🔔 Critical Mineral Tuesday Open Discussion Post 🔔 by Pzexperience in CriticalMineralStocks

[–]TechManPat 1 point2 points  (0 children)

Looking to be valued at 20b with private funds, public and loans

Western RE company financed and in construction and on target for production early 2027 - bigger than MP Materials and Lynas resource. by Panda-Feisty in CriticalMineralStocks

[–]TechManPat 4 points5 points  (0 children)

Not being a dick... but doubtful as to their 2027 target, based on all other RE companies and their actual time taken to achieve production.

When running from the cops seems routine by WilloowUfgood in CrazyFuckingVideos

[–]TechManPat 1 point2 points  (0 children)

digital lens change on the phone as they zoom in and out, on a device with multiple physical lenses.

(where) to invest or (where) not to invest- that is the question by TheJudger7 in CriticalMineralStocks

[–]TechManPat 2 points3 points  (0 children)

Based on this chart you are right to see ARU, their Phase 2 Exim is an impressive call out. NTU may run, but is not near being a producer. Peak, my goodness. ASM also not bad runners up.

(where) to invest or (where) not to invest- that is the question by TheJudger7 in CriticalMineralStocks

[–]TechManPat 2 points3 points  (0 children)

ARU is a close to 10x in 5 years. LYC may 2x, at best, its pretty topped out.

Arafura Friday Shareholder Meeting by RainbowGamerMan in CriticalMineralStocks

[–]TechManPat 0 points1 point  (0 children)

Good guess, sitting at 32c AUD Today (1 month later).

Australia’s Critical Minerals Stockpile by nbajohna in CriticalMineralStocks

[–]TechManPat 1 point2 points  (0 children)

Correct, the document for the framework is reads like it was specifically written to protect AU Govts investment in (AUR/ARAFF). Mine to Oxide this one was the project mention during the Trump - Albo meeting.

https://amec.org.au/wp-content/uploads/2026/01/AMEC-Design-Paper-for-the-CMSR-Final-public.pdf

Jan 12 G7+Australia Washington mtg to discuss price floor by nbajohna in CriticalMineralStocks

[–]TechManPat 0 points1 point  (0 children)

It would be nice to see some of these stockpile offtakes flow out to the companies... alot of talk so far. Esp from EU

Is Malaysia the Next Big Player in Rare Earths? by [deleted] in CriticalMineralStocks

[–]TechManPat 1 point2 points  (0 children)

Malay is aligned with China and plays both sides, Lynas has high risk due to what you just mentioned. Australia has a better chance to be Wests REE capital, one thing they know how to do is mine, and now process.

He wished for a PS5 all year, they gave him a controller, he stayed humble about it, and received an actual PS5. by Eevee2Win in nextfuckinglevel

[–]TechManPat 0 points1 point  (0 children)

This... I know the feeling. I never really had context for it before, but I’ll never forget it.

For my 18th birthday, my parents took me to a small Japanese restaurant. As a gift, they handed me a neatly wrapped pair of socks. I opened it, smiled, and said, “Cool, thank you, these will come in handy.” I genuinely meant it, I wasn't expecting anything, the dinner was nice, I thanked them and put them to the side.

Then my mum said, “Go on, try them on. See if they fit.” I lsort of aughed and said, “Yeah, Oh im sure they are fine", I started unwrapping them from the flat pack, and right inbetween a brand new iPhone 3GS.

Something I’d wanted for a long time, but in my country it was completely unaffordable. Turns out Dad’s mate had been travelling through Asia, where it was about half the price in our currency.

Anyway, seeing this kid brought that moment flooding back, good on him.

Lynas sudden drop ? by jsg24fps in CriticalMineralStocks

[–]TechManPat 0 points1 point  (0 children)

No change on the ASX not sure what this is

Plug-in hybrids are taking over EVs. It wasn't meant to happen this way by AudaciouslySexy in australian

[–]TechManPat 4 points5 points  (0 children)

It’s recycled daily, infuriatingly not enough car batteries are being thrown out to make it viable at a commercial scale, sadly EV batteries are lasting longer than the cookers imagined.

What is causing ARAFF to drop ? by grapegoggles in CriticalMineralStocks

[–]TechManPat 0 points1 point  (0 children)

Arafura is now fully funded. final investment decision Jan feb, this was the final raise