Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Very good webinar and pleased to hear it'll be the format for future general updates too. Also just reading Ed Conway on REs and the recognition we "need to put more work into recycling batteries". Step forward Mka and Cotec, perfect timing.
I thought Alex Lemon was brief, tight-lipped and scripted about and MDA and rutile (backburner for now pending the MDA). I see that as a good thing, a few MDA points to go, completion hopefully in the near future, no reason to believe it's not coming. There's not much more he can or should say, particularly after the overoptimism in Jan particularly from Malawi.
I think that fair and reasonable MDA terms were basically agreed last year. That's evidenced by MKA paying for Malawi to take independent professional advice to confirm. The subsequent delay/additional points could be down to a number of factors but I see this as the geopolitical risk of involvement with a state in transition playing out. Not in our favour in recent months but one to suck up as a shareholder in a Malawian project.
Hopefully we'll now go from Mcan'tgo back to Mkango!
In rainbow too dog?
I’d love for someone to point me in the direction of a mining share that is better than this at these current prices!
My other mining share ( no cross ramp) is a cracking investment and this falls into the same bracket.
No brainer and confident
The share price and market cap are well behind
Imo
Start your engines.
https://asia.nikkei.com/Business/Materials/Japan-and-Saudi-Arabia-seek-joint-rare-earth-investments
Lots of people have clearly not seen the webinar
I believe mkango will rocket in the next few months
Lots of good robust shares on aim at all time lows are ready for lift off
Imo
Good solid updates from both Cotec and Mkango
Blimey.
Interesting day all-round then, there are some chunky buys in red there too.
Hardly fair to suggest that those people who were voicing some concerns over the length of time that things were (and still are!) taking to get the MDA over the line do not have a clue.
I will watch the webinar over the weekend, but pleased that it seems to have had a positive influence on sentiment.
Have a good weekend all.
A very positive webinar tbvh, the boys sounded very confident, if I had to translate it this is what they basically said, "For Gods sake people!..are you stupid?? This company is on the verge of being a massive player on the global recycling business in over 3 continents alongside a major defining REE source mine with a licence on the brink of being issued! We're gona be big boys soon wearing big pants very soon and mingling with like minded entities"
THAT's what I took from that webinar!
Think probably that's why they have done it in this format seeing the drift of share price and to update on Malawi to kill off all the will we won't we scenarios posted on here by people who haven't got a clue adding 1+1 and getting 15.
Was apprehensive before the presentation but so much clearer on their projects now👍.
I may have missed it before, but I found it incredibly positive to see actual finished sample NdFeB magnets that had been produced at the UoB pilot plant.
Everything is lining up very nicely and although they've been too quiet for my liking, they are definitely doing the footwork in the background
Need to do that with when comparing DFS NPV/IRR numbers really - ultimately, it's the only that that really counts unless you're talking about a given size being big enough for a major to take on.
Https://twitter.com/flatracingmodel/status/1450431842058915845?s=46&t=clfwyDdCuqdxutH-0MlSnA
"Korea’s exports drop 14.8 percent in the first 10 days of July... Monthly exports have been on a declining trend for the past nine consecutive months, starting from October last year… semiconductor exports dropped by 36.8 percent compared with a year ago."
This is how China win - by simply not trading with US puppets anymore - the BRICS will break you if you don't play ball, USA stylee.
Oh and GL fighting a hot war when you can't make magnets anymore.
Suspect we will see a large delayed sell later, hopefully clearing this frustrating seller who has got really lucky today to be fair as they would have been getting 7-8p without that presentation
Should be back to placing price at a minimum over the coming weeks (12.5p) ofc if the MDA lands or news from HyProMag in the short term, then all bets are off
Just caught up with yesterdays Q&A ( was travelling at the time). All very positive and going to plan.
Would buy more at current price, but MKA is already my biggest exposure.
DYOR. GLA. DH.
My 10660 buy showing as a sell
"China counterstrike #2?
Taiwan media reported that China may reduce supply of Industrial Silicon after export restrictions on Gallium and Germanium, affecting photovoltaic and semiconductor supply chain.
China accounts for 80% of global industrial silicon supply"
I've seen that China/80% number somewhere before ...
Https://www.bigmarker.com/share-talk/Mkango-Corporate-update
Load up
Agree with you LewisWinthorpe re the management team.
They are doing everything they can to avoid dilution including grant funding, strategic partnerships and focusing on one thing at a time.
In other hands, we'd have seen capital raises to progress Nkalonje, more for rutile, another few million to look at our Uranium, etc etc. I like the focus as it is.
Zhang Jun, China's Permanent Representative to the UN, has accused NATO of expanding its boundaries and provoking confrontation, and slammed the alliance as the "real troublemaker."
I like this management team, no false promises, down to business. So many others have fallen foul to setting timelines over milestones.
Adding more at every opportunity. 20mill mcap is just crazy. Should be aligned with peers at at least 40-50 at this early stage and that is conservative to say the least and just the mine.
Recycle will fly soon
Morning.
Nice bit of volume - I know there's more eyes on this than most would realise - just like HUM at 7p.
This presentation, coupled with Will's £100k share purchase back in Feb, and the conditions needed for theie options to vest, are showing me these guys seem confident.
It's a 30-40% rise from 9p to the 12.5p option price.
I added this morning.