Åge westad
348 posts
When the market opens under pressure, the first stocks red to green are telling you they are STRONG.
$MU was first red to green multiple mornings before nearly doubling.
$NBIS one of first red to green this morning is a big deal.
PBA@801010athlete
$NBIS R2G lol
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$mp and $usar shareholders take notice
Garf@glr_1990
#MKA on the LSE is listing a stock in a couple of months called $MKAR at a valuation of around $600m ($400m net to #MKA) which is around a 92p equivalent share price and the stock is trading at 42p in anticipation… Just saying Oh and they have a recycling technology approved by Siemens, making recycled magnets that is worth more than the listing Soon as this lists everyone will regret not buying down here.
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$crml $usar $mp $uamy 26’🚀
Garf@glr_1990
$USAR $MP If it’s rare earths you want; then there’s no better investment than HyProMag 🧲 Invest via #MKA @MkangoResources and $CTH @CoTecCorp $CTH.NE $MKA.NE #MKA.LSE The worlds lowest cost rare earth magnet manufacturing plants ♻️ Proven and producing in 🇬🇧 🇩🇪 🇺🇸 (US 2027) $92m EXIM Bank Offer 2 major commercial banks interested and conducting due diligence Revolutionary HDD RE extraction for the AI boom 💥 Insane economics with just over 2 year payback periods and costs of production lower than any rival 💰
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$QCOM seeing unprecedented growth in auto semi mkt as well
Add that to $TXN $MBLY $AMKR $STX comments from their earnings as well.
The small cap auto semis feel undervalued here given all the signal
🐧@pennycheck
serving the best slop in town since 2023....
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I think critical minerals are a big buy here on this dip
$UAMY $USAR $CRML $MP
Just size accordingly because these things have been a nightmare to hold onto
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Åge westad retweetledi
Not exactly the share price reaction (-1.1% today) one would expect for a company announcing the formal opening of the lowest cost rare earth magnet manufacturing plant outside of China...
...But that's the UK market for you!
To reiterate: at 47p, #MKA's share price is valuing the HyProMag group companies at less than nothing (given that Mkango's upstream assets - its rare earths mine and separation plant - are shortly listing on NASDAQ at a valuation of 77.5p equivalent).
Overseas, NdFeB magnet recycling / manufacturing companies are being valued in the high hundreds of $ millions / low $ billions. And HyProMag has superior tech / greater global rollout potential than all of them.
Please hurry up with those two NASDAQ listings, for each of Mkango Rare Earths and HyProMag USA!
Mkango Resources #MKA@MkangoResources
Major milestone for HyProMag Germany! German Federal Ministry for Economic Affairs and Energy to officially open HyProMag Plant in Pforzheim today - fully permitted site for production of up to 750 tonnes per annum of magnets and alloys #RareEarths #MKA @CMA_Minerals @REIA_global @unibirmingham @EITRawMaterials #CRMA @Share_Talk mkango.ca/site/assets/fi…
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THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
• $TMQ copper, zinc & critical metals exposure
• $INTC domestic semiconductor manufacturing
Revenue Sharing
• $NVDA & $AMD AI infrastructure tied to government revenue-sharing structure
Golden Dome
• $LMT missile defense & aerospace systems
• $BA defense aviation & aerospace manufacturing
• $NOC defense electronics, space & missile systems
Trump Policy-Favored Themes
• $CEG nuclear power & grid reliability
• $TSLA autonomous vehicles, robotics & U.S. manufacturing
• $PLTR defense AI, government software & national-security workflows
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@ZaStocks Looking forward to your next $aehr in your weeklys tomorrow. You are the 🐐
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Everyone talking about the CPU bottleneck now after the stocks have ripped 50-100%.
Article published on 3/26 and $ARM position initiated a few days later, after already owning $INTC.
This is why it pays to be early and not just follow the crowd.
open.substack.com/pub/zastocks/p…
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If you’re only chasing breakouts you’re leaving too much money on the table.
Information is more accessible than ever, there’s no excuse to be caught flat footed.
The past month has made one thing clear… you need to learn to see things before they happen, before the charts.
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I’d rather sell 10% too late vs. 100% too early.
The big money is made in the sitting in winners.
Selling a big winner too early can be one of the most costly mistakes there is. Sounds crazy because “how can selling for a win be costly” but with time you realize this.
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$mka $usar $mp #recycling #hypromag
⚗️ NdPr DyTb | REO Analyst 🧲⭐@roblun1
From lab to factory. The twenty-year journey to recycle rare earth magnets BBC Midlands Today video report from 3 February 2026, covering the opening of HyProMag's Birmingham commercial plant 🧲 Twenty years. One Birmingham lab. Now the UK's first rare earth magnet factory in 25 years is open — and it runs on hydrogen. The BBC just covered HyProMag's commercial plant opening in Birmingham and it's one of the most important UK manufacturing stories of 2026. Here's why it matters. 🧵 ⚗️ THE SCIENCE — hydrogen does what shredders can't [1/5] Here's the problem with recycling rare earth magnets the old way. You shred the product — the magnets pop out and stick to the shredder. The rare earths are lost forever into iron slag. HyProMag's solution? Expose the magnet to hydrogen gas. The magnet absorbs the hydrogen, the grain boundaries crack, and the whole thing disintegrates into a fine demagnetised powder — still in alloy form, ready to be pressed back into new magnets. No acid. No smelter. No China. That's HPMS — Hydrogen Processing of Magnet Scrap — 20 years in the making at the University of Birmingham. 🎓 🏭 THE MILESTONE — UK's first magnet production in 25 years [2/5] The Birmingham plant is producing: Up to 2 tonnes of recycled NdFeB powder per day at this scale At just 10% of the energy cost of making brand new magnets from virgin rare earths Powder that is pressed, heated and reformed directly into new sintered magnets — no separation required Opened by a UK government minister — reflecting strategic national importance 🇬🇧 Prof. Allan Walton (University of Birmingham, HyProMag co-founder): "We followed this idea for more than 10 years. 40–50 people developed this facility." This isn't a lab. This is a commercial factory. Running. In the Midlands. Today. 🔗 THE CHAIN — HPMS powder flows straight back into magnets [3/5] This is what makes HyProMag's short-loop process so powerful. Most recyclers dissolve everything down to oxides. HyProMag keeps the material as alloy powder throughout — skipping the most expensive and energy-intensive steps entirely: ♻️ Scrap EV motors / HDDs / wind turbines ⬇️ HPMS hydrogen process → demagnetised NdFeB alloy powder ⬇️ Press + sinter → new high-performance magnets No acid leaching. No solvent extraction. No rare earth oxide refining. Result: 25% more output than primary production, 90% energy savings. ⚡ Partners feeding the chain: EMR Group (scrap supply), LCM (melt route alloys), Adey, Jaguar Land Rover, University of Birmingham — and multiple DRIVE35 / Innovate UK funded projects including REACT UK, SCREAM and REEmelt. THE FUNDING & SCALE [4/5] HyProMag isn't early-stage anymore. This is a company with: 🇬🇧 Multiple Innovate UK / APC / DRIVE35 grants 🇺🇸 HyProMag USA — scale-up in South Carolina + Texas via CoTec/Mkango JV 🎯 US target: 10 facilities, 15,000 tpa within a decade 🔬 TRL 8–9 — demonstrated, commissioned, operating commercially 📋 REACT UK — £6.5m DRIVE35 project just announced April 2026 with JLR, EMR, LCM, University of Birmingham 🧲 SCREAM — UK short + medium loop magnet recycling pilot 🌍 Mkango Resources (TSXV/AIM: MKA) — parent company with Malawi rare earth project feeding long-term HREE supply 🌍 THE BIG PICTURE — The West needs this [5/5] The BBC reporter puts it plainly: "Almost all of these magnets come from China. And that dependence makes politicians a bit twitchy." 80–90% of rare earth metals sourced from a single country. China banned export of magnet manufacturing technology in Dec 2023. US 25% tariffs on Chinese magnets hit in 2026. HyProMag's Birmingham plant is the West's answer: ✅ Commercially operating — not a pilot ✅ UK-sovereign, China-free magnet production ✅ Replicable anywhere there is scrap — EVs, HDDs, wind, defence ✅ 20 years of University of Birmingham IP at its core ✅ Government minister opened the doors 🇬🇧 "From an idea in a lab to commercial rare earth magnets made in the Midlands." — BBC Midlands Today, Feb 2026 This is what the energy transition actually looks like. ⚡🧲 #HyProMag #RareEarths #MagnetRecycling @MkangoResources #NdFeB #CircularEconomy #UKManufacturing #Birmingham #HPMS #HydrogenProcessing #EVSupplyChain #WindEnergy #DefenceSupplyChain #ChinaSupplyChain #EnergyTransition #NetZero #InnovateUK #DRIVE35 #UniversityOfBirmingham @roblun1
QME
@Plaskpojken @Lofkvist84 Når jeg litt nærmere på hva løfkvist skrev så står det Norwegian fund, jeg tolket det han skrev i setningen som Oljefondet, og det gjør nok de fleste som leser det innlegget.
Norsk
@AgeWestad @Lofkvist84 Det har du rätt i, har jag nämnt oljefonden någonstans? 🤔
Svenska
The last 48 hours in $SIVE / $SIVEF have been absolute madness. If you are confused by the extreme volatility, you aren't paying attention to the underlying corporate finance masterclass playing out in real-time.
Here is a summary of the greatest 48-hour fundamental shift in recent Swedish tech history:
🚨 1. The AI Hardware Validation
It started with Jabil (a $30B Tier-1 manufacturer) selecting Sivers DFB lasers for their next-gen 1.6T LRO transceivers. Sivers officially became the upstream hardware chokepoint for the 2027 AI datacenter buildout.
🇺🇸 2. The War Chest & Nasdaq Listing
Hours later, management raised 125 MSEK from Tier-1 Nordic funds (DNB, Storebrand) at a 30% premium to the 30-day VWAP, with a negligible 2.5% dilution. They simultaneously announced they are evaluating a Nasdaq US Dual Listing with a PCAOB audit already underway. The 'Valley of Death' is officially dead.
🧹 3. The Cap Table Cleanup
Achilles Capital (tied to a legacy owner) filed for restructuring, needing to divest tech assets. Retail panicked over a "massive overhang." The reality? A distressed seller is being forced to hand over their block of shares, hopefully directly to US tech institutions or strategic partners right before the Nasdaq listing. This would be an off-market transfer of power.
🪤 4. The Retail Broker Shakeout & Short Squeeze
Today, Swedish retail broker @avanzabank panicked at the volatility and dropped collateral value to 0%, forcing retail margin calls. (I trimmed my tiny 4% margin and immediately initiated a capital transfer to @montrose_io . I need a broker built for investors, not a babysitter). Meanwhile, updated data shows shorts actually DOUBLED DOWN into the news, pushing short interest to 5% today. They are arrogantly fighting a fundamental breakout, using the retail panic as cover. More than 1 in 20 shares must eventually be bought back.
🎯 The Bottom Line:
$SIVE is now well funded, validated by Tier-1 AI players, heading to Nasdaq to close the absurd US valuation gap, and aggressively shaking out weak legacy owners.
$SIVE $SIVEF #Photonics #AI
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