Member Info for biffa

Excellent presentation to watch. Thank you.

Only posted this morning and already 3500 views.

Just shows the interest in all things Mkango and our sector.

10 years of waiting and they arrive like buses. Incredible.

Each one a company maker on it's own and we have 3 to look forward to!

Can't wait.

Offer creeping up on every trade for those without RT.

As you say, first time they have printed the big sell in real time rather than masking it until EOD.

Expecting a big blue by close.

The bid/offer being shown, 16/16.5 now a true reflection on the sell/buys.

Most of yesterday afternoons trades were all buys at the mid 16s, even though listed as sells, hence the opening drop on the quote.

Spreadex has just closed to longs, IG months ago.

Another day of steady buying by the looks of it.

Meanwhile US Rare Earths market cap goes up by another $200M because the US is running out of magnets!

They have an idea, a couple of offices and a mine producing absolutely nothing. Value $1Billion+

We now have the SPAC incoming and EU Strategic Partner/Project status.

Anyone who hadn't heard of MKA last week will have a file on their desk by the end of this week. Our value £15M? You have to laugh!

If I was Cohen and USRA I would make an all paper offer for us and be done with it.

Either way this is only going up (soon)

2024 saw EMV Capital plc continue to make good use of its AIM quotation demonstrated through the £1.5 million Placing in December 2024, alongside the issuance of shares to Q-Bot and to several suppliers in lieu of cash. We continue to see the benefit of our AIM quotation, particularly in our ability to selectively issue shares to strategic counterparties and as a differentiator to other VC peers, providing an added layer of 'institution grade' confidence to co-investors and portfolio companies.

Staying on Aim, NAV £37.7M vs £11M M CAP.

Good and bad news in the results but nothing to warrant a 40p share price.

Lots of their companies doing very well so looking forward to the updates.

Add a final 200k at 17.50p.

MMs usually post the prints at the end of the trade (last 3 days)so there is a good chance normal service will resume with the buying strength being reflected in the SP.

Interesting day.

TR1 anyone?

Wow.

6M+ big ones just landed.

William Dawes has just posted this mornings news.

'Other jurisdictions being evaluated for HyProMag technology roll-out including Japan, Canada, South Korea.

I follow this quite closely but can't remember Canada or South Korea being named by the company before?

Looks like Cohen have found another investor alongside Crown to join the team.

The F-4 form is where we will see all the details of the transaction, meat on the bone so to speak.

Pursuant to the NPA, Lancaster has agreed to issue and sell two convertible promissory notes (together, the "Notes"), one to the BCA Note Investor in the principal amount of US$500,000 (the "BCA Note") and one to the F-4 Note Investor in the principal amount of US$250,000 (the "Form F-4 Note"), upon satisfaction of different sets of conditions. The BCA Note Investor has deposited US$500,000 into escrow, with its release to Lancaster pending the satisfaction of conditions including the execution of a definitive business combination agreement for the Merger (the "BCA") and approval by the TSX Venture Exchange ("TSX-V") of the potential conversion of the BCA Note into shares of Lancaster. Lancaster intends to return the escrowed funds to the BCA Note Investor if the BCA Note is not issued by 30 June 2025, which is the expiration date of exclusivity regarding the BCA and which may be extended. The Form F-4 Note is expected to be issued following the execution of the BCA and, subject to TSX-V approval of the potential conversion of the Form F-4 Note into shares of Lancaster, upon the submission of a registration statement on Form F-4 with the U.S. Securities and Exchange Commission ("SEC") covering the issuance of share consideration pursuant to the Merger.

I can't believe what came over me with my deramping post!

Much prefer your figures.

Onward and upward.

USA Rare Earth CEO from 2 weeks ago.

Mr. Ballard added: “We are experiencing a ‘Manhattan Project’ moment in America. As a country, we must invest in and rebuild our rare earth supply chain as unprecedented geopolitics have highlighted the structural need to protect our domestic defense, industrial and technology industries. We are seeing robust interest from domestic manufacturers eager to use magnets that are made here in the USA. Our growth in 2026 will reflect this growing demand. Our mission has prepared us for this moment, and we are determined to deliver for the American people.”

Can't argue with that.

Everyone has different targets but 50p minimum should be a starting point. The UK market and useless Aim should never have taken us down to the depths of 4/5p last year in the first place. More fool the market but great for us.

I split MKA into 3 investments.

1)Songwe and other assets. £100M

2)Hypromag USA £30M

3)Hypromag UK/Germany £30M

Over the next 8 weeks all of the above are going to have the confirmation news we have been waiting for that proves up these valuations.

No need to explain the reasoning as ample posts before have covered.

(I still think Songwe will get taken out prior to Spac to speed up the boots on the ground!)

Best risk/reward in the market.

2nd job advert this week at Mkango Birmingham.

Process engineer.

Difficult to keep up with the news flow today.

Not sure what started the buying frenzy, Floyd, Cotec or Myles?

Epic post from Floyd and then icing on the cake from Myles. Join the dots.

Why don't they just buy Songwe and concessions and be done with it. Everyone wins.

Cotec news is just as good.

Birmingham coming on line next week?

Much better subject line!

Starting immediately and operational!

Job description .7hrs ago

Company: Mkango Rare Earths UK Limited

Position: Analytical Chemist

Location: Birmingham UK – Office/site-based role

Working Hours: Mon-Fri 9am-5pm

Reporting to: Process Chemist (Mkango Rare Earths UK Limited)

Benefits: Competitive salary, 20 days holiday, and other attractive benefits

Mkango is a TSXV and AIM listed company focused on the development of a rare earths mining and processing project in Malawi, a rare earths separation plant in Poland and development of a recycling manufacturing base in the UK, EU and the USA to process and recycle rare earth magnets, via its interest in HyProMag Limited.

The Opportunity

Applications are invited for a highly motivated Analytical Chemist to support the development of new and innovative rare earths chemical processing projects, starting as soon as possible. The new hire will be an integral part of the monitoring and quality control of a hydrometallurgical pilot facility that is operational within Tyseley Energy Park, Birmingham UK.

Special Purpose Acquisition Company (SPAC)

A SPAC, or Special Purpose Acquisition Company, is a shell company formed to raise capital through an IPO, with the intention of using those funds to acquire a private company and take it public. Essentially, SPACs provide a pathway for private companies to go public without a traditional IPO, potentially speeding up the process.

Basically it's a reasonably quick way of MKA listing the Songwe mine and other concessions in Malawi as a stand alone company/investment.

At that point the true value of Songwe will become apparent to the investing community and MKA share price will double or triple.

Personally I think we will get some TR1 notices some time soon.

I also think Cohen will have multiple interested parties trying to do side deals on Songwe, Spac or no Spac.

There is so much positive news that EMV could have released over the last few months form their portfolio companies, and yet, continued silence.

Usually all over the PDSB news releases.

40p vs £1.60+ and all that!