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I'm just hoping nobody else is viewing it... I need as many share here as is possible lol
If they pull everything off. the whole 'mine refine recycle'.. This ought to fast multi-bag and end up a decent dividend payer too within the next 4-5 years
FWIW - my shouts were based on the mine and nothing else - I've no idea how to value the recycling stuff although it's clearly the most exciting part of this and would add to the valuation.
I think unfortunately near-term SP is still going to be tied to resolving Malawi... hopefully with a soon MDA... However, positive newsflow should start coming from the Birmingham plant by Q4 also I'd expect the US could get some positive newsflow ie with funding and partners anytime though that might be waiting for Birmingham too...
It is hard but could be for accumulators this current SP could be the time to build one almighty holding as Bonkers says this could well be a pension share in the making... 3 US plants 1 UK plant 1 German plant... and that is just for starters!
Can only speak for Maginito after that interview but for me
4-6 months at least 2x (Maginito valuation ~£40m by Y/E)
I think we could then easily 4x that in 2024 with additional plants, OEM partnerships and rollout in the US, aka proving the scale vs the technology
Post 2025 all depends on competition and what percentage we own but should also be at the market maturity, if we do have three plants in the US and create actual magnets for the industry then you should be looking at 10x in the next 2-3 years very easily
Buyout then takes you to 20x etc.
20p / 35p (80p if China shafts everyone re rare earths)
Come on then - 6 month / 12 month / 24 month price targets chaps? Cheer me up
Malawi and the missing MDA are like a lead anchor here attached to a helium balloon... Hopefully good news later from Mkango and once that string is cut this will fly to space!!
Pension maker - genuinely - even if you're 20 years old right now.
50+ years of revenues expected.. this is better than any mine!
Market is blind...for now :)
Loads of highlights CB I will write them up and post later
In short, the results of the UK is key for global scale up, lots of governments and oems interested
Various oems supplying us with recycle e-waste in the UK
results expected early Q3 (which I think is Q4 for us UK folk aka Oct/Nov)
Said multiple times the UK plant is going very well, derisking to increase value
In 6 months said the value of Maginito should increase considerably as we can then use the results of the pilot plants to expand in the US, specifically mentioned Texas/Dallas
Also not just processing RE's and creating the alloy powders but will be setting up a magnet manufacturing site so we become the one stop shop for EV / magnet demand etc.
Https://www.cotec.ca/_resources/presentations/corporate-presentation.pdf?v=0.912?v=0.049
This is the PDF file he used... Sounds like a plant will be coming in Dallas... timeline to expected achievable profitability is good ,the relationship with Mkango great... pity they ran out of time for Q&A as loads of Mkango investors were asking questions :)
Worst tree shake ever lol
Any highlights ?
V positive :)
Shocker :)
Some lumpy buys coming in now
If someone with a large holding wants out and there are no buyers, what can you do?
Doesn't mean there is anything wrong with the company
Quite - they are somewhat accomplished.
I just see this as the "market" doing what it does - taking advantage of a, likely meaningless, delay to pummel the SP when they know full well that this thing could end up 10x bagging in a few short months with the right macro/micro news - if China lift the rare earths drawbridge again in a meaningful way then you can forget about targets in the 40s here, it could be 2x that ...
I can’t think Julian and Cotec would have backed a stinker.
8p looks pretty decent in the here/now to my eyes - I doubt they'll get/keep her below there for any amount of time.
https://twitter.com/bonker_99/status/1679449126910533633?s=20
Indeed - I'm more patient and with a broader PF than most so I'm more than happy to keep picking these up at single digits and wait it out.
Picked up some more on this selling madness...clearly a distressed seller who wants out partially or fully for whatever reason. Market cap total disconnect from assets and projects!
Timely.
Quite unbelievable selling on no news.
No news = bad news?
Fear gripping investors?
A leak about bad news about to be announces?
Any thoughts on this level of selling?