The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The £25k £14k and £10k buys must have took a long time to fill especially as we don't have that many shares on the market all bodes well 👍
I think maybe completion of transaction for purchase of Hypromag should be very soon... I'm sure they said that would open up some more news flow.
Thanks for laying that out GLR!
What an exciting time. Very bullish and I'm glad I bought more at 8p - what a ridiculous price! Mr Market is a psycho sometimes
That’s another big leap only just moderate trading volume. Let’s hope we’re on route to a pullback to sensible SP. 11.5p still a joke.
As per jazz club on the fast show. “Nice”
Pretty much
- MDA / License from Malawi leads to
- - JV and finance discussions / offtakes / strategic investment(tors)
Due date: Imminent (albeit delayed, but it is the largest commercial investment in Malawi in over a decade)
- HyProMag
- First commercial production (note big difference between production and commercial production)
-- Paves the way for fast rollout in other territories including the USA, Japan and Canada
-- Results from the current NdFeB samples being sent to OEMS
-- First revenues (100t pa ~$70 per KG at todays pricing)
HyProMag US (Due date before Y/E)
- Conceptual studies in the US
- Site Selection (Dallas TX being one already mentioned)
Again all of the above should be done before Y/E
If all are successful, then we should very easily see this share price double/treble by Christmas
So am I right in thinking that the next news to expect would be:
- first production/opening of the Tysley Hypromag plant.
And/or
- MDA with the flurry of news after
?
That caught my attention.
I'll back Rio's DD on Malawi ...
...And we're not far away with our own Rutile deposit. Could an easy quick sell asset to SVML to boost their Rutile scope. Would be a welcomed cash injection into the company.
From Mining News.net;
RIO Tinto has put its foot on the potential multi-decade Kasiya rutile-graphite project in Malawi by taking a 15% stake in discoverer Sovereign Metals for A$40.4 million.
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.