#  @BwieAktien Bernd
Bernd posts on X about $mp, $ftai, und, $asts the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1894310537112027138/interactions)
- [--] Week [------] +676%
- [--] Month [------] +3,335%
### Mentions: [--] [#](/creator/twitter::1894310537112027138/posts_active)
- [--] Month [---] +175%
### Followers: [---] [#](/creator/twitter::1894310537112027138/followers)
- [--] Week [---] +16%
- [--] Month [---] +75%
### CreatorRank: [-------] [#](/creator/twitter::1894310537112027138/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [travel destinations](/list/travel-destinations)
**Social topic influence**
[$mp](/topic/$mp) #12, [$ftai](/topic/$ftai) #41, [und](/topic/und), [$asts](/topic/$asts) #95, [$aruax](/topic/$aruax), [$ohb](/topic/$ohb) #1, [$lycax](/topic/$lycax), [in the](/topic/in-the), [$alvde](/topic/$alvde) #1, [$usar](/topic/$usar)
**Top accounts mentioned or mentioned by**
[@minenergybiz](/creator/undefined) [@zerohedge](/creator/undefined) [@cekdrew](/creator/undefined) [@jeffries](/creator/undefined) [@bmwe](/creator/undefined) [@tommydeepwater](/creator/undefined) [@eboeminghaus](/creator/undefined) [@hofihood](/creator/undefined) [@amitisinvesting](/creator/undefined) [@bearonomist](/creator/undefined) [@aktienmax](/creator/undefined) [@alfie989898980](/creator/undefined) [@chriscamillo](/creator/undefined) [@bidbird10](/creator/undefined) [@eib](/creator/undefined) [@delta](/creator/undefined) [@wallstengine](/creator/undefined) [@tttfinancial](/creator/undefined) [@thierryborgeat](/creator/undefined) [@cannibalstocks](/creator/undefined)
**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Cobak Token (CBK)](/topic/$cbk) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Autoliv, Inc. (ALV)](/topic/$alv) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Cameco Corporation (CCJ)](/topic/$ccj) [Southern Copper Corporation (SCCO)](/topic/$scco) [Borr Drilling Limited (BORR)](/topic/$borr) [SAP SE (SAP)](/topic/$sap) [RAI Finance (SOFI)](/topic/$sofi) [Metadium (META)](/topic/$meta) [Noble Corporation (NE)](/topic/$ne) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Centrus Energy Corp. (LEU)](/topic/$leu) [Carnival Corp (CCL)](/topic/$ccl) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours
"a story that cannot be told often enough the shortattack on $FTAI by Muddy Waters. They accused FTAI of mixing income from engine sales with income from its MRO (maintenance repair and operation) business for aircraft engines. As a result $FTAI's share price plummeted 1/"
[X Link](https://x.com/BwieAktien/status/1963640005156393263) 2025-09-04T16:27Z [--] followers, [---] engagements
"@justfactstruth Imagine you sold $FTAI in jan25 because of the MuddyWaters Report. I am glad I listened to Deutsche Bank Analyst once in a lifetime opportunity to get in under $100"
[X Link](https://x.com/BwieAktien/status/1965109496742903827) 2025-09-08T17:46Z [--] followers, [---] engagements
"Super excited to read the full transcript of the fire site chat @Jeffries Mining&Industrial Conference 3rd September with $FTAI CEO Josep Adams in short some key takeaways from the transcript (available on seeking alpha): 1/"
[X Link](https://x.com/BwieAktien/status/1965143630857089205) 2025-09-08T20:02Z [--] followers, [---] engagements
"2/. - $FTAI aftermarket leader in CFM56 & V2500 engines offering sales/lease/exchange. - Marketshare: up from 5% 9% long-term target 25% of $22B market. - Margins expanding to 40%+ by [----] via PMA parts vertical integration green-time optimization. - Growth levers:"
[X Link](https://x.com/BwieAktien/status/1965144138904399872) 2025-09-08T20:04Z [--] followers, [---] engagements
"3/. -Financials: [----] FCF guidance raised to $750M; EBITDA per module rising ($500k $800k); margins targeted at 40%+ by [----]. - Growth levers $FTAI: SCI aircraft JV new facilities ramping repair acquisitions driving scale & FCF ($750M 25)"
[X Link](https://x.com/BwieAktien/status/1965144634478534833) 2025-09-08T20:06Z [--] followers, [--] engagements
"4/see full transcript $FTAI fire site chat @Jeffries Mining&Industrial Conf: https://seekingalpha.com/article/4819744-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-jefferies-mining-and-industrials-conference https://seekingalpha.com/article/4819744-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-jefferies-mining-and-industrials-conference"
[X Link](https://x.com/BwieAktien/status/1965145306812842149) 2025-09-08T20:08Z [--] followers, [---] engagements
"@jeffries Also super helpful to get the full picture is the $FTAI presentation @ Deutsche Bank 15th Annual Aviation Forum 2025: available @SeekingAlpha : https://seekingalpha.com/article/4819299-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-deutsche-bank-15th-annual-aviation-forum-2025 https://seekingalpha.com/article/4819299-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-deutsche-bank-15th-annual-aviation-forum-2025"
[X Link](https://x.com/BwieAktien/status/1965145671721517290) 2025-09-08T20:10Z [--] followers, [---] engagements
"@amitisinvesting Back in summer [----] an article on $PLTR and how dangerous it could be + that a lot of things speak against $PLTR caught my attention so went ahead and bought the shares.the NHS order made me buy moreyour coverage was a constant support not to sell. Thanks @amitisinvesting"
[X Link](https://x.com/BwieAktien/status/1965156776447537635) 2025-09-08T20:54Z [--] followers, [--] engagements
"@minenergybiz I got into Anglogold $AU in 09/22 and Barrick $B in 12/22 and ever since Anglo developed significantly better. Now $B is catching up despite the ongoing troubles in Mali. Maybe the current talks around copper"
[X Link](https://x.com/BwieAktien/status/1965399001362260031) 2025-09-09T12:56Z [--] followers, [--] engagements
"@minenergybiz 2/help to push $B even though their exposure (200-230k tons) is little compared to Teck Angloamerikan $FCX"
[X Link](https://x.com/BwieAktien/status/1965399895386497150) 2025-09-09T13:00Z [--] followers, [--] engagements
"@minenergybiz Here som charts showing the performance since 09/2022 and for the last two months. $B is picking up"
[X Link](https://x.com/BwieAktien/status/1965402096783819075) 2025-09-09T13:09Z [--] followers, [--] engagements
"@minenergybiz So obviously Barrick's $B breakout was fuelled by the pending sale of the gold mine in Canada. The extent to which an investment in Pakistan is the better alternative has hopefully been very well analysed. According to the reports this will entail a lot of capex"
[X Link](https://x.com/BwieAktien/status/1966068569382465755) 2025-09-11T09:17Z [--] followers, [--] engagements
"@minenergybiz But Pakistan will shape $B Barricks profile to a stronger copper output. Obviously the final stage will contribute [-------] tons of copper per year"
[X Link](https://x.com/BwieAktien/status/1966068853802160626) 2025-09-11T09:18Z [--] followers, [--] engagements
"@minenergybiz once financing is in place $B Barrick's copper content will also increase significantly. The current figure is 200k tonnes/year so Pakistan's Reko Diq would double this in phase [--] and add another 200k tonnes in phase [--]. https://www.mining.com/barricks-reko-diq-in-line-for-410m-adb-backing/utm_source=chatgpt.com https://www.mining.com/barricks-reko-diq-in-line-for-410m-adb-backing/utm_source=chatgpt.com"
[X Link](https://x.com/BwieAktien/status/1966069719275847851) 2025-09-11T09:22Z [--] followers, [--] engagements
"@ymbfinances I hold PL3LWL on $SAP (basis 220) since 12th sept a bit too early.I traded more than [--] different calls since I bought the shares beginning [----] (@ 97) all ended up tremendously well. Knockout HD1ZZP experienced better times but still up 100%. Last weeks strange for $SAP"
[X Link](https://x.com/BwieAktien/status/1967595297745641632) 2025-09-15T14:24Z [--] followers, [--] engagements
"Interesting moves on $SMR $OKLO $NNE $LEU all rising between [--] to 12%. Could be an announcement on the horizon about new deals to build Small Modular Reactors in US or UK. And of course $RR.L and $BWXT continue their way up definitively gaining momentum in the last two weeks"
[X Link](https://x.com/BwieAktien/status/1967666326362894719) 2025-09-15T19:06Z [--] followers, [---] engagements
"And.wow just realized $CCJ is up 9%. I was to busy sorting out which expiring options to sell before thursday/Friday. Or actually before FOMC Wednesday you never know So total uranium sector is up"
[X Link](https://x.com/BwieAktien/status/1967667623753302453) 2025-09-15T19:11Z [--] followers, [--] engagements
"Yesterday was with huge moves on a lot of Nuclear-related Stocks $SMR $OKLO $NNE $LEU $CCJ $RR.L $BWXT. UK and US had some agreements to push nuclear energy: https://www.theguardian.com/business/2025/sep/15/uk-and-us-line-up-string-of-deals-to-build-modular-nuclear-reactors-in-britain https://www.theguardian.com/business/2025/sep/15/uk-and-us-line-up-string-of-deals-to-build-modular-nuclear-reactors-in-britain"
[X Link](https://x.com/BwieAktien/status/1967868913590698136) 2025-09-16T08:31Z [--] followers, [---] engagements
"@ymbfinances True. Could be there is some fear that USA commercial businesses prefer local companies such as oracle when it comes to cloud business and $SAP business in USA might see some slowdown. Plus on top the currency effect"
[X Link](https://x.com/BwieAktien/status/1967878402599424168) 2025-09-16T09:09Z [--] followers, [---] engagements
"finally $BWXT gets the order to built the enrichment pilot plant Huge success https://investors.bwxt.com/news-releases/news-release-details/bwxt-awarded-contract-nnsa-defense-fuels-program I think $BWXT is often flying under radar and unrecognized by broader investment community compared to the big Defense names. Not only does $BWXT have a unique position nuclear powered propulsions systems it also has a quite impressive portfolio of civil applications 1/2 https://investors.bwxt.com/news-releases/news-release-details/bwxt-awarded-contract-nnsa-defense-fuels-program I think $BWXT is often"
[X Link](https://x.com/BwieAktien/status/1968184020778569746) 2025-09-17T05:23Z [--] followers, [--] engagements
"$OHB and $etl.pa moving up Sat.&Comm. basket (start in 03/25): - Eutelsat $ETL.PA -19% - SES $SESG +27% - Safran $SAF +15% - $OHB +12% - Indra Syst. $IDR.MC +52% - $AVIO.MI +157% Added in 08/25: Thales $HO.PA - call FA0XE9 +106% Added in 09/25 $ASTS - KO MK807P +66%"
[X Link](https://x.com/BwieAktien/status/1971917325277479111) 2025-09-27T12:38Z [--] followers, [--] engagements
"Bristow of $B Barrick quits now that they started a spectacular comeback + recently even outperformed the $GDX. Not only Bristow $B but also Palmer $NEM are stepping down. Just a coincidence Is something brewing Both also reduced Canadian gold exposure selling assets"
[X Link](https://x.com/BwieAktien/status/1972685640392228938) 2025-09-29T15:31Z [--] followers, [---] engagements
"$CCL: reading through their quarterly I think its a great success but the need to continue to catch up to $RCL performance. Record net income $1.9B ($2.0B adj.) & revenues $8.2B 10th straight quarterly record. Net yields +4.6% (constant currency) above guidance"
[X Link](https://x.com/BwieAktien/status/1972954984619880897) 2025-09-30T09:21Z [--] followers, [--] engagements
"@Bearonomist $RR.L with increased Price Target of 1350pence UBS https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022 https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022"
[X Link](https://x.com/BwieAktien/status/1973004165254373544) 2025-09-30T12:37Z [--] followers, [--] engagements
"Rolls Royce $RR.L with increased Price Target [----] pence. UBS I think also the Order Book of Boeing $BA helps plus the Push of nuclear Technologies. https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022 https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022"
[X Link](https://x.com/BwieAktien/status/1973004808216035455) 2025-09-30T12:39Z [--] followers, [--] engagements
"$FCX recovers after sharp Shareprice drop following temp. closure of Grasberg/accident w/ fatalities Jakarta - $FCX agreed to transfer 12% of its shares in PT Freeport Indonesia (PTFI) to Indonesia Government https://www.idntimes.com/business/economy/danantara-freeport-setuju-lepas-12-persen-saham-ke-ri-free-of-charge-00-lx3cr-j3t4xq https://www.idntimes.com/business/economy/danantara-freeport-setuju-lepas-12-persen-saham-ke-ri-free-of-charge-00-lx3cr-j3t4xq"
[X Link](https://x.com/BwieAktien/status/1973118411787083975) 2025-09-30T20:11Z [--] followers, [---] engagements
"Zu $USAR: USA Rare Earth CEO: We are in close communication with White House https://cnb.cx/46zzFS3 https://cnb.cx/46zzFS3"
[X Link](https://x.com/BwieAktien/status/1974190485456785697) 2025-10-03T19:11Z [--] followers, [--] engagements
"A Company not so much in Focus and in daily Newsfeed of Defense tech is $KPIN Kopin. Well established Business since 35years in a sweet spot of Defense industry: high tech vision systems. Recent Capital injection @2.1$ was well digested in the Share Price https://www.kopin.com/press-releases/kopin-announces-41-million-private-placement/ https://www.kopin.com/press-releases/kopin-announces-41-million-private-placement/"
[X Link](https://x.com/BwieAktien/status/1974426014500679930) 2025-10-04T10:46Z [--] followers, [---] engagements
"Unbelievable: I was busy this morning with other stocks and whatever you have to do on a Monday morning.now see $AMD up 25+%.huge news with OpenAI: https://de.tradingview.com/news/reuters.com2025:newsml_L5N3VN0LT:0/ https://de.tradingview.com/news/reuters.com2025:newsml_L5N3VN0LT:0/"
[X Link](https://x.com/BwieAktien/status/1975160016975086030) 2025-10-06T11:23Z [--] followers, [--] engagements
"@highyield_blond Yes probably right. Would be the major driver. Also being close to the next satellite launch and that they finally get to a productive serial-production of satellites"
[X Link](https://x.com/BwieAktien/status/1975648545731469757) 2025-10-07T19:44Z [--] followers, [--] engagements
"True valide point. But restructuring the debt side by getting better options could also help as many others are doing this right now. I think a significant portion will be used for growth. e.g. wouldnt US be a good market to expand. Actually didnt they announce recently that they plan to expand the factory in Catoosa Oklahoma and they are also active in recycling in USA"
[X Link](https://x.com/BwieAktien/status/1975843815660376223) 2025-10-08T08:40Z [--] followers, [--] engagements
"@minenergybiz A question Bristow had to answer quite often this year. And finally they separatedI found it interesting that both Barrick and Newmont streamlined their Gold assets esp. in Canada. $B even more than $NEW. And then both CEOs leaving"
[X Link](https://x.com/BwieAktien/status/1976026984661828074) 2025-10-08T20:48Z [--] followers, [--] engagements
"@minenergybiz And $B is increasing the Copper share significantly with Reko Diq. They plan to add 200k tons of copper in the first phase (doubling $B s copper production) and then another 200k to in phase [--]. and Pakistan pushes https://tribune.com.pk/story/2571140/pakistan-moves-closer-to-reko-diq-revival-with-35b-funding-deal https://tribune.com.pk/story/2571140/pakistan-moves-closer-to-reko-diq-revival-with-35b-funding-deal"
[X Link](https://x.com/BwieAktien/status/1976027645717664183) 2025-10-08T20:51Z [--] followers, [--] engagements
"Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP lately: https://economictimes.indiatimes.com/industry/telecom/telecom-news/looking-forward-to-launch-of-service-sunil-mittal-on-eutelsat-oneweb-satcom-broadband/articleshow/124388198.cmsfrom=mdr https://www.orange-business.com/en/press/orange-business-strengthens-its-safetycase-units-eutelsat-oneweb-satellite-connectivity"
[X Link](https://x.com/BwieAktien/status/1976214694802186470) 2025-10-09T09:14Z [--] followers, [---] engagements
"Arafura $ARU.AX will there be some success finally bringing us closer to the FID Some sort of JV as the Management discussed in April Quarterly Call Or a significant Offtake agreement Whos gonna win the race to participate in one of the worlds most interesting rare earth ressource (Nolans) USA South Korea (since years a lot of joint presentations at the Australian Korean Business forum) or Germany (GRMF performing DD on Arafura since April for a potential 50mil equity stake against offtake with German customers)"
[X Link](https://x.com/BwieAktien/status/1976906677598175676) 2025-10-11T07:04Z [--] followers, [--] engagements
"@Sevpa_rox @aktien_max Und liberation day"
[X Link](https://x.com/BwieAktien/status/1977423748480557266) 2025-10-12T17:18Z [--] followers, [--] engagements
"German Investors are willing to pay 28-29 Euro Cent per Share on $Aru.ax. Thats a premium of 44% on the closing Price of Arafura $Aru.ax on the ASX"
[X Link](https://x.com/BwieAktien/status/1977771357480931830) 2025-10-13T16:20Z [--] followers, [--] 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](https://x.com/BwieAktien/status/1978118707688677457) 2025-10-14T15:20Z [--] followers, [---] engagements
"Some profit taking on Wednesday in Australia but Thursday $ARU.AX went straight back to [----] AUS$ We see huge volumes in Australia but also in Germany and especially US the volumes are significantly higher than in previous years/Weeks (Tuesday 15mil wednesday [---] mil). Its clear for Arafuras future the meeting Trump/Albanese will be decisive. 👍👍"
[X Link](https://x.com/BwieAktien/status/1978745827087585585) 2025-10-16T08:52Z [--] followers, [--] engagements
"5/ too early with a knock-out option on 21st january that got knocked out in the second downturn but I got back in right away. Which turned out to be the right move. Today FTAI is up to $154 still $20 below January's high of $174. And the moral of the story"
[X Link](https://x.com/BwieAktien/status/1963647700106097014) 2025-09-04T16:57Z [---] followers, [--] engagements
"6/6 DYOR when a successful business is suddenly hit with very serious allegations. It's not always something serious behind them. At $ADM Archer Daniels Midlands for example things turned out differently they really reported wrong figures in one of their segments"
[X Link](https://x.com/BwieAktien/status/1963648256723853694) 2025-09-04T17:00Z [---] followers, [--] engagements
"@alfie989898980 @ChrisCamillo $goos was a great buy @ 9$ mid May. Actually put them on watchlist after I read that Michael burry bought (announced in Febr. as his Q4/24 buys). Two days after I bought it was announced that he exited in Q1/25 (published May15th he must have sold with loss. So I hold on ;-)"
[X Link](https://x.com/BwieAktien/status/1965152671079477427) 2025-09-08T20:38Z [---] followers, [---] engagements
"Early march [--] al lot of European Defense stocks accelerated among those also Space Satellite & Defense Tech. especially $ETL.PA went straight from [--] to [--] euro in one two days; and back to around [--] soon thereafter. combined with Starlink announcing to eventually stop 1/"
[X Link](https://x.com/BwieAktien/status/1965477122082046317) 2025-09-09T18:07Z [---] followers, [--] engagements
"2/service in certain areas (e.g. Ukraine) this was enough reason to assemble a small Space&Satellite Basket. Eutelsat $ETL.PA Avio $Avio.MI SES $SESG Safran $SAF Thales $HO.PA $OHB Indra $IDR.MC. while $Avio.mi clearly outperformed with 95% gain $ETL.PA underperformed"
[X Link](https://x.com/BwieAktien/status/1965479961810403742) 2025-09-09T18:18Z [---] followers, [---] engagements
"$BWXT New Outperform Rating with PT 205$ Analyst Jeff Grampp with Northland Capital Markets has initiated coverage of BWX Technologies $BWXT: https://www.ainvest.com/news/bwx-technologies-northland-capital-markets-initiates-coverage-outperform-205-pt-2509/utm_source=chatgpt.com https://www.ainvest.com/news/bwx-technologies-northland-capital-markets-initiates-coverage-outperform-205-pt-2509/utm_source=chatgpt.com"
[X Link](https://x.com/BwieAktien/status/1966418754700517713) 2025-09-12T08:29Z [---] followers, [--] engagements
"@Bearonomist On top I am thinking for a while to get into $IRDM Iridium (a company known for ages every movie in the 80s 90s when someone picked a phone somwhere remote e.g. desert it was iridium)but why is Cathie buying all along since last year What does she see"
[X Link](https://x.com/BwieAktien/status/1967502130258104482) 2025-09-15T08:13Z [--] followers, [--] engagements
"Today we saw the all-time high in $FTAI. It crossed $180 and is now roughly $100 above the lows it had to face after the famous MuddyWaters report. $FTAI Aviation owns and maintains and leases engines for commercial aircraft with an outstanding quality and profitability"
[X Link](https://x.com/BwieAktien/status/1968744200859488716) 2025-09-18T18:29Z [--] followers, [---] engagements
"$ASTS with a significant recovery today +8%. maybe a recent $BofA article driving the stock: BofA cited (.) and $ASTS as the U.S. companies poised to harness this opportunity. https://www.marketwatch.com/story/this-satellite-stock-could-benefit-from-a-booming-200-billion-opportunity-ea34b223utm_source=chatgpt.com @Bearonomist I bought the Turbo MK807P on $ASTS (with KO $2152) last week. Competition from Starlink particularly with the purchase of the Echostar frequencies has driven AST down even further which I think is unjustified."
[X Link](https://x.com/BwieAktien/status/1969115267402731711) 2025-09-19T19:03Z [---] followers, [---] engagements
"$Avio.mi and $ASTS continue to outperform my basket satellite & communications: Eutelsat $ETL.PA clearly underperforms - 24% SES $SESG +24% Safran $SAF +13% Thales $HO.PA- call FA0XE9 +62% $OHB -14% Indra $IDR.MC +42% $AVIO.MI +138% $ASTS - knock out MK807P +42%"
[X Link](https://x.com/BwieAktien/status/1969172102965006764) 2025-09-19T22:49Z [--] followers, [---] engagements
"This is going to be exciting: $CBK announces share buyback program worth [--] billion from [----] to 10.2.26. Even if $CBK does not redeem the shares (capital reduction) this will change $UCG's shareholding in the voting rights calculation (e.g. influence on the AGM)"
[X Link](https://x.com/BwieAktien/status/1970824881689477177) 2025-09-24T12:17Z [--] followers, [---] engagements
"2/The disclosure of the shareholding in the share capital remains the same if the shares are not redeemed. https://www.commerzbank.de/konzern/newsroom/pressemitteilungen/fuenfter-aktienrueckkauf.html https://www.commerzbank.de/konzern/newsroom/pressemitteilungen/fuenfter-aktienrueckkauf.html"
[X Link](https://x.com/BwieAktien/status/1970825018788745289) 2025-09-24T12:17Z [--] followers, [--] engagements
"So if $UCG currently holds 26% shares of $CBK directly and 3% via Options the share buy back will potentially add 0.6% to their ( $UCG) direct voting rights. assuming [--] mrd euro is good for less than 31mill shares Buyback"
[X Link](https://x.com/BwieAktien/status/1970827421026029616) 2025-09-24T12:27Z [--] followers, [---] engagements
"Exactly as stated above in my earlier post a US Investor (500k shares) expressed his concerns this morning in Handelsblatt: If ARP is exercised & $UCG does not sell into the market meanwhile their share in $CBK will increase closer to the 30% treshold https://www.handelsblatt.com/finanzen/banken-versicherungen/commerzbank-es-besteht-das-risiko-dass-die-bank-in-eine-falle-tappt/100157477.htmlutm_source=sf&utm_medium=nl&utm_campaign=hb-financebriefing&utm_content=26092025&key=0037S000001YjqzQAC"
[X Link](https://x.com/BwieAktien/status/1971466877789782385) 2025-09-26T06:48Z [--] followers, [---] engagements
"$OHB +4%no wonder freefloat is only 6%. any news will drive the SP & there are many open topics: - KKR/Family Fuchs talked about delisting earlier - in June The European Court of Justice overturned the ruling of a lower court regarding $OHB claim over the Galileo contract"
[X Link](https://x.com/BwieAktien/status/1971519714070569317) 2025-09-26T10:18Z [---] followers, [---] engagements
"Now that we've just talked about it Carnival $CCL has announced that they have started a private offering of new unsecured senior notes with a total value of US$1.25 billion. The bonds are expected to mature in [----]. https://www.marketscreener.com/news/carnival-corporation-launches-1-25-billion-senior-notes-offering-ce7d5bd8da8ef220 https://www.marketscreener.com/news/carnival-corporation-launches-1-25-billion-senior-notes-offering-ce7d5bd8da8ef220"
[X Link](https://x.com/BwieAktien/status/1973023323631337963) 2025-09-30T13:53Z [---] followers, [--] engagements
"$ASTS SpaceMobiles up 8% pre-market: Barclays maintains its overweight recommendation and raises the target price from USD [--] to USD [--]. https://www.marketscreener.com/news/analysts-recommendations-at-t-united-rentals-applovin-coty-lam-researcha--ce7d5bd9db8af026 https://www.marketscreener.com/news/analysts-recommendations-at-t-united-rentals-applovin-coty-lam-researcha--ce7d5bd9db8af026"
[X Link](https://x.com/BwieAktien/status/1973373873581072705) 2025-10-01T13:06Z [---] followers, [---] engagements
"@alfie989898980 @ChrisCamillo Great analysis of $GOOS: and if you go visit their stores you see exactly this. They have their well established ones (NY Berlin and many others) but also establish very luxurious pop-up stores for a certain period of time. . https://beyondspx.com/quote/GOOS/analysis/canada-goose-soars-on-strategic-reinvention-and-brand-momentum-nyse-goos https://beyondspx.com/quote/GOOS/analysis/canada-goose-soars-on-strategic-reinvention-and-brand-momentum-nyse-goos"
[X Link](https://x.com/BwieAktien/status/1973428195870515253) 2025-10-01T16:42Z [---] followers, [--] engagements
"@alfie989898980 @ChrisCamillo Its obvious $GOOS is moving away from competing in the same customer range like Woolrich but coming close to Luxury brand Montcler"
[X Link](https://x.com/BwieAktien/status/1973428859254218963) 2025-10-01T16:44Z [---] followers, [--] engagements
"@2 Just sayin $KOPN pre-market up 12%. They made a great deal with getting $THEON.AS to invest so huge potential technologywise and to expand market (Europe)"
[X Link](https://x.com/BwieAktien/status/1975181162717798766) 2025-10-06T12:47Z [---] followers, [---] engagements
"Thanks good point Overall Satellite & communications is doing great. $AVIO.MI also digested the (announcement of) 400mil placement quite well stock kept rising every day. Supported by constant positive newsflow. Final decision on the Raise will be end of October. $OHB lost some momentum but all major defense stocks are down this week ($RHM $HEN) and $OHB is considered a main supplier to german army. But maybe also KKR/Fuchs family are allowing the SP to come down a bit"
[X Link](https://x.com/BwieAktien/status/1975653194702217294) 2025-10-07T20:03Z [---] followers, [---] engagements
"@notaleftretard @TSimonts Question is what will they do with the money. Most probably critical metals entered a super-cycle and Umicore could benefit. Eventually use the money to expand"
[X Link](https://x.com/BwieAktien/status/1975830442055246334) 2025-10-08T07:47Z [--] followers, [--] engagements
"I missed to get into Umicore yesterday. Already selected a good Knock Out to go forgot about it this morning Umicore went up 6% on the sale of their Gold assets. So will be interesting to see what they will do with the 400mil euro cashnow finally bought the Knockout even if I missed the first 18% this morning UG76FG I will check Campine didnt know them before"
[X Link](https://x.com/BwieAktien/status/1975840475350208612) 2025-10-08T08:27Z [---] followers, [--] engagements
"$ETL $ETL.PA https://x.com/BwieAktien/status/1976214694802186470 Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP lately: https://t.co/jNwtajzsA2 https://x.com/BwieAktien/status/1976214694802186470 Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP"
[X Link](https://x.com/BwieAktien/status/1976376019688058997) 2025-10-09T19:55Z [---] followers, [---] engagements
"$ETL http://ETL.PA https://www.advanced-television.com/2025/10/10/eutelsat-share-price-rockets/ http://ETL.PA https://www.advanced-television.com/2025/10/10/eutelsat-share-price-rockets/"
[X Link](https://x.com/BwieAktien/status/1976621356663132625) 2025-10-10T12:10Z [---] followers, [---] 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](https://x.com/BwieAktien/status/1978515386921324727) 2025-10-15T17:36Z [--] followers, [---] engagements
"If you followed the discussions and ups and downs of lilium $LILM and volocopter in Germany (luckily I have not invested) maybe its just that in Germany there was no broader base for such a technology among institutional investors whereas in USA there is plenty of backing from both retail and institutional. And there is also a constant positive news flow: $Achr https://x.com/archeraviation/status/1978439166355767663s=46 https://x.com/archeraviation/status/1978439166355767663s=46"
[X Link](https://x.com/BwieAktien/status/1978519933727182976) 2025-10-15T17:54Z [---] followers, [---] engagements
"While Beer said it was too early to say whether the EIB could invest in the initiative she said discussions had already turned to pricing mechanisms and the toolbox you need to get rid of the impact of such manipulations by China. Too early😂😂 EU investment bank spruiks critical minerals deal to offset China The vice president of the European Unions lending arm has said Australia must not allow fear of provoking China dictate where it sells its resources and flagged the potential of a long-term critical minerals partnership with Europe. As Prime Minister Anthony Albanese flew to Washington"
[X Link](https://x.com/BwieAktien/status/1979997304573812872) 2025-10-19T19:45Z [--] followers, [---] engagements
"Next move.$ACHR goes South Korea: https://x.com/ArcherAviation/status/1980250961584198038 Archer x @KoreanAir_KE We're proud to announce that Korean Air has selected Archer as its exclusive partner to introduce eVTOL aircraft in Korea with Midnight - including a potential purchase of up to [---] Midnight aircraft. This collaboration positions Korea to be a leader https://t.co/ueQhItEYl2 https://x.com/ArcherAviation/status/1980250961584198038 Archer x @KoreanAir_KE We're proud to announce that Korean Air has selected Archer as its exclusive partner to introduce eVTOL aircraft in Korea with"
[X Link](https://x.com/BwieAktien/status/1980286737684603262) 2025-10-20T14:55Z [--] followers, [--] engagements
"Whats in it for $Aru.ax https://www.theguardian.com/australia-news/2025/oct/20/albanese-at-the-white-house-trump-endorses-aukus-signs-85bn-rare-earths-deal-and-calls-pm-great-leader https://www.theguardian.com/australia-news/2025/oct/20/albanese-at-the-white-house-trump-endorses-aukus-signs-85bn-rare-earths-deal-and-calls-pm-great-leader"
[X Link](https://x.com/BwieAktien/status/1980410009914851572) 2025-10-20T23:05Z [---] followers, [---] engagements
"Big News for $Aru.ax Arafura 👍 EXIM Powers America First with $2.2 Billion in Critical Minerals Commitments to Secure U.S. Supply Chains with Australia The LOIs were issued to Arafura Rare Earths Northern Minerals Graphinex La Trobe Magnesium VHM RZ Resources and Sunrise Energy Metals. They represent the next phase in securing the minerals that power American manufacturing national security and other strategic industries. https://www.exim.gov/news/exim-powers-america-first-22-billion-critical-minerals-commitments-secure-supply-chains"
[X Link](https://x.com/BwieAktien/status/1980410515139473908) 2025-10-20T23:07Z [--] followers, [--] engagements
"Another 100million US$ from Australian government: Equity Investment for Arafura $Aru.ax The second project is the Arafura Nolans project in the Northern Territory. Australia is announcing today a USD$100 million equity investment in the project. Once operational this project will produce [--] per cent of global rare earths - essential for energy security and defence. https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese"
[X Link](https://x.com/BwieAktien/status/1980411443116667155) 2025-10-20T23:10Z [--] followers, [--] engagements
"$Aru.ax announcement: Arafura Rare Earths Limited (ASX: ARU) (Arafura or the Company) is pleased to announce that the Export-Import Bank of the United States (US EXIM) has provided a non-binding Letter of Interest (LOI) in support for Arafuras Nolans Project (Nolans Project or the Project) in the Northern Territory. Based on preliminary discussions US EXIM is considering up to US$300 million of financing support. This is in addition to Arafuras existing project financing package and conditional on cooperation with Export Finance Australia (EFA) under the EXIM-EFA Single Point of Entry a"
[X Link](https://x.com/BwieAktien/status/1980413419494007249) 2025-10-20T23:18Z [--] followers, [--] engagements
"$BURU Actually I am surprised that shortly after the capital raise (12 mil US$) and the acquisition of ORBIT already the next step is announced: IMHO nuburu has a very solid ground (lasertech) to be successful in this Defense Marketsegment of Laser based Weapons (and drone shields). https://www.businesswire.com/news/home/20251022263099/en/NUBURU-Announces-Strategic-Alliance-with-Maddox-Defense-for-Controlling-Interest-JV-to-Advance-Next-Gen-Drone-Technologies"
[X Link](https://x.com/BwieAktien/status/1981019623857209743) 2025-10-22T15:27Z [--] followers, [---] engagements
"For $PLTR holders this week again will be very interesting heading towards Q3 financials next Monday plus marking another win in EU: https://www.tradingview.com/news/reuters.com2025:newsml_L4N3W704N:0-poland-to-sign-letter-of-intent-on-cooperation-with-palantir/ https://www.tradingview.com/news/reuters.com2025:newsml_L4N3W704N:0-poland-to-sign-letter-of-intent-on-cooperation-with-palantir/"
[X Link](https://x.com/BwieAktien/status/1982720239025738190) 2025-10-27T08:05Z [--] followers, [--] engagements
"Great success for $AMD. Maybe partially priced in actually with the positive news flow in the last days hard to say whats priced in and if so to which extend. I kept my shares and luckily 1/3 of the Call (PL5AGH) I sold last week https://www.reuters.com/business/energy/us-department-energy-forms-1-billion-supercomputer-ai-partnership-with-amd-2025-10-27/ https://www.reuters.com/business/energy/us-department-energy-forms-1-billion-supercomputer-ai-partnership-with-amd-2025-10-27/"
[X Link](https://x.com/BwieAktien/status/1982840910338773401) 2025-10-27T16:04Z [--] followers, [--] engagements
"And the positive news flow just continues: BeWhere Holdings Inc. Successfully Connects IoT Device on AST SpaceMobile's Direct-to-Device Satellite Network $ASTS https://bewhere.com/low-power-5g-asset-tracking-technology/ https://www.theglobeandmail.com/investing/markets/markets-news/Newsfile/35726482/bewhere-holdings-inc-successfully-connects-iot-device-on-ast-spacemobile-s-direct-to-device-satellite-network/ https://bewhere.com/low-power-5g-asset-tracking-technology/"
[X Link](https://x.com/BwieAktien/status/1983158709862953122) 2025-10-28T13:07Z [--] followers, [---] engagements
"Arafura $ARU.AX announces the next milestone to final funding and FID: A$475 million two-tranche institutional Placement at A$0.28 per New Share Arafuras largest shareholder Hancock has committed to subscribe for A$125 million in the Placement which will result in Hancock holding an interest in the Company of 15.7% upon completion of the Placement2 https://www.afr.com/companies/mining/gina-rinehart-backs-arafura-s-475m-raise-in-rare-earths-stampede-20251028-p5n5zh https://www.afr.com/companies/mining/gina-rinehart-backs-arafura-s-475m-raise-in-rare-earths-stampede-20251028-p5n5zh"
[X Link](https://x.com/BwieAktien/status/1983179949725868081) 2025-10-28T14:32Z [--] followers, [--] engagements
"$FTAI: anyone remember the MuddyWaters report in January Now look how $FTAI performed since January muddywaters-Low +100% roughly US$100 per share. Quick take on FTAI Q2 [----] results: EPS came in at $1.57 vs $1.33 expected beat Revenue approximated $676 m which missed expectations of $755 m - miss Compared to Q3 [----] EPS of $0.76 big YoY jump vs prior quarter Q1 [----] EPS $0.87 strong sequential improvement Bottom line: strong earnings beat revenue shortfall"
[X Link](https://x.com/BwieAktien/status/1983191054875558341) 2025-10-28T15:16Z [---] followers, [---] engagements
"$BWXT and $RR.L join forces in developing and procuring future key nuclear components for RollsRoyce SMR. This is huge for both companies especially to grow international footprint. Rolls Royce will procure steam generators for multiple reactor units from BWXT including development of a localization plan for future manufacturing work and other activities if necessary to support the Rolls-Royce SMR deployment in the global market. https://www.bwxt.com/bwxt-and-rolls-royce-smr-sign-agreements-advancing-key-nuclear-component-manufacturing/"
[X Link](https://x.com/BwieAktien/status/1983426649979834464) 2025-10-29T06:52Z [--] followers, [--] engagements
"Is this from a most recent Deutsche Bank report Reminds me a bit of what I read from Deutsche Bank on $FTAI on the 15th deutsche Bank aviation Forum earlier in September anyhow very positive on $FTAI thanks to their (Deutsche Bank) report on the false Muddy Waters report I got into FTAI quite low. RBC also positive yesterday on $FTAI: RBC Raises Price Target on FTAI Aviation to $200 From $185 Keeps Outperform Rating"
[X Link](https://x.com/BwieAktien/status/1984280881112981917) 2025-10-31T15:26Z [--] followers, [---] engagements
"Next move $OHB: OHB kauft TechniSat Standort https://www.ohb.de/news/ohb-uebernimmt-technisat-werk-in-schoeneck-im-vogtland https://www.ohb.de/news/ohb-uebernimmt-technisat-werk-in-schoeneck-im-vogtland"
[X Link](https://x.com/BwieAktien/status/1985314463512186990) 2025-11-03T11:53Z [---] followers, [--] engagements
"$FTAI is taking another hit in an overall not so green market today. since they peaked on 27th stock is down -8%. Thats nothing if we look back at where we have been in Januaryand $FTAI business continues to be strong. Short take on what drives [----] (earnings call last week): e.g. Deutsche Bank asked about the drivers of [----] guidance. $FTAI Alan Andreini (head of IR): it's volume and margin.33% production increase.and . we expect to see 40% margins and it's really driven off of the parts acquisitions strategy that we've been implementing and repairs. they explained that in detail in the"
[X Link](https://x.com/BwieAktien/status/1985470271516496066) 2025-11-03T22:12Z [---] followers, [---] engagements
"$FTAI earnings call. Deutsche Bank Hillary Cacanando on FTAI $FTAI $205 PT from Deutsche https://t.co/gbGPp3ybwT $FTAI $205 PT from Deutsche https://t.co/gbGPp3ybwT"
[X Link](https://x.com/BwieAktien/status/1985476096377180433) 2025-11-03T22:36Z [---] followers, [---] engagements
"@alexmadariaga09 @justfactstruth I think $FTAI presentations at Jeffries mining&industry conference and at deutsche Bank Conference are great to understand what theyre doing and what are the measures theyre taking to optimize business. https://x.com/BwieAktien/status/1965145671721517290 https://x.com/BwieAktien/status/1965145306812842149 https://x.com/BwieAktien/status/1965145671721517290 https://x.com/BwieAktien/status/1965145306812842149"
[X Link](https://x.com/BwieAktien/status/1985478183609565527) 2025-11-03T22:44Z [---] followers, [---] engagements
"@Techaktien1 Im April: Palantir CEO Alex Karp says short sellers love pulling down great American companies to pay for their cocaine https://www.cnbc.com/2024/03/13/palantir-ceo-short-sellers-pull-down-us-companies-to-pay-for-coke.html https://www.cnbc.com/2024/03/13/palantir-ceo-short-sellers-pull-down-us-companies-to-pay-for-coke.html"
[X Link](https://x.com/BwieAktien/status/1985744255789215997) 2025-11-04T16:21Z [--] followers, [--] engagements
"$KTOS had an exceptional good run this year. Quarterly figures with double beat on revenue and Earnings. Revenue: $347.6M (Est: $323.6M) EPS: $0.14 (Est: $0.10) Thus initial market reaction is sell. Maybe because of higher expectations regarding outlook Backlog is 1.48B US$. $KTOS (KTOS): Raymond James raises $ (from $80) keeps cites - Analyst sees multi-year growth visibility supported by record https://t.co/AoI4C5tu7s $KTOS (KTOS): Raymond James raises $ (from $80) keeps cites - Analyst sees multi-year growth visibility supported by record https://t.co/AoI4C5tu7s"
[X Link](https://x.com/BwieAktien/status/1986099339328995569) 2025-11-05T15:52Z [--] followers, [---] engagements
"So all major Analysts are bullish about $FTAI and raise targets. We just have a very bad week I am convinced FTAIs business is highly profitable and growing. And no AI bubble in sight😅😅 $FTAI Morgan Stanley 2nd Rebuttal Nov [--] [----] - Raise PT to $220 from $75 and Reiterate OW https://t.co/E9Uayidaiq $FTAI Morgan Stanley 2nd Rebuttal Nov [--] [----] - Raise PT to $220 from $75 and Reiterate OW https://t.co/E9Uayidaiq"
[X Link](https://x.com/BwieAktien/status/1986473143129571676) 2025-11-06T16:37Z [---] followers, [---] engagements
"$MP Materials Corp. Scheduled to release Q3 [----] results after U.S. markets close on Thursday November [--] [----] $USAR USA Rare Earth Inc. Scheduled to release Q3 [----] results on November [--] [----] $ARU.AX closed flat in Australia whereas $LYC.AX $ILU.AX continued to go down. $USAR $UUUU and of course $MP up pre-opening in USA; MP with Qartelry financials today. I had a successful trade earlier this year with MP (unfortunately sold/Call expired before the floorprice $ARU.AX closed flat in Australia whereas $LYC.AX $ILU.AX continued to go down. $USAR $UUUU and of course $MP up pre-opening in USA; MP"
[X Link](https://x.com/BwieAktien/status/1986511059331473784) 2025-11-06T19:08Z [---] followers, [---] engagements
"$MP expects to hit profitability Q1 [----]. Guaranteed price floor kicking on since Oct. 1St so not in the recent figures of Q3 [----]. Record production continues. Just a bad week/Market for good financials. But REE story in just unfolding despite the temporary ease in Chinese export regulations. This is actually where I see $ARU.AX in some years. If FID is decided early Q12026 theyll immediately start construction. $MP Q3 highlights: Record NdPr production: [---] MT (+51% YoY +21% QoQ) REO in concentrate production: [-----] MT our second-highest quarter ever Record metal production at Independence"
[X Link](https://x.com/BwieAktien/status/1986554045411029431) 2025-11-06T21:59Z [---] followers, [----] engagements
"Exactly. The floorprice wasnt even effective in Q3 [----] and acc. to $MP started 1st October. So going forward there should be nice earnings. Wonder why there has been so high selling pressure after close which obviously accelerated overnight. Would be interesting to see whos exiting"
[X Link](https://x.com/BwieAktien/status/1986717601448206594) 2025-11-07T08:49Z [--] followers, [---] engagements
"$ACHR acquires Hawthorne AirportLA for $126M* in cash. Next to that they raised $650M of new equity capital (obviously @ US$ [--] per share according to StockTitan https://investors.archer.com/news/news-details/2025/Archer-To-Acquire-Los-Angeles-Airport-As-Strategic-Air-Taxi-Network-Hub-and-AI-Testbed/default.aspx https://www.stocktitan.net/sec-filings/ACHR/8-k-archer-aviation-inc-reports-material-event-3aaf31df897f.htmlutm_source=chatgpt.com https://investors.archer.com/news/news-details/2025/Archer-To-Acquire-Los-Angeles-Airport-As-Strategic-Air-Taxi-Network-Hub-and-AI-Testbed/default.aspx"
[X Link](https://x.com/BwieAktien/status/1986735735186043155) 2025-11-07T10:01Z [---] followers, [---] engagements
"Sometimes you have to buy into a stock when its down another -8% pre-market after -7% on the day reporting quarterly financials. This morning $MP shareprice was way below the July shareprice we reached after the floorprice of 110US$ per kilo NdPr was announced. This did not make any sense. PJ5KK8 & PJ5FVJ $MP expects to hit profitability Q1 [----]. Guaranteed price floor kicking on since Oct. 1St so not in the recent figures of Q3 [----]. Record production continues. Just a bad week/Market for good financials. But REE story in just unfolding despite the temporary ease in Chinese $MP expects to"
[X Link](https://x.com/BwieAktien/status/1986893218982826021) 2025-11-07T20:27Z [--] followers, [---] engagements
"Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going 1:1 into profit). Assuming same growth ratio like last quarter of 20% in sales we see additional $32mil profit. Thats $0.18 additional EPS per quarter. So just from NdPr not factoring in any sales on REO (which they stopped selling to"
[X Link](https://x.com/BwieAktien/status/1987146554268958760) 2025-11-08T13:13Z [--] followers, [----] engagements
"$MP was very interesting last week thursday (-8%) and Friday per market -8%. All selling because of low earnings. No sales to China (oh what a surprise). But most interesting: the quarterly financials contained no floorprice. Floorprice just kicking in since 1st October.: So: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going"
[X Link](https://x.com/BwieAktien/status/1987580294493348023) 2025-11-09T17:57Z [---] followers, [--] engagements
"$ASTS did their Q32025 earnings call yesterday. Quick Summary: - Commercial Expansion: Signed definitive agreements w/ Verizon and others now partnered with 50+ MNOs reaching [--] billion subscribers. - Revenue Visibility: Secured $1 billion in contracted commitments from partners reflecting strong commercial traction. - Constellation Progress: BlueBird [---] in production; on track for [--] satellites by early [----] (BlueBird 46). - Solid Liquidity: $3.2 billion cash and liquidity post-financing supporting rollout and CapEx. - Financial Momentum: Q3 revenue $14.7 m (vs. $2 m prior); H2 [----] guidance"
[X Link](https://x.com/BwieAktien/status/1988163052068364482) 2025-11-11T08:33Z [---] followers, [---] engagements
"$MP continued shareprice recovery yesterday. Up 23% from last weeks low. Their unique position as the sole large-scale producer of NdPr-Oxide in the Western Hemisphere will be reflected in their future performance. Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the https://t.co/FgsXhHkBNB Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2)"
[X Link](https://x.com/BwieAktien/status/1988164554354983058) 2025-11-11T08:39Z [---] followers, [---] engagements
"$PLTR: especially in Germany we all know about the scepticism that is around Palantirs software and especially the link to US. Actually still thankful for those quite negative and partially inappropriate articles since they made me buy $PLTR quite early. Anyhow yesterday in FAZ there was a very balanced article that objectively weighs the advantages and risks of using Palantir products and ultimately comes to a clear conclusion: that the advantages outweigh the concerns. Such negative ed. statements are based more on gut feeling than on a technically sound and strategic risk assessment."
[X Link](https://x.com/BwieAktien/status/1988528620088799296) 2025-11-12T08:45Z [--] followers, [---] engagements
"Is $TLG.TO Troilus Gold the anonymous project several articles in german newspapers are pointing to when talking about three projects that are ready to get equity funding from the German Raw Materials Fund GRMF Deutscher Rohstoffonds. a project in Canada a gold and copper producer in Canada so makes a lot of sense since Troilus agreed to an indicative long-term offtake agreement with Aurubis AG and Boliden AB two of Europes leading smelters (seeJuly [--] [----] andAugust [--] [----] press releases). and one of the prerequisites to get funding from the Rohstofffonds is that the material supplied by"
[X Link](https://x.com/BwieAktien/status/1988677574277341342) 2025-11-12T18:37Z [--] followers, [---] engagements
"$FTAI in January it was great time to by the sell off. And now is another great time to add IMHO. Jefferies and Deutsche are super convinced. $FTAI will be a continued buyer on weakness of this https://t.co/IaapRJGqE2 $FTAI will be a continued buyer on weakness of this https://t.co/IaapRJGqE2"
[X Link](https://x.com/BwieAktien/status/1989245396179382604) 2025-11-14T08:13Z [---] followers, [---] engagements
"Seems we are just waiting for the announcement. As German newspapers said the due diligence is finalized and there are three projects that will get equity/funding. One project in Germany one Rare Earth project in Australia (lets guess who that might be 😅) and a copper:gold project in Canada.thats most probably $TLG.TO. So we wait for the official final decision on the [----] budget from the German Bundestag in its session in week from November [--] to [--]. The coalition already has approved the budget but the Bundestag needs to sign it off"
[X Link](https://x.com/BwieAktien/status/1989698372836487229) 2025-11-15T14:13Z [--] followers, [--] engagements
"$ALV.F $ALV Berenberg on Allianz: (MT Newswires) -- Berenberg expects Allianz (ALV.F) to see an acceleration in its higher-margin retail non-life segment growth after solid third-quarter results noting that the German insurer is "just getting started" with its 2025-2027 strategic plan. "While Q3 [----] Retail volume growth was 3.5% in line with the 3-4% strategic plan target the growth at 9M [----] was just 2.1%. We believe therefore that volume growth in retail non-life is likely to accelerate in the coming quarters to c5% volume growth" analysts said in a note published Monday. "This should"
[X Link](https://x.com/BwieAktien/status/1990505080106394072) 2025-11-17T19:39Z [---] followers, [--] engagements
"$MP Materials this👇 Goldmann initiates buy with PT $77 and this: and this: and this: https://finance.yahoo.com/news/gina-rinehart-becomes-largest-shareholder-113026464.html https://magneticsmag.com/mp-materials-signs-up-to-help-build-rare-earth-mines-to-magnets-supply-chain-in-saudi-arabia-also-accelerates-its-non-china-strategy/ https://www.morningstar.com/news/marketwatch/2025091616/companies-are-lining-up-for-us-government-investment-says-banker-on-mp-materials-deal $MP : Goldman Sachs initiates Buy sets $ Analyst bullish on MPs vertical integration and U.S. supply chain role amid"
[X Link](https://x.com/BwieAktien/status/1991080284435919062) 2025-11-19T09:45Z [---] followers, [---] engagements
"Two of my most favourite companies $PLTR and $FTAI working togetherwow more to come. $PLTR Palantir Secures Major Commercial Contracts Amid Market Uncertainty 🎯 November [--] [----] As investors question whether Palantirs recent stock weakness represents a temporary pause or the beginning of a broader correction the artificial intelligence specialist has $PLTR Palantir Secures Major Commercial Contracts Amid Market Uncertainty 🎯 November [--] [----] As investors question whether Palantirs recent stock weakness represents a temporary pause or the beginning of a broader correction the artificial"
[X Link](https://x.com/BwieAktien/status/1991091285889847769) 2025-11-19T10:28Z [---] followers, [---] engagements
"Seems $RHM is testing the lows of August at around [-----]. short peak during Captial Markets day yesterday but then right before US opening the selling started. Same pattern today increased selling around lunchtime 1pm. So despite analysts raising or maintaining Price targets beyond [-----] and [-----] investors realize gains as it seems"
[X Link](https://x.com/BwieAktien/status/1991116399217971650) 2025-11-19T12:08Z [---] followers, [---] engagements
"I did some similar calculations on $MP after their earnings call two weeks ago solely focused on the floorprice effect on $MPs earnings to come: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). ( interesting that you wrote $UUUU achieved $875/ton ) Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going 1:1 into profit). Assuming same growth ratio like last quarter of 20% in"
[X Link](https://x.com/BwieAktien/status/1991218196901425630) 2025-11-19T18:53Z [---] followers, [---] engagements
"$AMD Cisco $CSCO and HUMAIN to Form Joint Venture to Deliver World-Leading AI Infrastructure https://www.amd.com/en/newsroom/press-releases/2025-11-19-amd-cisco-and-humain-to-form-joint-venture.html https://www.amd.com/en/newsroom/press-releases/2025-11-19-amd-cisco-and-humain-to-form-joint-venture.html"
[X Link](https://x.com/BwieAktien/status/1991236290830831963) 2025-11-19T20:05Z [---] followers, [--] engagements
"$ASTS Deutsche Bank raised Price Target to $81 Bryan Kraft covers $ASTS since [----] https://www.moomoo.com/news/post/61302167/deutsche-bank-maintains-ast-spacemobile-astsus-with-buy-rating-raiseslevel=1&data_ticket=1763583982692381 https://www.marketscreener.com/news/deutsche-bank-raises-price-target-on-ast-spacemobile-to-81-from-59-keeps-buy-rating-ce7d5fd9de8bf426 https://www.moomoo.com/news/post/61302167/deutsche-bank-maintains-ast-spacemobile-astsus-with-buy-rating-raiseslevel=1&data_ticket=1763583982692381"
[X Link](https://x.com/BwieAktien/status/1991243320484360685) 2025-11-19T20:32Z [---] followers, [---] engagements
"@BidBird10 will get interesting in future. How can one company get it and one not Im invested in both $MP and $UUUU even if my exposure to $MP is higher"
[X Link](https://x.com/BwieAktien/status/1991516357683474517) 2025-11-20T14:37Z [---] followers, [---] engagements
"$OHB is preparing the next step: https://www.ohb.de/en/news/ohb-establishes-new-company-to-develop-launch-site-infrastructure https://www.ohb.de/news/ohb-gruendet-neues-unternehmen-zur-entwicklung-von-startplatzinfrastruktur https://www.ohb.de/en/news/ohb-establishes-new-company-to-develop-launch-site-infrastructure https://www.ohb.de/news/ohb-gruendet-neues-unternehmen-zur-entwicklung-von-startplatzinfrastruktur"
[X Link](https://x.com/BwieAktien/status/1992681966052024645) 2025-11-23T19:49Z [---] followers, [--] engagements
"It will be an interesting week for the future of the German raw materials strategy. As part of the budget discussion in the German Bundestag parliamentarians will decide how much money the government will be allowed to spend in [----]. During budget week members of parliament will debate the plans of each ministry. On Tuesday they will discuss the plans of the Ministry of Economics the Ministry of the Environment the Ministry of Education and the Ministry of Digital Affairs. Hopefully by the end of the week the budgets for Germany including that of the Ministry of Economics will be decided as"
[X Link](https://x.com/BwieAktien/status/1993252322395267095) 2025-11-25T09:36Z [---] followers, [--] engagements
"Rolls-Royce was upgraded by Moodys last week: (MT Newswires) -- Rolls-Royce Holdings' $RR.L long-term issuer and backed senior unsecured ratings were upgraded to Baa1 from Baa2 by Moody's on Thursday. The rating agency attributed the change to the post-pandemic commercial aerospace market recovery and the "tremendous success" of the British engine maker's transformation program. Moody's also attached a positive outlook on the ratings to support its 12- to 18-month expectations of continued low leverage and solid cash flow metrics. It also expects Rolls-Royce to maintain the profitable growth"
[X Link](https://x.com/BwieAktien/status/1993304383279219184) 2025-11-25T13:02Z [---] followers, [--] engagements
"First project officially received Funding from German Raw material fund via KfW: Vulcan Energy Resources Limited: [----] million (A$3929 million) financing package secured to fully fund Vulcan Energys Phase One Lionheart Project * Including 150m (A$268m) equity investment in Vulcans primary German holding subsidiary Vulcan Energie Ressourcen GmbH ("GermanSubCo") by the KfW Raw Materials Fund ("KfW") to acquire a 14% interest in GermanSubCo https://www.handelsblatt.com/politik/deutschland/rohstoffe-abbau-von-lithium-startet-in-deutschland/100179992.html"
[X Link](https://x.com/BwieAktien/status/1996103250605425063) 2025-12-03T06:24Z [---] followers, [---] engagements
"Congrats to Vulcan Energy $VUL.AX qualified for funding and finally received equity from German raw material fund. No news so far on the other projects. According to previous informations one project (copper & gold) in Canada and one project (rare earth) in Australia also qualified for funding/receiving equity from GRMF. No further news so far. Also no specific news about the European initiatives. According to news yesterday significant news should be released today other than the typical raw materials strategy papers and the idea of implementing a raw materials platform (hey we have plenty"
[X Link](https://x.com/BwieAktien/status/1996247882001735769) 2025-12-03T15:59Z [---] followers, [--] engagements
"Greenland Resources will receive funding for their Malmbjerg Molybdenum / Magnesium Project $Moly"
[X Link](https://x.com/BwieAktien/status/1996289285226446892) 2025-12-03T18:43Z [---] followers, [---] engagements
"Netflix to acquire Warner Bros. $nflx pre market down -4.5% Netflix gets Warners top franchises + HBO content boosts its library cuts churn gains a full Hollywood studio (is that a positive) and expands revenue beyond streaming. Deal Economics: $72B equity value ($83B incl. debt) mostly cash major new leverage. Big synergy potential but high debt + potentially antitrust risk. JUST IN: $NFLX to acquire Warner Bros. for a total deal value of $82.7 Billion. The acquisition includes its film and television studios HBO Max and HBO. https://t.co/jHIVcOVn5i JUST IN: $NFLX to acquire Warner Bros. for"
[X Link](https://x.com/BwieAktien/status/1996939832405135733) 2025-12-05T13:48Z [---] followers, [--] engagements
"Great Greenland just granted the licence for 30years COPENHAGEN Dec [--] (Reuters) - Greenland has issued a 30-year exploitation licence to London-listed GreenRoc Mining Plc (GROC.L) opens new tab for the Amitsoq graphite deposit marking the third such permit granted by the Arctic island's government this year amid heightened global demand for critical minerals https://www.reuters.com/business/energy/greenland-approves-30-year-mining-permit-eu-backed-graphite-project-2025-12-09/ https://www.reuters.com/business/energy/greenland-approves-30-year-mining-permit-eu-backed-graphite-project-2025-12-09/"
[X Link](https://x.com/BwieAktien/status/1998434299335348414) 2025-12-09T16:47Z [---] followers, [--] engagements
"@Scocar45 @Geiger_Capital True. Another good example: $RR.L https://www.directindustry.com/prod/rolls-royce/product-22649-664871.html https://www.directindustry.com/prod/rolls-royce/product-22649-664871.html"
[X Link](https://x.com/BwieAktien/status/1998488255738864085) 2025-12-09T20:21Z [---] followers, [--] engagements
"Quick reminder on the race for Rare earth and as phrased in a recent @handelsblatt interview Die US-Regierung investiert whrend die Europer noch reden GE Vernova and Washington join forces to boost strategic yttrium reserves #rareearth https://energynews.pro/en/ge-vernova-and-washington-join-forces-to-boost-strategic-yttrium-reserves/#google_vignette https://energynews.pro/en/ge-vernova-and-washington-join-forces-to-boost-strategic-yttrium-reserves/#google_vignette"
[X Link](https://x.com/BwieAktien/status/1999183466101965120) 2025-12-11T18:24Z [---] followers, [--] engagements
"South Korea did like [--] or [--] Korean Australian Business council every year with top notch Korean companies e.g. POSCO. Various Australian companies like $ARU.AX participated in those meetings and I guess there was a very fruitful exchange. As one result Hyundai was one of the first international companies to sign an offtake agreement with Arafura. Posco could also be a potential partner for rare earth supply to de-risk their supply chain"
[X Link](https://x.com/BwieAktien/status/1999209106377167199) 2025-12-11T20:06Z [---] followers, [--] engagements
"Just wow Korea Zinc to build $7.4 bln smelter in US White House plans more 'historic deals' with mining sector official says Meanwhile GMRF Deutscher Rohstofffonds still waits with funding decision for international Rare Earth Projects and copper/good projects that have been under due diligence earlier this year@BMWE_ While it is undoubtedly important to carry out appropriate due diligence and also to consider all the potential risks associated with such investments (in young developers/mining companies) we are currently in a phase in which a global race for resources and processing"
[X Link](https://x.com/BwieAktien/status/2000662793847235007) 2025-12-15T20:22Z [---] followers, [--] engagements
"Why are there no values for Morgan Stanley knock outs on $FTAI today Just now that $FTAI peaks 12% and more no trading of these barrier options @MorganStanley"
[X Link](https://x.com/BwieAktien/status/2006084633276932272) 2025-12-30T19:27Z [--] followers, [--] engagements
"great proposal by Australias Association of Mining and Exploration Companies (AMEC) that provides AUS Gov. with a framework for Australias Critical Minerals Strategic Reserve to fulfil an election commitment and build on the agreement between Prime Minister Albanese and President Trump: Australias Critical Minerals Strategic Reserve sharpens focus on rare earths vital for defence & clean tech Plan includes price floors & ceilings to stabilise markets and de-risk investment (good for e.g. Arafura $ARU.AX) Targets key magnet materials: NdPr dysprosium & terbium Government tops up revenues when"
[X Link](https://x.com/BwieAktien/status/2008497628724547764) 2026-01-06T11:15Z [---] followers, [--] engagements
"a year ago on 15th January [--] muddy waters issued a report on $FTAI. As a result FTAI plummeted from $178 to $78 in several stages between January [--] and January [--]. The second crash on the 21st from just under $112 to $78 came after the report when FTAI announced that it would launch an official analysis that could delay the annual report. This was obviously not a good response to the Muddy Waters report. Anyhow. A year has passed and it turns out $FTAI peaks at US$239 and as one of the analysts (deutsche or Jeffries) put it it was a once in a lifetime opportunity to get in below $100 a"
[X Link](https://x.com/BwieAktien/status/2008653703578849382) 2026-01-06T21:35Z [---] followers, [---] engagements
"another boost for the wider Uranium sector. After several deals including the U.S. government landmark agreement with Westinghouse Cameco and Brookfield to deploy a new fleet of reactors across the United States (October 25) we now see US literally fueling Uranium enrichment. $BWXT $CCJ $RR.L $UUUU $DNL.TO $LEU $SMR $NNE $OKLO THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT That money supports the entire nuclear stack: Upstream uranium miners & fuel processors like $CCJ $UUUU & $LEU that supply the raw fuel Midstream reactor & SMR builders like $SMR"
[X Link](https://x.com/BwieAktien/status/2008808288289259859) 2026-01-07T07:49Z [---] followers, [--] engagements
"$SOFI down on BofA downgrade https://www.theglobeandmail.com/investing/markets/stocks/SOFI/pressreleases/36916479/sofi-completes-expanded-common-stock-offering-to-bolster-capital/ https://finance.yahoo.com/news/stock-market-today-jan-6-231830972.html https://www.theglobeandmail.com/investing/markets/stocks/SOFI/pressreleases/36916479/sofi-completes-expanded-common-stock-offering-to-bolster-capital/ https://finance.yahoo.com/news/stock-market-today-jan-6-231830972.html"
[X Link](https://x.com/BwieAktien/status/2008977077777912304) 2026-01-07T19:00Z [---] followers, [--] engagements
"DoD has entered into a 10-year agreement establishing a price floor commitment of $110 per kilogram for MP Materials NdPr products stockpiled or sold reducing vulnerability to non-market forces and ensuring stable and predictable cash flow with shared upside. $MP https://mpmaterials.com/news/mp-materials-announces-transformational-public-private-partnership-with-the-department-of-defense-to-accelerate-u-s-rare-earth-magnet-independence/utm_source=chatgpt.com"
[X Link](https://x.com/BwieAktien/status/2009218421360099336) 2026-01-08T10:59Z [---] followers, [---] engagements
"Today Rolls Royce Holding $RR.L reached [--] or [----] pence for the first time.🎉 Anyone who bought in at less than [--] per share in [----] and [----] when the market capitalization was around [----] billion with revenues of [--] billion and [--] billion respectively can now enjoy a 15-bagger. The share price has been driven by a number of factors since the beginning of the year: - Defense is generally picking up again after a weaker fall/end of the year. - $RR.L is in the middle of a [---] million share buyback program. - nuclear power continues to be driven intensively by the US and other countries and RR.L"
[X Link](https://x.com/BwieAktien/status/2009553443460153423) 2026-01-09T09:10Z [---] followers, [--] engagements
"Unbelievable $ASTS a true boost for my satellite & communications basket. Especially unbelievable as just two days ago scotiabank downgraded $ASTS 🚨BREAKING: $ASTS HITS $100 A SHARE 💵 HOW WE FEELING SPCEMOB https://t.co/CuipFvZsju 🚨BREAKING: $ASTS HITS $100 A SHARE 💵 HOW WE FEELING SPCEMOB https://t.co/CuipFvZsju"
[X Link](https://x.com/BwieAktien/status/2009681864554873018) 2026-01-09T17:41Z [---] followers, [---] engagements
"I estimated an additional $32mil profit when floor price kicks in on NdPr since 1st Oct. [----] which is an additional $018 per share. Assuming $MP is able to increase 20% sales as they did last quarter. So given the G7 meeting on rare earth on 12th January this will be a interesting time for $MP Materials Ich bin mal gespannt wie der Floorprice von US$ [---] fr NdPr kickt im Q4 [----] bei $MP Materials. in den letzten (Q3) Zahlen war der Floorprice noch nicht drin wirkt erst ab [--]. Oct [--]. siehe dazu meine Abschtzung unten. https://t.co/3rTZxFsuA3 Ich bin mal gespannt wie der Floorprice von US$ 110"
[X Link](https://x.com/BwieAktien/status/2009684501945897097) 2026-01-09T17:51Z [---] followers, [---] engagements
"$MP definitely for the long run. I did some calculations based on their last quarterly which was without Floor price of $110 /kg NdPr but only with what they got on market ($59 /kg). If they manage to increase sales like previous Quarter (20%) then additional profit can easily be per quarter $018 per share https://x.com/BwieAktien/status/1987146554268958760s=20 https://x.com/BwieAktien/status/1987146554268958760s=20"
[X Link](https://x.com/BwieAktien/status/2009733289704120431) 2026-01-09T21:05Z [---] followers, [---] engagements
"This will be an interesting G7 Meeting today in Washington Australia will join G7 countries to discuss critical minerals in Washington next week $ARU.AX https://www.abc.net.au/news/2026-01-10/australia-india-invited-to-g7-meeting-on-critical-minerals/106216434 https://www.abc.net.au/news/2026-01-10/australia-india-invited-to-g7-meeting-on-critical-minerals/106216434"
[X Link](https://x.com/BwieAktien/status/2010513888685523152) 2026-01-12T00:47Z [---] followers, [--] engagements
"So there have been a lot of signs that some countries/administrations are quick decision makers when it comes to securing future supply of critical materials such as rare earth. Ahead of the G7 meeting - which will focus on critical materials - wouldnt it be a good idea to lock in 🔒 the equity funding for Arafura $ARU.AX GRMF / KfW / Deutsche Rohstoffagentur did a lot of DD on projects that could be worth funding and Arafura was one of these projects. Could be an opportunity to send out a strong signal ahead of the meetings in Washington https://twitter.com/i/web/status/2010528661393527128"
[X Link](https://x.com/BwieAktien/status/2010528661393527128) 2026-01-12T01:46Z [---] followers, [--] engagements
"More details on Australias strategic reserve: The first minerals to be the focus of the Strategic Reserve will be antimony gallium and rare earth elements which are crucial for clean-energy and high-technology manufacturing as well as advanced military equipment. The Reserve will operate by securing rights to minerals produced in Australia and on-selling those rights to meet demand giving an added boost to Australias critical minerals sector and strengthening reliable supply chains for our trading partners. Arafura $Aru.Ax"
[X Link](https://x.com/BwieAktien/status/2010639772029448570) 2026-01-12T09:07Z [---] followers, [--] engagements
"Not so far away from US/MP Floorprice and maybe very good input for todays G7 Meeting on Rare Earth and ex/China pricing: Chinas Rare Earth Price Index Goes Live Cementing a Strategic Shift in Global Pricing Power Data from the China Rare Earth Industry Association shows that prices were already rising sharply before the index launch: Neodymium oxide (2025 average) RMB [------] per ton (27.4% YoY) USD $71600 per ton Neodymium metal (2025 average) RMB [------] per ton (27.0% YoY) USD $88100 per ton $ARU.AX $LYC.AX $MP $ASM.AX $ILU.AX"
[X Link](https://x.com/BwieAktien/status/2010791985607770322) 2026-01-12T19:12Z [---] followers, [--] engagements
"Current prices seem to be not so far away from US-Floorprice DoD guaranteed to $MP. BTW floorprice kicked in 1st october [--]. It will be interesting to see if their Profit increased by $110-$59 (that was the average price they achieved in q32025 per kg NdPr) Current revenue at $59/kg (baseline) 721000kg$59/kg=$42539000721000 kg$59/kg=$42539000 [--]. Revenue at DoD floor price $110/kg 721000kg$110/kg=$79310000721000 kg$110/kg=$79310000 [--]. Additional revenue due to floor price $79310000$42539000=$36771000 And revenue will be like profit as its just a price increase ad no additional Costs PER"
[X Link](https://x.com/BwieAktien/status/2010795959672811853) 2026-01-12T19:28Z [---] followers, [--] engagements
"This is what we have been waiting for since Eutelsat $ETL $ETL.PA stabilized their balance sheet with the Capital raise. https://www.mynewsdesk.com/eutelsat/pressreleases/eutelsat-procures-a-further-340-oneweb-low-earth-orbit-satellites-from-airbus-3424167 https://www.mynewsdesk.com/eutelsat/pressreleases/eutelsat-procures-a-further-340-oneweb-low-earth-orbit-satellites-from-airbus-3424167"
[X Link](https://x.com/BwieAktien/status/2010805239029625209) 2026-01-12T20:05Z [---] followers, [---] engagements
"@zerohedge But whats the outcome of the meeting So far no common decision on a floor price mechanism. I think some G7 members dont really want to oppose china. For whatever reason. Will be interesting to see whats beeing decided in the next weeks"
[X Link](https://x.com/BwieAktien/status/2010904523636912414) 2026-01-13T02:39Z [---] followers, [---] engagements
"$KTOS $PLTR #Anduril $KPIN $ASTS"
[X Link](https://x.com/BwieAktien/status/2011039400772452693) 2026-01-13T11:35Z [---] followers, [---] engagements
"Just one year ago major analysts like Jefferies Sheila Kahyaoglu @KahyaogluSheila DeutscheBanks Hillary Cacanando Stifel-Analyst Frank Galanti BTIG-Analyst Andre Madrid (all of them coverering $FTAI for quite some time now) mentioned $FTAI under US$100 is a once in a lifetime opportunity to buy. The MuddyWaters Report hit hart and stock tanked two times during these days. And yes it was an excellent opportunity to get in. $FTAI hit US$257 today. Is $FTAI a $GE / $SAF / $RTX frenemy + AI data center play They specialize in the aftermarket for the world's most widely used jet engines (CFM56 &"
[X Link](https://x.com/BwieAktien/status/2011166297531298242) 2026-01-13T19:59Z [---] followers, [---] engagements
"I really like that officials from Germany and European Union are constantly looking for new opportunities to invest in securing Europes future supply in critical raw materials. That is of utmost importance - next to the parallel sometimes independent actions taken from various companies. Strategic raw materials are crucial for the success of the green and digital transitions as well as the resilience of the defence and aerospace sectors. The European Critical Raw Materials Act @ (CRMA) designates strategic projects to secure supplies from third countries. Next to that the mining world is"
[X Link](https://x.com/BwieAktien/status/2011415319466705014) 2026-01-14T12:29Z [---] followers, [--] engagements
"What a momentum $FCX"
[X Link](https://x.com/BwieAktien/status/2011544831294914762) 2026-01-14T21:03Z [---] followers, [--] engagements
"It's incredible how quickly the US administration is implementing these issues. Problem identified bang action. Just last year the DoD's floor price at $MP investments from Apple and investment banks JPMorganChase's announcement of the Security and Resiliency Initiative a $1.5 trillion 10-year plan the Aus/US summit on October [--] then the G7 meeting (hm maybe too little commitment from some participants) and now Look at Processing. Serious question: How is Germany/Europe supposed to keep up https://twitter.com/i/web/status/2011857913153732918"
[X Link](https://x.com/BwieAktien/status/2011857913153732918) 2026-01-15T17:47Z [---] followers, [---] engagements
"Missile Defense Agency (MDA) has executed a third massive tranche of contract awards under its Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program adding [---] contractors to the vehicle today Jan. [--] [----]. Among those added are $ASTS (+6% after hours next ATH) and $KTOS (also marked ATH yesterday @US$ 127). For those who want to look up original source: go to and search for Missile Defense Agency (MDA) SHIELD below there is a full list of awardees. https://news.satnews.com/2026/01/15/mda-adds-340-vendors-to-151-billion-shield-enterprise-in-third-major-tranche/"
[X Link](https://x.com/BwieAktien/status/2012074092225040847) 2026-01-16T08:07Z [---] followers, [---] engagements
"Yesterday also the US comes with a proposal for a strategic reserve: US lawmakers introduce bill to create $2.5 billion critical-minerals stockpile so we have the US potentially with a $2 billion Strategic reserve we will have Australia with a $1.2 billion (i guess AUS $) strategic reserve beginning with Gallium antimony and rare earth. when will we see the EU follow these announcements $ARU.AX $ILU.AX $LYC.AX $MP $USAR $UUUU https://www.reuters.com/legal/litigation/us-lawmakers-introduce-bill-create-25-billion-critical-minerals-stockpile-2026-01-15/"
[X Link](https://x.com/BwieAktien/status/2012136764433940949) 2026-01-16T12:16Z [---] followers, [--] engagements
"$KTOS part of the reason Kratos Defence $KTOS is rising so sharply on any good news not very much free float: 75% institutional ownership: https://www.marketscreener.com/quote/stock/KRATOS-DEFENSE-SECURITY-S-11374/company-shareholders/ https://www.marketscreener.com/quote/stock/KRATOS-DEFENSE-SECURITY-S-11374/company-shareholders/"
[X Link](https://x.com/BwieAktien/status/2012199013873754334) 2026-01-16T16:23Z [---] followers, [---] engagements
"New Update Performance of the Satellite and Communications Basket (Set. 03/25) $AVIO.MI +79% $ASTS KnockOut MK807P +465% (added 09/25) $ASTS KnockOut LX6TY2 +114% (added 10/25) Thales $HO.PA call FA0XE9 +88% (added 08/25) $OHB +86% Indra Syst. $IDR.MC +128% SES $SESG +34% Safran $SAF +25% Eutelsat $ETL -24% Gesamt 66% as always $ETL.PA $ETL drags the Performance down significantly not only because of the Capital Raise but also before that Performance was Bad. Typical bad timing of the first purchase. Also $AVIO.Mi much loser than pre-Capital raise but as said last week I see no problem for a"
[X Link](https://x.com/BwieAktien/status/2012209475558457545) 2026-01-16T17:04Z [---] followers, [---] engagements
"@JoshTradeOption Thank you Yes all of them but with different weights. Unfortunately too much Eutelsat and bought too high. luckily $Etl is outweighted by $ASTS"
[X Link](https://x.com/BwieAktien/status/2012243803491516804) 2026-01-16T19:21Z [---] followers, [---] engagements
"My favorite is $avio.mi I am really surprised by the actions they take and the portfolio they offer. Plus the capital raise will be well utilized for a factory in USA producing rocket motors for e.g. their partner $RTX I like $ASTS really dont know why I invested I guess it was some discussion on X saying that they are in competition to starlink. Then the technology discussion Asts versus Starlink then looking at their satellite tech and the cooperations with carriers. Really great https://twitter.com/i/web/status/2012245626432499979 https://twitter.com/i/web/status/2012245626432499979"
[X Link](https://x.com/BwieAktien/status/2012245626432499979) 2026-01-16T19:28Z [---] followers, [--] engagements
"Absolutely. For me the muddywaters-Report Crash below [---] was an Opportunity to get in. Didnt know much about it just saw their performance in the months before the report. And read about the confidence all analysts had that the muddy waters report was BS https://x.com/BwieAktien/status/2011166297531298242s=20 https://x.com/BwieAktien/status/2011166297531298242s=20"
[X Link](https://x.com/BwieAktien/status/2012258432582099228) 2026-01-16T20:19Z [---] followers, [--] engagements
"2 different calls on $FXC currently. Last year I was a bit too early bought into the dip but it went further down. realized losses and bought back close to the bottom. Also some few $FCX shares since April [--]. Copper will have its ups and downs. In the past was a very good indicator on the development of economy. since 6-12 months a bit decoupled i think because of tremendous rise in energy demand hyped but with reasonable base and for sure the shortage Grasberg and others. And decrease in remaining minelife lower grades takes time to develop new mines . so even if Overall classical areas of"
[X Link](https://x.com/BwieAktien/status/2012490164858138835) 2026-01-17T11:40Z [---] followers, [--] engagements
"Ups just realize I thought your question refers to an earlier post of mine about satellite&Communications. regarding the critical Minerals Stock definitively $ARU.AX Arafura is my fav although it stretches my nerves to the extreme. I am holding like forever and cant wait until it takes off. They have missed the bus so very often in the last [--] years unbelievable. But now it should be their time. I also like $MP very much the have such a competitive edge beeing the only currently producing western company besides Lynas in Australia. I did a calculation based on their last Q3 [----] financials"
[X Link](https://x.com/BwieAktien/status/2012586410478325998) 2026-01-17T18:02Z [---] followers, [--] engagements
"$OHB Capital Market Day [----] Growth outlook through fiscal year [----] forecasts continuous increase in total output and margins: -Outlook for fiscal years [----] and [----] raised -Order intake in fiscal year [----] up 24% year-on-year In addition the Management Board announces that delisting is not currently planned. The company will remain listed on the stock exchange for the time being: Our clients appreciate the transparency that comes with being listed on the stock exchange. From our point of view it creates additional trust. We are therefore maintaining access to the capital markets which can"
[X Link](https://x.com/BwieAktien/status/2013667603504337304) 2026-01-20T17:39Z [---] followers, [--] engagements
"I actually thought this is great news but maybe already priced in. Thanks anyhow for sharing otherwise I would not have seen it already last week. So got into the stock with some shares lets see how this goes from here. Maybe my entry a bit expensive for the time beeing but mid-term this should be a very reasonable invest. $ARSMF https://twitter.com/i/web/status/2013720120200220680 https://twitter.com/i/web/status/2013720120200220680"
[X Link](https://x.com/BwieAktien/status/2013720120200220680) 2026-01-20T21:07Z [---] followers, [--] engagements
"interesting interview $OHB $RHM #iceye #rfa #rocketfactoryaugsburg https://www.handelsblatt.com/politik/deutschland/bundeswehr-nach-den-usa-waeren-wir-bei-aufklaerung-und-kommunikation-fuehrend/100189783.html https://www.handelsblatt.com/politik/deutschland/bundeswehr-nach-den-usa-waeren-wir-bei-aufklaerung-und-kommunikation-fuehrend/100189783.html"
[X Link](https://x.com/BwieAktien/status/2013882498225217772) 2026-01-21T07:52Z [---] followers, [---] engagements
"$USAR goes Europe USA Rare Earth to build plant in France with govt backing https://t.co/OzzjH5sVK6 USA Rare Earth to build plant in France with govt backing https://t.co/OzzjH5sVK6"
[X Link](https://x.com/BwieAktien/status/2014048945559773383) 2026-01-21T18:54Z [---] followers, [---] engagements
"@MinervaCap Cathy is not dumping. Shes trimming some gains on $Ktos she got in early. She already sold some last year at [--] or so. Now she sold some [-------] shares out of [--] million shares she still holds Current holdings across her funds:"
[X Link](https://x.com/BwieAktien/status/2014360548335317085) 2026-01-22T15:32Z [---] followers, [---] engagements
"This will give you great insights as to why Energy Fuels $UUUU is about to acquire $ASM Full transcript of the M&A Call. Here's a solution with real credibility where we can show that we have got near-term capability to provide this Western mine to metal solution across these jurisdictions. The [--] sources or [--] sort of projects that Energy Fuels have with the Donald Project in Australia the Vara Mada in Madagascar and Bahia in Brazil are all projects that will be source feed. But what we have is an opportunity to add our Dubbo project in as a source feed into that chain as well. And those"
[X Link](https://x.com/BwieAktien/status/2014408381549916345) 2026-01-22T18:42Z [---] followers, [---] engagements
"Will be interesting to see if $USAR will take the multi year supply contract with $ASM forward even though $uuuu just acquired $asm. Will be interesting to see how Energy fuels will handle the contract between ASM and USAR. Sometimes there are change of control clauses in contracts and Typically in an acquisition partners are asked to consent or not. Which in other words would mean: $USAR would look for a new supply partner https://asm-au.com/asm-signs-long-term-metal-sales-and-tolling-framework-agreement-with-usa-rare-earth/"
[X Link](https://x.com/BwieAktien/status/2014482355524612142) 2026-01-22T23:36Z [---] followers, [---] engagements
"$BURU Key updates: ✅ Jan '26: Completed acquisition of Lyocon (Industrial Lasers & Defense) ✅ Orbit acquisition strengthens US Defense SaaS footprint ✅ New Co-CEO leadership with Alessandro Zamboni & Dario Barisoni ✅ Strategic JV with Maddox Defense for next-gen drone tech 🛸 Shifting from pure hardware to high-growth resilience tech. Watching for the [----] turnaround 📈 #BlueLaser #DefenseTech #SaaS #Innovation #StockMarket https://twitter.com/i/web/status/2014614189667475947 https://twitter.com/i/web/status/2014614189667475947"
[X Link](https://x.com/BwieAktien/status/2014614189667475947) 2026-01-23T08:20Z [---] followers, [---] engagements
"this actually reads interesting where did you get this. a lot of valid points. even though as said in my previous reply the dump was not significant. yesterday she sold again some [----] shares across their three funds that hold a total of [---] million shares. so the [---] [----] [---] shares sold could be left-over orders from the days before maybe"
[X Link](https://x.com/BwieAktien/status/2014649132376351016) 2026-01-23T10:39Z [---] followers, [--] engagements
"@thexcapitalist true. and I think $FCX just paused a bit yesterday after their release of financials. stock ran very well last months but there is room for more. demand is exploding as stated above"
[X Link](https://x.com/BwieAktien/status/2014649883534180777) 2026-01-23T10:42Z [---] followers, [----] engagements
"No worries I thought when reading second time I got that you look for an entry. And I know waiting for the best entry point is sometimes hard. Hard to figure out how it will move the next days I often saw $KTOS open red and then turned green sometimes also not very high volume. So lets see https://twitter.com/i/web/status/2014756318507401555 https://twitter.com/i/web/status/2014756318507401555"
[X Link](https://x.com/BwieAktien/status/2014756318507401555) 2026-01-23T17:45Z [---] followers, [--] engagements
"@cekdrew That would be great. Unbelievable for $USAR. But honestly it seemed obvious something was about to happen the stock showed significant momentum in the last days even when other REE stocks slowed down"
[X Link](https://x.com/BwieAktien/status/2015384105978888487) 2026-01-25T11:19Z [---] followers, [---] engagements
"Youre Right processing is of utmost importance. Thats why $uuuu will acquire $ASM.Ax not only because of their dubbo ressource (which btw will not be online before 2027/2028) but because of their processing experience and the existing facility in Korea. And processing knowledge is why $USAR last year acquired Less common materials LCM UK. And now plan to build a plant in France (which then will be the only processing plant next to Neo Performance Materials Estonian plant)"
[X Link](https://x.com/BwieAktien/status/2015497543556251863) 2026-01-25T18:50Z [---] followers, [---] engagements
"@quidesttruth @zerohedge And $MP undoubtedly will be in the lead of the US rare earth dominance in the western world"
[X Link](https://x.com/BwieAktien/status/2015497833554542670) 2026-01-25T18:51Z [---] followers, [--] engagements
"@quidesttruth @zerohedge True. $MP still in a very favorable unique position. And if floorprice works on all their sold NdPr since 1st oct 2025; and if they keep selling roughly what they sold in 3rd quarter [----] shareholders can expect a significant rise in EPS: https://x.com/BwieAktien/status/1991218196901425630s=20 @BidBird10 I did some similar calculations on $MP after their earnings call two weeks ago solely focused on the floorprice effect on $MPs earnings to come: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up"
[X Link](https://x.com/BwieAktien/status/2015506290965909893) 2026-01-25T19:25Z [---] followers, [--] engagements
"The setup has improved materially over the last [--] years: Hancock / Gina Rinehart as anchor investor @ $ARU.AX $ARU.AX secured Major OEM offtakes (auto & energy) Hatch FEED completed US$1bn in sovereign / ECA-backed debt lines Large equity raises (dilutive but necessary) https://twitter.com/i/web/status/2015907569441669304 https://twitter.com/i/web/status/2015907569441669304"
[X Link](https://x.com/BwieAktien/status/2015907569441669304) 2026-01-26T21:59Z [---] followers, [--] engagements
"$FCX Freeport-McMoRan ($FCX) Q4 Earnings Beat 🚀 Solid results today as copper and gold price rallies fuel a significant outperform vs. estimates; despite Grasberg shutdown. Adj. EPS: $0.47 (vs. $0.28 est.) ✅ Revenue: $5.63B (vs. $5.28B est.) ✅ even if lower YoY Copper Realized Price: $5.33/lb (+28% YoY) - GAAP EPS: $0.28 (vs $0.19 last year) - Net Income: $406 M vs $274 M last year Despite the beat stock seeing some "sell the news" pressure (-1.7%) after a massive 3-month rally. Grasberg restart remains on track for [----]. $FCX #Copper #Earnings #StockMarket #Commodities"
[X Link](https://x.com/BwieAktien/status/2014411593803550782) 2026-01-22T18:55Z [---] followers, [---] engagements
"Arafura $ARU.AX has never been closer. All major listed REE stocks sold off overnight. Arafura included. No exception. Most Commodity plays are catching their breath down or flat yesterday. REE names are digesting the funding of a new to-be-big player: $USAR. But the setup for Arafura is clear: US-EXIM LOI (US$300m) AU$100m government equity US$1bn sovereign debt lines Integrated ore-to-oxide project (Nolans) The market is moving. Peers are executing. $ARU.AX must deliver now. (FID) Arafura $ARU.AX missing the bus. Again For [--] years Arafura talked Nolans while others moved faster. Big"
[X Link](https://x.com/BwieAktien/status/2016085297486766380) 2026-01-27T09:46Z [---] followers, [---] engagements
"@swalters very interesting. Do you know where to see the most actual price of Antimony in the US (other than limited access sites like Fastmarkets Argus other paid services). just to get a grip on how the market is developing after price came down from its peak last year"
[X Link](https://x.com/BwieAktien/status/2016451133502308621) 2026-01-28T09:59Z [---] followers, [---] engagements
"@NYSE_UAMY very interesting. Do you know where to get the most actual price of Antimony in the US (other than limited access sites like Fastmarkets Argus other paid services). just to get a grip on how the market is developing after price came down from its peak last year"
[X Link](https://x.com/BwieAktien/status/2016451460137992267) 2026-01-28T10:01Z [---] followers, [---] engagements
"I did that once with $GOOS. always wanted to purchase then even more when I read in the 13F that M. Burry bought the stock in q4/2024. so I bought at the next dip in May [--] just to read some days after that in the 13f Burry sold all his stocks in Q1/2025 (except E. Lauder). so the timeshift could turn out a bad trap. They only publish 13F early when they want to downramp $PLTR 😉 anmhow my trade with $GOOS turned out to be good. Burry sold at a loss according to the papers and I bought in below $9 does not always work out like that followed Buffet into $UNH last year nice gain on paper now"
[X Link](https://x.com/BwieAktien/status/2016452956896272854) 2026-01-28T10:07Z [---] followers, [--] engagements
"@Mr_Derivatives good decision. bough PJ61D0 yesterday maybe a bit too early and still hold my calls from last yearlets see"
[X Link](https://x.com/BwieAktien/status/2016477506593792333) 2026-01-28T11:44Z [---] followers, [--] engagements
"@Airbus @Delta and the best part: those engines will be supplied by $RR.L $DAL thank you for choosing Trent Engines https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx"
[X Link](https://x.com/BwieAktien/status/2016623482847580366) 2026-01-28T21:24Z [---] followers, [---] engagements
"this is also great news for $RR.L $DAL thank you for choosing Trent Engines✈ https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx Big news @Delta has ordered [--] additional aircraft: [--] #A330neo & [--] #A350s. Already operating over [---] #Airbus aircraft these latest-generation widebodies will enhance the airline's capabilities and elevate its premium offerings serving its expanded long-haul markets.✈"
[X Link](https://x.com/BwieAktien/status/2016624059732087018) 2026-01-28T21:26Z [---] followers, [---] engagements
"@TheAviationBeat I think $DAL just ordered some of these Airbus A350 (15 planes) and A330-neo (16 planes) all of them equipped with RR.L Trent engines https://x.com/AirbusPRESS/status/2016415127789035528s=20 .@Delta grows Airbus fleet with order for [--] additional widebody aircraft. Read more ➡ https://t.co/w5CrhUC8vk https://t.co/VdC7C4GxiJ https://x.com/AirbusPRESS/status/2016415127789035528s=20 .@Delta grows Airbus fleet with order for [--] additional widebody aircraft. Read more ➡ https://t.co/w5CrhUC8vk https://t.co/VdC7C4GxiJ"
[X Link](https://x.com/BwieAktien/status/2016626789267763652) 2026-01-28T21:37Z [---] followers, [---] engagements
"@TheAviationBeat just realized you posted this already. 👍 holding $RR.L thus great news for them after some of the most recent airline orders didnt take Trent engines"
[X Link](https://x.com/BwieAktien/status/2016629150996398102) 2026-01-28T21:47Z [---] followers, [--] engagements
"actually great numbers $META. remember last quarter (Q3 2025) when they had the Q3 EPS miss due to this one-time $15.9 billion expense: "We expect a significant reduction in our U.S. federal cash tax payments for the remainder of [----] and future years due to the implementation of the One Big Beautiful Bill Act. However the implementation also led to the recognition of a valuation allowance against our U.S. federal deferred tax assets reflecting the impact of the U.S. Corporate Alternative Minimum Tax. As a result the third quarter [----] provision for income taxes includes a one-time non-cash"
[X Link](https://x.com/BwieAktien/status/2016638765188657468) 2026-01-28T22:25Z [---] followers, [----] engagements
"@chydogreat @wallstengine @grok markets reacting negative. but maybe only temporarily since prices for NdPr currently are anyhow close to the floorprice guaranteed to $MP (US$ 110/kg NdPr Products). https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
[X Link](https://x.com/BwieAktien/status/2016655628421222658) 2026-01-28T23:32Z [---] followers, [---] engagements
"@Mr_Derivatives yep. got back in with $META calls on 30th and 31st october obviously too early. was a hard time for the calls since then but nowlets see how good they run"
[X Link](https://x.com/BwieAktien/status/2016656185554841702) 2026-01-28T23:34Z [---] followers, [--] engagements
"@da_sails @zerohedge exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now. https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
[X Link](https://x.com/BwieAktien/status/2016661950474682820) 2026-01-28T23:57Z [---] followers, [---] engagements
"exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now. https://x.com/BwieAktien/status/2016661950474682820s=20 https://x.com/BwieAktien/status/2016661950474682820s=20 @da_sails @zerohedge exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now."
[X Link](https://x.com/BwieAktien/status/2016672792213647600) 2026-01-29T00:40Z [---] followers, [---] engagements
"thanks for clarifying. anyhow the prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around 110.86USD/kg So $MP should be on the safe side anyhow. market overreacted. https://x.com/BwieAktien/status/2016653701205684735s=20 https://x.com/BwieAktien/status/2016653701205684735s=20"
[X Link](https://x.com/BwieAktien/status/2016674977580212385) 2026-01-29T00:49Z [---] followers, [----] engagements
"@cekdrew @MPMaterials this is great. but hopefully not arrogance. love $MP and I am glad the stock reaction was after hours and is rebalancing already so that in germany we should be set once markets open. for my $USAR knock outs after hours was a close"
[X Link](https://x.com/BwieAktien/status/2016677974905364925) 2026-01-29T01:01Z [---] followers, [---] engagements
"thats not fully correct. besides the most recent $MP tweet on this pls also consider prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around 110.86USD/kg So $MP should be on the safe side anyhow. https://twitter.com/i/web/status/2016682389708198346 https://twitter.com/i/web/status/2016682389708198346"
[X Link](https://x.com/BwieAktien/status/2016682389708198346) 2026-01-29T01:18Z [---] followers, [---] engagements
"i did some calculations with the pricefloor and the quantities they sold in q3 [----] when they realized price of US$59/kg. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so imagine US$ [--] per kilo additional earnings (if we take the costs constant in fact they have been able to lower costs in q3) more details here incl. EPS estimation"
[X Link](https://x.com/BwieAktien/status/2016798219246682346) 2026-01-29T08:59Z [---] followers, [--] engagements
"i did some calculations with the pricefloor and the quantities they sold in q3 [----] when they realized price of US$59/kg. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so imagine US$ [--] per kilo additional earnings (if we take the costs constant in fact they have been able to lower costs in q3) more details here incl. EPS estimation"
[X Link](https://x.com/BwieAktien/status/2016806648539480235) 2026-01-29T09:32Z [---] followers, [--] engagements
"@stonksurfing @cekdrew Unbelievable"
[X Link](https://x.com/BwieAktien/status/2016916305291395116) 2026-01-29T16:48Z [---] followers, [--] engagements
"As I wrote yesterday I love $MP but I hope their attitude is not arrogance. Recent posting look like that. Fair enough to be confident and stand big for what they have achieved after years of keeping up the REE flag (like the guys from Arafura $Aru.ax for the last [--] years) but playing on competition is no sign of strengthsanyhow a bit fun reading MPs postings these days. Its not getting boring here https://twitter.com/i/web/status/2016921016849899853 https://twitter.com/i/web/status/2016921016849899853"
[X Link](https://x.com/BwieAktien/status/2016921016849899853) 2026-01-29T17:06Z [---] followers, [---] engagements
"great choice. all this discussion about floorprice is hilarious. when they announced q3 [----] financials I did a rough calculation on the impact of floorprice kicking in from 1st oct [--] onwards (so not in the q3). in q3 [----] they realized price of US$59/kg on NdPr. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so US$ [--] per kilo additional"
[X Link](https://x.com/BwieAktien/status/2016961942741799208) 2026-01-29T19:49Z [---] followers, [--] engagements
"if you read the agreement it says US$110/kg on NdPr or/and NdPr-Oxide (thats not specified). so I posted this below an $MP earnings posting back in october but they didnt reply. for obvious reasons to not comment on any forward looking speculations. so dont know if that really will be the case or why the rest of the market is not getting this. on the other hand looking at price targets that would fit. https://twitter.com/i/web/status/2016968653128802684 https://twitter.com/i/web/status/2016968653128802684"
[X Link](https://x.com/BwieAktien/status/2016968653128802684) 2026-01-29T20:16Z [---] followers, [---] engagements
"@ttt_financial @Stock_Bonvivant mega. ewig hinterhergeschaut. schon in den 2010er Jahren. I dont know why"
[X Link](https://x.com/BwieAktien/status/2016969133435273430) 2026-01-29T20:18Z [---] followers, [--] engagements
"Wait was it just yesterday the entire commodities markets went nuts on a Reuters Article saying gov officials: no price floors $Uamy $USAR $MP $lyc.ax $Aru.Ax $UUUU The US will seek to reach consensus with allies on a pricing mechanism to help insulate rare earth mineral refiners and extractors during meetings with foreign ministers in Washington next week a senior Trump administration official said https://t.co/0J3dRxpKgO The US will seek to reach consensus with allies on a pricing mechanism to help insulate rare earth mineral refiners and extractors during meetings with foreign ministers in"
[X Link](https://x.com/BwieAktien/status/2017119615185297857) 2026-01-30T06:16Z [---] followers, [---] engagements
"@amitisinvesting And yet all US-futures are red when markets open here in Germany"
[X Link](https://x.com/BwieAktien/status/2017126639910453410) 2026-01-30T06:44Z [---] followers, [--] engagements
"@BidBird10 exactly thats what I tried to show during the overreaction yesterday due to the Reuters article. even if there would be no price floor (but it is for $MP as confirmed) the market price came up in the last weeks significantly: https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
[X Link](https://x.com/BwieAktien/status/2017165920943145029) 2026-01-30T09:20Z [---] followers, [---] engagements
"2026 outlook: $SOFI guides adj. EPS $0.60 & Net Revenue $4.66B for [----] above Street expectations signaling continued profit growth and diversification beyond lending"
[X Link](https://x.com/BwieAktien/status/2017213451437809900) 2026-01-30T12:28Z [---] followers, [---] engagements
"Copper - it is inevitable (paraphrasing Thanos 🦸) Copper - there is no substitute (paraphrasing Porsche 🏎) Lets be serious: copper may have taken a hit today and the correction may continue after the rally . But copper cant be easily substituted if substituted at all. In most applications there is no viable substitute with the same material characteristics. $FCX $ANTO $SCCO $FM.TO $LUN.TO $KGH $AUAGF $COPX #copper taking a break today. $FCX $Scco $COPX down pre-market. #copper taking a break today. $FCX $Scco $COPX down pre-market"
[X Link](https://x.com/BwieAktien/status/2017358105130979836) 2026-01-30T22:03Z [---] followers, [---] engagements
"@JW_mktresearch @Geiger_Capital @michaeljburry Yep youre right: Michael Burry Este Lauder ($EL): Bought: Q4 [----] $79 Added Q1 [----] $7285 Sold: Partial sale Q2 [----] $64 Fully exited Q3 [----] $89"
[X Link](https://x.com/BwieAktien/status/2017365131999498530) 2026-01-30T22:31Z [---] followers, [--] engagements
"Only one question remains: why on earth did I allocate multiple times higher amount to than to $AVIO.MI 🤦🤦🤪 http://ETL.PA http://ETL.PA"
[X Link](https://x.com/BwieAktien/status/1969173640584319445) 2025-09-19T22:55Z [---] followers, [---] engagements
"Another 75% for $AVIO Unbelievable performance"
[X Link](https://x.com/BwieAktien/status/1970183269313355824) 2025-09-22T17:47Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BwieAktien Bernd
Bernd posts on X about $mp, $ftai, und, $asts the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +676%
- [--] Month [------] +3,335%
Mentions: [--] #
- [--] Month [---] +175%
Followers: [---] #
- [--] Week [---] +16%
- [--] Month [---] +75%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance countries cryptocurrencies technology brands currencies automotive brands luxury brands fashion brands travel destinations
Social topic influence $mp #12, $ftai #41, und, $asts #95, $aruax, $ohb #1, $lycax, in the, $alvde #1, $usar
Top accounts mentioned or mentioned by @minenergybiz @zerohedge @cekdrew @jeffries @bmwe @tommydeepwater @eboeminghaus @hofihood @amitisinvesting @bearonomist @aktienmax @alfie989898980 @chriscamillo @bidbird10 @eib @delta @wallstengine @tttfinancial @thierryborgeat @cannibalstocks
Top assets mentioned MP Materials Corp. (MP) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) USA Rare Earth, Inc. Class A Common Stock (USAR) Energy Fuels Inc. (UUUU) Freeport-McMoRan Inc (FCX) Cobak Token (CBK) Palantir Technologies Inc. (PLTR) Autoliv, Inc. (ALV) Kratos Defense & Security Solutions, Inc. (KTOS) BWX Technologies, Inc. (BWXT) Cameco Corporation (CCJ) Southern Copper Corporation (SCCO) Borr Drilling Limited (BORR) SAP SE (SAP) RAI Finance (SOFI) Metadium (META) Noble Corporation (NE) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) NANO Nuclear Energy Inc. (NNE) Centrus Energy Corp. (LEU) Carnival Corp (CCL) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last [--] hours
"a story that cannot be told often enough the shortattack on $FTAI by Muddy Waters. They accused FTAI of mixing income from engine sales with income from its MRO (maintenance repair and operation) business for aircraft engines. As a result $FTAI's share price plummeted 1/"
X Link 2025-09-04T16:27Z [--] followers, [---] engagements
"@justfactstruth Imagine you sold $FTAI in jan25 because of the MuddyWaters Report. I am glad I listened to Deutsche Bank Analyst once in a lifetime opportunity to get in under $100"
X Link 2025-09-08T17:46Z [--] followers, [---] engagements
"Super excited to read the full transcript of the fire site chat @Jeffries Mining&Industrial Conference 3rd September with $FTAI CEO Josep Adams in short some key takeaways from the transcript (available on seeking alpha): 1/"
X Link 2025-09-08T20:02Z [--] followers, [---] engagements
"2/. - $FTAI aftermarket leader in CFM56 & V2500 engines offering sales/lease/exchange. - Marketshare: up from 5% 9% long-term target 25% of $22B market. - Margins expanding to 40%+ by [----] via PMA parts vertical integration green-time optimization. - Growth levers:"
X Link 2025-09-08T20:04Z [--] followers, [---] engagements
"3/. -Financials: [----] FCF guidance raised to $750M; EBITDA per module rising ($500k $800k); margins targeted at 40%+ by [----]. - Growth levers $FTAI: SCI aircraft JV new facilities ramping repair acquisitions driving scale & FCF ($750M 25)"
X Link 2025-09-08T20:06Z [--] followers, [--] engagements
"4/see full transcript $FTAI fire site chat @Jeffries Mining&Industrial Conf: https://seekingalpha.com/article/4819744-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-jefferies-mining-and-industrials-conference https://seekingalpha.com/article/4819744-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-jefferies-mining-and-industrials-conference"
X Link 2025-09-08T20:08Z [--] followers, [---] engagements
"@jeffries Also super helpful to get the full picture is the $FTAI presentation @ Deutsche Bank 15th Annual Aviation Forum 2025: available @SeekingAlpha : https://seekingalpha.com/article/4819299-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-deutsche-bank-15th-annual-aviation-forum-2025 https://seekingalpha.com/article/4819299-ftai-aviation-ltd-ftai-aviation-ltd-presents-at-deutsche-bank-15th-annual-aviation-forum-2025"
X Link 2025-09-08T20:10Z [--] followers, [---] engagements
"@amitisinvesting Back in summer [----] an article on $PLTR and how dangerous it could be + that a lot of things speak against $PLTR caught my attention so went ahead and bought the shares.the NHS order made me buy moreyour coverage was a constant support not to sell. Thanks @amitisinvesting"
X Link 2025-09-08T20:54Z [--] followers, [--] engagements
"@minenergybiz I got into Anglogold $AU in 09/22 and Barrick $B in 12/22 and ever since Anglo developed significantly better. Now $B is catching up despite the ongoing troubles in Mali. Maybe the current talks around copper"
X Link 2025-09-09T12:56Z [--] followers, [--] engagements
"@minenergybiz 2/help to push $B even though their exposure (200-230k tons) is little compared to Teck Angloamerikan $FCX"
X Link 2025-09-09T13:00Z [--] followers, [--] engagements
"@minenergybiz Here som charts showing the performance since 09/2022 and for the last two months. $B is picking up"
X Link 2025-09-09T13:09Z [--] followers, [--] engagements
"@minenergybiz So obviously Barrick's $B breakout was fuelled by the pending sale of the gold mine in Canada. The extent to which an investment in Pakistan is the better alternative has hopefully been very well analysed. According to the reports this will entail a lot of capex"
X Link 2025-09-11T09:17Z [--] followers, [--] engagements
"@minenergybiz But Pakistan will shape $B Barricks profile to a stronger copper output. Obviously the final stage will contribute [-------] tons of copper per year"
X Link 2025-09-11T09:18Z [--] followers, [--] engagements
"@minenergybiz once financing is in place $B Barrick's copper content will also increase significantly. The current figure is 200k tonnes/year so Pakistan's Reko Diq would double this in phase [--] and add another 200k tonnes in phase [--]. https://www.mining.com/barricks-reko-diq-in-line-for-410m-adb-backing/utm_source=chatgpt.com https://www.mining.com/barricks-reko-diq-in-line-for-410m-adb-backing/utm_source=chatgpt.com"
X Link 2025-09-11T09:22Z [--] followers, [--] engagements
"@ymbfinances I hold PL3LWL on $SAP (basis 220) since 12th sept a bit too early.I traded more than [--] different calls since I bought the shares beginning [----] (@ 97) all ended up tremendously well. Knockout HD1ZZP experienced better times but still up 100%. Last weeks strange for $SAP"
X Link 2025-09-15T14:24Z [--] followers, [--] engagements
"Interesting moves on $SMR $OKLO $NNE $LEU all rising between [--] to 12%. Could be an announcement on the horizon about new deals to build Small Modular Reactors in US or UK. And of course $RR.L and $BWXT continue their way up definitively gaining momentum in the last two weeks"
X Link 2025-09-15T19:06Z [--] followers, [---] engagements
"And.wow just realized $CCJ is up 9%. I was to busy sorting out which expiring options to sell before thursday/Friday. Or actually before FOMC Wednesday you never know So total uranium sector is up"
X Link 2025-09-15T19:11Z [--] followers, [--] engagements
"Yesterday was with huge moves on a lot of Nuclear-related Stocks $SMR $OKLO $NNE $LEU $CCJ $RR.L $BWXT. UK and US had some agreements to push nuclear energy: https://www.theguardian.com/business/2025/sep/15/uk-and-us-line-up-string-of-deals-to-build-modular-nuclear-reactors-in-britain https://www.theguardian.com/business/2025/sep/15/uk-and-us-line-up-string-of-deals-to-build-modular-nuclear-reactors-in-britain"
X Link 2025-09-16T08:31Z [--] followers, [---] engagements
"@ymbfinances True. Could be there is some fear that USA commercial businesses prefer local companies such as oracle when it comes to cloud business and $SAP business in USA might see some slowdown. Plus on top the currency effect"
X Link 2025-09-16T09:09Z [--] followers, [---] engagements
"finally $BWXT gets the order to built the enrichment pilot plant Huge success https://investors.bwxt.com/news-releases/news-release-details/bwxt-awarded-contract-nnsa-defense-fuels-program I think $BWXT is often flying under radar and unrecognized by broader investment community compared to the big Defense names. Not only does $BWXT have a unique position nuclear powered propulsions systems it also has a quite impressive portfolio of civil applications 1/2 https://investors.bwxt.com/news-releases/news-release-details/bwxt-awarded-contract-nnsa-defense-fuels-program I think $BWXT is often"
X Link 2025-09-17T05:23Z [--] followers, [--] engagements
"$OHB and $etl.pa moving up Sat.&Comm. basket (start in 03/25): - Eutelsat $ETL.PA -19% - SES $SESG +27% - Safran $SAF +15% - $OHB +12% - Indra Syst. $IDR.MC +52% - $AVIO.MI +157% Added in 08/25: Thales $HO.PA - call FA0XE9 +106% Added in 09/25 $ASTS - KO MK807P +66%"
X Link 2025-09-27T12:38Z [--] followers, [--] engagements
"Bristow of $B Barrick quits now that they started a spectacular comeback + recently even outperformed the $GDX. Not only Bristow $B but also Palmer $NEM are stepping down. Just a coincidence Is something brewing Both also reduced Canadian gold exposure selling assets"
X Link 2025-09-29T15:31Z [--] followers, [---] engagements
"$CCL: reading through their quarterly I think its a great success but the need to continue to catch up to $RCL performance. Record net income $1.9B ($2.0B adj.) & revenues $8.2B 10th straight quarterly record. Net yields +4.6% (constant currency) above guidance"
X Link 2025-09-30T09:21Z [--] followers, [--] engagements
"@Bearonomist $RR.L with increased Price Target of 1350pence UBS https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022 https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022"
X Link 2025-09-30T12:37Z [--] followers, [--] engagements
"Rolls Royce $RR.L with increased Price Target [----] pence. UBS I think also the Order Book of Boeing $BA helps plus the Push of nuclear Technologies. https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022 https://de.marketscreener.com/boerse-nachrichten/ubs-hebt-ziel-fuer-rolls-royce-auf-1350-pence-buy-ce7d5bd8d980f022"
X Link 2025-09-30T12:39Z [--] followers, [--] engagements
"$FCX recovers after sharp Shareprice drop following temp. closure of Grasberg/accident w/ fatalities Jakarta - $FCX agreed to transfer 12% of its shares in PT Freeport Indonesia (PTFI) to Indonesia Government https://www.idntimes.com/business/economy/danantara-freeport-setuju-lepas-12-persen-saham-ke-ri-free-of-charge-00-lx3cr-j3t4xq https://www.idntimes.com/business/economy/danantara-freeport-setuju-lepas-12-persen-saham-ke-ri-free-of-charge-00-lx3cr-j3t4xq"
X Link 2025-09-30T20:11Z [--] followers, [---] engagements
"Zu $USAR: USA Rare Earth CEO: We are in close communication with White House https://cnb.cx/46zzFS3 https://cnb.cx/46zzFS3"
X Link 2025-10-03T19:11Z [--] followers, [--] engagements
"A Company not so much in Focus and in daily Newsfeed of Defense tech is $KPIN Kopin. Well established Business since 35years in a sweet spot of Defense industry: high tech vision systems. Recent Capital injection @2.1$ was well digested in the Share Price https://www.kopin.com/press-releases/kopin-announces-41-million-private-placement/ https://www.kopin.com/press-releases/kopin-announces-41-million-private-placement/"
X Link 2025-10-04T10:46Z [--] followers, [---] engagements
"Unbelievable: I was busy this morning with other stocks and whatever you have to do on a Monday morning.now see $AMD up 25+%.huge news with OpenAI: https://de.tradingview.com/news/reuters.com2025:newsml_L5N3VN0LT:0/ https://de.tradingview.com/news/reuters.com2025:newsml_L5N3VN0LT:0/"
X Link 2025-10-06T11:23Z [--] followers, [--] engagements
"@highyield_blond Yes probably right. Would be the major driver. Also being close to the next satellite launch and that they finally get to a productive serial-production of satellites"
X Link 2025-10-07T19:44Z [--] followers, [--] engagements
"True valide point. But restructuring the debt side by getting better options could also help as many others are doing this right now. I think a significant portion will be used for growth. e.g. wouldnt US be a good market to expand. Actually didnt they announce recently that they plan to expand the factory in Catoosa Oklahoma and they are also active in recycling in USA"
X Link 2025-10-08T08:40Z [--] followers, [--] engagements
"@minenergybiz A question Bristow had to answer quite often this year. And finally they separatedI found it interesting that both Barrick and Newmont streamlined their Gold assets esp. in Canada. $B even more than $NEW. And then both CEOs leaving"
X Link 2025-10-08T20:48Z [--] followers, [--] engagements
"@minenergybiz And $B is increasing the Copper share significantly with Reko Diq. They plan to add 200k tons of copper in the first phase (doubling $B s copper production) and then another 200k to in phase [--]. and Pakistan pushes https://tribune.com.pk/story/2571140/pakistan-moves-closer-to-reko-diq-revival-with-35b-funding-deal https://tribune.com.pk/story/2571140/pakistan-moves-closer-to-reko-diq-revival-with-35b-funding-deal"
X Link 2025-10-08T20:51Z [--] followers, [--] engagements
"Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP lately: https://economictimes.indiatimes.com/industry/telecom/telecom-news/looking-forward-to-launch-of-service-sunil-mittal-on-eutelsat-oneweb-satcom-broadband/articleshow/124388198.cmsfrom=mdr https://www.orange-business.com/en/press/orange-business-strengthens-its-safetycase-units-eutelsat-oneweb-satellite-connectivity"
X Link 2025-10-09T09:14Z [--] followers, [---] engagements
"Arafura $ARU.AX will there be some success finally bringing us closer to the FID Some sort of JV as the Management discussed in April Quarterly Call Or a significant Offtake agreement Whos gonna win the race to participate in one of the worlds most interesting rare earth ressource (Nolans) USA South Korea (since years a lot of joint presentations at the Australian Korean Business forum) or Germany (GRMF performing DD on Arafura since April for a potential 50mil equity stake against offtake with German customers)"
X Link 2025-10-11T07:04Z [--] followers, [--] engagements
"@Sevpa_rox @aktien_max Und liberation day"
X Link 2025-10-12T17:18Z [--] followers, [--] engagements
"German Investors are willing to pay 28-29 Euro Cent per Share on $Aru.ax. Thats a premium of 44% on the closing Price of Arafura $Aru.ax on the ASX"
X Link 2025-10-13T16:20Z [--] followers, [--] 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 2025-10-14T15:20Z [--] followers, [---] engagements
"Some profit taking on Wednesday in Australia but Thursday $ARU.AX went straight back to [----] AUS$ We see huge volumes in Australia but also in Germany and especially US the volumes are significantly higher than in previous years/Weeks (Tuesday 15mil wednesday [---] mil). Its clear for Arafuras future the meeting Trump/Albanese will be decisive. 👍👍"
X Link 2025-10-16T08:52Z [--] followers, [--] engagements
"5/ too early with a knock-out option on 21st january that got knocked out in the second downturn but I got back in right away. Which turned out to be the right move. Today FTAI is up to $154 still $20 below January's high of $174. And the moral of the story"
X Link 2025-09-04T16:57Z [---] followers, [--] engagements
"6/6 DYOR when a successful business is suddenly hit with very serious allegations. It's not always something serious behind them. At $ADM Archer Daniels Midlands for example things turned out differently they really reported wrong figures in one of their segments"
X Link 2025-09-04T17:00Z [---] followers, [--] engagements
"@alfie989898980 @ChrisCamillo $goos was a great buy @ 9$ mid May. Actually put them on watchlist after I read that Michael burry bought (announced in Febr. as his Q4/24 buys). Two days after I bought it was announced that he exited in Q1/25 (published May15th he must have sold with loss. So I hold on ;-)"
X Link 2025-09-08T20:38Z [---] followers, [---] engagements
"Early march [--] al lot of European Defense stocks accelerated among those also Space Satellite & Defense Tech. especially $ETL.PA went straight from [--] to [--] euro in one two days; and back to around [--] soon thereafter. combined with Starlink announcing to eventually stop 1/"
X Link 2025-09-09T18:07Z [---] followers, [--] engagements
"2/service in certain areas (e.g. Ukraine) this was enough reason to assemble a small Space&Satellite Basket. Eutelsat $ETL.PA Avio $Avio.MI SES $SESG Safran $SAF Thales $HO.PA $OHB Indra $IDR.MC. while $Avio.mi clearly outperformed with 95% gain $ETL.PA underperformed"
X Link 2025-09-09T18:18Z [---] followers, [---] engagements
"$BWXT New Outperform Rating with PT 205$ Analyst Jeff Grampp with Northland Capital Markets has initiated coverage of BWX Technologies $BWXT: https://www.ainvest.com/news/bwx-technologies-northland-capital-markets-initiates-coverage-outperform-205-pt-2509/utm_source=chatgpt.com https://www.ainvest.com/news/bwx-technologies-northland-capital-markets-initiates-coverage-outperform-205-pt-2509/utm_source=chatgpt.com"
X Link 2025-09-12T08:29Z [---] followers, [--] engagements
"@Bearonomist On top I am thinking for a while to get into $IRDM Iridium (a company known for ages every movie in the 80s 90s when someone picked a phone somwhere remote e.g. desert it was iridium)but why is Cathie buying all along since last year What does she see"
X Link 2025-09-15T08:13Z [--] followers, [--] engagements
"Today we saw the all-time high in $FTAI. It crossed $180 and is now roughly $100 above the lows it had to face after the famous MuddyWaters report. $FTAI Aviation owns and maintains and leases engines for commercial aircraft with an outstanding quality and profitability"
X Link 2025-09-18T18:29Z [--] followers, [---] engagements
"$ASTS with a significant recovery today +8%. maybe a recent $BofA article driving the stock: BofA cited (.) and $ASTS as the U.S. companies poised to harness this opportunity. https://www.marketwatch.com/story/this-satellite-stock-could-benefit-from-a-booming-200-billion-opportunity-ea34b223utm_source=chatgpt.com @Bearonomist I bought the Turbo MK807P on $ASTS (with KO $2152) last week. Competition from Starlink particularly with the purchase of the Echostar frequencies has driven AST down even further which I think is unjustified."
X Link 2025-09-19T19:03Z [---] followers, [---] engagements
"$Avio.mi and $ASTS continue to outperform my basket satellite & communications: Eutelsat $ETL.PA clearly underperforms - 24% SES $SESG +24% Safran $SAF +13% Thales $HO.PA- call FA0XE9 +62% $OHB -14% Indra $IDR.MC +42% $AVIO.MI +138% $ASTS - knock out MK807P +42%"
X Link 2025-09-19T22:49Z [--] followers, [---] engagements
"This is going to be exciting: $CBK announces share buyback program worth [--] billion from [----] to 10.2.26. Even if $CBK does not redeem the shares (capital reduction) this will change $UCG's shareholding in the voting rights calculation (e.g. influence on the AGM)"
X Link 2025-09-24T12:17Z [--] followers, [---] engagements
"2/The disclosure of the shareholding in the share capital remains the same if the shares are not redeemed. https://www.commerzbank.de/konzern/newsroom/pressemitteilungen/fuenfter-aktienrueckkauf.html https://www.commerzbank.de/konzern/newsroom/pressemitteilungen/fuenfter-aktienrueckkauf.html"
X Link 2025-09-24T12:17Z [--] followers, [--] engagements
"So if $UCG currently holds 26% shares of $CBK directly and 3% via Options the share buy back will potentially add 0.6% to their ( $UCG) direct voting rights. assuming [--] mrd euro is good for less than 31mill shares Buyback"
X Link 2025-09-24T12:27Z [--] followers, [---] engagements
"Exactly as stated above in my earlier post a US Investor (500k shares) expressed his concerns this morning in Handelsblatt: If ARP is exercised & $UCG does not sell into the market meanwhile their share in $CBK will increase closer to the 30% treshold https://www.handelsblatt.com/finanzen/banken-versicherungen/commerzbank-es-besteht-das-risiko-dass-die-bank-in-eine-falle-tappt/100157477.htmlutm_source=sf&utm_medium=nl&utm_campaign=hb-financebriefing&utm_content=26092025&key=0037S000001YjqzQAC"
X Link 2025-09-26T06:48Z [--] followers, [---] engagements
"$OHB +4%no wonder freefloat is only 6%. any news will drive the SP & there are many open topics: - KKR/Family Fuchs talked about delisting earlier - in June The European Court of Justice overturned the ruling of a lower court regarding $OHB claim over the Galileo contract"
X Link 2025-09-26T10:18Z [---] followers, [---] engagements
"Now that we've just talked about it Carnival $CCL has announced that they have started a private offering of new unsecured senior notes with a total value of US$1.25 billion. The bonds are expected to mature in [----]. https://www.marketscreener.com/news/carnival-corporation-launches-1-25-billion-senior-notes-offering-ce7d5bd8da8ef220 https://www.marketscreener.com/news/carnival-corporation-launches-1-25-billion-senior-notes-offering-ce7d5bd8da8ef220"
X Link 2025-09-30T13:53Z [---] followers, [--] engagements
"$ASTS SpaceMobiles up 8% pre-market: Barclays maintains its overweight recommendation and raises the target price from USD [--] to USD [--]. https://www.marketscreener.com/news/analysts-recommendations-at-t-united-rentals-applovin-coty-lam-researcha--ce7d5bd9db8af026 https://www.marketscreener.com/news/analysts-recommendations-at-t-united-rentals-applovin-coty-lam-researcha--ce7d5bd9db8af026"
X Link 2025-10-01T13:06Z [---] followers, [---] engagements
"@alfie989898980 @ChrisCamillo Great analysis of $GOOS: and if you go visit their stores you see exactly this. They have their well established ones (NY Berlin and many others) but also establish very luxurious pop-up stores for a certain period of time. . https://beyondspx.com/quote/GOOS/analysis/canada-goose-soars-on-strategic-reinvention-and-brand-momentum-nyse-goos https://beyondspx.com/quote/GOOS/analysis/canada-goose-soars-on-strategic-reinvention-and-brand-momentum-nyse-goos"
X Link 2025-10-01T16:42Z [---] followers, [--] engagements
"@alfie989898980 @ChrisCamillo Its obvious $GOOS is moving away from competing in the same customer range like Woolrich but coming close to Luxury brand Montcler"
X Link 2025-10-01T16:44Z [---] followers, [--] engagements
"@2 Just sayin $KOPN pre-market up 12%. They made a great deal with getting $THEON.AS to invest so huge potential technologywise and to expand market (Europe)"
X Link 2025-10-06T12:47Z [---] followers, [---] engagements
"Thanks good point Overall Satellite & communications is doing great. $AVIO.MI also digested the (announcement of) 400mil placement quite well stock kept rising every day. Supported by constant positive newsflow. Final decision on the Raise will be end of October. $OHB lost some momentum but all major defense stocks are down this week ($RHM $HEN) and $OHB is considered a main supplier to german army. But maybe also KKR/Fuchs family are allowing the SP to come down a bit"
X Link 2025-10-07T20:03Z [---] followers, [---] engagements
"@notaleftretard @TSimonts Question is what will they do with the money. Most probably critical metals entered a super-cycle and Umicore could benefit. Eventually use the money to expand"
X Link 2025-10-08T07:47Z [--] followers, [--] engagements
"I missed to get into Umicore yesterday. Already selected a good Knock Out to go forgot about it this morning Umicore went up 6% on the sale of their Gold assets. So will be interesting to see what they will do with the 400mil euro cashnow finally bought the Knockout even if I missed the first 18% this morning UG76FG I will check Campine didnt know them before"
X Link 2025-10-08T08:27Z [---] followers, [--] engagements
"$ETL $ETL.PA https://x.com/BwieAktien/status/1976214694802186470 Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP lately: https://t.co/jNwtajzsA2 https://x.com/BwieAktien/status/1976214694802186470 Share price of Eutelsat $Eutl.PA is coming closer to the [--] Euro (The level of recent Capital Raise with the existing shareholders after Korean Hanwha sold all their shares for [--] Euro). Some news also fuel the increase in SP"
X Link 2025-10-09T19:55Z [---] followers, [---] engagements
"$ETL http://ETL.PA https://www.advanced-television.com/2025/10/10/eutelsat-share-price-rockets/ http://ETL.PA https://www.advanced-television.com/2025/10/10/eutelsat-share-price-rockets/"
X Link 2025-10-10T12:10Z [---] followers, [---] 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 2025-10-15T17:36Z [--] followers, [---] engagements
"If you followed the discussions and ups and downs of lilium $LILM and volocopter in Germany (luckily I have not invested) maybe its just that in Germany there was no broader base for such a technology among institutional investors whereas in USA there is plenty of backing from both retail and institutional. And there is also a constant positive news flow: $Achr https://x.com/archeraviation/status/1978439166355767663s=46 https://x.com/archeraviation/status/1978439166355767663s=46"
X Link 2025-10-15T17:54Z [---] followers, [---] engagements
"While Beer said it was too early to say whether the EIB could invest in the initiative she said discussions had already turned to pricing mechanisms and the toolbox you need to get rid of the impact of such manipulations by China. Too early😂😂 EU investment bank spruiks critical minerals deal to offset China The vice president of the European Unions lending arm has said Australia must not allow fear of provoking China dictate where it sells its resources and flagged the potential of a long-term critical minerals partnership with Europe. As Prime Minister Anthony Albanese flew to Washington"
X Link 2025-10-19T19:45Z [--] followers, [---] engagements
"Next move.$ACHR goes South Korea: https://x.com/ArcherAviation/status/1980250961584198038 Archer x @KoreanAir_KE We're proud to announce that Korean Air has selected Archer as its exclusive partner to introduce eVTOL aircraft in Korea with Midnight - including a potential purchase of up to [---] Midnight aircraft. This collaboration positions Korea to be a leader https://t.co/ueQhItEYl2 https://x.com/ArcherAviation/status/1980250961584198038 Archer x @KoreanAir_KE We're proud to announce that Korean Air has selected Archer as its exclusive partner to introduce eVTOL aircraft in Korea with"
X Link 2025-10-20T14:55Z [--] followers, [--] engagements
"Whats in it for $Aru.ax https://www.theguardian.com/australia-news/2025/oct/20/albanese-at-the-white-house-trump-endorses-aukus-signs-85bn-rare-earths-deal-and-calls-pm-great-leader https://www.theguardian.com/australia-news/2025/oct/20/albanese-at-the-white-house-trump-endorses-aukus-signs-85bn-rare-earths-deal-and-calls-pm-great-leader"
X Link 2025-10-20T23:05Z [---] followers, [---] engagements
"Big News for $Aru.ax Arafura 👍 EXIM Powers America First with $2.2 Billion in Critical Minerals Commitments to Secure U.S. Supply Chains with Australia The LOIs were issued to Arafura Rare Earths Northern Minerals Graphinex La Trobe Magnesium VHM RZ Resources and Sunrise Energy Metals. They represent the next phase in securing the minerals that power American manufacturing national security and other strategic industries. https://www.exim.gov/news/exim-powers-america-first-22-billion-critical-minerals-commitments-secure-supply-chains"
X Link 2025-10-20T23:07Z [--] followers, [--] engagements
"Another 100million US$ from Australian government: Equity Investment for Arafura $Aru.ax The second project is the Arafura Nolans project in the Northern Territory. Australia is announcing today a USD$100 million equity investment in the project. Once operational this project will produce [--] per cent of global rare earths - essential for energy security and defence. https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese https://www.pm.gov.au/media/historic-critical-minerals-framework-signed-president-trump-and-prime-minister-albanese"
X Link 2025-10-20T23:10Z [--] followers, [--] engagements
"$Aru.ax announcement: Arafura Rare Earths Limited (ASX: ARU) (Arafura or the Company) is pleased to announce that the Export-Import Bank of the United States (US EXIM) has provided a non-binding Letter of Interest (LOI) in support for Arafuras Nolans Project (Nolans Project or the Project) in the Northern Territory. Based on preliminary discussions US EXIM is considering up to US$300 million of financing support. This is in addition to Arafuras existing project financing package and conditional on cooperation with Export Finance Australia (EFA) under the EXIM-EFA Single Point of Entry a"
X Link 2025-10-20T23:18Z [--] followers, [--] engagements
"$BURU Actually I am surprised that shortly after the capital raise (12 mil US$) and the acquisition of ORBIT already the next step is announced: IMHO nuburu has a very solid ground (lasertech) to be successful in this Defense Marketsegment of Laser based Weapons (and drone shields). https://www.businesswire.com/news/home/20251022263099/en/NUBURU-Announces-Strategic-Alliance-with-Maddox-Defense-for-Controlling-Interest-JV-to-Advance-Next-Gen-Drone-Technologies"
X Link 2025-10-22T15:27Z [--] followers, [---] engagements
"For $PLTR holders this week again will be very interesting heading towards Q3 financials next Monday plus marking another win in EU: https://www.tradingview.com/news/reuters.com2025:newsml_L4N3W704N:0-poland-to-sign-letter-of-intent-on-cooperation-with-palantir/ https://www.tradingview.com/news/reuters.com2025:newsml_L4N3W704N:0-poland-to-sign-letter-of-intent-on-cooperation-with-palantir/"
X Link 2025-10-27T08:05Z [--] followers, [--] engagements
"Great success for $AMD. Maybe partially priced in actually with the positive news flow in the last days hard to say whats priced in and if so to which extend. I kept my shares and luckily 1/3 of the Call (PL5AGH) I sold last week https://www.reuters.com/business/energy/us-department-energy-forms-1-billion-supercomputer-ai-partnership-with-amd-2025-10-27/ https://www.reuters.com/business/energy/us-department-energy-forms-1-billion-supercomputer-ai-partnership-with-amd-2025-10-27/"
X Link 2025-10-27T16:04Z [--] followers, [--] engagements
"And the positive news flow just continues: BeWhere Holdings Inc. Successfully Connects IoT Device on AST SpaceMobile's Direct-to-Device Satellite Network $ASTS https://bewhere.com/low-power-5g-asset-tracking-technology/ https://www.theglobeandmail.com/investing/markets/markets-news/Newsfile/35726482/bewhere-holdings-inc-successfully-connects-iot-device-on-ast-spacemobile-s-direct-to-device-satellite-network/ https://bewhere.com/low-power-5g-asset-tracking-technology/"
X Link 2025-10-28T13:07Z [--] followers, [---] engagements
"Arafura $ARU.AX announces the next milestone to final funding and FID: A$475 million two-tranche institutional Placement at A$0.28 per New Share Arafuras largest shareholder Hancock has committed to subscribe for A$125 million in the Placement which will result in Hancock holding an interest in the Company of 15.7% upon completion of the Placement2 https://www.afr.com/companies/mining/gina-rinehart-backs-arafura-s-475m-raise-in-rare-earths-stampede-20251028-p5n5zh https://www.afr.com/companies/mining/gina-rinehart-backs-arafura-s-475m-raise-in-rare-earths-stampede-20251028-p5n5zh"
X Link 2025-10-28T14:32Z [--] followers, [--] engagements
"$FTAI: anyone remember the MuddyWaters report in January Now look how $FTAI performed since January muddywaters-Low +100% roughly US$100 per share. Quick take on FTAI Q2 [----] results: EPS came in at $1.57 vs $1.33 expected beat Revenue approximated $676 m which missed expectations of $755 m - miss Compared to Q3 [----] EPS of $0.76 big YoY jump vs prior quarter Q1 [----] EPS $0.87 strong sequential improvement Bottom line: strong earnings beat revenue shortfall"
X Link 2025-10-28T15:16Z [---] followers, [---] engagements
"$BWXT and $RR.L join forces in developing and procuring future key nuclear components for RollsRoyce SMR. This is huge for both companies especially to grow international footprint. Rolls Royce will procure steam generators for multiple reactor units from BWXT including development of a localization plan for future manufacturing work and other activities if necessary to support the Rolls-Royce SMR deployment in the global market. https://www.bwxt.com/bwxt-and-rolls-royce-smr-sign-agreements-advancing-key-nuclear-component-manufacturing/"
X Link 2025-10-29T06:52Z [--] followers, [--] engagements
"Is this from a most recent Deutsche Bank report Reminds me a bit of what I read from Deutsche Bank on $FTAI on the 15th deutsche Bank aviation Forum earlier in September anyhow very positive on $FTAI thanks to their (Deutsche Bank) report on the false Muddy Waters report I got into FTAI quite low. RBC also positive yesterday on $FTAI: RBC Raises Price Target on FTAI Aviation to $200 From $185 Keeps Outperform Rating"
X Link 2025-10-31T15:26Z [--] followers, [---] engagements
"Next move $OHB: OHB kauft TechniSat Standort https://www.ohb.de/news/ohb-uebernimmt-technisat-werk-in-schoeneck-im-vogtland https://www.ohb.de/news/ohb-uebernimmt-technisat-werk-in-schoeneck-im-vogtland"
X Link 2025-11-03T11:53Z [---] followers, [--] engagements
"$FTAI is taking another hit in an overall not so green market today. since they peaked on 27th stock is down -8%. Thats nothing if we look back at where we have been in Januaryand $FTAI business continues to be strong. Short take on what drives [----] (earnings call last week): e.g. Deutsche Bank asked about the drivers of [----] guidance. $FTAI Alan Andreini (head of IR): it's volume and margin.33% production increase.and . we expect to see 40% margins and it's really driven off of the parts acquisitions strategy that we've been implementing and repairs. they explained that in detail in the"
X Link 2025-11-03T22:12Z [---] followers, [---] engagements
"$FTAI earnings call. Deutsche Bank Hillary Cacanando on FTAI $FTAI $205 PT from Deutsche https://t.co/gbGPp3ybwT $FTAI $205 PT from Deutsche https://t.co/gbGPp3ybwT"
X Link 2025-11-03T22:36Z [---] followers, [---] engagements
"@alexmadariaga09 @justfactstruth I think $FTAI presentations at Jeffries mining&industry conference and at deutsche Bank Conference are great to understand what theyre doing and what are the measures theyre taking to optimize business. https://x.com/BwieAktien/status/1965145671721517290 https://x.com/BwieAktien/status/1965145306812842149 https://x.com/BwieAktien/status/1965145671721517290 https://x.com/BwieAktien/status/1965145306812842149"
X Link 2025-11-03T22:44Z [---] followers, [---] engagements
"@Techaktien1 Im April: Palantir CEO Alex Karp says short sellers love pulling down great American companies to pay for their cocaine https://www.cnbc.com/2024/03/13/palantir-ceo-short-sellers-pull-down-us-companies-to-pay-for-coke.html https://www.cnbc.com/2024/03/13/palantir-ceo-short-sellers-pull-down-us-companies-to-pay-for-coke.html"
X Link 2025-11-04T16:21Z [--] followers, [--] engagements
"$KTOS had an exceptional good run this year. Quarterly figures with double beat on revenue and Earnings. Revenue: $347.6M (Est: $323.6M) EPS: $0.14 (Est: $0.10) Thus initial market reaction is sell. Maybe because of higher expectations regarding outlook Backlog is 1.48B US$. $KTOS (KTOS): Raymond James raises $ (from $80) keeps cites - Analyst sees multi-year growth visibility supported by record https://t.co/AoI4C5tu7s $KTOS (KTOS): Raymond James raises $ (from $80) keeps cites - Analyst sees multi-year growth visibility supported by record https://t.co/AoI4C5tu7s"
X Link 2025-11-05T15:52Z [--] followers, [---] engagements
"So all major Analysts are bullish about $FTAI and raise targets. We just have a very bad week I am convinced FTAIs business is highly profitable and growing. And no AI bubble in sight😅😅 $FTAI Morgan Stanley 2nd Rebuttal Nov [--] [----] - Raise PT to $220 from $75 and Reiterate OW https://t.co/E9Uayidaiq $FTAI Morgan Stanley 2nd Rebuttal Nov [--] [----] - Raise PT to $220 from $75 and Reiterate OW https://t.co/E9Uayidaiq"
X Link 2025-11-06T16:37Z [---] followers, [---] engagements
"$MP Materials Corp. Scheduled to release Q3 [----] results after U.S. markets close on Thursday November [--] [----] $USAR USA Rare Earth Inc. Scheduled to release Q3 [----] results on November [--] [----] $ARU.AX closed flat in Australia whereas $LYC.AX $ILU.AX continued to go down. $USAR $UUUU and of course $MP up pre-opening in USA; MP with Qartelry financials today. I had a successful trade earlier this year with MP (unfortunately sold/Call expired before the floorprice $ARU.AX closed flat in Australia whereas $LYC.AX $ILU.AX continued to go down. $USAR $UUUU and of course $MP up pre-opening in USA; MP"
X Link 2025-11-06T19:08Z [---] followers, [---] engagements
"$MP expects to hit profitability Q1 [----]. Guaranteed price floor kicking on since Oct. 1St so not in the recent figures of Q3 [----]. Record production continues. Just a bad week/Market for good financials. But REE story in just unfolding despite the temporary ease in Chinese export regulations. This is actually where I see $ARU.AX in some years. If FID is decided early Q12026 theyll immediately start construction. $MP Q3 highlights: Record NdPr production: [---] MT (+51% YoY +21% QoQ) REO in concentrate production: [-----] MT our second-highest quarter ever Record metal production at Independence"
X Link 2025-11-06T21:59Z [---] followers, [----] engagements
"Exactly. The floorprice wasnt even effective in Q3 [----] and acc. to $MP started 1st October. So going forward there should be nice earnings. Wonder why there has been so high selling pressure after close which obviously accelerated overnight. Would be interesting to see whos exiting"
X Link 2025-11-07T08:49Z [--] followers, [---] engagements
"$ACHR acquires Hawthorne AirportLA for $126M* in cash. Next to that they raised $650M of new equity capital (obviously @ US$ [--] per share according to StockTitan https://investors.archer.com/news/news-details/2025/Archer-To-Acquire-Los-Angeles-Airport-As-Strategic-Air-Taxi-Network-Hub-and-AI-Testbed/default.aspx https://www.stocktitan.net/sec-filings/ACHR/8-k-archer-aviation-inc-reports-material-event-3aaf31df897f.htmlutm_source=chatgpt.com https://investors.archer.com/news/news-details/2025/Archer-To-Acquire-Los-Angeles-Airport-As-Strategic-Air-Taxi-Network-Hub-and-AI-Testbed/default.aspx"
X Link 2025-11-07T10:01Z [---] followers, [---] engagements
"Sometimes you have to buy into a stock when its down another -8% pre-market after -7% on the day reporting quarterly financials. This morning $MP shareprice was way below the July shareprice we reached after the floorprice of 110US$ per kilo NdPr was announced. This did not make any sense. PJ5KK8 & PJ5FVJ $MP expects to hit profitability Q1 [----]. Guaranteed price floor kicking on since Oct. 1St so not in the recent figures of Q3 [----]. Record production continues. Just a bad week/Market for good financials. But REE story in just unfolding despite the temporary ease in Chinese $MP expects to"
X Link 2025-11-07T20:27Z [--] followers, [---] engagements
"Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going 1:1 into profit). Assuming same growth ratio like last quarter of 20% in sales we see additional $32mil profit. Thats $0.18 additional EPS per quarter. So just from NdPr not factoring in any sales on REO (which they stopped selling to"
X Link 2025-11-08T13:13Z [--] followers, [----] engagements
"$MP was very interesting last week thursday (-8%) and Friday per market -8%. All selling because of low earnings. No sales to China (oh what a surprise). But most interesting: the quarterly financials contained no floorprice. Floorprice just kicking in since 1st October.: So: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going"
X Link 2025-11-09T17:57Z [---] followers, [--] engagements
"$ASTS did their Q32025 earnings call yesterday. Quick Summary: - Commercial Expansion: Signed definitive agreements w/ Verizon and others now partnered with 50+ MNOs reaching [--] billion subscribers. - Revenue Visibility: Secured $1 billion in contracted commitments from partners reflecting strong commercial traction. - Constellation Progress: BlueBird [---] in production; on track for [--] satellites by early [----] (BlueBird 46). - Solid Liquidity: $3.2 billion cash and liquidity post-financing supporting rollout and CapEx. - Financial Momentum: Q3 revenue $14.7 m (vs. $2 m prior); H2 [----] guidance"
X Link 2025-11-11T08:33Z [---] followers, [---] engagements
"$MP continued shareprice recovery yesterday. Up 23% from last weeks low. Their unique position as the sole large-scale producer of NdPr-Oxide in the Western Hemisphere will be reflected in their future performance. Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the https://t.co/FgsXhHkBNB Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2)"
X Link 2025-11-11T08:39Z [---] followers, [---] engagements
"$PLTR: especially in Germany we all know about the scepticism that is around Palantirs software and especially the link to US. Actually still thankful for those quite negative and partially inappropriate articles since they made me buy $PLTR quite early. Anyhow yesterday in FAZ there was a very balanced article that objectively weighs the advantages and risks of using Palantir products and ultimately comes to a clear conclusion: that the advantages outweigh the concerns. Such negative ed. statements are based more on gut feeling than on a technically sound and strategic risk assessment."
X Link 2025-11-12T08:45Z [--] followers, [---] engagements
"Is $TLG.TO Troilus Gold the anonymous project several articles in german newspapers are pointing to when talking about three projects that are ready to get equity funding from the German Raw Materials Fund GRMF Deutscher Rohstoffonds. a project in Canada a gold and copper producer in Canada so makes a lot of sense since Troilus agreed to an indicative long-term offtake agreement with Aurubis AG and Boliden AB two of Europes leading smelters (seeJuly [--] [----] andAugust [--] [----] press releases). and one of the prerequisites to get funding from the Rohstofffonds is that the material supplied by"
X Link 2025-11-12T18:37Z [--] followers, [---] engagements
"$FTAI in January it was great time to by the sell off. And now is another great time to add IMHO. Jefferies and Deutsche are super convinced. $FTAI will be a continued buyer on weakness of this https://t.co/IaapRJGqE2 $FTAI will be a continued buyer on weakness of this https://t.co/IaapRJGqE2"
X Link 2025-11-14T08:13Z [---] followers, [---] engagements
"Seems we are just waiting for the announcement. As German newspapers said the due diligence is finalized and there are three projects that will get equity/funding. One project in Germany one Rare Earth project in Australia (lets guess who that might be 😅) and a copper:gold project in Canada.thats most probably $TLG.TO. So we wait for the official final decision on the [----] budget from the German Bundestag in its session in week from November [--] to [--]. The coalition already has approved the budget but the Bundestag needs to sign it off"
X Link 2025-11-15T14:13Z [--] followers, [--] engagements
"$ALV.F $ALV Berenberg on Allianz: (MT Newswires) -- Berenberg expects Allianz (ALV.F) to see an acceleration in its higher-margin retail non-life segment growth after solid third-quarter results noting that the German insurer is "just getting started" with its 2025-2027 strategic plan. "While Q3 [----] Retail volume growth was 3.5% in line with the 3-4% strategic plan target the growth at 9M [----] was just 2.1%. We believe therefore that volume growth in retail non-life is likely to accelerate in the coming quarters to c5% volume growth" analysts said in a note published Monday. "This should"
X Link 2025-11-17T19:39Z [---] followers, [--] engagements
"$MP Materials this👇 Goldmann initiates buy with PT $77 and this: and this: and this: https://finance.yahoo.com/news/gina-rinehart-becomes-largest-shareholder-113026464.html https://magneticsmag.com/mp-materials-signs-up-to-help-build-rare-earth-mines-to-magnets-supply-chain-in-saudi-arabia-also-accelerates-its-non-china-strategy/ https://www.morningstar.com/news/marketwatch/2025091616/companies-are-lining-up-for-us-government-investment-says-banker-on-mp-materials-deal $MP : Goldman Sachs initiates Buy sets $ Analyst bullish on MPs vertical integration and U.S. supply chain role amid"
X Link 2025-11-19T09:45Z [---] followers, [---] engagements
"Two of my most favourite companies $PLTR and $FTAI working togetherwow more to come. $PLTR Palantir Secures Major Commercial Contracts Amid Market Uncertainty 🎯 November [--] [----] As investors question whether Palantirs recent stock weakness represents a temporary pause or the beginning of a broader correction the artificial intelligence specialist has $PLTR Palantir Secures Major Commercial Contracts Amid Market Uncertainty 🎯 November [--] [----] As investors question whether Palantirs recent stock weakness represents a temporary pause or the beginning of a broader correction the artificial"
X Link 2025-11-19T10:28Z [---] followers, [---] engagements
"Seems $RHM is testing the lows of August at around [-----]. short peak during Captial Markets day yesterday but then right before US opening the selling started. Same pattern today increased selling around lunchtime 1pm. So despite analysts raising or maintaining Price targets beyond [-----] and [-----] investors realize gains as it seems"
X Link 2025-11-19T12:08Z [---] followers, [---] engagements
"I did some similar calculations on $MP after their earnings call two weeks ago solely focused on the floorprice effect on $MPs earnings to come: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up from $57 Q2 2025). ( interesting that you wrote $UUUU achieved $875/ton ) Now floor price of $110/kilo kicked in on oct. 1st. Thats an additional $268 mil sales and the best part: also additional $268 mil earnings (since its a simple price increase going 1:1 into profit). Assuming same growth ratio like last quarter of 20% in"
X Link 2025-11-19T18:53Z [---] followers, [---] engagements
"$AMD Cisco $CSCO and HUMAIN to Form Joint Venture to Deliver World-Leading AI Infrastructure https://www.amd.com/en/newsroom/press-releases/2025-11-19-amd-cisco-and-humain-to-form-joint-venture.html https://www.amd.com/en/newsroom/press-releases/2025-11-19-amd-cisco-and-humain-to-form-joint-venture.html"
X Link 2025-11-19T20:05Z [---] followers, [--] engagements
"$ASTS Deutsche Bank raised Price Target to $81 Bryan Kraft covers $ASTS since [----] https://www.moomoo.com/news/post/61302167/deutsche-bank-maintains-ast-spacemobile-astsus-with-buy-rating-raiseslevel=1&data_ticket=1763583982692381 https://www.marketscreener.com/news/deutsche-bank-raises-price-target-on-ast-spacemobile-to-81-from-59-keeps-buy-rating-ce7d5fd9de8bf426 https://www.moomoo.com/news/post/61302167/deutsche-bank-maintains-ast-spacemobile-astsus-with-buy-rating-raiseslevel=1&data_ticket=1763583982692381"
X Link 2025-11-19T20:32Z [---] followers, [---] engagements
"@BidBird10 will get interesting in future. How can one company get it and one not Im invested in both $MP and $UUUU even if my exposure to $MP is higher"
X Link 2025-11-20T14:37Z [---] followers, [---] engagements
"$OHB is preparing the next step: https://www.ohb.de/en/news/ohb-establishes-new-company-to-develop-launch-site-infrastructure https://www.ohb.de/news/ohb-gruendet-neues-unternehmen-zur-entwicklung-von-startplatzinfrastruktur https://www.ohb.de/en/news/ohb-establishes-new-company-to-develop-launch-site-infrastructure https://www.ohb.de/news/ohb-gruendet-neues-unternehmen-zur-entwicklung-von-startplatzinfrastruktur"
X Link 2025-11-23T19:49Z [---] followers, [--] engagements
"It will be an interesting week for the future of the German raw materials strategy. As part of the budget discussion in the German Bundestag parliamentarians will decide how much money the government will be allowed to spend in [----]. During budget week members of parliament will debate the plans of each ministry. On Tuesday they will discuss the plans of the Ministry of Economics the Ministry of the Environment the Ministry of Education and the Ministry of Digital Affairs. Hopefully by the end of the week the budgets for Germany including that of the Ministry of Economics will be decided as"
X Link 2025-11-25T09:36Z [---] followers, [--] engagements
"Rolls-Royce was upgraded by Moodys last week: (MT Newswires) -- Rolls-Royce Holdings' $RR.L long-term issuer and backed senior unsecured ratings were upgraded to Baa1 from Baa2 by Moody's on Thursday. The rating agency attributed the change to the post-pandemic commercial aerospace market recovery and the "tremendous success" of the British engine maker's transformation program. Moody's also attached a positive outlook on the ratings to support its 12- to 18-month expectations of continued low leverage and solid cash flow metrics. It also expects Rolls-Royce to maintain the profitable growth"
X Link 2025-11-25T13:02Z [---] followers, [--] engagements
"First project officially received Funding from German Raw material fund via KfW: Vulcan Energy Resources Limited: [----] million (A$3929 million) financing package secured to fully fund Vulcan Energys Phase One Lionheart Project * Including 150m (A$268m) equity investment in Vulcans primary German holding subsidiary Vulcan Energie Ressourcen GmbH ("GermanSubCo") by the KfW Raw Materials Fund ("KfW") to acquire a 14% interest in GermanSubCo https://www.handelsblatt.com/politik/deutschland/rohstoffe-abbau-von-lithium-startet-in-deutschland/100179992.html"
X Link 2025-12-03T06:24Z [---] followers, [---] engagements
"Congrats to Vulcan Energy $VUL.AX qualified for funding and finally received equity from German raw material fund. No news so far on the other projects. According to previous informations one project (copper & gold) in Canada and one project (rare earth) in Australia also qualified for funding/receiving equity from GRMF. No further news so far. Also no specific news about the European initiatives. According to news yesterday significant news should be released today other than the typical raw materials strategy papers and the idea of implementing a raw materials platform (hey we have plenty"
X Link 2025-12-03T15:59Z [---] followers, [--] engagements
"Greenland Resources will receive funding for their Malmbjerg Molybdenum / Magnesium Project $Moly"
X Link 2025-12-03T18:43Z [---] followers, [---] engagements
"Netflix to acquire Warner Bros. $nflx pre market down -4.5% Netflix gets Warners top franchises + HBO content boosts its library cuts churn gains a full Hollywood studio (is that a positive) and expands revenue beyond streaming. Deal Economics: $72B equity value ($83B incl. debt) mostly cash major new leverage. Big synergy potential but high debt + potentially antitrust risk. JUST IN: $NFLX to acquire Warner Bros. for a total deal value of $82.7 Billion. The acquisition includes its film and television studios HBO Max and HBO. https://t.co/jHIVcOVn5i JUST IN: $NFLX to acquire Warner Bros. for"
X Link 2025-12-05T13:48Z [---] followers, [--] engagements
"Great Greenland just granted the licence for 30years COPENHAGEN Dec [--] (Reuters) - Greenland has issued a 30-year exploitation licence to London-listed GreenRoc Mining Plc (GROC.L) opens new tab for the Amitsoq graphite deposit marking the third such permit granted by the Arctic island's government this year amid heightened global demand for critical minerals https://www.reuters.com/business/energy/greenland-approves-30-year-mining-permit-eu-backed-graphite-project-2025-12-09/ https://www.reuters.com/business/energy/greenland-approves-30-year-mining-permit-eu-backed-graphite-project-2025-12-09/"
X Link 2025-12-09T16:47Z [---] followers, [--] engagements
"@Scocar45 @Geiger_Capital True. Another good example: $RR.L https://www.directindustry.com/prod/rolls-royce/product-22649-664871.html https://www.directindustry.com/prod/rolls-royce/product-22649-664871.html"
X Link 2025-12-09T20:21Z [---] followers, [--] engagements
"Quick reminder on the race for Rare earth and as phrased in a recent @handelsblatt interview Die US-Regierung investiert whrend die Europer noch reden GE Vernova and Washington join forces to boost strategic yttrium reserves #rareearth https://energynews.pro/en/ge-vernova-and-washington-join-forces-to-boost-strategic-yttrium-reserves/#google_vignette https://energynews.pro/en/ge-vernova-and-washington-join-forces-to-boost-strategic-yttrium-reserves/#google_vignette"
X Link 2025-12-11T18:24Z [---] followers, [--] engagements
"South Korea did like [--] or [--] Korean Australian Business council every year with top notch Korean companies e.g. POSCO. Various Australian companies like $ARU.AX participated in those meetings and I guess there was a very fruitful exchange. As one result Hyundai was one of the first international companies to sign an offtake agreement with Arafura. Posco could also be a potential partner for rare earth supply to de-risk their supply chain"
X Link 2025-12-11T20:06Z [---] followers, [--] engagements
"Just wow Korea Zinc to build $7.4 bln smelter in US White House plans more 'historic deals' with mining sector official says Meanwhile GMRF Deutscher Rohstofffonds still waits with funding decision for international Rare Earth Projects and copper/good projects that have been under due diligence earlier this year@BMWE_ While it is undoubtedly important to carry out appropriate due diligence and also to consider all the potential risks associated with such investments (in young developers/mining companies) we are currently in a phase in which a global race for resources and processing"
X Link 2025-12-15T20:22Z [---] followers, [--] engagements
"Why are there no values for Morgan Stanley knock outs on $FTAI today Just now that $FTAI peaks 12% and more no trading of these barrier options @MorganStanley"
X Link 2025-12-30T19:27Z [--] followers, [--] engagements
"great proposal by Australias Association of Mining and Exploration Companies (AMEC) that provides AUS Gov. with a framework for Australias Critical Minerals Strategic Reserve to fulfil an election commitment and build on the agreement between Prime Minister Albanese and President Trump: Australias Critical Minerals Strategic Reserve sharpens focus on rare earths vital for defence & clean tech Plan includes price floors & ceilings to stabilise markets and de-risk investment (good for e.g. Arafura $ARU.AX) Targets key magnet materials: NdPr dysprosium & terbium Government tops up revenues when"
X Link 2026-01-06T11:15Z [---] followers, [--] engagements
"a year ago on 15th January [--] muddy waters issued a report on $FTAI. As a result FTAI plummeted from $178 to $78 in several stages between January [--] and January [--]. The second crash on the 21st from just under $112 to $78 came after the report when FTAI announced that it would launch an official analysis that could delay the annual report. This was obviously not a good response to the Muddy Waters report. Anyhow. A year has passed and it turns out $FTAI peaks at US$239 and as one of the analysts (deutsche or Jeffries) put it it was a once in a lifetime opportunity to get in below $100 a"
X Link 2026-01-06T21:35Z [---] followers, [---] engagements
"another boost for the wider Uranium sector. After several deals including the U.S. government landmark agreement with Westinghouse Cameco and Brookfield to deploy a new fleet of reactors across the United States (October 25) we now see US literally fueling Uranium enrichment. $BWXT $CCJ $RR.L $UUUU $DNL.TO $LEU $SMR $NNE $OKLO THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT That money supports the entire nuclear stack: Upstream uranium miners & fuel processors like $CCJ $UUUU & $LEU that supply the raw fuel Midstream reactor & SMR builders like $SMR"
X Link 2026-01-07T07:49Z [---] followers, [--] engagements
"$SOFI down on BofA downgrade https://www.theglobeandmail.com/investing/markets/stocks/SOFI/pressreleases/36916479/sofi-completes-expanded-common-stock-offering-to-bolster-capital/ https://finance.yahoo.com/news/stock-market-today-jan-6-231830972.html https://www.theglobeandmail.com/investing/markets/stocks/SOFI/pressreleases/36916479/sofi-completes-expanded-common-stock-offering-to-bolster-capital/ https://finance.yahoo.com/news/stock-market-today-jan-6-231830972.html"
X Link 2026-01-07T19:00Z [---] followers, [--] engagements
"DoD has entered into a 10-year agreement establishing a price floor commitment of $110 per kilogram for MP Materials NdPr products stockpiled or sold reducing vulnerability to non-market forces and ensuring stable and predictable cash flow with shared upside. $MP https://mpmaterials.com/news/mp-materials-announces-transformational-public-private-partnership-with-the-department-of-defense-to-accelerate-u-s-rare-earth-magnet-independence/utm_source=chatgpt.com"
X Link 2026-01-08T10:59Z [---] followers, [---] engagements
"Today Rolls Royce Holding $RR.L reached [--] or [----] pence for the first time.🎉 Anyone who bought in at less than [--] per share in [----] and [----] when the market capitalization was around [----] billion with revenues of [--] billion and [--] billion respectively can now enjoy a 15-bagger. The share price has been driven by a number of factors since the beginning of the year: - Defense is generally picking up again after a weaker fall/end of the year. - $RR.L is in the middle of a [---] million share buyback program. - nuclear power continues to be driven intensively by the US and other countries and RR.L"
X Link 2026-01-09T09:10Z [---] followers, [--] engagements
"Unbelievable $ASTS a true boost for my satellite & communications basket. Especially unbelievable as just two days ago scotiabank downgraded $ASTS 🚨BREAKING: $ASTS HITS $100 A SHARE 💵 HOW WE FEELING SPCEMOB https://t.co/CuipFvZsju 🚨BREAKING: $ASTS HITS $100 A SHARE 💵 HOW WE FEELING SPCEMOB https://t.co/CuipFvZsju"
X Link 2026-01-09T17:41Z [---] followers, [---] engagements
"I estimated an additional $32mil profit when floor price kicks in on NdPr since 1st Oct. [----] which is an additional $018 per share. Assuming $MP is able to increase 20% sales as they did last quarter. So given the G7 meeting on rare earth on 12th January this will be a interesting time for $MP Materials Ich bin mal gespannt wie der Floorprice von US$ [---] fr NdPr kickt im Q4 [----] bei $MP Materials. in den letzten (Q3) Zahlen war der Floorprice noch nicht drin wirkt erst ab [--]. Oct [--]. siehe dazu meine Abschtzung unten. https://t.co/3rTZxFsuA3 Ich bin mal gespannt wie der Floorprice von US$ 110"
X Link 2026-01-09T17:51Z [---] followers, [---] engagements
"$MP definitely for the long run. I did some calculations based on their last quarterly which was without Floor price of $110 /kg NdPr but only with what they got on market ($59 /kg). If they manage to increase sales like previous Quarter (20%) then additional profit can easily be per quarter $018 per share https://x.com/BwieAktien/status/1987146554268958760s=20 https://x.com/BwieAktien/status/1987146554268958760s=20"
X Link 2026-01-09T21:05Z [---] followers, [---] engagements
"This will be an interesting G7 Meeting today in Washington Australia will join G7 countries to discuss critical minerals in Washington next week $ARU.AX https://www.abc.net.au/news/2026-01-10/australia-india-invited-to-g7-meeting-on-critical-minerals/106216434 https://www.abc.net.au/news/2026-01-10/australia-india-invited-to-g7-meeting-on-critical-minerals/106216434"
X Link 2026-01-12T00:47Z [---] followers, [--] engagements
"So there have been a lot of signs that some countries/administrations are quick decision makers when it comes to securing future supply of critical materials such as rare earth. Ahead of the G7 meeting - which will focus on critical materials - wouldnt it be a good idea to lock in 🔒 the equity funding for Arafura $ARU.AX GRMF / KfW / Deutsche Rohstoffagentur did a lot of DD on projects that could be worth funding and Arafura was one of these projects. Could be an opportunity to send out a strong signal ahead of the meetings in Washington https://twitter.com/i/web/status/2010528661393527128"
X Link 2026-01-12T01:46Z [---] followers, [--] engagements
"More details on Australias strategic reserve: The first minerals to be the focus of the Strategic Reserve will be antimony gallium and rare earth elements which are crucial for clean-energy and high-technology manufacturing as well as advanced military equipment. The Reserve will operate by securing rights to minerals produced in Australia and on-selling those rights to meet demand giving an added boost to Australias critical minerals sector and strengthening reliable supply chains for our trading partners. Arafura $Aru.Ax"
X Link 2026-01-12T09:07Z [---] followers, [--] engagements
"Not so far away from US/MP Floorprice and maybe very good input for todays G7 Meeting on Rare Earth and ex/China pricing: Chinas Rare Earth Price Index Goes Live Cementing a Strategic Shift in Global Pricing Power Data from the China Rare Earth Industry Association shows that prices were already rising sharply before the index launch: Neodymium oxide (2025 average) RMB [------] per ton (27.4% YoY) USD $71600 per ton Neodymium metal (2025 average) RMB [------] per ton (27.0% YoY) USD $88100 per ton $ARU.AX $LYC.AX $MP $ASM.AX $ILU.AX"
X Link 2026-01-12T19:12Z [---] followers, [--] engagements
"Current prices seem to be not so far away from US-Floorprice DoD guaranteed to $MP. BTW floorprice kicked in 1st october [--]. It will be interesting to see if their Profit increased by $110-$59 (that was the average price they achieved in q32025 per kg NdPr) Current revenue at $59/kg (baseline) 721000kg$59/kg=$42539000721000 kg$59/kg=$42539000 [--]. Revenue at DoD floor price $110/kg 721000kg$110/kg=$79310000721000 kg$110/kg=$79310000 [--]. Additional revenue due to floor price $79310000$42539000=$36771000 And revenue will be like profit as its just a price increase ad no additional Costs PER"
X Link 2026-01-12T19:28Z [---] followers, [--] engagements
"This is what we have been waiting for since Eutelsat $ETL $ETL.PA stabilized their balance sheet with the Capital raise. https://www.mynewsdesk.com/eutelsat/pressreleases/eutelsat-procures-a-further-340-oneweb-low-earth-orbit-satellites-from-airbus-3424167 https://www.mynewsdesk.com/eutelsat/pressreleases/eutelsat-procures-a-further-340-oneweb-low-earth-orbit-satellites-from-airbus-3424167"
X Link 2026-01-12T20:05Z [---] followers, [---] engagements
"@zerohedge But whats the outcome of the meeting So far no common decision on a floor price mechanism. I think some G7 members dont really want to oppose china. For whatever reason. Will be interesting to see whats beeing decided in the next weeks"
X Link 2026-01-13T02:39Z [---] followers, [---] engagements
"$KTOS $PLTR #Anduril $KPIN $ASTS"
X Link 2026-01-13T11:35Z [---] followers, [---] engagements
"Just one year ago major analysts like Jefferies Sheila Kahyaoglu @KahyaogluSheila DeutscheBanks Hillary Cacanando Stifel-Analyst Frank Galanti BTIG-Analyst Andre Madrid (all of them coverering $FTAI for quite some time now) mentioned $FTAI under US$100 is a once in a lifetime opportunity to buy. The MuddyWaters Report hit hart and stock tanked two times during these days. And yes it was an excellent opportunity to get in. $FTAI hit US$257 today. Is $FTAI a $GE / $SAF / $RTX frenemy + AI data center play They specialize in the aftermarket for the world's most widely used jet engines (CFM56 &"
X Link 2026-01-13T19:59Z [---] followers, [---] engagements
"I really like that officials from Germany and European Union are constantly looking for new opportunities to invest in securing Europes future supply in critical raw materials. That is of utmost importance - next to the parallel sometimes independent actions taken from various companies. Strategic raw materials are crucial for the success of the green and digital transitions as well as the resilience of the defence and aerospace sectors. The European Critical Raw Materials Act @ (CRMA) designates strategic projects to secure supplies from third countries. Next to that the mining world is"
X Link 2026-01-14T12:29Z [---] followers, [--] engagements
"What a momentum $FCX"
X Link 2026-01-14T21:03Z [---] followers, [--] engagements
"It's incredible how quickly the US administration is implementing these issues. Problem identified bang action. Just last year the DoD's floor price at $MP investments from Apple and investment banks JPMorganChase's announcement of the Security and Resiliency Initiative a $1.5 trillion 10-year plan the Aus/US summit on October [--] then the G7 meeting (hm maybe too little commitment from some participants) and now Look at Processing. Serious question: How is Germany/Europe supposed to keep up https://twitter.com/i/web/status/2011857913153732918"
X Link 2026-01-15T17:47Z [---] followers, [---] engagements
"Missile Defense Agency (MDA) has executed a third massive tranche of contract awards under its Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program adding [---] contractors to the vehicle today Jan. [--] [----]. Among those added are $ASTS (+6% after hours next ATH) and $KTOS (also marked ATH yesterday @US$ 127). For those who want to look up original source: go to and search for Missile Defense Agency (MDA) SHIELD below there is a full list of awardees. https://news.satnews.com/2026/01/15/mda-adds-340-vendors-to-151-billion-shield-enterprise-in-third-major-tranche/"
X Link 2026-01-16T08:07Z [---] followers, [---] engagements
"Yesterday also the US comes with a proposal for a strategic reserve: US lawmakers introduce bill to create $2.5 billion critical-minerals stockpile so we have the US potentially with a $2 billion Strategic reserve we will have Australia with a $1.2 billion (i guess AUS $) strategic reserve beginning with Gallium antimony and rare earth. when will we see the EU follow these announcements $ARU.AX $ILU.AX $LYC.AX $MP $USAR $UUUU https://www.reuters.com/legal/litigation/us-lawmakers-introduce-bill-create-25-billion-critical-minerals-stockpile-2026-01-15/"
X Link 2026-01-16T12:16Z [---] followers, [--] engagements
"$KTOS part of the reason Kratos Defence $KTOS is rising so sharply on any good news not very much free float: 75% institutional ownership: https://www.marketscreener.com/quote/stock/KRATOS-DEFENSE-SECURITY-S-11374/company-shareholders/ https://www.marketscreener.com/quote/stock/KRATOS-DEFENSE-SECURITY-S-11374/company-shareholders/"
X Link 2026-01-16T16:23Z [---] followers, [---] engagements
"New Update Performance of the Satellite and Communications Basket (Set. 03/25) $AVIO.MI +79% $ASTS KnockOut MK807P +465% (added 09/25) $ASTS KnockOut LX6TY2 +114% (added 10/25) Thales $HO.PA call FA0XE9 +88% (added 08/25) $OHB +86% Indra Syst. $IDR.MC +128% SES $SESG +34% Safran $SAF +25% Eutelsat $ETL -24% Gesamt 66% as always $ETL.PA $ETL drags the Performance down significantly not only because of the Capital Raise but also before that Performance was Bad. Typical bad timing of the first purchase. Also $AVIO.Mi much loser than pre-Capital raise but as said last week I see no problem for a"
X Link 2026-01-16T17:04Z [---] followers, [---] engagements
"@JoshTradeOption Thank you Yes all of them but with different weights. Unfortunately too much Eutelsat and bought too high. luckily $Etl is outweighted by $ASTS"
X Link 2026-01-16T19:21Z [---] followers, [---] engagements
"My favorite is $avio.mi I am really surprised by the actions they take and the portfolio they offer. Plus the capital raise will be well utilized for a factory in USA producing rocket motors for e.g. their partner $RTX I like $ASTS really dont know why I invested I guess it was some discussion on X saying that they are in competition to starlink. Then the technology discussion Asts versus Starlink then looking at their satellite tech and the cooperations with carriers. Really great https://twitter.com/i/web/status/2012245626432499979 https://twitter.com/i/web/status/2012245626432499979"
X Link 2026-01-16T19:28Z [---] followers, [--] engagements
"Absolutely. For me the muddywaters-Report Crash below [---] was an Opportunity to get in. Didnt know much about it just saw their performance in the months before the report. And read about the confidence all analysts had that the muddy waters report was BS https://x.com/BwieAktien/status/2011166297531298242s=20 https://x.com/BwieAktien/status/2011166297531298242s=20"
X Link 2026-01-16T20:19Z [---] followers, [--] engagements
"2 different calls on $FXC currently. Last year I was a bit too early bought into the dip but it went further down. realized losses and bought back close to the bottom. Also some few $FCX shares since April [--]. Copper will have its ups and downs. In the past was a very good indicator on the development of economy. since 6-12 months a bit decoupled i think because of tremendous rise in energy demand hyped but with reasonable base and for sure the shortage Grasberg and others. And decrease in remaining minelife lower grades takes time to develop new mines . so even if Overall classical areas of"
X Link 2026-01-17T11:40Z [---] followers, [--] engagements
"Ups just realize I thought your question refers to an earlier post of mine about satellite&Communications. regarding the critical Minerals Stock definitively $ARU.AX Arafura is my fav although it stretches my nerves to the extreme. I am holding like forever and cant wait until it takes off. They have missed the bus so very often in the last [--] years unbelievable. But now it should be their time. I also like $MP very much the have such a competitive edge beeing the only currently producing western company besides Lynas in Australia. I did a calculation based on their last Q3 [----] financials"
X Link 2026-01-17T18:02Z [---] followers, [--] engagements
"$OHB Capital Market Day [----] Growth outlook through fiscal year [----] forecasts continuous increase in total output and margins: -Outlook for fiscal years [----] and [----] raised -Order intake in fiscal year [----] up 24% year-on-year In addition the Management Board announces that delisting is not currently planned. The company will remain listed on the stock exchange for the time being: Our clients appreciate the transparency that comes with being listed on the stock exchange. From our point of view it creates additional trust. We are therefore maintaining access to the capital markets which can"
X Link 2026-01-20T17:39Z [---] followers, [--] engagements
"I actually thought this is great news but maybe already priced in. Thanks anyhow for sharing otherwise I would not have seen it already last week. So got into the stock with some shares lets see how this goes from here. Maybe my entry a bit expensive for the time beeing but mid-term this should be a very reasonable invest. $ARSMF https://twitter.com/i/web/status/2013720120200220680 https://twitter.com/i/web/status/2013720120200220680"
X Link 2026-01-20T21:07Z [---] followers, [--] engagements
"interesting interview $OHB $RHM #iceye #rfa #rocketfactoryaugsburg https://www.handelsblatt.com/politik/deutschland/bundeswehr-nach-den-usa-waeren-wir-bei-aufklaerung-und-kommunikation-fuehrend/100189783.html https://www.handelsblatt.com/politik/deutschland/bundeswehr-nach-den-usa-waeren-wir-bei-aufklaerung-und-kommunikation-fuehrend/100189783.html"
X Link 2026-01-21T07:52Z [---] followers, [---] engagements
"$USAR goes Europe USA Rare Earth to build plant in France with govt backing https://t.co/OzzjH5sVK6 USA Rare Earth to build plant in France with govt backing https://t.co/OzzjH5sVK6"
X Link 2026-01-21T18:54Z [---] followers, [---] engagements
"@MinervaCap Cathy is not dumping. Shes trimming some gains on $Ktos she got in early. She already sold some last year at [--] or so. Now she sold some [-------] shares out of [--] million shares she still holds Current holdings across her funds:"
X Link 2026-01-22T15:32Z [---] followers, [---] engagements
"This will give you great insights as to why Energy Fuels $UUUU is about to acquire $ASM Full transcript of the M&A Call. Here's a solution with real credibility where we can show that we have got near-term capability to provide this Western mine to metal solution across these jurisdictions. The [--] sources or [--] sort of projects that Energy Fuels have with the Donald Project in Australia the Vara Mada in Madagascar and Bahia in Brazil are all projects that will be source feed. But what we have is an opportunity to add our Dubbo project in as a source feed into that chain as well. And those"
X Link 2026-01-22T18:42Z [---] followers, [---] engagements
"Will be interesting to see if $USAR will take the multi year supply contract with $ASM forward even though $uuuu just acquired $asm. Will be interesting to see how Energy fuels will handle the contract between ASM and USAR. Sometimes there are change of control clauses in contracts and Typically in an acquisition partners are asked to consent or not. Which in other words would mean: $USAR would look for a new supply partner https://asm-au.com/asm-signs-long-term-metal-sales-and-tolling-framework-agreement-with-usa-rare-earth/"
X Link 2026-01-22T23:36Z [---] followers, [---] engagements
"$BURU Key updates: ✅ Jan '26: Completed acquisition of Lyocon (Industrial Lasers & Defense) ✅ Orbit acquisition strengthens US Defense SaaS footprint ✅ New Co-CEO leadership with Alessandro Zamboni & Dario Barisoni ✅ Strategic JV with Maddox Defense for next-gen drone tech 🛸 Shifting from pure hardware to high-growth resilience tech. Watching for the [----] turnaround 📈 #BlueLaser #DefenseTech #SaaS #Innovation #StockMarket https://twitter.com/i/web/status/2014614189667475947 https://twitter.com/i/web/status/2014614189667475947"
X Link 2026-01-23T08:20Z [---] followers, [---] engagements
"this actually reads interesting where did you get this. a lot of valid points. even though as said in my previous reply the dump was not significant. yesterday she sold again some [----] shares across their three funds that hold a total of [---] million shares. so the [---] [----] [---] shares sold could be left-over orders from the days before maybe"
X Link 2026-01-23T10:39Z [---] followers, [--] engagements
"@thexcapitalist true. and I think $FCX just paused a bit yesterday after their release of financials. stock ran very well last months but there is room for more. demand is exploding as stated above"
X Link 2026-01-23T10:42Z [---] followers, [----] engagements
"No worries I thought when reading second time I got that you look for an entry. And I know waiting for the best entry point is sometimes hard. Hard to figure out how it will move the next days I often saw $KTOS open red and then turned green sometimes also not very high volume. So lets see https://twitter.com/i/web/status/2014756318507401555 https://twitter.com/i/web/status/2014756318507401555"
X Link 2026-01-23T17:45Z [---] followers, [--] engagements
"@cekdrew That would be great. Unbelievable for $USAR. But honestly it seemed obvious something was about to happen the stock showed significant momentum in the last days even when other REE stocks slowed down"
X Link 2026-01-25T11:19Z [---] followers, [---] engagements
"Youre Right processing is of utmost importance. Thats why $uuuu will acquire $ASM.Ax not only because of their dubbo ressource (which btw will not be online before 2027/2028) but because of their processing experience and the existing facility in Korea. And processing knowledge is why $USAR last year acquired Less common materials LCM UK. And now plan to build a plant in France (which then will be the only processing plant next to Neo Performance Materials Estonian plant)"
X Link 2026-01-25T18:50Z [---] followers, [---] engagements
"@quidesttruth @zerohedge And $MP undoubtedly will be in the lead of the US rare earth dominance in the western world"
X Link 2026-01-25T18:51Z [---] followers, [--] engagements
"@quidesttruth @zerohedge True. $MP still in a very favorable unique position. And if floorprice works on all their sold NdPr since 1st oct 2025; and if they keep selling roughly what they sold in 3rd quarter [----] shareholders can expect a significant rise in EPS: https://x.com/BwieAktien/status/1991218196901425630s=20 @BidBird10 I did some similar calculations on $MP after their earnings call two weeks ago solely focused on the floorprice effect on $MPs earnings to come: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now thats all on $59/Kilo NdPr. (Up"
X Link 2026-01-25T19:25Z [---] followers, [--] engagements
"The setup has improved materially over the last [--] years: Hancock / Gina Rinehart as anchor investor @ $ARU.AX $ARU.AX secured Major OEM offtakes (auto & energy) Hatch FEED completed US$1bn in sovereign / ECA-backed debt lines Large equity raises (dilutive but necessary) https://twitter.com/i/web/status/2015907569441669304 https://twitter.com/i/web/status/2015907569441669304"
X Link 2026-01-26T21:59Z [---] followers, [--] engagements
"$FCX Freeport-McMoRan ($FCX) Q4 Earnings Beat 🚀 Solid results today as copper and gold price rallies fuel a significant outperform vs. estimates; despite Grasberg shutdown. Adj. EPS: $0.47 (vs. $0.28 est.) ✅ Revenue: $5.63B (vs. $5.28B est.) ✅ even if lower YoY Copper Realized Price: $5.33/lb (+28% YoY) - GAAP EPS: $0.28 (vs $0.19 last year) - Net Income: $406 M vs $274 M last year Despite the beat stock seeing some "sell the news" pressure (-1.7%) after a massive 3-month rally. Grasberg restart remains on track for [----]. $FCX #Copper #Earnings #StockMarket #Commodities"
X Link 2026-01-22T18:55Z [---] followers, [---] engagements
"Arafura $ARU.AX has never been closer. All major listed REE stocks sold off overnight. Arafura included. No exception. Most Commodity plays are catching their breath down or flat yesterday. REE names are digesting the funding of a new to-be-big player: $USAR. But the setup for Arafura is clear: US-EXIM LOI (US$300m) AU$100m government equity US$1bn sovereign debt lines Integrated ore-to-oxide project (Nolans) The market is moving. Peers are executing. $ARU.AX must deliver now. (FID) Arafura $ARU.AX missing the bus. Again For [--] years Arafura talked Nolans while others moved faster. Big"
X Link 2026-01-27T09:46Z [---] followers, [---] engagements
"@swalters very interesting. Do you know where to see the most actual price of Antimony in the US (other than limited access sites like Fastmarkets Argus other paid services). just to get a grip on how the market is developing after price came down from its peak last year"
X Link 2026-01-28T09:59Z [---] followers, [---] engagements
"@NYSE_UAMY very interesting. Do you know where to get the most actual price of Antimony in the US (other than limited access sites like Fastmarkets Argus other paid services). just to get a grip on how the market is developing after price came down from its peak last year"
X Link 2026-01-28T10:01Z [---] followers, [---] engagements
"I did that once with $GOOS. always wanted to purchase then even more when I read in the 13F that M. Burry bought the stock in q4/2024. so I bought at the next dip in May [--] just to read some days after that in the 13f Burry sold all his stocks in Q1/2025 (except E. Lauder). so the timeshift could turn out a bad trap. They only publish 13F early when they want to downramp $PLTR 😉 anmhow my trade with $GOOS turned out to be good. Burry sold at a loss according to the papers and I bought in below $9 does not always work out like that followed Buffet into $UNH last year nice gain on paper now"
X Link 2026-01-28T10:07Z [---] followers, [--] engagements
"@Mr_Derivatives good decision. bough PJ61D0 yesterday maybe a bit too early and still hold my calls from last yearlets see"
X Link 2026-01-28T11:44Z [---] followers, [--] engagements
"@Airbus @Delta and the best part: those engines will be supplied by $RR.L $DAL thank you for choosing Trent Engines https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx"
X Link 2026-01-28T21:24Z [---] followers, [---] engagements
"this is also great news for $RR.L $DAL thank you for choosing Trent Engines✈ https://www.rolls-royce.com/media/press-releases/2026/28-01-2026-rr-wins-delta-air-lines-order-for-30-trent-xwb-84-ep-and-32-trent-7000-engines.aspx Big news @Delta has ordered [--] additional aircraft: [--] #A330neo & [--] #A350s. Already operating over [---] #Airbus aircraft these latest-generation widebodies will enhance the airline's capabilities and elevate its premium offerings serving its expanded long-haul markets.✈"
X Link 2026-01-28T21:26Z [---] followers, [---] engagements
"@TheAviationBeat I think $DAL just ordered some of these Airbus A350 (15 planes) and A330-neo (16 planes) all of them equipped with RR.L Trent engines https://x.com/AirbusPRESS/status/2016415127789035528s=20 .@Delta grows Airbus fleet with order for [--] additional widebody aircraft. Read more ➡ https://t.co/w5CrhUC8vk https://t.co/VdC7C4GxiJ https://x.com/AirbusPRESS/status/2016415127789035528s=20 .@Delta grows Airbus fleet with order for [--] additional widebody aircraft. Read more ➡ https://t.co/w5CrhUC8vk https://t.co/VdC7C4GxiJ"
X Link 2026-01-28T21:37Z [---] followers, [---] engagements
"@TheAviationBeat just realized you posted this already. 👍 holding $RR.L thus great news for them after some of the most recent airline orders didnt take Trent engines"
X Link 2026-01-28T21:47Z [---] followers, [--] engagements
"actually great numbers $META. remember last quarter (Q3 2025) when they had the Q3 EPS miss due to this one-time $15.9 billion expense: "We expect a significant reduction in our U.S. federal cash tax payments for the remainder of [----] and future years due to the implementation of the One Big Beautiful Bill Act. However the implementation also led to the recognition of a valuation allowance against our U.S. federal deferred tax assets reflecting the impact of the U.S. Corporate Alternative Minimum Tax. As a result the third quarter [----] provision for income taxes includes a one-time non-cash"
X Link 2026-01-28T22:25Z [---] followers, [----] engagements
"@chydogreat @wallstengine @grok markets reacting negative. but maybe only temporarily since prices for NdPr currently are anyhow close to the floorprice guaranteed to $MP (US$ 110/kg NdPr Products). https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
X Link 2026-01-28T23:32Z [---] followers, [---] engagements
"@Mr_Derivatives yep. got back in with $META calls on 30th and 31st october obviously too early. was a hard time for the calls since then but nowlets see how good they run"
X Link 2026-01-28T23:34Z [---] followers, [--] engagements
"@da_sails @zerohedge exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now. https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
X Link 2026-01-28T23:57Z [---] followers, [---] engagements
"exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now. https://x.com/BwieAktien/status/2016661950474682820s=20 https://x.com/BwieAktien/status/2016661950474682820s=20 @da_sails @zerohedge exactly. markets reacting to something that anyhow had no relevance to companies other than $MP. and even for $MP NdPr Prices have recently increased and are at the level of the floor-price of US$110/kg or even higher now."
X Link 2026-01-29T00:40Z [---] followers, [---] engagements
"thanks for clarifying. anyhow the prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around 110.86USD/kg So $MP should be on the safe side anyhow. market overreacted. https://x.com/BwieAktien/status/2016653701205684735s=20 https://x.com/BwieAktien/status/2016653701205684735s=20"
X Link 2026-01-29T00:49Z [---] followers, [----] engagements
"@cekdrew @MPMaterials this is great. but hopefully not arrogance. love $MP and I am glad the stock reaction was after hours and is rebalancing already so that in germany we should be set once markets open. for my $USAR knock outs after hours was a close"
X Link 2026-01-29T01:01Z [---] followers, [---] engagements
"thats not fully correct. besides the most recent $MP tweet on this pls also consider prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around 110.86USD/kg So $MP should be on the safe side anyhow. https://twitter.com/i/web/status/2016682389708198346 https://twitter.com/i/web/status/2016682389708198346"
X Link 2026-01-29T01:18Z [---] followers, [---] engagements
"i did some calculations with the pricefloor and the quantities they sold in q3 [----] when they realized price of US$59/kg. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so imagine US$ [--] per kilo additional earnings (if we take the costs constant in fact they have been able to lower costs in q3) more details here incl. EPS estimation"
X Link 2026-01-29T08:59Z [---] followers, [--] engagements
"i did some calculations with the pricefloor and the quantities they sold in q3 [----] when they realized price of US$59/kg. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so imagine US$ [--] per kilo additional earnings (if we take the costs constant in fact they have been able to lower costs in q3) more details here incl. EPS estimation"
X Link 2026-01-29T09:32Z [---] followers, [--] engagements
"@stonksurfing @cekdrew Unbelievable"
X Link 2026-01-29T16:48Z [---] followers, [--] engagements
"As I wrote yesterday I love $MP but I hope their attitude is not arrogance. Recent posting look like that. Fair enough to be confident and stand big for what they have achieved after years of keeping up the REE flag (like the guys from Arafura $Aru.ax for the last [--] years) but playing on competition is no sign of strengthsanyhow a bit fun reading MPs postings these days. Its not getting boring here https://twitter.com/i/web/status/2016921016849899853 https://twitter.com/i/web/status/2016921016849899853"
X Link 2026-01-29T17:06Z [---] followers, [---] engagements
"great choice. all this discussion about floorprice is hilarious. when they announced q3 [----] financials I did a rough calculation on the impact of floorprice kicking in from 1st oct [--] onwards (so not in the q3). in q3 [----] they realized price of US$59/kg on NdPr. now if floorprice really was guaranteed since october 1st (and that is in the papers and $MP confirmed it yesterday that they have a firm agreement) then look at the additional $ per kg sold: 110-59=51 per kg. and they sold over 500to in the quarter and even produced over [---] so have some stock to sell. so US$ [--] per kilo additional"
X Link 2026-01-29T19:49Z [---] followers, [--] engagements
"if you read the agreement it says US$110/kg on NdPr or/and NdPr-Oxide (thats not specified). so I posted this below an $MP earnings posting back in october but they didnt reply. for obvious reasons to not comment on any forward looking speculations. so dont know if that really will be the case or why the rest of the market is not getting this. on the other hand looking at price targets that would fit. https://twitter.com/i/web/status/2016968653128802684 https://twitter.com/i/web/status/2016968653128802684"
X Link 2026-01-29T20:16Z [---] followers, [---] engagements
"@ttt_financial @Stock_Bonvivant mega. ewig hinterhergeschaut. schon in den 2010er Jahren. I dont know why"
X Link 2026-01-29T20:18Z [---] followers, [--] engagements
"Wait was it just yesterday the entire commodities markets went nuts on a Reuters Article saying gov officials: no price floors $Uamy $USAR $MP $lyc.ax $Aru.Ax $UUUU The US will seek to reach consensus with allies on a pricing mechanism to help insulate rare earth mineral refiners and extractors during meetings with foreign ministers in Washington next week a senior Trump administration official said https://t.co/0J3dRxpKgO The US will seek to reach consensus with allies on a pricing mechanism to help insulate rare earth mineral refiners and extractors during meetings with foreign ministers in"
X Link 2026-01-30T06:16Z [---] followers, [---] engagements
"@amitisinvesting And yet all US-futures are red when markets open here in Germany"
X Link 2026-01-30T06:44Z [---] followers, [--] engagements
"@BidBird10 exactly thats what I tried to show during the overreaction yesterday due to the Reuters article. even if there would be no price floor (but it is for $MP as confirmed) the market price came up in the last weeks significantly: https://x.com/BwieAktien/status/2016653701205684735s=20 @wallstengine price floors discussed for $MP relates to NdPr The prices for NdPr have stabilized again after a phase of weakness in [----] and show an upward trend in early [----]. Current quotations for NdPr oxide in Northeast Asia are around [------] USD/kg. https://t.co/ZHo6MQlRXc. The DoD has"
X Link 2026-01-30T09:20Z [---] followers, [---] engagements
"2026 outlook: $SOFI guides adj. EPS $0.60 & Net Revenue $4.66B for [----] above Street expectations signaling continued profit growth and diversification beyond lending"
X Link 2026-01-30T12:28Z [---] followers, [---] engagements
"Copper - it is inevitable (paraphrasing Thanos 🦸) Copper - there is no substitute (paraphrasing Porsche 🏎) Lets be serious: copper may have taken a hit today and the correction may continue after the rally . But copper cant be easily substituted if substituted at all. In most applications there is no viable substitute with the same material characteristics. $FCX $ANTO $SCCO $FM.TO $LUN.TO $KGH $AUAGF $COPX #copper taking a break today. $FCX $Scco $COPX down pre-market. #copper taking a break today. $FCX $Scco $COPX down pre-market"
X Link 2026-01-30T22:03Z [---] followers, [---] engagements
"@JW_mktresearch @Geiger_Capital @michaeljburry Yep youre right: Michael Burry Este Lauder ($EL): Bought: Q4 [----] $79 Added Q1 [----] $7285 Sold: Partial sale Q2 [----] $64 Fully exited Q3 [----] $89"
X Link 2026-01-30T22:31Z [---] followers, [--] engagements
"Only one question remains: why on earth did I allocate multiple times higher amount to than to $AVIO.MI 🤦🤦🤪 http://ETL.PA http://ETL.PA"
X Link 2025-09-19T22:55Z [---] followers, [---] engagements
"Another 75% for $AVIO Unbelievable performance"
X Link 2025-09-22T17:47Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing