The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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"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.
9p😂😂
Here it is in full👍
https://www.bigmarker.com/share-talk/Mkango-Corporate-update?bmid=2807324d180d&bmid_type=member
Well that put everything to bed for me and a better way than an RNS probably aware of the drift of share price and rumors shot it all down and you should have your answers now rather than supposition.
I have enough to keep me interested now👍
Well there is no buying on the canadian market following the terrific update. fyi
TBF not Assed Tm Am i'm buying it's up to the rest of you to work out the rest ... :)
Truth is no body knew until today's update ...someone else said Lemon was basically there to say MDA is ON!...AIM panic panic panic... oh its signed!
Well... whoever was dumping today (i'd guess at a loss) isn't going to be pleased. Maybe trying to get out of the way of a rubbish update, which didn't happen.
AIM... the MDA is taking longer than expected... punishment... MDA = Huge reward ..risk/reward ... there is nothing wrong with Mkangos game plan :)
If it is so simple why are millions of shares being dumped? First at 10 and 11p, now 8 and 9. something does not add up
A mine and a mine that never ever runs out of its vital to world resource... simple
Feel like Alex was only there to look us dead the eye and tell us the MDA is happening! Excellent update, today was a unique opportunity to load up. Back into the 10's tomorrow.
Yes, we need the pieces to come together but certainly, body language wise nothing there to concern me .. they are on it -all..... v happy to hear there are other parties being attracted to everything... no brainer to me this... Of course it may still drag a little but my goodness the potential!
Crumbs, you never know but I suspect you may be right!
I thought the presentation was good and Alex seemed very confident re the MDA.
Very content with what I've heard
Prediction....Tomorrow will be Blue :)