Downloading...
Download

Rareearths

Big Deal in RARE EARTHS space with MP! USAR, TMC, CRML next!Big deal with the DOD and MP yesterday. I am looking at some other plays here in sympathy. Neither had much action yesterday USAR, TMC, CRML but if we take out yesterdays intraday highs on these I think we could play some catch up! Lets dig into the levels im watching and the overall setups on these! Metals stocks are not always the best stocks to trade they can fart around a lot intraday vs tech stocks so be careful with your entries and make sure the volume is there!
NASDAQ:USARLong
by kunal00
Can Strategic Minerals Transform National Security?MP Materials has experienced a significant market revaluation, with its stock surging over 50% following a pivotal public-private partnership with the U.S. Department of Defense (DoD). This multi-billion-dollar agreement, which includes a $400 million equity investment, substantial additional funding, and a $150 million loan, aims to rapidly establish a robust, end-to-end U.S. rare earth magnet supply chain. This strategic collaboration is designed to curtail the nation's reliance on foreign sources for these critical materials, which are indispensable for advanced technology systems across both defense and commercial applications, from F-35 fighter jets to electric vehicles. The partnership underscores a profound geopolitical imperative: countering China's near-monopoly over the global rare earth supply chain. China dominates rare earth mining, refining, and magnet production, a leverage it has demonstrably used through export restrictions amidst escalating trade tensions with the U.S. These actions highlighted acute U.S. vulnerabilities and the imperative for domestic independence, propelling the DoD's "mine to magnet" strategy aimed at achieving self-sufficiency by 2027. The DoD's substantial investment and its new position as MP Materials' largest shareholder signal a decisive shift in U.S. industrial policy, directly challenging China's influence and asserting economic sovereignty in a vital sector. Central to the deal's financial attractiveness and long-term stability is a 10-year price floor of $110 per kilogram for key rare earths, significantly higher than historical averages. This guarantee not only ensures MP Materials' profitability, even against potential market manipulation, but also de-risks its ambitious expansion plans, including new magnet manufacturing facilities expected to produce 10,000 metric tons annually. This comprehensive financial and demand certainty transforms MP Materials from a commodity producer vulnerable to market whims into a strategic national asset, attracting further private investment and setting a powerful precedent for securing other critical mineral supply chains in the Western Hemisphere.
NYSE:MPLong
by UDIS_View
#RARE/USDT#RARE The price is moving within a descending channel on the 1-hour frame, adhering well to it, and is on its way to breaking it strongly upwards and retesting it. We are seeing a bounce from the lower boundary of the descending channel, which is support at 0.0823. We have a downtrend on the RSI indicator that is about to break and retest, supporting the upward trend. We are looking for stability above the 100 Moving Average. Entry price: 0.0863 First target: 0.0910 Second target: 0.0952 Third target: 0.1014
Long
by CryptoAnalystSignal
4
US-Ukraine minerals deal: key commodities at stake Ukraine is set to sign an “improved” minerals deal with the US after the US dropped its claim to $500 billion in potential revenue, according to the FT. The news has boosted the euro and market sentiment, but what about the commodities involved? Ukraine holds about 5% of the world's critical raw materials, essential for EVs, clean energy, and defense. Its untapped reserves, valued at over £12 trillion, include lithium, titanium, and graphite. The US is eager to secure these resources to reduce reliance on China, which dominates 75% of rare earth production. Ukraine has commercially viable deposits of 117 key minerals. It holds 500,000 tonnes of lithium, vital for rechargeable batteries, and one of Europe's largest titanium reserves, used in aerospace and military industries. Ukraine also holds 20% of global graphite resources, crucial for EV batteries and nuclear reactors. However, 20% of Ukraine’s land, including regions with £6 trillion in mineral wealth, is currently under Russian occupation. Bordering areas containing £2.8 trillion in resources, faces an advancing Russian military.
COMEX:LTH1!
by BlackBull_Markets
LYC - LYNAS - rare earth anti chinese monopoly playLYC - LYNAS - rare earth anti chinese monopoly play as the title says, china is once again applying restrictions like they did in 2010, low and behold we have the same price structure! these plays are cyclical for sure. they sorted their Malaysian issue recently, at least for awhile. i expect their move back to Australia will be facilitated by the western powers that be that are looking for independence in their important metals supply chain. Lets see how this plays out. "The Ministry of Commerce’s announcement on Monday is the latest move by the People’s Republic to leverage its dominant position mining and refining rare metals. It did so in 2010 against Japan over a territorial spat, enacting an unofficial, temporary export embargo against the 17 metallic elements that comprise the rare earths family. It also manipulated the market through export quotas and other policies, which held down global prices – deterring investment by miners overseas - while pushing local firms up the value chain. "
ASX:LYCLong
by Crypto-Quantum-Fox
Lynas Rare Earths (ASX:LYC) - Cautiously Optimistic The Heikin Ashi candlestick pattern suggests a recent trend reversal to the upside, as indicated by a series of green (upward) candles. The chart displays a consolidation pattern within a falling wedge, which has been broken to the upside, hinting at a potential bullish reversal. Exponential Moving Averages (EMAs) show the price is currently above the 20, 50, and 100-day EMAs, a bullish signal. A significant increase in volume accompanies the breakout, reinforcing the strength of the current upward move. The current price is near the upper bound of the falling wedge pattern ($6.60 - $6.50c), which could act as resistance and limit further upward movement. Prices holding above key EMAs, which may now act as support levels with current established support level at ~$6.02c
ASX:LYCLong
by entryspecialist
MP Materials: Falling Wedge With Bullish Divergence at a 0.886The Federal Reserve during the FOMC and in its SEP has hinted greatly towards deep rate cuts in 2024 because they see the CPI going down and no longer feel the need to tighten further, and are under the assumption that great progress has been made. I for one do not agree with this perspective and think rates need to go much higher before inflation can truly be subsided. Since the Fed is under what I view as a false assumption, I think we will now see Inflation and the CPI come back up even higher and faster than the first inflationary run up and that we will see this greatly reflected in Food, Energy, and Shipping prices. Along with this, I think it will affect the pricing of Rare Earth Elements which should end up being a positive for the Assets on the balance sheet of producers such as MP Materials, VALE, and US Steel: X, along with the REMX ETF; as demand for ships and other means of shipment/transport increases. The increase in demand for these types of shipments should also drive demand for the materials the shipping vehicles are made of, which should drive the prices higher for both. I do not think Gold and Silver will join this inflationary rally due to the collapse of the Japanese Carry Trade, and I do not believe the Dollar will lose much value during this rally in inflationary materials except against the Yen. This dynamic should also limit the rally potential in the big stock indexes, I only really expect certain names to benefit from the kind of inflation we are dealing with. So in short, I think the Bulk Dry Index continues to rise, Shipping Cost Rise, Ships themselves Rise, Oil Rises, and Rare Earth Materials Rise and when that happens, I suspect the Fed will pivot hard back in the other direction and start raising rates again.
NYSE:MPLong
by RizeSenpai
2
WATCHING THIS ONE… TMC has great potential!! People are up in arms after photos broke yesterday, showing the terrible conditions of a cobalt mine in the Congo. Of course, the irony here is that a lot of cobalt, along with many other materials powering the green revolution, are often sourced from places like the Congo with little regard for environmental or labor law. The reason I'm telling you this is that while all this was going on, a report came out of Norway. They went largely ignored by the media in which they announced they found a substantial amount of rare earth minerals on their seabed, many of which are currently being sourced from places like the Cobalt mine and the Congo I mentioned earlier. And here's the catch. They estimated to have found 3.1 million tons of cobalt alone. So how much is that? Let's do some quick math. The current market rate of cobalt is about $21 a pound. $21 a pound equals about $42,000 a ton. Multiply that by 3.1 million tons. That cobalt is worth 1.3 trillion, give or take, or three times Norway's total GDP. Now, of course, if Norway were to extract all that cobalt, it would be worth far less than 1.3 trillion because they'd flood the market with it. But nevertheless, when you consider all the other materials they found and how much of it, it's difficult to ignore the deep sea mining opportunity laying under the sea. Now, here's where I ran into some issues. There's only a few deep sea mining stocks and none of them have been able to commercialize yet, so they're all bleeding money. I was about to give up. Then I came across as CEO of a deep sea mining company with a ticker TMC that has been buying shares of his own company recently. This intrigued me, so I started researching them more and that's when I noticed that TMC second and third biggest shareholders are Maersk and Allseas Group. If you don't know, the reason that this is such a big deal is because Maersk is the largest container shipping company in the world by tonnage, and AllSeas is a major offshore construction company. The fact they both have major share positions in TMC, a company that has almost zero ceiling as far as economic and environmental benefits, along with the CEO buying shares all while the company is down 90% from its IPO. Makes me wonder if there's more than meet’s the eye. This might be more of a lottery ticket than an investment, but what do you guys think? To see what stocks, politicians, hedge funds, and CEOs are buying. Check out Quiver Quantitative www.quiverquant.com
NASDAQ:TMCLong
by RobertOttoman
2
MP Material one of the best SPACs$MP has been, for sure, one of the best SPACs when it comes to performance. SPACs got hammered multiple times. Barely did some of the known ones hold the $10 ground and some of them now are traded in $2-$3 range per share if now lower. I had a very high conviction on $MP from its DA announcement and I am holding it from before the merger. Today, I see more strength given the fact that they have a good moat when it comes to rare earth material. After China, they are the biggest one in the world and practically the only one in the US. Electrification is becoming more strategic and there have been rumors that China has threatened American companies on cutting off the supply of the rare earth. This is a very strong position for $MP. Their gross margin is not like a mining or material company, but like a tech company. This year they are projected to have an 82.10% gross margin on 446M revenue. The projection of the revenue for 2021 is 319.30M (137.7% growth compared to 2020). In 2022 the revenue growth rate is estimated to be around 40%. EV/GP (Enterprise Value/Gross Profit) for 2022 is 15.1 and EV/GP/Growth for the same year is 38.1. It shows the price of the stock is fair. Considering the growth, the price could go lower in a short term to offer a nice opportunity to buy or add. As it can be seen on the chart after the short report released on the 3rd Feb, the price recovered relatively and today it experienced nearly 8% hike so far. This shows the interest in $MP is high. If we can get a 20% discount from these levels to around 30s before the 24th Feb (2021 Q4 earning release) I believe it is a good level to start collecting or adding. This is not financial advice. DYODD
NYSE:MPLong
by IboProtrader
ICM - Iconic Minerals Ltd - D1 - 14NovICM - Iconic Minerals Ltd - D1 - 14Nov Last news : The economic model used in the PEA only covers the first 40 years of production. GRE has the following conclusions from the modelling. Average annual production of 32.3 million kg (32,300 tonnes) of LCE Cash operating cost of $5,974/tonne LCE All-in sustaining cost of $6,057/tonne LCE A $1.5 billion after-tax Net Present Value (NPV) at an 8% discount rate A 23.8% after-tax Internal Rate of Return (IRR) Payback period of 6.7 years Break-even price (0% IRR) of $6,545/tonne LCE
TSXV:ICMLong
by stratanic