Member Info for Almostscratch

There is one but not very active

No I was responding to Smartpunters post on this topic

You cannot sign binding offtake agreements before a dfs let alone a decision to proceed. How can you commit to supply something you might never produce

If you are really interested why not look at the company presentations and read previous rns's

And where did I mention funding? I only mentioned feedstock

Would be interested where they got/get feedstock from and if they had supply agreements

Did they want the company or the feedstock?

Not quite the case they have included terbium in revenue estimates for some time now. Yttrium was added more recently because of the price surge

Dont forget eVTOL for magnet demand

Nice to see Willuam being invited by JLR to the Birmingham Chamber of Commerce awards

Some ambiguity and uncertainty as the reality is until the F-4 is deemed effective MKA wont know if they will get further comments from the SEC. One would hope that any sustantive issues have already been raised and addressed.

Just to br clear the waiver procrss is essentially independent of the sec process. For the F-4 review there is no formal public consultation process . The public can comment but there is no public review process/timeline requirement.

No the F-4 going public does not mean the sec have completed their review procesd

New website - fantastic. At least they are funding somsthing now

Https://www.linkedin.com/posts/sti-institut-f%C3%BCr-strategische-technologie-und-edelmetalle_hspf-carloburkhardt-stefanrathfelder-ugcPost-7453077983319179266-o9H0?utm_source=share&utm_medium=member_android&rcm=ACoAABWemOIBWZwpzIt5UyEPK3Wl0Vktl92y4MY

As and when a deal with Siemans is signed one would assume they would have to announce it given likely significance

Think the Siemans guy who pulled out a magnet on stage in the circularity session described it as pre project ie early stages

Guess i should have said cigarrette packet to avoid the ***

quick back of *** packet calculation. with siemens installed wind turbines and assuming a 20 year lifespan then they will have hundreds of tons of magnets a year for recycling

Oops rubbish predictive text there Neilson and Pensana