Member Info for biffa

I did post some dates a while back that proved to me (at least) that Vitol knew exactly what they were getting with Noble. ie. 20% MKA.

This is a good read. When the competition is calling you out as the next generation go to tech you know you are on to a winner.

https://www.okonrecycling.com/magnet-recycling-and-applications/sustainability-and-magnets/specialty-recycling-magnetic-materials/

Looks like news of our insane undervaluation is finally getting out.

Looks like today is the day!

650k @ 34.5 from last week just gone through plus another delayed buy at 37.75p

Advfn charge £25 a month for real time prices.

Nice.

Interesting patent posted a month ago! 10th July 2025.

US20250223185A1

United States

Patent application publication

Inventor Nelson Da Mota Brito Current Assignee Hypromag GmbH

Worldwide applications

2022 DE 2023 US EP WO JP

Application US18/852,718 events

2023-03-16

Application filed by Hypromag GmbH

2024-10-23

Assigned to HyProMag GmbH

2025-07-10

Publication of US20250223185A1

Status

Pending

Info Patent citations (12) Similar documents Priority and Related Applications External links USPTOUSPTO PatentCenterUSPTO AssignmentEspacenetGlobal DossierDiscuss

Confirmation it is coming on stream within a few months. Absolutely massive endorsement for MKA.

J. Esslinger GmbH & Co. KG - Pforzheimer Zeitung

2,208 followers

9h

How rare earths and other valuable raw materials can be recovered and reused more efficiently in the future – this was the central question addressed by political guests on Friday at the Jewelry Technology Institute (STI) of Pforzheim University – Design, Technology, Economics, and Law. At the university's invitation, Dr. Andre Baumann, State Secretary in the Baden-Württemberg Ministry of the Environment, as well as Green Party state parliament members Stefanie Seemann (Enzkreis), Hans-Peter Behrens (Baden-Baden/Bühl), and the Green Party direct candidate for the Pforzheim constituency, Simon Schwarz, learned about current developments in the field of magnet recycling – a key factor in the transformation to a circular economy.

The guests were welcomed by Rector Prof. Dr. Ulrich Jautz and the director of the STI, Prof. Dr. Carlo Burkhardt. Pforzheim University, with around 6,000 students, is one of the largest universities of applied sciences in Baden-Württemberg. The STI plays an important role – particularly in the field of sustainable materials technologies. As a "fair trade university," Jautz explains, the university is also particularly committed to sustainable values.

"China controls 93 percent of global magnet production, while Europe only accounts for about one percent. Export controls and trade conflicts threaten bottlenecks." At the same time, it is virtually impossible to develop new mines for rare earths in the short term. Since 2017, the STI has been conducting intensive research into processes for reprocessing permanent magnets. These are used in electric vehicles, wind turbines, monitors, and e-bike motors, among other applications. Without them, the energy transition, Industry 4.0, and modern medical technology would not be feasible.

A significant step: the founding of HyProMag GmbH in 2021. The startup, initiated by Burkhardt, focuses on the reprocessing of rare earth magnets. The recycling plant in Pforzheim is scheduled to go into operation at the end of 2025. The plan is to process around 100 tons of used magnets annually into new products – including powder, alloys, and sintered magnets.

#pforzheim #permanentmagnet #rareearths #magnetrecycling #recyclingplant #oldmagnet #circulareconomy #energytransition #electromobility

https://lnkd.in/e2f_Mx6s

Sean Worrall (Chief Engineer Product Sustainability, GKN Automotive) commented on the success of this work. “As the key physical testing and simulation partner, we are pleased to confirm that the recycled magnets replicated expected performance exceptionally closely during testing. This means HyProMag’s short-cycled magnets can be reliably used in motor design simulation to deliver real world performance. The HPMS process enables a supply chain of sustainable, competitive, rare-earth magnets, decoupled from the problems of the virgin material supply chain.”

GKN Automotive to develop prototype electric motor using recycled rare earth magnets

£3.4m collaborative research project includes industry leaders across automotive, technology, and recycling

SCREAM project aims to improve sustainability and reduce cost of rare-earth magnet recycling

GKN Automotive, the global leader in drive systems, will collaborate to develop a circular supply chain for recycled rare-earth magnets as a partner in the SCREAM (Secure Critical Rare Earth Magnets for UK) project.

A team at GKN Automotive will re-engineer a state-of-the-art 800v eDrive motor with recycled magnets produced by fellow partners in the consortium to test their performance and suitability in electric motors.

As part of the project, GKN Automotive will test the new motor and magnet performance to verify performance and capability compared with virgin material and the original machine. The work will be undertaken as part of a £3.4m collaborative research and development project across the automotive, technology, and recycling industries.

The SCREAM project aims to establish a supply line of recycled magnets that can be used in a range of applications, including electric motors. The reuse of rare earth magnets in future electric motors will enable GKN Automotive to improve product sustainability by reducing embedded emissions and the use of raw materials, as well as lowering production costs.

Magnets will be recovered from end-of-life vehicles, robots, separators and loudspeakers, and processed by Mkango and HyProMag in the UK before evaluation by GKN Automotive, Jaguar Land Rover and Bowers & Wilkins for product sustainability. Recycled magnets will be assessed for their magnetic, corrosion and mechanical performance and tested in a variety of applications. The development and test procedures will accurately reflect any differences in magnetic and mechanical performance between recycled magnets and virgin equivalents, using the world-class electric motor design, build and test capabilities at the GKN Automotive Innovation Centre in Abingdon.

The research, development and testing of the electric motors will help GKN Automotive on its journey to driving a cleaner, more sustainable world. GKN Automotive already powers more than 1.5 million electrified vehicles around the globe and is committed to promoting responsible sourcing across its supply chain.

Gordon Day, Managing Director, GKN Automotive Innovation Centre, said: “This leading research project, which brings together key industry leaders across multiple sectors, is vital to ensuring a secure and sustainable supply chain for next-generation electric powertrains. Rare earth magnets are a key component of electric motors and developing a robust solution for recovering and reusing them will help us reduce our environmental impact in the future.”

As well as developing a new supply line of magnets for businesses in the UK, the project aims to reduce magnet production cost

Monty et all. Just let the force be with you and believe.

The ones I bought a year ago on 26th July 2024 at 8.04am, 8.05am and 8.06am at 4.72p via IG SBets could well have been on the back of a decent night out.

Good luck.

Based on my beer and wine infused post last night, your £1000 will be worth a cool £100,000. Give or take a few pence. (no investment advice offered!)

The point about all these valuation posts. Be it Myles excellent, detailed analysis or my back of the beer mat numbers is that buying MKA now is one of those golden opportunities that only come along very rarely. (imho)

Come September and the pent up news starts flowing this will go absolutely ballistic.

Brilliant from Myles earlier. Close to 20k views so far. I have 5 followers so I post here.

About MP Materials

MP Materials (NYSE: MP) is America’s only fully integrated rare earth producer with capabilities spanning the entire supply chain—from mining and processing to advanced metallization and magnet manufacturing. We extract and refine materials from one of the world’s richest rare earth deposits in California and manufacture the world’s strongest and most efficient permanent magnets. Our products enable innovation across critical sectors of the modern economy, including transportation, energy, robotics, defense, and aerospace. More information is available at https://mpmaterials.com/.

Sounds a bit like £MKA?

$MP 2nd qtr results out yesterday.

Revenue $50M. Big fat loss.

$MP worth $12B. £MKA worth $150M.

2 years out we will have 2 Nas listings and potential revenues to match.

2 years out our share price on a like for like would be £35.00!!

One of those investments that comes along once in a decade and we are in it.

Text book move would be for $MP to use it's highly rated paper to take out MKA for $750M (£1.50 a share)

Secure supply. Take out competition and own superior IP process.

$MP is the darling in the REM space so pretty much no brainer.

I love MKA and hold 1m shares.

US Rare Earths and MP just added another $1B each to their SP for what?

It might be the dog days of summer and everyone is in St Tropez (been there done it) but FFS start pumping the message of what we have.

Update your websites. Get on the news feeds. Push Birmingham as job done because everyone is confused as to ??????

So undervalued it makes you want to scream!

Wanda looking like it could be the star of the show going forward.

20% direct holding worth £1.4M and a further 20% AUM.

Worth multiples more when they hit the next funding round if the figures below come in.

If the roll out across the USA goes well the sky is the limit for tech/AI valuations.

August 5, 2025

WANDA SECURES FUNDING PACKAGE

As it scales platform across the US

We are delighted to announce that portfolio company Wanda Health, the intelligent platform for Remote Patient Monitoring (“RPM”) and Virtual Care, has successfully closed an investment round and made significant commercial progress in the United States. The funding package also includes a £250,000 loan.

Wanda’s platform reduces hospitalisations and readmissions by collecting real-time data from patients at home or in community settings, and alerting clinicians to high-risk individuals.

Further investment for growth

Wanda has completed a further close of £834k consisting of EIS investments, a debt facility and CLA conversions, bringing the total closing under this investment round of £1.9m. The investment round was led by EMV Capital Partners Ltd, and the funding will be used to accelerate growth in response to inbound commercial interest. This fundraise follows a period of strong and accelerating commercial performance and further progress towards FDA approval of Wanda’s platform.

The £250,000 loan facility is being implemented to provide growth financing while Wanda delivers on its rapidly scaling customer uptake.

Commercial Progress in the US Market

Earlier in the year, Wanda secured partnerships with the COPD Foundation and the American Heart Association, strengthening the company’s access to key clinical opinion leaders in core focus areas. Since then, the company has made progress in several market segments.

Successful entry in the Pharmacy Benefit Managers segment, accelerating revenues

Wanda has now also successfully entered the Pharmacy Benefit Manager (“PBM”) segment. PBMs play a critical role in the US healthcare market by managing prescription drug benefits for over 275 million Americans.[1]

In the first half of the year, Wanda closed a new contract with Sav-Rx, a leading US PBM serving a network of over 65,000 pharmacies across the US,[2] and which has the potential to achieve multi-million annual recurring revenue (ARR) for the company. Onboarding has already started.

Wanda is also developing opportunities with other PBMs.

Provider Business

Wanda’s Provider Business is performing well, with an additional four new provider sites undertaking Medicare RTM; RPM; and CMM programmes with the company across Sleep Apnoea, Pain Management and General Chronic Disease Management.

Assisted Living

Wanda has also onboarded a group of assisted living facilities across California, which is a new use case for its team. The combined total of anticipated patient ramp-up equates to $300,000, realised at

July newsletter just out. What a company to have running our listing!

Love the post float prices being achieved. $1B+ would be my day one price.

Pulaway doing 2000T a year of Rare Earth oxide might have something to do with it.

https://www.linkedin.com/posts/cohencm_ccm-monthly-capital-markets-update-july-activity-7358145692160139264-VM3S?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAACigrL0BJgL7TyrUWIzboO7mg-vb-EzdbRY&utm_campaign=gmail

Just as excited as to what this means for our Songwe listing.

Odds on the USA govt taking a cornerstone 10% stake upon listing and it will open at $1B+ giving an instant £2.00 a share value to MKA.

They did spend £300M on their new embassy so if they ever want a line in the sand with Chinese influence in Africa, Songwe is probably a good place to start!

good to see mp materials value increase by another $400m today.

when the f-4 note/prospectus comes out and us investors can see the disconnect in price between the songwe listing plus the full mkango line up and mp minerals there will be an absolute bun fight for shares.

cohen won't put their name to an initial $400m valuation unless they are 100% sure that's the minimum it's worth. it's that simple.

if people want to **** about for a penny gain, good luck to them but this will continue to gap up over the next few months with news and anticipation of the listing.

Well the MMs have done their job and then some.

Got rid of the nonsense UT and the buying continues.

Lovely to see.

Lovely run of late buying before that false auction trade.

Should have been a +5p day.

Look forward to the mark up on Monday instead.