🇬🇧 Pensana Rare Earths-News 🇬🇧 WKN: A2PZ3W ISIN: GB00BKM0ZJ18 Forum: Aktien User: Support

https://www.handelsblatt.com/politik/international/seltene-erden-eu-firmen-verlieren-vertrauen-in-china-und-bauen-lieferketten-um/100179655.html

https://pensana.co.uk/wp-content/uploads/2025/12/Pensana_AGM-presentation_December-2025.pdf

https://www.londonstockexchange.com/news-article/PRE/us-100-million-strategic-equity-investment/17364272?showDisclaimer=true Stark!

Longonjo-Studie steigert HREE-Produktion um das Fünffache – Pensana PLC https://share.google/egKQzF0dEs5WBOQ3p

Das ist ja alles schön und gut, nur muss dann auch Geld ins Unternehmen fließen. Dann denke ich wird es gut. Kann halt auch viel daneben gehen. Abwarten und Tee trinken. Ist halt ein Pennystock sozusagen

Pensana startet ein 11-Millionen-US-Dollar-Bohrprogramm, um die Longonjo-Seltenerdressource in Angola von derzeit 313 auf über eine Milliarde Tonnen zu erhöhen. Das 25.000-Meter-Programm soll Anfang nächsten Jahres beginnen und die große Tiefe der Mineralisierung nutzen. Parallel dazu baut Pensana mit eVAC in den USA eine integrierte „Mine-to-Magnet“-Lieferkette auf. Longonjo soll die Magnetfabrik in South Carolina beliefern, deren Jahresproduktion bis 2029 auf 12.000 Tonnen steigen soll. Ziel ist eine von China unabhängige Versorgungskette für Seltene Erden

Major drill programme to increase the Longonjo resource to over one billion tonnes - one of the world’s largest rare earth deposits Pensana is pleased to announce an US$11 million drilling and metallurgical testwork programme designed to increase the current Mineral Resource Estimate at Longonjo to over one billion tonnes making it one of the world’s largest rare earth deposits ever developed. The Longonjo deposit comprises a near-surface blanket of high-grade, NdPr-rich total rare earth oxides (“TREO”), with an average depth of approximately 30 metres. Previous drilling has confirmed that the mineralisation continues to well over 100 metres directly beneath the current resource indicating substantial potential for increasing resources with further drilling. A 25,000-metre vertical core drilling programme has been planned which aims to extend the existing JORC-compliant Mineral Resource Estimate from 313 million tonnes at 1.43% TREO to over one billion tonnes at a similar grade . Metallurgical sampling and testwork will be undertaken for mine planning and processing optimisation. The programme is scheduled to commence early in the new year with results released as they become available. Paul Atherley Chairman commented: “Following the recent announcement that China is looking to establish a major rare earth processing hub to boost mining, refining and magnet production at the world’s largest rare earth mine at Bayan Obu in Inner Mongolia, further strengthening China’s position as the world’s major producer, it is clear that large scale, cost efficient, fully integrated supply chains are set to dominate the industry. We are fortunate that the style of mineralisation at Longonjo is known to have very significant depth extensions and we are very confident that this programme will rapidly deliver a substantial increase to our already world-class resource inventory. Longonjo benefits from the ongoing multi-billion dollar investments into the Lobito Corridor rail, hydro-electric power and port facilities enabling it to rapidly scale up production to meet the growing demand from the U.S. Our recent partnership with eVAC to establish a world class integrated mine-to-magnet supply chain in the U.S. will see Longonjo supply the recently commissioned advanced magnetics facility at Sumter in South Carolina with feedstock, initially to produce 2,000 tonnes of magnets rising to 12,000 tonnes per year in 2029, making eVAC one of the world’s largest producers underpinned by a world class long life resource base at Longonjo. This major new fully integrated mine to magnet supply chain is expected to capture the interest of major offtake partners looking to reduce their exposure to China’s export controls.”

Bitter zur Zeit etwas

https://www.theitem.com/stories/us-treasury-secretary-bessent-visits-sumters-evac-facility-takes-tour,436037?utm_source=Pensana+PA+EDL+list&utm_campaign=a7cd62df07-EMAIL_CAMPAIGN_2025_06_12_06_49_COPY_01&utm_medium=email&utm_term=0_-ea58f1a444-483541100

Ja alles cool bin long

Die Fertigstellung wurde auf Ende 2026 vorgezogen. Der derzeitige Kurs spielt eigentlich keine Rolle, da sich fundamental nichts geändert hat, außer man kann günstig nachkaufen.

19 Euro die müssen erstmal produzieren

Danke. Ein Kurs von 10 Dollar wäre natürlich nice 😉

https://stonegateinc.com/wp-content/uploads/2025/10/PRE-Research-Report-Initiation-1.pdf Das ist der volle Report.

https://stonegateinc.reportablenews.com/pr/stonegate-capital-partners-initiates-coverage-on-pensana-plc-lse-pre