SilentAlert
@SilentAlert1
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Proud Father, Engineer, and Logical Climate Activist advocating For Disruptive Technology Towards Cleaner Future.
Toronto Canada
Joined January 2021
NEWS $IREN + Additional $MSFT potential deal with Canada. . PM @MarkJCarney could unlock additional 1GW of power through $MSFT deal. Not official but cards are lining up.
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That having available grid power & land is a gold mine where only handful of players have. $IREN still have substantial amount of assets to place for a bid however they are being very stratigic to ensure they land likes of @Microsoft . Patience
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$IREN Is a misunderstood Story of Wall Street: . Seeing first hand my project wrap up for @VW and PowerCo Gigafactory which took 5 years to develop. Power components such as transformers were a long lead 3 year item which pushed the project back. . Market doesn't understand...
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NEWS: $MP is selected as a critical supplier for @WhiteHouse @realDonaldTrump Genesis Mission . @MPMaterials is an undervalued company that represents a cornerstone to all sectors of technological advancements.
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Absolutely a fantastic deal for $MP . $300 PT 2028
@MPMaterials $MP landed the rarest deal in the sector: a Saudi REE refinery the U.S. funds entirely. Zero: capex & debt. $MP gets ~49 percent equity, priority feedstock, global marketing rights, and heavy-REE upside. DoW is literally paying MP to become the non-China global champion.
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Can't Beleive The Market didn't react to the news earlier: $MP MP Materials and the U.S. Department of War Partner with the Saudi Arabian Mining Company (Maaden) to Develop Rare Earth Refinery Joint Venture
News @MPMaterials $1.2B . Article appeared stating $MP with a proposal to construct and run a separation rare earth facility valued at $1.2B near Ras Al Kahir. . Price target of $300 seems like a bargain by 2028
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News @MPMaterials $1.2B . Article appeared stating $MP with a proposal to construct and run a separation rare earth facility valued at $1.2B near Ras Al Kahir. . Price target of $300 seems like a bargain by 2028
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News @Hyliion Alberta Data centers are out of power. Perhaps signing few agreements with the data centers at need. @realThomasHealy Alberta is looking for 20GW if power. https://t.co/0AffeF40a5
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Hey @realThomasHealy, is @Hyliion planning to update their shareholders with overall company critical path now that 150kw Karno is undergoing UL certification. . Mainly speaking towards 2MW units since they are based on a 200kw configurarion. . This Is a SEC expectation. $HYLN
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This is a major global problem for all tech industries . Hey @realThomasHealy this should be flagged and worked on right away. .
CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES, RAISING PRICES FOR USERS IN AEROSPACE, CHIPMAKING, SOURCES SAY
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Tik Tok Next Cycle for those that are ready is brewing and will get even more explosive. . India has prepared a stratigic plan close to $800M for REE . Every major country is taking cautious steps to diversify away from China. . US has secured a path with $MP as well as @Apple
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Clarity request from @realThomasHealy & @Hyliion . It appears there is a misinterpretation between what Hyliion has been advertising and sharing with investors VS the Most recent Q3 EC . If Hyliion doesn't have a 200kw system but are "working towards it" it needs to be clarified
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Hey @realThomasHealy this is definitely a concern perhaps some clarity as to why this is an issue a year later. Is it due to a new regen part or did the company try to improve the power plant to make it less complex for scale resulting in the lower output.
To @realThomasHealy: Retail investors' top Q3 concern: #karno power output shortfall. How significant a challenge is it for @hyliion to boost total electrical output from 150kW to 200kW as claimed? What specific actions are required? Is there any major redesign needed? THANKS
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Offering $NIBS . In order for $NIBS to scale they will have to issue a substantial offering. Deposits alone from hyperscalers is not enough for 2.5GW. . Careful, don't get caught!
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Invest in a sure path $MP . Global demand for REE is skyrocketing as well as in years to come. . Administration / Hyperscalers are ensuring they are well connected and funding the program of @MPMaterials
@realDonaldTrump + @Apple . $300 Price Target
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Here we go Again! . Choke supply for Energy Choke supply for Chips Chlhoke supply for RRE . When supply is reduced, demands skyrocketes and critical companies in question SP reflects $MP
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Hey @realThomasHealy how ironic this situation is where "You Can't Print Energy" . Is it time to show @nvidia that Hyliion CAN Print Energy #Karno
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Watch out for $MP run to $300 . I value MP @ $300/share by 3Q28; simple: Stage 1 (concentrate) should produce 75k tons @ $110k/ton + Stage 2 (refined) should produce 8k tons @ $110k/ton + Stage 3 (magnets) should produce 10 tons @ $150k/ton = Revenues $3.0 billion x 65% net
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Excellent breakdown showing $MP path back to profitability by Q4. . Market rewarded $Iren / $OKLO with parabolic runs due to the critical element to key A.I development. . Next piece of puzzle is RRE . $400 price target
Quick follow up an some calculation: $MP produced NdPr: 721MT (+50% Y-Y and +20% Q2) and sold 525MT (+30% Y-Y and +18% Q2). Now that’s all on $59/Kilo NdPr. (Up from $57 Q2 2025). Now floor price of $110/kilo kicked in on oct. 1st. That’s an additional $26,8 mil sales and the
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