Mt Monger Resources WKN: A3C6E1 ISIN: AU0000155228 Kürzel: MTM Forum: Aktien Thema: Hauptdiskussion

This is the part of the rare earth and critical minerals conversation that most investors fundamentally misunderstand, and it applies directly to names like $MTMCF, $UURAF, $AREC, $MP, and $UUUU. An influx of new mines does not automatically create value for producers. In fact, if multiple projects come online around the same time, the most likely outcome is oversupply, which historically leads to price compression, not sustained windfalls for miners. Mining is a volume business with thin margins, and commodity prices respond quickly when supply ramps faster than demand. The real bottleneck in the supply chain is not the rock in the ground, it’s what happens after extraction. Rare earths and many critical minerals only become economically valuable once they are processed, separated, refined, and converted into usable materials. That is where pricing power exists. What does the U.S. need? 1) Domestic processors and refiners that control separation capacity, including heavy rare earths 2) Recyclers that can recover materials from end-of-life products 3) Technology owners with breakthrough proprietary methods that lower costs, improve yields, or bypass environmental and regulatory hurdles These players benefit regardless of which mine supplies the feedstock. In fact, more mines often strengthen their position by increasing throughput and reducing input costs. This is precisely why China’s dominance has never been about mining alone. It is rooted in downstream control… processing, refining, and magnet manufacturing. Simply opening new Western mines without parallel investment in downstream capability risks recreating the same dependency, just with different owners. For investors, this distinction matters. Mining assets are cyclical, capital-intensive, and price-takers. Processing and technology platforms are structural, defensible, and often price-setters. As supply expands, that gap only widens.

https://x.com/i/status/2012794452965036517

Aus einem anderen Forum....."Michael Walsh had already said MTM doesn’t need to raise capital to execute its plan, including the Texas 1 tpd → 8 ktpa expansion. Any capital raise would only be for a strategic or cornerstone investor. That context matters when reading today’s halt. 🤞"

Das wird jetzt zum Dauerzustand?

KE in den USA

https://www.tipranks.com/news/company-announcements/metallium-requests-asx-trading-halt-ahead-of-strategic-us-capital-raising

https://stocksdownunder.com/metallium-ltd/

Das kommt drauf an. ;)))))

Wann werde ich mit der Aktie reich? Weiß das einer?

https://de.marketscreener.com/boerse-nachrichten/trump-vorerst-keine-zoelle-auf-kritische-mineralien-suche-nach-auslaendischen-bezugsquellen-angeordn-ce7e58d9db8df32c

https://de.marketscreener.com/boerse-nachrichten/us-gesetzgeber-bringen-gesetz-zur-schaffung-eines-2-5-milliarden-dollar-strategievorrats-fuer-kritisc-ce7e58d9df80ff21

"Die stufenweise Skalierungsstrategie des Unternehmens bietet mehrere Wertschöpfungspunkte, die fortschrittliche Fertigungskapazitäten optimal nutzen . Q1-Q2 2025: Inbetriebnahme abgeschlossen und erste Produkte verkauft 3. Quartal 2026: Erreichen der Nennleistung der Stufe 1 Zukünftige Phasen: Zusätzliche Verarbeitungslinien und Anlagenerweiterung"

Wir befinden uns immernoch in einer Korrektur.

Aber bei bis dahin sinkenden Kursen. Oder sehe ich dies falsch?

Ein alter Haudegen von Schlumberger, sehr gut 👍

https://www.marketscreener.com/news/metallium-limited-appoints-stuart-fraser-as-chief-financial-officer-ce7e58d8da81f021