ramaco Resources $METC new REE mine in the US. Iluka Resources $ILU.AX realizing REE upside alongside their existing mineral sands business. Meteoric Resources $MEI.AX and Ionic Rare Earth $IXR.AX are worth more work"
X Link @ColdmanSax 2025-08-21T13:55Z 3622 followers, 1896 engagements
"$mei.ax out with PFS for their REE project in Brazil. Its a Tier X resource for ionic absorption clay which has significant metallurgical advantages over hard rock. Its only for South so the XX year mine life is conservative. Capex is USD 443M. At usd XXX NdPr its 1.35B NPV8. But at spot its basically 100M. None of the REE companies are going to make real profit without government intervention or massive price increases. If I was $mp Id buy these guys to get dysprosium feedstock (Mountain Pass doesnt have it). But until the tariff situation is resolved its just a #hold for me until they get a"
X Link @jtourzan 2025-07-21T01:22Z 4375 followers, 1637 engagements