Member Info for ajc2

Great News! Feeling like an RNS should be due in the next few months with another related acquisition. Good to see the company building out and glad to be invested from an early stage, well under recent placing prices, still good value considering the growth potential.

To be fair, Low is quite apt when you're a company focussed on Net ZERO and DE-carbonisation!

Earnz did another placing a few months ago at 7.2p, and there was alot of trader jump in and out, but the market is slow to pick up on the longer term potential here

They advised they were trading ahead of internal expectations a couple months ago, and did a placing at 7.2p. Shares trading under this is a steal imo. At sub 10mil, this has a long way to go

Interims published on 11th September, mark your calendars, could be a strong day!!

It doesn't warrant any attention at all but it was basically a more personal opinion about relevant political topics, not something that is related at all to Mkango or investing.

This stock is more than just one person!

Why would a tweet make you question your investment? A tweet totally unrelated to Mkango or investing at all.

Surely you've done your own research and invested based on your own conclusions? Not just blindly following other people?

Solid results. Good cash position, starting to generate revenue with shipments due, production rate on track, Gmbh on track...

Expect more news re. USA in the next few weeks.

According to companies house EARNZ have taken on some debt with HSBC, I feel another acquisition may be on the horizon

The CEO has put $50m of his own money into Cotec, and he has a good track record of growing businesses. We'll see

Aren't we due Q2 results in the next couple of weeks? Maybe it will be a blockbuster RNS full of good news!

Mkango up 9% on open on TSX

Https://www.reuters.com/business/energy/us-announces-1-billion-funding-critical-minerals-materials-sectors-2025-08-13/

https://www.energy.gov/articles/energy-department-announces-actions-secure-american-critical-minerals-and-materials-supply

I have been posting about Mkango on various forums on Reddit very frequently since last week. Many of these forums are US based in terms of users, some with 100k to 19m users (think WallStreetBets).

I'm not saying this had had any affect on share price movements at all (being realistic) but I'd suggest looking into Reddit and other forums as a way to share the Mkango story and spread awareness of this undervalued stock

I've been mentioning Mkango on some Reddit investing boards over the past few days, hopefully in some small way it will help with US investors awareness of Mkango and Hypromag

Interim results should be due soon...

Last update advised they were trading ahead of internal expectations, so should at least be inline...

Company should be close to profitability and cash flow positive...

Shares trading at 37% discount to placing price of 7.2p for the AD Carbon acquisition.

Julian from Cotec/Hypromag US was part of this discussion with other Rare Earth company CEOs. Julien promoting magnet recycling. A few key moments listed below, but well worth listening to the whole discussion. I need to re-watch to digest. Interesting listening to CEO of lithium mine talk about mineral SECURITY

https://m.youtube.com/watch?v=0AqtvbTtkc0

9m30s

Security over profitability.

The macro environment has changed.

25m03s

Economic incentive pricing.

Historical pricing doesn't mean alot. Distorted markets.

32m30s

Breakdown of global synchronised pricing. Going forward there will be EU price, US price, China price etc.

I think everybody is just bored of your needy, attention seeking posts. Last response from me.

Just stop engaging and clogging up a decent board, seriously

MP Materials shareholders were dreaming of making a fortune a year ago. Look how that played out.

Hypromag has huge potential and fully expect to see a regular news flow of agreements over the course of year. Many countries have quotas for recycling, and Apple/MP have already acknowledged recycling in their agreement. Everyone else will quickly follow suit.

Countries need critical mineral security, and we've already seen what the US is prepared to do to achieve this.

We're only at the start..

Agree.

Noticed an employee promotion on LinkedIn earlier, with the comment 'Lots of upcoming near-term milestones for the Company'.

Looking forward to more news flow.