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Let's see if they make me eat my words :)
https://x.com/bonker_99/status/1773301371246199073?s=20
Another new ATH for Gold coming @2,244 IMO so that's at least $25 for Silver.
https://x.com/bonker_99/status/1772950798550364503?s=20
This is down here because of the lack of an MDA for Songwe and the quartered Neodymium price over the last couple of years so now it's priced at the recycling tech only valuation, simple as, nothing to do with the BOD.
GL getting your buy(s) at 5s.
Looks like nobody is flipping those new shares although most will have already been forward sold at 6p+ no doubt.
It's derisked the cash position - we all knew they were likely running on fumes so that's fair enough.
The DFS arriving in H2 will give us the profit numbers and the all important NPV numbers with Neodymium price sensitivity analysis etc - that's when I'll be able to apply mcap-per-site valuations to the mcap here - I'm flying a bit blind on the recycling side until then but it was the c40p valuation of Songwe with Neodymium at its prior high that caught my attention initially of course :)
All nicely timed this I must say - H2 could be a bit special here ...
I'll be buying the dip - don't worry about that :)
"As part of this process, the Company has decided to launch a review of strategic options for its Songwe Hill Rare Earths Project in Malawi as well as the Pulawy Rare Earths Separation Project in Poland. Mkango believes this strategic review will help maximise returns for its shareholders whilst it seeks to expand its recycling business."
I'll assume the above means they're going to JV/sell Songwe/Pulawy following the MDA arrival and go 100% recycled unless others think otherwise - could be a relatively quick deal if the US DoD are interested?
Morning,
Not sure what I make of these alleged buys by the CEO tbh but let's keep with the positive.
That's put the cash issue to bed for a good while and, yes, presumably the MDA will conveniently arrive in the new tax year - chartwise, as I've shown recently, I expect Neodymium to bottom in the weeks ahead and it's a loooong way back up (4x) to its prior peak from here.
Still all to play for then be it with a bit of the usual AIM whiff.
US DoD grants $110m to Albemarle and Talon for critical mineral production
https://www.mining-technology.com/news/us-dod-grants-critical-mineral-production/