Alex
147 posts

Alex
@Alexs_trades
Full time trader. Staying in my lane & doing my thang


$CAPT swinging this into catalyst - Captivision Inc. plans to acquire 100% of MTMI from Montana Goldfields, with a 60-day exclusivity period ending approximately January 23, 2026. - Under the terms of that LOI, the pre-transaction equity value used for the deal is $750 million for Montana Goldfields/MTMI and $50 million for Captivision. despac with 12m MC (vs $750m deal) with lowest Warrants at $2.70 & last offer (pipe) at $1.65 & no approved R/S also 0 borrows with 210% fee on IBKR



🇨🇳🇺🇸CHINA BLOCKS U.S. MILITARY FROM GETTING RARE EARTH MAGNETS China’s cooking up a plan to cut off the U.S. military from some seriously important stuff, rare-earth elements. These are used in everything from smartphones to military tech. China’s new system? If you’re linked to the U.S. military, you don’t get the goods. They’re making sure their precious magnets don’t end up in American weapons. But don’t worry, they’re still happy to send them to non-military companies. It’s like a VIP list... except the U.S. military isn’t invited. Source: WSJ, Morning Star





Scott Bessent on Rare Earths: You’re not bullish enough. "China has been putting their rare earth plan together for 25 years. The US has been asleep, but now this administration is going to move at warp speed over the next 1-2 years to get out from under this sword."









DTR nearing .60 and really just getting started


$DTREF .06 has potentially massive upside imo. The DD continues to build, and even more so today with neighbor $MP announcing transformational multi-billion dollar deal with US gov’t. Still speculation for now, but Dateline seems well positioned to benefit in a similar way imo.




$DTREF With this huge at least 1000 meter REE anomaly. I asked chatgpt about $MP's pit. Its about 600 ft deep (183 meters). This deposit at Colosseum is looking like it could be 10X's the size of $MP.








