Member Info for biffa

Cohen Issued their August update yesterday. Required reading for anyone who doesn't understand what is coming down the track for MKA shareholders!

https://www.linkedin.com/posts/cohencm_ccm-monthly-capital-markets-updates-august-activity-7368748764574027776-p9IN?utm_source=share&utm_medium=member_desktop&rcm=ACoAADKjIysBnXZVttSL08iguCJjtVl3JTHhqV0

In a few hours time America will wake up to wall to wall coverage of Xi, and his new toys.

China's President Xi Jinping unveils laser weapons, nuclear ballistic missiles and giant underwater drones at a massive military parade 80 years on from the country's victory over Japan in World War Two.

It will be another wake up call to the USA that they need to secure Rare Earth production asap.

Fully expect grants and investments to be handed out like confetti.

There is zero chance that the USA govt will not take a sizeable stake in Songwe. What's the point of their brand new $300M embassy 50 kms down the road if you aren't going to exert some influence in the country.

Japan

USA Govt

Dept of Defence

TR1

etc

etc

etc

Question is how will the news (if any) be released?

Multiple companies RNS their grants/funding at different times or a USA govt/DofD website reveal.

Mkango results out at 2.30pm or next week.

Might be worth taking the day off and having multiple screens to get the edge.

USA govt takes a 20% equity stake in the Songwe Rare Earth Mine. Off take agreement. SPAC revalued at $1B to MKA stake holders.

Dept of Defense grant funding for HyProMag USA. Roll out confirmed. $500M to MKA stake holders.

Japan is confirmed as the next county to roll out HyProMag. Negotiations confirmed with multiple countries.

Etc

Etc

Etc

Etc

This RNS added £25M to their MCap today. Approx 8p as a read across to MKA.

Company Strengthens Relations with the U.S. Government through membership of Defense Industrial Base Consortium (DIBC) and Cornerstone

Guardian Metal Resources plc (LON:GMET, OTCQB:GMTLF), a strategic development and mineral exploration company focused on tungsten in Nevada, USA, is pleased to provide an update on the advancement of the Company's government affairs strategy by announcing that it has become a member of the Defense Industrial Base Consortium (DIBC) and the Cornerstone Program.

The Company was recently awarded $6.2M USD by the United States Department of Defense to be used for continuing work at Pilot Mountain, one of its co-flagship Nevada-based tungsten projects. As Guardian Metal continues to pursue partnership opportunities to strengthen its relationship with the U.S. Government, it has joined these groups as another step forward in its progress.

· The Defense Industrial Base Consortium ("DIBC") has a primary goal to enhance the resilience and responsiveness of the U.S. Defense industrial base. DIBC focuses on identifying, developing, and testing cutting-edge capabilities, while also addressing supply chain issues, critical mineral extraction, and scaling emerging technologies. The consortium provides opportunities for its members to access funding programmes, potential partners, and industry collaborations.

· The Cornerstone Program ("Cornerstone") is a public-private partnership initiative, managed by the U.S. Army that aims to strengthen the U.S. industrial base and improve its competitiveness in support of the Department of Defense (DOD). Cornerstone focuses on developing prototype projects and capabilities to address specific needs within the defence related industrial base, such as improving artillery systems or enhancing the supply chain for critical materials. This directly benefits US armed forces by providing them with advanced equipment and solutions that improve their effectiveness and safety.

Oliver Friesen of Guardian Metals commented:

"In 2025, our partnership with the U.S. Government has advanced significantly, highlighted by our acceptance into critical programmes such as DIBC and Cornerstone. Over the year, we also joined the DARPA-sponsored Critical Minerals Forum and most importantly, secured a DPA Title III award from the United States Department of Defense. Collectively, these milestones underscore the strategic importance of our tungsten projects to U.S. national security, and we look forward to further strengthening our relationship with the U.S. Government in support of these critical objectives."

Talk about a brilliant appointment from last year.

Pretty sure he can get a meeting with just about anyone that matters in the White House and Dept of Defence!

CoTec Holdings Corp. Appoints Retired Vice-Admiral Robert Harward As Non- Executive Director

Vancouver, British Columbia – March 4, 2024 – CoTec Holdings Corp. (TSXV: CTH; OTCQB: CTHCF) (“CoTec” or the “Company”) is pleased to announce the appointment of Retired Vice-Admiral Robert “Bob” Harward to its Board of Directors (the “Board”) effective March 4, 2024.

Julian Treger, CoTec CEO commented: “We are very pleased to welcome Bob Harward to our Board. Bob’s unique experience gained as a Vice Admiral, US Navy SEAL and as a senior defence technology executive will complement our board and help to drive CoTec’s strategy of applying innovative technologies to otherwise overlooked assets including critical minerals and recycling rare earth elements.”

Bob Harward is a retired United States Navy Vice Admiral (SEAL) and a former Deputy Commander of the United States Central Command, he served on the US National Security Council in The White House and led several multi-national special forces commands in Afghanistan and Iraq. He joined Lockheed Martin in 2014 as their Chief Executive in the UAE and expanded his responsibilities to cover the Middle East, leaving to join Shield AI as Executive Vice President for International Business Development and Strategy based in the UAE.

Mr. Bob Harward commented, “CoTec is very well placed to help secure critical minerals and disruptive technologies vital to western interests and the United States. I look forward to joining the CoTec Board and working with the team to grow the company in this exciting opportunity”.

Have to love this bit.

Jon Godfrey, director of Intelligent Lifecycle Solutions and a longtime advisor to HyProMag, said the new partnership is the result of nearly a decade of collaboration across the Atlantic.

“Our business is in the e-waste stream. We’re an R2-accredited recycler and our job is to go out and acquire material to feed the various HyProMag businesses,” Godfrey said. “The announcement that’s just been made is by far the most significant, but we’re also operating with HyProMag in the UK and hopefully soon within Europe as well.”

The recycling method HyProMag is advancing uses hydrogen gas to break down magnets into powder form while simultaneously demagnetizing them. Godfrey said the process is both efficient and environmentally sound.

“It uses hydrogen to get into the grain boundaries of the magnet and it can break the magnet down. It also demagnetizes the magnet in the process,” he said. “It’s beautifully simple, elegant and sustainable.”

“In the past, every time a rare earth magnet hit one of our shredders, it would turn into horrible magnetic dust that would get into every gearbox and piece of electrical switchgear. It was causing huge challenges to the recycling industry,” he said.

The hydrogen process avoids these issues and allows for clean separation and reuse of magnetic material, reducing embedded carbon by more than 88% compared to conventional chemical recycling methods, such as solvent extraction or high-temperature metallurgical processes, according to company estimates.

If I was Mkango I would be sending out sec793 notices like confetti. (212 in my day)

About time they found out who has been buying all the shares.

A notice issued under section 793 of the Companies Act 2006 (which came into force on 20 January 2007 and replaced the section 212 notice under the Companies Act 1985). Section 793 allows a public company to issue a notice requiring a person it knows, or has reasonable cause to believe, has an interest in its shares (or to have had an interest in the previous three years) to confirm or deny the fact, and, if the former, to disclose certain information about the interest, including information about any other person with an interest in the shares.

Actually Noble almost went bust. Bought out by Vitol to get their hands on 20% MKA holding.

As you may remember I did post last week to say I was pretty confident our deal with Envipro in Japan had finally gone live. I have been in email contact with them on a regular basis hoping to get a bit of a feel for how things are progressing. Now Myles has posted the below.

Rumours are that meetings with Japanese entities have been extensive in recent weeks. I will be entirely unsurprised to read of significant developments on a new project in that nation, announced in the coming weeks.

It would seem I'm not the only one to believe something is finally happening so below is a cropped version of the reply I received last week. Please note that the responses I received in January and late May led me to believe nothing was going on so an absolute win for Mkango!

May answer. 'Unfortunately, there has been no progress that we can share with everyone at this time. We are continuing to have occasional conversations with HyProMag. Should there be any developments, we will report them on our website.'

Last week.

'I apologize for the delay in getting back to you. We’ve been coordinating with them, and due to the confidential nature of our project, updates will only be shared upon the official release. We appreciate your understanding.'

I read that as a slam dunk and if Myles is hearing the same then off we go. Once we get the validation of another country building out our HyProMag technology how many more will quickly follow?

HyProMag Ltd advertising for a further 2 new full time jobs in Birmingham. Adds to the 3 last month.

Full time Scrap Trade Professional and full time Administration position.

Looks like the ramp up is going to plan which is great news.

Tech and concept proven beyond any doubt.

William liking their presentation today. Perhaps our Indian partner?

This is from this mornings Altona RE RNS.

Note that their project is in Africa, Mozambique and that they expect confirmation within weeks.

This ties in with the rumours of USA funding by the end of August. William never gives out news until he has to but we could get funding for both Songwe and Hypo USA. I don't think you would need a chart for MKA if that happens.

US Policy Shift Opens Door to Altona's Monte Muambe Rare Earths Project Funding

Altona is pleased to announce that, following a recent policy shift, the US Government has re-engaged with the Company on the possibility of providing funding support for the Monte Muambe rare earths prefeasibility study. A formal project proposal has now been submitted to the USTDA, and the Company anticipates material progress over the coming weeks.

This development aligns with Altona's strategy to secure long-term partnerships across the critical raw materials value chain for Monte Muambe. The Company will continue to keep shareholders updated as discussions advance.

This comes in the context of the US Department of Defence ("US DoD") commitment to invest US$400 million through a landmark public-private agreement with MP Materials, a US rare earths mining company, to strengthen the US domestic rare earths supply chain and to reduce reliance on China. US DoD has become MP Materials' largest shareholder, and the partnership includes a long-term purchase agreement establishing a US$110 per kg floor price for Neodymium-Praseodymium Oxide, thus underlining the US Government's tangible commitment towards supporting sustainable and independent rare earths supply.

We should be getting more news in the next 4 months than we have had in the past 4 years and all of it Company making stuff.

Thought I would wait until after the close to post but I think we are finally quite close to the Envipro announcement.

This deal was going nowhere until a few months ago and now it is all hands on deck to get something done.

"The company is also exploring potential rare earth mining opportunities in Argentina, Australia, Malawi and Myanmar, the source said."

Another interested party to add to the already long list?

It is no coincidence that the one day Esduk had an all day hangover the MMs took full advantage to slam the price.

When he is fully engaged with his updates, trades and general good humoured chit chat they have no hope.

I think it's only fair for the good of our investment that he abstains until the £1.00 share price party when perhaps a shandy will suffice.

A quick 20 recommendations should show the feeling of the board!

Zero selling pressure at this price as you would expect.

Blue by coffee time if not before.

So the message from Cotec is everything is on track for Hypo USA.

Talking to further banks,govt,DD.

3 hubs + 6 feed stations rather than 1+2.

Green light could come at any time.

UK blueprints and Instruction Manuel make it a slam dunk.