All views are that of the Company and do not constitute investment advice nor are they an offer to invest.
Joined April 2011
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#SWT Well there it is. Just how will the #DRC gov offer this to the US when they do not control it? US boots on the ground? Unlikely.
Alternate ethical, traceable sources of #tantalum required @SwitchMetals
reuters.com/world/africa/con…
$ARIC Charger keeps on delivering. Awale still flying under the radar - strategics positioned. @NewmontCorp @fortunamining @PDI_Gold
Another great set of results from @AwaleResources as it extends high grade charger discovery.
Still dramatically underperforming gold peers despite recent @fortunamining investment at 55c.
Maybe market wakes up soon #ARIC $ARIC
It makes us wonder why @KoBold_Metals are chasing DRC's Manono when they could simply transact with @Q2Metals Manono in a tier 1 jurisdiction 🤔
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Jub Capital Management LLP retweeted
This is very good news
#tin
For the first time in decades, America is about to start refining raw tin at scale. A first-of-its-kind plant in Henry County, Virginia, is set to begin production in 2027. A new deal secures its supply: up to 3,600 metric tons a year from the Democratic Republic of the Congo. Tin holds together the circuit boards in your phone, your car, and our defense systems. American workers will now smelt Congolese tin in the United States, creating jobs on both sides of the Atlantic. That is Pax Silica and the U.S.-DRC Strategic Partnership Agreement at work.
mining.com/alphamin-directs-…
Absolute monster of a deposit. $QTWO
💥 BREAKING NEWS: Q2 Metals announces the results of its Preliminary Economic Assessment for the Cisco Lithium Project in Quebec.
⭐️ Post-tax NPV8: C$13.49B
⭐️ Post-tax IRR: 38.7%
⭐️ Production: 1.7 Mtpa SC5.5
Full release: q2metals.com/q2-metals-annou…
🧵 thread time 👇
Jub Capital Management LLP retweeted
Tungsten is one of the world’s most important strategic metals.
It is irreplacable in a range of applications including aerospace components, defence systems, chips, and high-performance industrial tools.
Supply remains concentrated globally, increasing interest in new Western sources of tungsten.
#GWMO #Tungsten #CriticalMinerals
Jub Capital Management LLP retweeted
Transformational news at last for #MKA!
$MKAR's Form F-4 declared effective by the SEC, NASDAQ listing to go ahead. At the listing price of $10, Mkango's shares in MKAR will be worth circa 76p per MKA share. That's a 130% premium to MKA's current share price of 33p.
Then there's the downstream businesses, HyProMag and Remloy, which between them already boast 1,200 tpa capacity for NdFeB magnets and associated products. Mkango's fourth plant - the first to be built in the US by HyProMag USA - should also be online within 6 months.
The CritMin subsector has taken a hammering the past few months. The leading ETF, $REMX, hit a 15-month low on Tuesday. The market has evidently been pricing in both a potential thawing of geopolitical tensions between China and the US, as well as a potential slowdown of (or at least, hit to sentiment around) the AI trade (notably, data centre rollout in the US), in anticipation of the Democrats winning earlier in the week (which they did in spectacular fashion).
Personally, I think the general CritMinselloff has been completely overdone, and is very close to bottoming out now. Demand for NdFeB magnets is only going to increase exponentially over the medium- to long-term, especially with the dawn of robotics upon us.
As one of the lowest cost producers of NdFeB magnets, with patented technology that can be rolled out across the world (next up, Japan!), HyProMag is in an excepionally strong position.
Expecting MKA to hit the multi-£ range by the end of next year.
Jub Capital Management LLP retweeted
Great meetings in Warsaw today as we hit a major milestone for #MKAR @USEmbassyWarsaw @DFCgov @USEmbassyLLW @AsstSecStateAF #RareEarths @CommerceGov #MKA #Pulawy
Jub Capital Management LLP retweeted
🎉 🏆 Q2 Metals Wins Discovery of the Year Award from the Quebec Mineral Exploration Association
Read the full press release: q2metals.com/q2-metals-wins-…
Jub Capital Management LLP retweeted
Shard Capital, the Company’s joint broker, has published a research note on Great Western Mining, covering the completed drilling programme at Defender, the metallurgical test work and the path to a maiden MRE.
“Right commodity, right time, in the right place.”
bit.ly/4C2mjeT
#GWMO #Tungsten #Nevada
Jub Capital Management LLP retweeted
#SWT Maiden Issia drilling confirms lithium discovery at Kabore
🔹14m at 1.02% Li₂O from 42m inc. 7m at 1.75% Li₂O
🔹Best metre 2.63% Li₂O
🔹Coltan (Ta + Nb) in all 4 Kabore holes assayed
First 7 of 34 holes reported. 27 still to come. Full RNS:
wcsecure.weblink.com.au/LSE_…
Jub Capital Management LLP retweeted
The Off-Balance Sheet Time Bomb Inside AI Hits $4.1 Trillion: Up $1 Trillion In 90 Days zerohedge.com/markets/balanc…
Jub Capital Management LLP retweeted
Key China Copper Gauge Flashes Warning As Mysteel Global Warns Metal Is "Sold Out Everywhere" zerohedge.com/commodities/ke…
Jub Capital Management LLP retweeted
#SWT 1st assays from @SwitchMetals' maiden Issia drilling expected imminently. A district never drilled before, a 1.3km strike with lithium & tantalum in the same LCT system.
Operators backed by Chinese lithium majors are drilling next door - interesting company to be keeping.
Jub Capital Management LLP retweeted
CoTec Holdings Corp. Notes HyProMag USA Pre-feasibility Study Outlining Future Expansion Options to Quadruple Planned U.S. Rare Earth Magnet Capacity, Indicating an Incremental Post-tax NPV of up to US$2.1 Billion
Full press release: ow.ly/gVY35101nig
TSXV: $CTH | OTCQX: $CTHC
Jub Capital Management LLP retweeted
Awalé Connects Charger 1 and Charger 2 - Extending Gold Mineralization Across 300m of Strike, returns 8.7 g/t Gold over 25m and 7 g/t Gold over 28m
🇨🇮 News Release 👉 awaleresources.ca/news/awale…
🎥 Webinar 👉 youtu.be/0RIX4xxv71Q
$ARIC.V $AWLRF 🇨🇮
Jub Capital Management LLP retweeted
CEO Ed Loye joins Steve Yang at Natural Resource Stocks to discuss the Defender Tungsten Project, the macro outlook for tungsten supply, the path to a maiden MRE and the wider portfolio.
“If you want hardness and you want high temperature, there isn’t a substitute for it.”
Watch here: bit.ly/4ehXamb
#GWMO #GWMOF
ALT Images of Steve Yang and CEO Edward Loye in a virtual meeting, on a black background with the Natural Resource Stocks logo in the bottom righthand corner.
Jub Capital Management LLP retweeted
@MkangoResources (AIM/TSX-V #MKA) +550% Upside to our £2.41/sh target valuation 📈 Formerly Mkango Resources, has announced further progress at its U.S. rare earth magnet recycling and manufacturing project. HyProMag USA has secured power capacity for the Texas Hub from Oncor Electric Delivery, while permitting work continues with Weston Solutions and engineering partner PegasusTSI has initiated contractor selection for the initial magnet cutting and finishing facility. Operations remain on track to commence in H1’27, initially processing NdFeB magnet blocks supplied by HyProMag Group. Under the phased development strategy, Phase 1 is targeted for completion in mid-2028, with capacity of ~1,034tpa of payable products, increasing to ~1,526tpa following Phase 2. Earlier this month, the HyProMag GmbH Pforzheim facility in Germany was designated a Strategic Project under the EU Critical Raw Materials Act ("CRMA"), MKA's third project to receive the designation. This follows the completion of MKA's €8m acquisition of the Remloy rare earth magnet recycling business from Heraeus Amloy Technologies in August, with €5m paid on completion and the remaining €3m due in August 2028. We update our model to incorporate a value for Remloy’s scrap inventory, marginally increasing our target valuation to £2.41/sh (£2.39/sh prev.), 550% above the current share price.
@MkangoResources (AIM/TSX-V #MKA) announced that its subsidiary, HyProMag USA, has secured electrical power capacity with Oncor for its Texas Hub rare earth magnet recycling and manufacturing project, with electricity expected to be sourced predominantly from renewables. share-talk.com/mkangos-hypro…
Jub Capital Management LLP retweeted
CEO Ed Loye representing Great Western Mining at the OTC Global Markets Forum in New York
OTCQB:GWMO
@OTCMarkets
ALT The picture shows Ed Loye standing in front of a screen displaying the "Global Markets Forum" with logos of various companies including OTC Markets. Flags are displayed on both sides.
Expansive #Lithium land package emerging alongside Atlantic Lithium #ALL and Lithium Africa $LAF.
@SwitchMetals showing it is not a one-trick pony.
#SWT Tiassalé adds scale to the #Lithium portfolio🇨🇮
Multiple targets identified across 990 km², including 3 priority anomalies
With Issia RC drilling results expected shortly & MRE advancing, Switch is proving it is not a single-asset story
RNS: wcsecure.weblink.com.au/LSE_…
Jub Capital Management LLP retweeted
📽️ 🚨 NOUVELLE VIDÉO SUR LE PROJET : Le projet Cisco représente le plus grand gisement de lithium en roche dure de l'hémisphère occidental et le quatrième plus important au monde.
💥 Voici LE projet de lithium Cisco : youtube.com/watch?v=K9ECWhDM…
