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Honestly, read the RNS properly. Minimal raise in bad raise climate to get to revenue generation milestones.
"Based on scaled-up production scenarios for the recycling business, scoping studies to date indicate potential to generate annual revenue of up to US$50m per site and strong margins at current prices across multiple production centres starting with the UK (100-350tpa), followed by Germany (126-380tpa) and the United States (500tpa), with other jurisdictions such as Japan and Canada being evaluated."
50 mill beginning H2, also needed for German grants.
The sp has been trading in the 5-6p range until last week.
Knee jerk at market open is a buying opportunity. Just my opinion.
Also like strategic review of malawi with focus on revenue from magnets.
5p?
F@#k off.
Pretty poor. Not impressed
Feel a bit sick this morning, didn’t expect such an awful price for such a low amount, even if it is to minimise dilution the CEO has taken £150K at 5p
I may refrain from posting on this stock again, until either I move on (sell out) or the stock recovers considerably. Good luck to all.
What a whopper of a discount for just £750k
Fingers crossed those two 400k buys don’t get reversed tomorrow and we could end up in the 8s
"China blocks use of Intel and AMD chips in government computers"
Tick tock ...
Https://www.linkedin.com/pulse/reforms-boost-malawis-mining-whyafrica-l8rfe?trk=public_post_main-feed-card_feed-article-content#:~:text=As%20a%20result%20of%20this,for%20the%20Kayerekera%20uranium%20mine.
This already posted but noticed this on linked in. "In process of signing MDA with Mkango"
Cotecs high admiral executive should be able to access that grant pipeline also.
US DoD grants $110m to Albemarle and Talon for critical mineral production
https://www.mining-technology.com/news/us-dod-grants-critical-mineral-production/
Https://www.globalminingreview.com/mining/21032024/sovereign-metals-delivers-30-t-of-ore-from-malawi-graphite-project/
I wonder who the best partner for MKango would be. A Rio Tinto sized player would open eyes.
2 x 400k large buys today, one reported after hours. Confident buyer.
I timed my latest buys well, one of which was 5.44p. I do wish that was my avg.
Not that I am going anywhere. Multi-multi-bagger over next few years.
Right sector, right time, location could be better but these things are called REE's for a reason!
I wouldn't want to be out of this for the weekend! :)
TBH I don't know, there are still big issues to be resolved (MDA- funding) but it has been well oversold considering the assets and A1 connections and we all know the mega potential if that newsflow hits right... anyways onwards and at least I can have a drink on this knowing I am once again in profit lol
Great to see this finally come out of the doldrums. Absolute beast in the making over the next couple of years.
Looks like all of the IG shorts have closed...
Been oversold for ages
>10p = 26p chaps:
https://x.com/bonker_99/status/1770743285822243141?s=20
Nice call !!!
Looks like you’ve picked a good time to buy, could finish in the 7’s today 🤞
Welcome aboard - again :)
I was last in here in 2022 and have bought a first chunk this morning.
The company is in a great position, especially with the new EU legislation in place. It has what the EU needs and there is clear potential for its recycling operations / scale up to be funded in no small part by Government grants, given the strategic importance. Seems to have been flying under the radar for a long time, but that is bound to change.
10% up in Canada. More to come here today perhaps? Currently valued without the MDA potential and minimal recycling.
Wake, wakey!
I'm sensing hooves on the horizon chaps.
Https://mwnation.com/eu-malawi-discuss-political-economic-situation/
"Tembo said the theme of the dialogue was in line with the government’s strategy to accelerate economic development through the promotion of agriculture, tourism and mining"