Member Info for biffa

53/55p as we speak.

Even the two cans of Stella profit crew seem to have realised there is more to this share than a penny profit!

I posted a while back how in the early days Facebook/Google used their listing power as an opportunity to pursue a land grab of all their best competitors or threats to their technology.

Exactly the playbook USAR is using. Their share price added another $300M yesterday taking them up to $3.5B. They have a mine and an idea and made a loss of over $100M last year.

As a history lesson, LCM, Less Common Metals (just bought by USAR)was founded by David Kennedy in 1992. After he left LCM he was the founding Director of a strange sounding company called HyProMag LTD!

Our Market Cap is an absolute joke compared to the other players, and as I have often mentioned, a sitting duck for a bid. I'm aware we have a potential 22% blocking stake and 10% held by management but if our main investor wants to roll into Newco, there is little we can do about it.

USAR has doubled/tripled since listing.

Cohen are going to have a long list of supportive investors lined up for our Spac.

Really doesn't get any better for us shareholders.

Grants galore for European Magnet factories. Looks like we will be joining them!

First time I've seen MKA mention what comes next after Pulawy does it's business?

Should add another $100M+ to our listing if we announce a massive grant funded magnet factory next door!

'Pulawy will process MREC from Songwe to produce separated rare earth oxides, creating a new rare earths hub in Europe to service global markets, and a platform to grow the business downstream - rare earth metal making and alloy / magnet manufacturing opportunities under review'

Our BOD must be pretty much living in the USA at the moment, considering all the action that's going on. Notice how their feeds come alive Eastern time USA!

Will it be 3 days in a row as we should get the legal site selection in Fort Worth signed off today and announced tomorrow?

.

Looks like the first batch of W Currie just got booked?

3.3M sold at 2.55p

Bought a few into my trading account. Could be a 10X return over the next few years.

They all just sit there and you remain the holder even after the delisting.

Any held in an ISA just get transferred to your trading account going forward.

Just having the credibility of the DFC in our corner will probably add $100M+ to our SPAC valuation.

Just to clear this up before the next RNS drops . Fort Worth site chosen and signed for?

Jdbanzi has misread paragraph 13 thinking it says MKA. In fact it says MKAR, the new company.

Quite clear from the 3rd line below that MKA will retain it's equity interest in MKAR.

The pro forma value of Mkango's shareholding in the MKAR Group pursuant to the Business Combination Agreement is US$400 million prior to any reduction for transaction expenses including any repayment of the BCA Note and F-4 Note described below and does not include any net proceeds from a PIPE financing and any amounts available from CPTK's trust account. Mkango is expected to retain a significant majority equity interest in MKAR, with final ownership determined at closing based on any conversion of the BCA Note and F-4 Note, the amount of SPAC redemptions, any securities issued pursuant to a private placement financing ("PIPE Financing") and other closing adjustments.

Pursuant to the Business Combination Agreement, MKAR is obligated to effect a share split that is expected to result, based on current assumptions, all of which are subject to change, in Mkango holding approximately 40,000,000 outstanding ordinary shares of MKAR at the closing of the Proposed Business Combination, calculated using the BCA Valuation at an implied value of US$10 per share, with CPTK's initial shareholders expected to hold 6,900,000 ordinary shares of MKAR.

Hope that helps.

F-4 Filing

Spac Listing USA $400M +++

HyProMag Japan joint venture

HyProMag S Korea joint venture

USA Govt grant Songwe

USA Govt grant HyProMag USA

USA Govt direct investment (10%) in Songwe/ HyProMag USA/ MKA

DOD grant Songwe

DOD grant HyProMag USA

EU grant Songwe

EU grant Poland

EU grant Germany

Multiple off take agreements

TR1 from one of the majors. (Tesla)

UK grant, but as this Govt is so useless will probably miss the boat!

Looking forward to a major RNS every week until Christmas and a minimum of £1.00 a share.

I wouldn't be surprised if W Currie had dumped their 7.5M shares at opening for 2/2.5p which is why the 6M of buys at 3p didn't make an impact.

If so watch for the trade to be listed and then we should bounce.

The usual figure that gets mentioned for having a listing on Aim/PR/reports etc is approx £600K a year so that is straight to the bottom line. One of cost could be £150K to get the job done.

I can't believe the workers are happy as they have over 3M options at 30p! This comment from last year looks like a bit of a joke.

Raluca Saceanu, Chief Executive Officer of Smarttech247 commented:

"As a token of our appreciation for all the hard work and dedication to the Company, I am delighted to announce that we will be offering share options to all employees.

"This is a testament to our commitment to creating a culture of shared ownership and accountability. We firmly believe that every member of our team should have a stake in the success of the business, and benefit from its future growth. The LTIP and grant of options is an important component to ensuring that we hire and retain the top talent in the sector."

That said at 3p the MCap is £3.75M (124M shares) with £3M in cash and a pretty good business. I'm sure Ronan Murphy is looking for 10 times that figure should he decide to sell. At the end of the day holding 70% means he can pretty much do as he wants.

Interesting to see if any of the BOD or Senior management where buying on Friday.

Odd reaction to decent news.

Very low volume again. That $400M + just in there for free again!

Everything going to plan which is good to see.

Have to agree with that that 25% point. Pointless exercise in putting that number in the RNS. Some news outlets leading with that figure.

Contradicted further down by this bit saying we are less than 2 weeks away for signing for our site which pretty much is game on.

o Baseline permitting for the Dallas-Fort Worth, Texas 'hub' facility to commence in Q3 2025, once the site is confirmed, through Weston Solutions

Interesting timing on the news release. Perhaps get that out of the way before the big one on funding etc?

A few more shares in issue so everyone's holding % down a smidge.

Looks like someone having a sniff today and I don't mean Mandelson and a piece of Epstein's wardrobe!

Our BOD have been busy in the USA so looking forward to the stream of RNS's.

Another massive plus for Cohan to punch into the Songwe spreadsheet!

Looking forward to the annoncement that the USA govt is taking a 20% stake in Songwe.

Now that will be an interesting Auction!

looks like an organised short attack on mka which completely failed. might **** myself laughing.

hack his x and then send out wild posts about selling and a placing.

at the same time a load of new faces turn up spreading doubt and misery.

end result a complete fail, as the background buyer takes advantage and 99% of holders know this is worth multiples of todays price.

looking forward to myles posting his thoughts on what went on?

Something about buying stuff that's worth £4.00 for 40p?

One of the most exciting shares on the UK market with the expected news flow.