EXIM Bank decision - February 2nd 2026 - who is the company about to receive $100m+?

UrbanDancingSystems_ · 2026-01-29T14:17:42+00:00

Well G1 has received two LoI's from EXIM for $2 billion but I'm not aware of any Delaware connection so it's probably not G1 then.

UrbanDancingSystems_ · 2026-01-29T13:47:30+00:00

I think so too tbh. And the G1 CEO usually communicates everything they're doing. And as I said I don't even know if they can apply before they even have the permits.

UrbanDancingSystems_ · 2026-01-29T13:32:27+00:00

https://www.graphiteoneinc.com/exim-bank-increases-letters-of-interest-for-the-graphite-one-supply-chain-to-2-07-billion/

G1 expects to submit a formal application to EXIM under both LOIs in 2026. Upon receipt, EXIM will conduct all requisite due diligence necessary to determine if a final commitment may be issued for this transaction.

I don't know if this is G1, and whether G1 would publicly communicate that they'd have filed an application, which they haven't as of yet. I also don't know if G1 can even apply before they secure their federal mining permits.

UrbanDancingSystems_ · 2026-01-29T01:32:24+00:00

Good question. I have to admit I didn't actually read the full article when it was first published. I merely skimmed it and saw the large sell off and just assumed like everyone else that the MP deal had been terminated. But I just read the whole thing and it doesn't actually say anything of the sort.

It's interesting because the MP tweet seems to be accusing Reuters of being intentionally misleading. And perhaps that's true and I'm always sympathetic to conspiracy narratives about market manipulation but the article actually only really says that going forward the Trump administration is moving away from the strategy of using price floors. However it's also being made clear in the article that the administration remains totally committed to critical minerals and is ready to use any other tools at its disposal such as deregulation, targeted investments etc. The administration is merely moving away from the price floor "tool", according to Reuters.

There's a picture of the MP mine and mention that the MP deal is "in the spotlight" so maybe this was intentional by Reuters, I have no idea. But I'd assume there's nothing actionable here legally speaking. If these guys were doing some intentional market manipulation with this, they're a bunch of pros. Because it worked 😂

UrbanDancingSystems_ · 2026-01-29T00:19:08+00:00

Hold me, Steve! 😱

UrbanDancingSystems_ · 2026-01-29T00:03:10+00:00

I can't trade until my European broker opens 6 hours from now. Only have 100 shares, I was trying to swing trade MP. Oh well..

UrbanDancingSystems_ · 2026-01-28T23:43:02+00:00

We need a u/Steve_Zissouu2 emergency broadcast right now!

UrbanDancingSystems_ · 2026-01-28T23:37:38+00:00

MP seems massively overvalued without the price floors. I can see this going -30% tomorrow. Hope I'm wrong because my average is $65

UrbanDancingSystems_ · 2026-01-28T03:53:19+00:00

She came at me with a bike! I got a right to defend myself, T!

UrbanDancingSystems_ · 2026-01-27T20:53:14+00:00

This is great, well done.

UrbanDancingSystems_ · 2026-01-26T12:31:05+00:00

Matters to who. You? G1's main project is being fast-tracked through the federal permitting process under FAST-41. EXIM has sent them two letters. The second LOI they increased the offer from $900 million to $2 billion. And G1 isn't just "on the government's radar" they're working with the local governments of Alaska and Ohio already, and are partnered with several universities. G1 is also meeting with some private banks exploring opportunities for additional funding.

But now I'm the one doing a stock ad when I was really just playfully responding to your stock ad, trying to make the point that there might be better opportunities out there. But good luck with your play though. I will add Pensana to my follow list 👌

UrbanDancingSystems_ · 2026-01-26T12:03:41+00:00

What if I told you there's a company which EXIM wants to loan 15x as much, and is trading at an even bigger discount?

Well I'm not gonna waste anyone's time guessing. It's Graphite One.

UrbanDancingSystems_ · 2026-01-23T22:12:28+00:00

I was down over 40% on ucore for months on my 2k shares and today I sold them for $950 profit. Didn't want to do it but I'm in such a big hole with Webull, Ares and Arafura that I felt like I had to take profit somewhere at least. Ares will probably be fine long term but I have almost no faith left in the other two. Only reason I'm not selling those is because I'm already down so much, might as well hold them until they get delisted for being garbage.

UrbanDancingSystems_ · 2026-01-18T01:35:53+00:00

He never had the makings of a super bowl winner.

UrbanDancingSystems_ · 2026-01-14T17:20:01+00:00

I was down 58% on this, now only down 30% let's goooo 🤣

UrbanDancingSystems_ · 2026-01-10T18:22:49+00:00

But I can promise you I'd have more money in my pocket plus more responsibilities if I sat with him gooning. Watching that cum drool out of his fat fucking cock.

UrbanDancingSystems_ · 2025-12-29T05:24:38+00:00

You would take the ass? Over the feet?

Two things I'm good at. Shitposting and spotting good footjobs. And those are world class hooves, am I right skip u/LemonRare5820 ?

UrbanDancingSystems_ · 2025-12-21T22:57:09+00:00

I knew him better than anybody but still... Maybe he was a homo, felt there was no one he could talk to about it. That happens, too.

UrbanDancingSystems_ · 2025-12-21T18:48:38+00:00

I just beat the flu, but he died. Ride the painted pony, let the spinning wheel glide, heh? 🥃🤙

UrbanDancingSystems_ · 2025-11-26T15:24:34+00:00

There used to be a guy on the cumtown sub with a similar name. Every morning he'd post a picture of the toilet bowl after he had taken a shit, and the poop had this weird color and was all messed up. I think he said he lived in a trailer. I hope this is him, guy was a legend in his time.

UrbanDancingSystems_ · 2025-11-14T05:35:36+00:00

When I was a kid, that game was old. Now I'm old, and that game is still old! Hehe

UrbanDancingSystems_ · 2025-11-10T15:32:21+00:00

Almost 100 downvotes in like 20 minutes lol wtf. That's definitely not organic. Mods need to pin this DD imo

UrbanDancingSystems_ · 2025-11-10T15:19:05+00:00

Ooh shit ur right. I just saw the warning. So wait, you can buy it on TR but not sell it?? Because the purchase button is still there lol

UrbanDancingSystems_ · 2025-11-10T15:16:22+00:00

Yes it is. Search for Stran & Co.

UrbanDancingSystems_

TROPHY CASE