The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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£16k of buys and the bid drops - funny old game :)
Malawi have shown us all we need to know. Different situation indeed. Hey ho.
Federal government (Australia) to invest AUD840m in Arafura rare earths ...
Well, different situation, I know, but nice to have this kind of support from youe government
This puts MKA MDA in the frame again soon imho. The budget was heavy on mining to increase GDP and that starts April 1st. I suspect we will get news aligned to Lotus soon after if not before.
https://www.theassay.com/news/lotus-resources-receives-strong-support-for-kayelekera-restart-from-malawian-mining-ministry/
Great read. Struggle to see a negative which is rare in these markets.
It'll be the Americans who know how to invest in a good thing :)
Blimey.
Must be roll over
Let's not forget Dawes has a decent stake of his own money in here at twice the current sp. He'll not want that messed with. Never any guaranties on AIM but surely the risk here must be as low as it can be anywhere
Safe to say things must be going rather well at Tyseley...
Unfortunately, funding seems to be the fear....yet all companies need it to move on.
Still, there are premium raises and no discount raises kicking about. Will have to wait and see. I'd like to think that MKA BoD have a bit about them and will come up trumps....proof will be in the pudding...
Sadly we're at the stage of the downturn where everyone on the sidelines stays on the sidelines until funding is secured, having been burnt too many times over the past six months. Even when logic points to a strong and healthy negotiating position often the actual outcome turns out much worse than anyone anticipated.
Not saying that'll happen here but it explains the depressing reaction to every rns.
Noted.
Also, context here, cotec are putting 50 million into the US joint venture at this stage.
MKA whole company MCAP sits at 13million.
Compare to peers without hypromag and cotec, who sit at around avg of 70mill.
Warren Buffet comes to mind
Yes, and in addition MKA don't seem to be too concerned over funding going forward. AIM is a fear factory, speculation drops sp 50-60% yet fact raises sp 10% max before selling.
Never understand it albeitits irrelevant to my long term holding. Value will show itself.
Incredible really. Totally missed by the market. I miss the AIM of old, in the 2015-2018 days this would be a 600% spike.
Stand out comment for me.....
"HyProMag is receiving strong interest and numerous enquiries for recycled magnets and recycling solutions, and is engaged in multiple discussions on potential collaboration, with test work trials being completed for a number of major multinational companies"
300k buy 👍, that’s much better.
Gold n bitcoin flying, it must be tempting for some - tis for me too tbh.
Thought we might have turned a corner then bang, 100k followed by 235k sells. Someone is persistent.
Also found this one from January re hypromag, again sorry if already posted, first time I have seen it....
https://www.thechemicalengineer.com/features/life-after-end-of-life/
Not sure if already posted following malawi budget but mka MDA mentioned.....
https://mwnation.com/agriculture-allocation-dwarfs-tourism-mining/
Hopefully the MDA framework can be set very soon as additional companies seek approval...
https://thewest.com.au/business/bulls-n-bears/high-grade-rare-earths-hits-continue-for-lindian-in-malawi-c-13861783