EQ Resources WKN: A2QKE0 ISIN: AU0000122749 Kürzel: EQRLF

Schade dass die nicht gehalten hat🫣

Die Kerze heute 🫪 🫣

The Most De-Risked Tungsten Stock Right Now? EQ Resources MD on China & ... https://youtu.be/hQPyMkA9IM0?is=K0QdW4qZ2kcAJxYe

Gute Frage. Interessiert mich ebenfalls!

Gibts bei Euch irgendwelche Kursvorstellungen bzw realistische Ableitungen ? Hab jetzt mal 20 % der Posi verkauft , glaube aber weiterhin an die Story

Also das sieht jetzt richtig richtig stark aus… die Nachrichten und Entwicklungen potenzieren sich… 160 Mio Volumen bei 11 % Plus sind krass. Dazu die ASX Aufnahme und Rekordmonate. Beim nächsten Balancing würde es dann, wenn alles wie geplant läuft, für den ASX 200 reichen. Ich werde zwar irgendwann unterwegs mal den anfänglichen Einsatz rausziehen, aber der Rest läuft dann erstmal und dann heißt es genießen 😊 drücke uns allen die Daumen!

https://asia.nikkei.com/spotlight/supply-chain/australian-tungsten-miner-joins-us-efforts-to-rebuild-supply-chain

Volumen von 140 Mio ist ja mal nett😁

EQ Resources takes 10% stake in US tungsten plant JV backed by defence funding EQ Resources (ASX: EQR) has secured a 10% interest in a joint venture to restart a 4,000 tonne-per-annum tungsten processing plant in Nevada, partnering with The Elmet Group and Blue Moon Metals in a deal underpinned by US Department of War financing. What the filing shows: · Eight-year offtake agreement for 4,000 tonnes of tungsten concentrate at spot prices · Elmet funds first US$75 million of restart costs with US Department of War backing · EQR's additional capital exposure capped at US$3.125 million Source: EQ Resources, "EQR SIGNS BINDING FRAMEWORK AGREEMENT FOR US APT PLANT JV", lodged with the ASX 15 September 2026. https://x.com/marketfloornews/status/2099693438673285509?s=46&t=CND_DF6ErYtM-d_GnIoKqA

👍 Rudi, du hast mal wieder Recht behalten mit deiner Analyse! Die aktuellen news i. V. m. den klasse Zahlen sind ein Gamechanger.

Von Elmet Importantly, EL MT does not intend to begin delivering material into the National Defense Stockpile until sufficient incremental su pply becomes available through the mining investments, offtake agreements, and processing capacity expansions announced today, ensuring stockpile replenishment does not come at the expense of existing American manufacturers. Deliveries will be phased in coordination with DLA as new produ ction capacity comes online from EL MT's approved su pplier network, including Blue Moon Metals' Springer Mine in Nevada and EQ Resources' Mt. Carbine Mine in Australia and Barruecopardo Mine in Spain. The contract includes a five-year base ordering period through August 30, 2031, with a two-year extension option through August 30, 2033, providing a long-term framework to strengthen domestic and allied sources of a critical material essential to U.S. defense and industrial capabilities.

The Elmet Group to Deploy Strategic Capital to Strengthen U.S. and Allied Tungsten Supply Chain plans to allocate capital from the $450 million committed investment from the United States Department of War (“DoW”) to establish a more secure, vertically integrated tungsten supply chain while expanding domestic manufacturing and strengthening sources of critical minerals. We expect the funding from the Department of War to enable The Elmet Group to advance a series of transformative initiatives that will strengthen and secure the U.S. tungsten supply chain," said The Elmet Group CEO and Chairman Peter V. Anania. "Through these initiatives, we are seeking to expand the capacity of our U.S. manufacturing operations while establishing long-term partnerships with Blue Moon Metals and EQ Resources to secure critical feedstock, processing expertise, and downstream manufacturing capabilities. Together, these efforts represent a significant step toward establishing a secure, vertically integrated tungsten supply chain and creating a more resilient allied platform, from mine to finished component, for the defense and industrial markets that depend on this strategic material." https://investors.theelmetgroup.com/news-events/press-releases/detail/169/the-elmet-group-to-deploy-strategic-capital-to-strengthen-u-s-and-allied-tungsten-supply-chain

Das Plansee EQR‘s

Elmet !!!

Und welche Tipps habt ihr ?