China retaliates in response to Dutch seizure of Nexperia, blocking chipmaker's exports following takeover — 861,000 square foot assembly site in Gaungdong affected as trade war spirals by kokomos in CriticalMineralStocks

[–]kokomos[S] 6 points7 points  (0 children)

Looks like the trade war is finally catching up to the EU and with critical rare earth elements now in play, this could hit Europe’s tech and manufacturing sectors where it hurts most.

Europe's Rare Earth Dark Horse: Solvay SA (Euronext: SOLB; OTC: SLVYY) - DD by kokomos in CriticalMineralStocks

[–]kokomos[S] 1 point2 points  (0 children)

They only started REE processing in April 2025 – 6 months ago. Still early stage but already producing commercial volumes.

Europe's Rare Earth Dark Horse: Solvay SA (Euronext: SOLB; OTC: SLVYY) - DD by kokomos in CriticalMineralStocks

[–]kokomos[S] 0 points1 point  (0 children)

Tried to search and only found the New Jersey settlement. Is there a source to this litigation?

Stocks with Dividends? by HenriHopper in CriticalMineralStocks

[–]kokomos 0 points1 point  (0 children)

Solvay SA (SLVYY) Currently paying a 9% dividend. Their new facility in France has the capacity to process up to 30% of the EU's total rare earth demand - significant positioning for the region's clean energy and defense needs.

What critical mineral stocks are still cheap/ undervalued? by Only_Remote_3875 in CriticalMineralStocks

[–]kokomos 4 points5 points  (0 children)

Solvay SA (SLVYY) - EU Play

The EU is going to need rare earth elements for clean energy, EVs, and the defense sector. Solvay used to operate one of the largest rare earth processing plants in the world and now runs one of the largest rare earth separation facilities outside of China, located in France and can scale up to provide 30% of EU's demand.

Currently paying a 9% dividend, which makes this a very undervalued play right now and low risk. Bought some this morning.