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

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🚨 DFC Confirms Strategic Support for Longonjo & Angola Refining Big development this week: The U.S. International Development Finance Corporation (DFC) has just published a dedicated investment profile for Pensana’s Longonjo rare earth project and the proposed Angolan separation facility — confirming its place in America’s drive to secure non-Chinese supply chains. 🔗 Official DFC story 📅 Why the timing matters: The page appears to have gone live between 21–23 June 2025. That’s just days after Pensana’s public MOU with RE Element Technologies, and during active U.S. government engagement with Africa on critical minerals (including EXIM’s ongoing due diligence). The banner image metadata confirms it was posted in June 2025, and Bloomberg reports referencing the DFC story began appearing around June 23. This means the U.S. government is not only aware of the Longonjo–Angola strategy — it’s now publicly endorsing it. 📌 Key points from the DFC profile: $3.4M in technical assistance funding to support feasibility studies for both mining and separation Stage 1 production target: 20,000 tpa MREC in 2026 Stage 2 expansion: 40,000 tpa by 2028, with local refining capability Rail export via the Lobito Corridor to Lobito Port Separation intended to occur in Angola, not shipped abroad for final processing 🧩 Implications: Longonjo is now embedded in U.S. strategic planning. This validates the MoU with RE Element and reinforces the likelihood of further U.S. support. While some financing discussions remain confidential, the structure is increasingly visible — including potential multi-tiered support from U.S. institutions. 🧠 Bottom line: The timing and visibility of this publication strongly suggest this is no longer a speculative project. The U.S. has moved from interest to endorsement. Quietly, but unmistakably — this is happening.

Auf geht’s

Key terms of the MOU include: • A proposed offtake of up to 20,000 tonnes per annum of ultra-clean Mixed Rare Earth Carbonate (“MREC”) from the Longonjo mine over a five-year period, with pricing to be agreed. • Toyota Tsusho intends to collaborate with Pensana to develop a new, independent, and sustainable supply chain for rare earth materials, utilizing the Indian processing facility operated by its wholly owned subsidiary, Toyotsu Rare Earth India (TREI). • Toyota Tsusho is also exploring deeper cooperation with Pensana as both parties jointly assess additional opportunities across the rare earth value chain. Since 2013, Toyota Tsusho has been processing rare earth materials at its Indian facility and continues to expand operations to meet the growing demand from Japanese magnet manufacturers. Mr. Tsutomu Aoki, General Manager of Metal Resources Department at Toyota Tsusho, commented: “This MOU represents a significant step in the development of a global rare earth supply chain - not only to support Toyota Tsusho’s direct customer base but also to strengthen and diversify the broader rare earth value chain.” Mr. Paul Atherley, Chairman of Pensana, added: “This partnership with Toyota Tsusho marks the next strategic step in establishing Longonjo as the most important rare earth development in over a decade.” Signature of the MOU marks another key milestone in Pensana’s journey to deliver rare earth products into the global value chain and underscores the Company’s commitment to building a resilient and sustainable supply network.

Amen 🙏

Mit den ganzen Irren an der Spitze in den USA und den Versagern in Deutschland, möchte ich dort nicht mehr investiert sein. Das hier ist für mich ein No-Brainer und bleibt liegen. Allen viel Erfolg....der Weg ist geebnet....lassen wir es geschehen 😀

Kleiner Rücklauf auf die .35 zum bestätigen und dann weiter hoch. Ansonsten sehr interessantes Umfeld gerade für seltene Erden. 😄

Seltene Erden als Druckmittel.

https://www.t-online.de/finanzen/aktuelles/wirtschaft/id_100679240/vergeltung-fuer-us-zoelle-china-stoppt-offenbar-export-von-seltene-erden.html

Eher der Bedarf ist entscheidend und die politische Lage.

Unmöglich bei der Newslage....einfach genießen....ist mir auch egal wer hier was sagt.....

Ich glaube nicht das der Kurs nochmal soweit fallen wird, wenn der Spread so bleibt, müsste der Kurs auf ca. 0,23€ fallen, halte ich derzeit für unwahrscheinlich- klar aber unmöglich ist natürlich nichts.

Mal sehen wie lange , bei 30ct steige ich auch wieder ein

Läuft sehr gut.....endlich kann man sich entspannt zurücklegen und das Geld für sich arbeiten lassen...lange drauf gewartet. Jetzt wird geerntet