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It is a good read and well confirms production is still on for this year so it has to be close!
https://www.birmingham.ac.uk/news/2023/birmingham-rare-earth-magnet-recycling-technology-selected-as-minerals-security-partnership-project
Dawes plugging away
https://www.linkedin.com/posts/william-dawes-50881352_birmingham-rare-earth-magnet-recycling-technology-activity-7123200446885687296-r_QM?utm_source=share&utm_medium=member_android
Don't get me wrong I'm as frustrated as the next holder here and agree with much you say...The BOD also promised to be more proactive with shareholder communication which I think we can all agree has not been lived up to...My main point is that it is not like there isn't lots of positive work going on and potential is massive but none of it indeed up to now translates into SP positivity:(
I admire your patience Crumbs. The comparison with Sovereign is interesting considering they have a market cap of approx £140m at pre-feasibility stage, having already announced and brought on a strategic investor. Our rutile results, which longterm shareholders have funded are being withheld from us almost 3 years on ... for whatever reason ... it's not a priority said Alex.
We commence production of magnets from Tyseley this Q4, that means in the next 8-9 weeks but we have been provided zero guidance including on the economics ... when asked in the Jul-23 presentation, Will went to great lengths to explain the variables ... they must have a base case that they could share? What's happened to the sample magnets previously produced, have they achieved standard / met customer requirements?
The BOD do little to keep PI's updated and/or to protect the erosion of the share price ... the current market cap of
No need to walk away maintaining the licences costs relatively peanuts plus we likely have a Rutile/Graphite resource that may well exceed Soverigns not to mention all the other prospects and REE reserves near Songwe...It's all being negotiated as the Minister herself says... they are new at this,all we know is along with Lotus, Mkango is at an advanced stage in getting their MDA over the line,, and Lotus expects to have theirs before year end.....
Also in all this time negotiations with partners and off-takers etc have been going on so its hardly like they wait around playing with paper clips waiting on a call from the Ministry... It is all about getting a win-win
Monica on tour all very encouraging but Malawi will never prosper if it doesn't follow through, ie, by issuing the necessary licences to those companies which have shown commitment and investment. No matter how tempting the proposition, sometimes one has to walk away.
Yeah a patented M2M tech which like you say seems to be a form of mechanical milling so can't be as Green or you would think as cost-efficient as the HyproMag way... I'm sure Will made a lot of new connections there as well as updated ones they have already made...
Was just looking at Noveon. Seems they mill their recycled feedstock. Our hydrogen process sounds much better. They've already got a magnet manufacturing facility in Texas, so could be an ideal synergy.
Mining key in socio-economic growth
Minister of Mining Honourable Monica Chang’anamuno has said the Government of Malawi recognises mining as one of the key growth sectors that can significantly contribute to the socio-economic growth and development of the country.
Honourable Chang’anamuno was speaking in Tanzania on Wednesday at the official opening ceremony of the Tanzania Mining and Investment Forum (TMIF) which was officially opened by Deputy Prime Minister Dr Doto Betiko on behalf of Tanzania’s President Her Excellency Dr Samia Suluhu.
The Minister said as a sign of commitment to developing the mining sector, the Government of Malawi under the dynamic leadership of Dr Lazarus McCarthy Chakwera has singled out mining as one of the drivers of change, economic development, wealth and employment creation for the people of Malawi.
“In this view, for the first time, a standalone Ministry of Mining was established in 2020. This is further pronounced in the Malawi Vision 2063 where mining is prominent under Pillar 11 (Industrialisation),” Chang’anamuno said.
Currently, mining contributes 1% to the country’s Growth Domestic Product. However, the sector has huge potential to contribute to the development of the country.
“The sector’s annual growth trajectory is pegged at 10% to 15% when all the quick-win mining projects become operational,” she added.
However, the Minister called upon investors to come and invest in the mining sector saying most of the minerals are yet to be adequately explored and sustainably exploited for the economic development of Malawi.
The minerals include Rare Earth Elements, Niobium, Uranium, Coal, Bauxite, Lithium, Graphite, Limestone, Copper, Phosphate, Apatite, Rutile, Titanium, Gold, Gypsum, Nickel, Iron, Dimension stones such as sodalite, Granite, lithium among others.
The Minister thanked the United Republic of Tanzania for inviting the Malawi delegation to the conference saying the gesture demonstrates the deep commitment that the government of the Republic of Tanzania has in strengthening the closer collaboration in the mining sector.
She said there is a lot that Malawi and Tanzania can together share as they strive to develop the sector for the betterment of our nations in terms of wealth and job creation.
“As African countries, we need to strengthen our collaboration in the mining sector. As a region, we need to share knowledge and benefit our minerals in our own countries. We can also leverage the competitive advantage of one member state by utilising machinery or processing plants available in that country,” Chang’anamuno said.
Not much out there relating to the San Antonio Conference Mkango attended last week... but this article from the local paper is well worth a read, though mainly a pump piece for local company Noveo Magnetics ..
https://www.expressnews.com/business/article/rare-earth-metals-noveon-magnetics-conference-18431873.php
UK GOV £10 million project launched in Malawi
https://www.nyasatimes.com/uks-10m-project-to-unleash-malawis-export-potential/
Yeah sick of clowns like this going about boards talking and bashing stocks, take your negativity somewhere else...
"Don't be left holding the baby"
What are u?? A propa numpty! Have no idea of history, company or the price!
Go peddle your nonsense somewhere else u prized wally!
Would love to think it would be tomorrow - and the 7am non stop refreshing is getting a bit sad! - but I honestly dont think it matters too much now - Songwe was touted as the flagship - but the Buzz and Vibe and worldwide potential of recycling is getting the juices flowing!! Absolutely amazed that with the already published hints/links to governments, defence dept etc that nobody is buying. Either us jolly crowd on LSE have got it totally wrong (petroinvestor aside!) - OR everybody else has got it totally wrong !!
Not sure what baby he's referring to?? If it looks like a ground breaking, pioneering, government backed company that appears certain to break out in the States....... with Hypromag written on its tiny forehead I'll probably hang on to it. MDA news tomorrow, anyone??
I just read his posting history and it seems like that's what he actually does. Weird. Maybe a bot.
Petroinvestor do you just go round all the boards deramping and saying “don’t be left holding the baby” helmet…
I wouldn't mind the volume here at the moment is a trickle and many days there aren't even any posts on the BB at all...
I'm always happy to read share relevant posts myself
"be wary of anyone who is trying to pump a stock without any legitimate reason."
Also be wary of people who constantly tell you to be wary. They're probably trying to instil fear into you and they're not exactly doing it out of the goodness of their heart. It always amazes me that these kind of people think that we would believe that they spend their time as some kind of charitable endeavour going around bulletin boards trying to warn people of the perils of investing. Maybe they also spend their weekends standing outside betting shops pleading with people not to go inside, out of a sincere concern for random people's financial affairs?
Nah you will see a small buy of mine here this Friday as I've been nibbling for months... not pumping anything just sharing info... I think pi's can then make their own minds up on if or when to buy or sell :)... not got those see-the-future goggles you clearly have on :)
Crumbs is posting nonstop. All small buys are yours, and small buys from free trading apps. Lol.
Always check the post history of anyone who is pumping multiple stocks. These people often disappear after they pump a stock, leaving investors holding the bag.
Don't be left holding the baby here. Do your research before investing in any stock, and be wary of anyone who is trying to pump a stock without any legitimate reason.
'The European Commission’s flagship annual event, EU Raw Materials Week, is scheduled for 13-17 November 2023 in Brussels. The conference gathers a wide range of stakeholders. The key focus this year will be the European Critical Raw Materials Act and will cover topics related to critical and strategic raw materials, strategic projects, investment, permitting, exploration, innovation, circularity, international partnerships etc.
REIA is joining as an organising partner of this key annual event in the raw-materials sector. We are developing a full-day programme specifically on the rare-earth-magnet value chain in partnership with the European Raw Materials Alliance (ERMA) and SUSMAGPRO. REIA will lead the session on international partnerships and investment, where key government stakeholders from the EU, Japan, the USA and Canada will join.
The EU Critical Raw Material Act stipulates that at least 15% of annual EU consumption of strategic raw materials should be derived from recycling by 2030. The SUSMAGPRO project involving key REIA partners has been a key enabler for realising such circular-economy targets. The project is in its final phase, which aimed to develop a recycling supply chain for rare-earth magnets in Europe and to demonstrate the effective re-use of recycled rare-earth materials within several industries. SUSMAGPRO will showcase the final results of the project and demonstrate a number of case studies during the conference.'
https://mailchi.mp/ff3e99e018c2/reia-weekly-newsletter-4289694?e=99924cf6f9
Malawi has no REE processing capacity nor as far as I know do its neighbors I do not worry about that at all its politicians speak they are open to negotiating everything! But they need the mines up and running ASAP and she is frustrated at the delays
Processing in Pulawy doesn't sit very comfortably with this. Maybe a percentages of material to be processed abroad/in Africa agreement is being negotiated.
Seems a very competent lady. The microphone looked very comfy!