Malcolm Day

Ex civil engineer and licensed land surveyor. Managing Director of Moab Minerals Ltd. Director of European Lithium Ltd.
Ex-Chairman of Breast Cancer Care WA.

[Critical Metals Corp @CriticalMet]

#RareEarths #CriticalMinerals Talent may be the rarest of all in efforts to rebuild #REE supply chains. $CRML is grateful and proud to announce an all-star team is joining us to advance #Tanbreez to be the solution to more stable, secure and safe supply to the free world. Welcome!

https://t.co/8lao6OjEXF

[Mason @miscomputate]

$CRML Today was a textbook example of how sloppy headline reporting can break markets.

A @Reuters “exclusive” hit the tape, sparked sector wide selling, and then went through multiple quiet revisions throughout the day.

No contracts were canceled. No funding was pulled. No CRML-specific fundamentals changed. Yet the entire critical minerals space traded as if something structural had broken.

That’s not price discovery, just poorly written narrative whiplash.

Markets sold first, asked questions later. Algos and fast money reacted. Retail panicked. Meanwhile, institutional positioning (13Fs) already shows larger players building exposure, not exiting. The gap between today’s price action and actual fundamentals was obvious on the tape.

If a story requires 4–6 revisions in a single session, that’s not “breaking news” - that’s a failure of clarity, and the market pays the price.

I stayed in and added. Not because I ignore risk, but because I separate volatility caused by headlines from real damage to a thesis. Today was the former.

Nothing materially changed for CRML. Bad reporting did.

[Tony Sage @TonySage7237]

$CRML notes the Admistation is pulling back from offering price support on REE's.
CRML is selling a unique concentrate with 27% HREE which WILL NOT require any price support mechanism like the ND/PR market. We support this free market approach.

[Elizabeth Rayment @elizarayment]

Did you catch @TonySage7237 and @daniburgz on @BloombergTV last night?

Watch the full interview covering the latest on Greenland and Critical Metals $CRML strategic next move in the region. 

#RareEarths #CriticalMetals #Bloomberg

[cek @cekdrew]

BREAKING: U.S. Government To Take a Stake in $USAR in $1.6bn Critical Minerals Deal

The Trump administration is planning to inject $1.6bn into an American rare earths company, its biggest investment in the sector, in Washington’s latest foray into private industry to shore up supplies of key minerals.

🚨 Important Note: No deal has been officially finalized yet. This is per reporting from the Financial Times, which says a formal announcement is expected on Monday.

The US government will receive a 10 per cent stake in USA Rare Earth, a publicly traded Oklahoma-based miner that controls significant US deposits of heavy rare earths, according to people familiar with the matter.

The government investment and a separate $1bn private financing deal are expected to be announced on Monday, according to people familiar with the situation. One person said the government would get 16.1m shares in USA Rare Earth and warrants for another 17.6m, both at a price of $17.17.

The government agreed to pay $277mn for the equity, giving it an implied gain of $490mn for the equity and warrants based on the current share price of $24.77.

USA Rare Earth will also receive $1.3bn in senior secured debt financing at market rates from the government. The money will come from a finance facility created for the commerce department as part of the CHIPS and Science Act passed in 2022. A commerce official said the department completed the transaction directly with the company.

https://t.co/teJFQ7FamY

[Critical Metals Corp @CriticalMet]

#RareEarths #CriticalMinerals #Tanbreez #Greenland $CRML is pleased to announce stellar results from our 2025 drilling campaign. #Tanbreez is getting better and moving closer to being the solution for more secure, stable and safer supply sources.
https://t.co/eCq315qDha

[Malcolm Day @MalcolmDay3]

@MoabMineralsLtd is advancing its Manyoni uranium project in Tanzania, Africa.

[Moab Minerals Ltd @MoabMineralsLtd]

Sprott Asset Management CEO John Ciampaglia predicts a #uranium price rebound, citing supply shortages, #nuclear energy’s role in clean power, and President-elect Donald Trump’s return to the White House.

https://t.co/V1Nr8PFBKk

[Malcolm Day @MalcolmDay3]

Uranium is creating a lot of excitement within the investment community #uraniumbull

[Uranium Insider @uraniuminsider]

I’m your Huckleberry…

“Western policymakers didn’t see the 1973 Arab oil embargo coming, and, today, in the midst of a multi-front Cold War that stretches from the South China Sea to Ukraine to the Middle East, they’ve so far missed the nuclear cloud gathering on the horizon. The 1973 embargo saw oil prices quadruple. In hindsight, $90 uranium may look like $3 oil.”

[Malcolm Day @MalcolmDay3]

Very positive for emerging producers like @EuropeanLithium
#Lithium #lithiumdeficit

[European Lithium @EuropeanLithium]

EV sales are set to skyrocket, and BMI are one of the researchers who predict a lithium supply deficit as soon as 2025.

#ASX #LithiumDeficit #CriticalMinerals

https://t.co/JMo2pLQw3f

[Malcolm Day @MalcolmDay3]

Last month I jumped out of a plane at +14,000 ft over Jurien Bay as part of the Jump for Jane fundraising initiative to raise money for Breast Cancer Care WA of which I'm the proud #chairman of. I'm excited to announce that the jumps raised $110,000💜 #breastcancer #charity

[Malcolm Day @MalcolmDay3]

Last Saturday I jumped out of a plane at 14,000 ft above to raise money for Breast Cancer Care WA. It was scary but exhilarating at the same time. As chairman of the charity I'm very proud of the help they provide those West Australians who have been diagnosed with breast cancer.

[Malcolm Day @MalcolmDay3]

Great to see @EuropeanLithium moving ahead with it's Wolfsberg lithium project.

[European Lithium @EuropeanLithium]

$EUR.ax's JV plan for a #lithium hydroxide processing plant in Saudi Arabia is in the news:

▪️ @FinancialTimes ➡️ https://t.co/CV85VblCQW
▪️ @miningcomau ➡️ https://t.co/Vm55T0xNWb
▪️ @proactive_au ➡️ https://t.co/BtXU9rPbGW

$EUR #Austria 🇦🇹

[Malcolm Day @MalcolmDay3]

A short video update on $MOM Moab Minerals
@themarketherald #uranium #ASX #GreenEnergy

[The Market Bull - Daily Stock News @TheMarketBullAU]

🇦🇺 $MOM Moab Minerals back on the ASX for US Uranium ☢️📈

@MoabMineralsLtd @MalcolmDay3

#ASX #Mining #Uranium

[Malcolm Day @MalcolmDay3]

Great to see $MOM (previously Delecta Ltd) return to the ASX after being off since February as part of the re-compliance process.
#ASX #MOM #Uranium

[The Market Bull - Daily Stock News @TheMarketBullAU]

🇦🇺 $MOM Moab Minerals return to the ASX to strike into the reemerging nuclear market☢️🇺🇸

#ASX #Mining #Uranium

https://t.co/M5mZ4vbT3E

[Malcolm Day @MalcolmDay3]

The price for #lithiumcarbonate has risen 90% and lithium #lithiumhydroxide is up 127% this year as supply crunches start to bite - and according to
@benchmarkmin its only going to get worse. @StockheadAU➡️ https://t.co/rgGvUoxTok
$EUR $EUR.ax #ASX

[Malcolm Day @MalcolmDay3]

Basic economics; when demand exceeds supply then price increases! $EUR #EVs #Lithium

[European Lithium @EuropeanLithium]

The #Albemarle CEO says #EV makers will have to engage in "fierce battle" to source #lithium over the next decade. Via @FinancialReview ⬇️

$EUR aims to be the first and largest local supplier of critical #lithium in #Europe.

$EUR.ax #ASX https://t.co/L6ZJ0N9l8j

[Malcolm Day @MalcolmDay3]

Partnering with @BMW is fantastic news for @EuropeanLithium
#Lithium #EVs $EUR

[European Lithium @EuropeanLithium]

$EUR's latest news has been covered by @proactive_au ⬇️

$EUR.ax will partner with @BMW via an MoU to potentially supply battery grade #lithium hydroxide for the carmaker's #EV fleet.

#ASX release ➡️ https://t.co/fnWgm3V5JB

Full article ➡️ https://t.co/hUIbezxmwz

[Malcolm Day @MalcolmDay3]

This news out from GM is very positive for lithium miners @EuropeanLithium $EUR #lithium #EVs

[Stockhead @StockheadAU]

- GM prepays lithium producer Livent for six-year supply from its Argentinian operations
- @PilbaraMinerals $PLS has sold a 5,000t cargo of 5.5% spodumene via its auction platform for $US6,350/t
https://t.co/SMED7tCtEO

[Malcolm Day @MalcolmDay3]

The world needs more battery minerals including #lithium - demand is seriously outpacing supply!

[European Lithium @EuropeanLithium]

According to @benchmarkmin - If @Ford is to meet it's goals of producing 2 million #EVs per year by 2026, it will require 1/5 of the world's total #battery #metals supply, including #lithium

Story ⬇️
https://t.co/hivdwFrYCt