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[@BwieAktien](/creator/twitter/BwieAktien)
"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"  
[X Link](https://x.com/BwieAktien/status/1978519933727182976) [@BwieAktien](/creator/x/BwieAktien) 2025-10-15T17:54Z XX followers, XX 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 X per cent of global rare earths - essential for energy security and defence"  
[X Link](https://x.com/BwieAktien/status/1980411443116667155) [@BwieAktien](/creator/x/BwieAktien) 2025-10-20T23:10Z XX followers, XX engagements


"3/Major point for me $CCL continued to improve Debt structure to a NetDebt/EBITDA Ratio of XXX Refinanced $4.5B debt; repaid $0.7B early in Q3. Over $11B refinanced YTD; $1B early repayments. Net debt / adj. EBITDA goal: 3x"  
[X Link](https://x.com/BwieAktien/status/1972956141320884511) [@BwieAktien](/creator/x/BwieAktien) 2025-09-30T09:26Z XX followers, XX 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 2029"  
[X Link](https://x.com/BwieAktien/status/1973023323631337963) [@BwieAktien](/creator/x/BwieAktien) 2025-09-30T13:53Z XX followers, XX engagements


"$ASTS SpaceMobiles up X% pre-market: Barclays maintains its overweight recommendation and raises the target price from USD XX to USD 60"  
[X Link](https://x.com/BwieAktien/status/1973373873581072705) [@BwieAktien](/creator/x/BwieAktien) 2025-10-01T13:06Z XX followers, XXX engagements


"satellite&commun. basket: booster with $OHB $AVIOas usual: $AVIO.MI +192% $ASTS KnockOut MK807P +176% Thales $HO.PA call FA0XE9 +158% $OHB +119% Indra Syst. $IDR.MC +54% SES $SESG +36% Safran $SAF +18% Eutelsat $ETL.PA -XX% all shares bought 03/25; KO&Call 09/25"  
[X Link](https://x.com/BwieAktien/status/1974186197292609986) [@BwieAktien](/creator/x/BwieAktien) 2025-10-03T18:54Z XX followers, XXX engagements


"Lynas $LYC.AX (Malaysia LAMP in Kuantan): NdPr oxide lanthanum (La) cerium (Ce) and SEGH/SEG (mixed heavy REE: Sm/Eu/Gd/Hu/Dy/Tb; as a mixed product) In 2025 first dysprosium oxides and terbium oxides from Malaysia; additionally holmium concentrate and unsorted SEGH concentrates in expansion Australia Strategic Metals: ( $ASM.ax) Korean Metals Plant Currently in production: NdPr metal and NdFeB strip alloy & Planned/start-up in 2025: Dy metal and Tb metal LCM Less Common Metals (UK) (recently acquired by $USAR ) manufactures NdFeB alloys SmCo alloys/powder Expanded (tbd) portfolio will"  
[X Link](https://x.com/BwieAktien/status/1977103491190407260) [@BwieAktien](/creator/x/BwieAktien) 2025-10-11T20:06Z XX followers, XXX engagements


"$KTOS This Morning Stifel raised their price target on Kratos to $112: KRATOS's stock has gone vertical and we are raising our TP by an admittedly uncomfortable 60%. We think the easy recommendation is to tell you everything is priced in or this is just a retail bubble but we don't believe that. The analyst recommendation mentions also short term volatility but end with Last week's news of Al-enabled Valkyries flying with manned Air Force fighters is a meaningful technical achievement. Buckle-up and keep holding on to KTOS"  
[X Link](https://x.com/BwieAktien/status/1978515386921324727) [@BwieAktien](/creator/x/BwieAktien) 2025-10-15T17:36Z XX followers, XXX 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 earlyπŸ˜‚πŸ˜‚ 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) [@BwieAktien](/creator/x/BwieAktien) 2025-10-19T19:45Z XX followers, XXX engagements


"Next move.$ACHR goes South Korea:"  
[X Link](https://x.com/BwieAktien/status/1980286737684603262) [@BwieAktien](/creator/x/BwieAktien) 2025-10-20T14:55Z XX followers, XX engagements


"Whats in it for $Aru.ax"  
[X Link](https://x.com/BwieAktien/status/1980410009914851572) [@BwieAktien](/creator/x/BwieAktien) 2025-10-20T23:05Z XX followers, XX engagements


"Big News for $Aru.ax Arafura πŸ‘ EXIM Powers America First with $XXX 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"  
[X Link](https://x.com/BwieAktien/status/1980410515139473908) [@BwieAktien](/creator/x/BwieAktien) 2025-10-20T23:07Z XX followers, XX 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) [@BwieAktien](/creator/x/BwieAktien) 2025-10-20T23:18Z XX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@BwieAktien "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"
X Link @BwieAktien 2025-10-15T17:54Z XX followers, XX 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 X per cent of global rare earths - essential for energy security and defence"
X Link @BwieAktien 2025-10-20T23:10Z XX followers, XX engagements

"3/Major point for me $CCL continued to improve Debt structure to a NetDebt/EBITDA Ratio of XXX Refinanced $4.5B debt; repaid $0.7B early in Q3. Over $11B refinanced YTD; $1B early repayments. Net debt / adj. EBITDA goal: 3x"
X Link @BwieAktien 2025-09-30T09:26Z XX followers, XX 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 2029"
X Link @BwieAktien 2025-09-30T13:53Z XX followers, XX engagements

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

"satellite&commun. basket: booster with $OHB $AVIOas usual: $AVIO.MI +192% $ASTS KnockOut MK807P +176% Thales $HO.PA call FA0XE9 +158% $OHB +119% Indra Syst. $IDR.MC +54% SES $SESG +36% Safran $SAF +18% Eutelsat $ETL.PA -XX% all shares bought 03/25; KO&Call 09/25"
X Link @BwieAktien 2025-10-03T18:54Z XX followers, XXX engagements

"Lynas $LYC.AX (Malaysia LAMP in Kuantan): NdPr oxide lanthanum (La) cerium (Ce) and SEGH/SEG (mixed heavy REE: Sm/Eu/Gd/Hu/Dy/Tb; as a mixed product) In 2025 first dysprosium oxides and terbium oxides from Malaysia; additionally holmium concentrate and unsorted SEGH concentrates in expansion Australia Strategic Metals: ( $ASM.ax) Korean Metals Plant Currently in production: NdPr metal and NdFeB strip alloy & Planned/start-up in 2025: Dy metal and Tb metal LCM Less Common Metals (UK) (recently acquired by $USAR ) manufactures NdFeB alloys SmCo alloys/powder Expanded (tbd) portfolio will"
X Link @BwieAktien 2025-10-11T20:06Z XX followers, XXX engagements

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

"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 earlyπŸ˜‚πŸ˜‚ 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 @BwieAktien 2025-10-19T19:45Z XX followers, XXX engagements

"Next move.$ACHR goes South Korea:"
X Link @BwieAktien 2025-10-20T14:55Z XX followers, XX engagements

"Whats in it for $Aru.ax"
X Link @BwieAktien 2025-10-20T23:05Z XX followers, XX engagements

"Big News for $Aru.ax Arafura πŸ‘ EXIM Powers America First with $XXX 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"
X Link @BwieAktien 2025-10-20T23:07Z XX followers, XX 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 @BwieAktien 2025-10-20T23:18Z XX followers, XX engagements

creator/twitter::1894310537112027138/posts
/creator/twitter::1894310537112027138/posts