Highlights

• London-listed Pensana Plc appoints Stonegate Capital Partners to raise profile with North American institutional investors.
• The company is advancing its Longonjo rare earths mine in Angola amid shifting macro conditions in the rare earths sector.
• U.S. government's price benchmark and Chinese supply restrictions create significant market opportunities for ex-China rare earth producers.

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London-listed Pensana Plc ( (opens in a new tab)LSE: PRE; OTC: PNSPF) has appointed Texas-based Stonegate Capital Partners (opens in a new tab) to raise its profile with North American institutional investors. Stonegate, a research and investor outreach specialist supporting ~100 public companies globally, will initiate coverage of Pensana and expand access to U.S. institutions and potential strategic partners.

The move comes as macro conditions shift dramatically in the rare earths sector. Pensana highlighted recent developments, including:

• The U.S. government’s agreement with MP Materials setting a benchmark of $110,000/t for NdPr (neodymium-praseodymium) supply.
• A Chinese government ban on NdPr stockpiling, reportedly warning foreign companies not to hoard rare earths or face shortages (Financial Times).

Pensana is advancing construction of its flagship Longonjo rare earths mine in Angola, which it positions as a key ex-China NdPr source. Pensana Chairman Paul Atherley said the firm sees “growing interest” in its U.S. OTC listing and welcomes Stonegate’s outreach efforts.  In a previous discussion with Rare Earth Exchanges (REEx) Atherley emphasized their pivot toward the United States.

Implications for Investors

The appointment signals Pensana’s push to tap U.S. capital at a moment of rising prices and heightened geopolitical competition over magnet metals. With the U.S. government effectively setting a NdPr floor price and Beijing tightening supply discipline, demand visibility has rarely been stronger.

Yet questions remain:

• Will Pensana’s Longonjo project deliver on schedule and at scale to capture this pricing window?
• Can Stonegate’s outreach secure long-term U.S. institutional backing—or is this primarily a near-term visibility play?
• How sustainable is the U.S. $110,000/t price benchmark if Chinese policies shift or demand softens?
• Finally, can Pensana compete with established players like MP Materials and Lynas in meeting U.S. and European supply security goals?

For retail investors, Pensana’s Stonegate partnership underscores both opportunity and risk: ex-China projects are gaining geopolitical tailwinds, but execution and financing hurdles remain critical watchpoints.

Sources:

• Pensana Plc Regulatory Announcement, August 11, 2025
• Tasneem Bulbulia, Mining Weekly, August 20, 2025
• Financial Times reporting cited by Pensana

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