Jub Capital Management LLP
@JubCapital
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All views are that of the Company and do not constitute investment advice nor are they an offer to invest.
Joined April 2011
Delighted to see exploration works kick off at our portfolio company @SwitchMetals (#SWT) today.👏 . Karl Akueson and the team at Switch are developing a district scale tantalum/coltan operation which could serve as a conflict-free and traceable alternative to the material which.
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RT @Reuters: China rare earth exports slid in July after hitting peak in prior month
reuters.com
Rare earth exports from China slumped 23% in July after hitting a record a month earlier, customs data showed on Thursday, although the preliminary data is too incomplete to draw firm conclusions...
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RT @btcNLNico: 🚨JUST IN: 🇬🇧 Satsuma Technology closes a massive £163.7M ($217.6 million) raise, 64% above target, with backing from ParaFi,….
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#CLAI looks like the rumours of rule breach were true. Pretty poor form from mgmt/advisors. 0.14p will put an mNAV of 0.7-0.75x (ie discount to cash also not inc. BitSensor revs) but will need time for market to forgive and Aquis listing to deploy the £10m.
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RT @MylesMcNulty: Here we go! . HyProMag USA’s long-term goal is to become the largest rare earth magnet manufacturer in the US. Certainly….
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RT @MylesMcNulty: @TudorInter1 That's almost £2m across three buys, spread across five sessions. Not to mention the dozens of 100k to 300k….
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RT @Share_Talk: Market Summary > @MkangoResources .LON #MKA .33.50 GBX+1.50 (4.69%)⤴️.📈135.09% past month.31 Jul, 13:21 BST • Disclaimer.M….
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#MKA 40% HyProMag USA, 80% RoW. Songwe / Pulawy $400m USD net should that get over the line in Q4 (announced before the $110/kg $MP new floor).
The CEO of @CoTecCorp $CTH - Mkango #MKA's 50/50 JV partner in HyProMag USA - is now talking of rolling out between six and ten magnet recycling and manufacturing hubs in the US, in the long-term. Each hub has an NPV of circa $600m - which could be improved further during the.
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#SWT great to see new pegmatites discovered during #coltan resource definition - significant for the #Ta hard rock potential when low hanging coltan fruits (top 5m) have been mined. #Litihum uptick also helpful for SWT's other project next to #ALL & #Ganfeng.
#SWT exploration campaign is fully underway, as we're trenching all across Issia! While doing so, we encounter new occurrences of pegmatites outcrops which are potentially rich in #tantalum !
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Give Citi a medal. Fantastic $BTC analysis…
Bitcoin will go up if more people buy bitcoin and won’t if they don’t: Citi
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RT @business: Donald Trump downplayed jostling with Federal Reserve Chairman Jerome Powell over cost overruns during a tour of the central….
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RT @dominictsz: In just 22 days, a research team from China Three Gorges University in Yichang, Hubei Province used 3D printing to build an….
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RT @Rome_Resources: #RMR CEO Paul presents at @SHARESmag:. With 3 rigs turning, drilling wraps up this month ahead of assays & a multi-meta….
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RT @HaraldHadrada2: #CLAI If you believe in all this MNAV bollox then this wont be beaten with 10 mill cash to splurge and trading at less….
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RT @LithiumPriceBot: Jul 22, 2025. #Lithium Carbonate 99.5% Min China Spot. Price: $9,612.58.1 day: $+153.02 (1.62%) 📈.YTD: -6.29%. #Spodum….
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Great news for #RMR $AFM amongst others.
#RMR The Doha Declaration — signed by the DRC govt & M23 rebels — sets a path for ceasefire, refugee return & lasting stability, with UN & Qatar support. A decisive step toward long-term stability in a critical mining region. 📰@UN_News_Centre.
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RT @GCcookeHQ: The biggest financial crash in human history starts in 2025. The guy who predicted 2008 says the era of stocks always going….
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