dczdxc

Quos vult Iupiter perdere dementat prius

[dczdxc @DcDxii]

https://t.co/OOZ9C9B18F

[First Squawk @FirstSquawk]

BMO TO ACQUIRE AUSTRALIA-BASED CAPITAL MARKETS BUSINESS OF EUROZ HARTLEYS GROUP, BOLSTERING GLOBAL METALS & MINING LEADERSHIP

[First Squawk @FirstSquawk]

China's Commerce Ministry stated that the restrictions on 20 Japanese entities are designed to prevent Japan's remilitarisation and pursuit of nuclear capabilities.

[dczdxc @DcDxii]

☠️$ETM.AX

[dczdxc @DcDxii]

@SchaapYpe32330 so.. given that their cap is A$630M: Hillgrove seems priced in, and pretty optimistically I would say? Or has the story entirely switched to Mt Isa? DYOR. Just a word of advice. I owned the name from sept 2024 to ~fall 2025 and I've only followed a little since

[dczdxc @DcDxii]

@SchaapYpe32330 When I DD'd the the DFS in 2025 I extrapolated that their own Hillgrove NPV8(A$M) model was 0.182*Gold price(US$/oz) + 0.0211*Antimony price(US$/ton) -695.
If you dial in today's spot you get ~A$700M, which is close to the DFS' M case. Financing and dilutions r not factored in

[dczdxc @DcDxii]

🌡️🤔

[فرماندهی نیروی دریایی سپاه @niroo_daryayi]

شلیک‌های کور آمریکا به سیریک معمای اشراف ما بر تنگه را حل نمی‌کند. اما شلیک‌های ما به متخلفین، راه روشن عبور را به باقی شناورها یادآوری می‌کند.
حساب پایگاه‌های آمریکایی منطقه جداست. جهنم را در این روزها تجربه خواهند کرد.

[First Squawk @FirstSquawk]

TRUMP ON TRUTH SOCIAL:

Numerous European Countries have been discussing the imminent implementation of a Digital Services Tax on American Companies. Some of these Countries are close to actually doing this. Please let this statement serve to represent that any Country that imposes such a Tax will immediately be met with a 100% TARIFF on any and all Goods sent to the United States of America. This TARIFF will supersede Trade Deals made with the Country, whether implemented, signed, or not. Additionally, the 100% TARIFF will be immediately imposed, if they proceed. Thank you for your attention to this matter. President DONALD J. TRUMP

[First Squawk @FirstSquawk]

ISRAEL REFUSES TO INCLUDE THE FULL WITHDRAWAL IN THE FINAL STATEMENT OF NEGOTIATIONS WITH LEBANON

[dczdxc @DcDxii]

Elmet group $ELMT increases ownwership in EQ Resources $EQR.AX
https://t.co/bdVdAqiVr5

[dczdxc @DcDxii]

@AMDodge40 @EloiseHenrietta @Osinttechnical Funnily enough it is not. The status of the strait is more complex since there's no international waters corridor through the strait, nor a ratified treaty allowing free transit through territorial waters. https://t.co/xkwtGi0X8u

[dczdxc @DcDxii]

Gold -2% on this. I doubt Russia shares the same enthusiasm https://t.co/NGyGBvI032

[First Squawk @FirstSquawk]

BESSENT: RUSSIA WILL WANT DOLLAR SYSTEM RETURN POST-UKRAINE

[Energy Fuels Inc. @Energy_Fuels]

@Energy_Fuels has entered into a definitive agreement to acquire VAC, a leading advanced magnetics company headquartered in Hanau, Germany, for cash-and-stock consideration of approximately $1.9 billion.

Together, we will create a fully integrated rare earth platform serving customers across North America and Europe.

Read the full details in our most recent press release: https://t.co/AiiB69Y1hW

$UUUU $EFR #EnergyFuels #uranium #rareearths

[Department of War CTO @DoWCTO]

https://t.co/BeIDb5CKCv

[dczdxc @DcDxii]

https://t.co/BPDMpED8oE

[dczdxc @DcDxii]

@HankRuehl Things are moving on that front in Australia thanks to EXIM, but it will take time.
Germanium is less of a concern in the medium term because viable alternatives already exist for some applications, like chalcogenide materials for IR optics (see LPTH, umicore, schott)

[dczdxc @DcDxii]

@HankRuehl The problem with gallium is that it rarely appears as more than a trace element. China produces it in quantity as a byproduct of aluminium smelting (60%+ world production).
So solving gallium requires investing heavily in new aluminum smelting capacity in the West

[Bloomberg @business]

China has imposed export controls on two US rare earth producers that are part of Washington’s effort to establish alternative supply chains for minerals critical to advanced manufacturing and defense https://t.co/4dnjGfm0Nq