A few months back - the gateway to #Havieron 8.4 million Au ounce equivalent
ore body.
Hopefully some updates in the next quarterly so we shareholders can see what progress has been made
#GGP
Avacta provides a business update ahead of today’s Annual General Meeting of Shareholders, reviewing progress across the portfolio in the first half of 2026 and outlining upcoming milestones. #AVCT https://t.co/9MRKfHT4AE
Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion
Further huge news for the global rare earths industry, with $UUUU acquiring a leading ex-China NdFeB magnet manufacturer.
Once VAC's US magnet plant hits nameplate capacity (likely in H2), it'll be on an annualised EBITDA runrate of circa $100m. So it's being acquired at 19x forecast EBITDA, although not accounting for significant expansion potential.
EF now becomes a direct competitor to the existing two majors, $MP and $USAR, as the vertically integrated ex-China REE champion.
These players can all see the impending monster step change in global magnet demand, as humanoids, data centres and the space industry enjoy exponential growth.
For my own key REE holding, Mkango #MKA $MKA, when its Texas plant comes online in H2 next year, it will boast a slightly larger nameplate capacity than VAC (being 350 tpa in the UK, 350 tpa in Germany and 1,550 tpa in the US) - which should generate a cumulative annualized EBITDA of north of $100m.
This is another fantastic precedent transaction to highlight HyProMag's extreme undervaluation.
https://t.co/mCU3M9NgJo
In our May 2026 update:
- Why resource-backed juniors may offer the strongest upside.
- Lamaune infill sampling underway.
- Growing valuation disconnect across the sector.
- Landore positioned for the next phase.
Read more: https://t.co/g2A0ZFUefB
#LND#Gold#JuniorMining
Dünyaca ünlü İspanyol teknik direktör Pep Guardiola:
“Filistin’deki soykırım canımı yakıyor. Etkilenmemek imkânsız.
Hiç konuşmamamı istiyorlar. Ben her zaman buradayım ve konuşacağım.”
Karakterli olmak paha biçilemez...
Delighted to be appointed as chairman of #AVCT
My core priority is to ensure the value of preCISION is exploited to its fullest, for the benefit of all shareholders.
I am more than confident we have the team and the intellectual property to enable this.
On Eid al-Adha, I send my warmest wishes to all those celebrating across the UK and around the world.
At this special time, I wish you and your loved ones peace, joy and good health.
May Eid bring comfort and inspire us all to continue standing together in the spirit of unity and mutual respect.
Eid Mubarak.
If in its now ongoing P1a/b trial, #AVCT $AVCT's AVA6103 can simply replicate the pre-clinical data already generated, I believe it is going to utterly dominate Enhertu and other leading antibody-drug conjugates on the market. Why?
1) Superior targeting =
a. greater efficacy, and
b. fewer and less severe side effects.
2) Far larger TAM (six diverse indications already being targeted in P1a/b, three of which (breast, colorectal, gastric / GEJ) are amongst the top 5 indications worldwide). A tumor agnostic juggernaut.
3) Substantially cheaper to manufacture (up to 90% cheaper, in fact, owing to no use of a biologic (mAb) in the 6103 molecule).
And to note: AVA6000 (Avacta's first clinical candidate, now almost 5 years into a P1a/b trial) has dramatically outperformed in clinic, over its pre-clinical data.
Excellent news from a fantastic team. Two bits of additional news. 1/ BlackRock upped its position today in an RNS release. 2/ The #Havieron EPA approval has moved closer to being approved. @paddygall1 has the details
Hear from our MD @shaun_day_ in person or via the livestream Q&A on 16 April at the London $GGP Town Hall Meeting. Submit your questions here: https://t.co/x0WMAgkonJ
Register to attend: https://t.co/mpb8RoDc15
What makes this even more compelling is our partnership with @Greatland_GGP The joint venture covers a significant 200.8Km2 land package
#GGP#TelferHub
https://t.co/6oqOfh5orT