Member Info for ajc2

At a very top level countries are focussed on Critical Raw Mineral SECURITY

Prices are already re-rating to support domestic supply, and will continue to do so.

And add in targets for 25% Magnet recycling.

The world is living in the present and future, not the past like some disingenuous derampers.

Plus a couple more years it would take for anyone to develop this tech/equipment etc. And be up and running, by which time Hypromag will have scaled, improved processes, be embedded in customers supply chains etc. etc. etc.

Deals being done. Looking forward to Hypromag announcements over the next months

https://www.linkedin.com/posts/motoring-trends_recycling-refining-rareearth-activity-7351923615098900480-wM59?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB0rMT0BuhdrkVfwrKBHr_5lV4ZSLpnT--4

Mkango team very quiet on LI this week, busy focussing on doing deals!

Hypromag facilities in Fort Worth Texas, pre processing hub in Nevada, targeting shipments in 2027

MP Materials mine in Nevada, magnet production in Fort Worth, and magent recycling planned for 2027

Happy coincidence?

Thanks for the info!

Https://www.investing.com/news/company-news/reelement-launches-rare-earth-magnet-recycling-at-competitive-prices-93CH-4132016

Yeah that's what I thought, can't be far off now!

Https://www.linkedin.com/posts/richard-parker-6aa03511_hydrogen-kitchens-rare-earth-recycling-activity-7346096235931426816-3t7Z?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB0rMT0BuhdrkVfwrKBHr_5lV4ZSLpnT--4

Video of Hypromag facility in UK

A new shareholder crossed 3% threshold Philip J Milton & Company Plc. Building confidence

All the short term traders have been and gone over last weeks!

Interesting article on USAR. MKA Hypromag really needs a NASDAQ listing!

https://www.washingtonpost.com/business/2025/06/22/us-rare-earth-neodymium-magnets-china/

UBS often reduce their holding and then increase. I believe they move holding around between Switzerland and London. I would not be surprised to see another RNS increasing holdings again soon

By end of June I think

Hopefully will force a Nasdaq listing for Hypromag

Https://x.com/MightySharesUK/status/1934700706058965074

https://t.co/VpztaV2o0V

There's huge potential for this business, think long term!

Agreed. Results due soon

Robert-00 .. reposting from this morning, should help explain the valuation

Based off last reported numbers of acquired companies (approx):

Southwest Heating:

Turnover £1.08m

PBT £285k

Cosgrove and Drew:

Turnover £9m

PBT £862k loss

A&D:

Turnover £2.77m

PBT £410k

Based off these last numbers Earnz group turnover should be approx £12.85m, PBT £147k loss

That's based on Cosgrove and Drew making a loss, whereas the prior year they made a profit of £413k

If they were profitable again at this level, Earnz would be trading a 3 x PBT of £1.1m

Even if Cosgrove and Drew were only breaking even, PBT would be £685k, so trading at 5 x PBT

This isn't including the newly created SW Assessors business, which may be loss making initially, or maybe even profitable. Not known at this stage.

This looks why they were able to place at a 120% premium, and based on the Cosgrove and Drew break even or profitable numbers ( I believe they will be back in profit now part of a larger group), leaves the current c. £3m market cap woefully undervalued

Remember Bob previously built Mears plc from a £10m revenue business to over £1 billion, this is just the start..