Member Info for cyberbub

There may be an agreement between China and the US on rare earths, but (a) it may or may not be kept to - if China knows their REE dominance only has 5-10 years left then they might still restrict supply to drive up prices? and (B) the strategic case hasn't changed - the West have to ramp up production urgently!

Meanwhile it looks like we could be on for a very bullish 20MA-50MA golden cross in the next couple of days - both moving upwards at the same time...

Silvermaple, I'm not sure what's unclear. The SPAC will be listed at a valuation of $X. Mkango will retain Y% of the shares in the listed entity. The market will value those shares by adding $Z (which may be more or less than X multiplied by Y) to it's valuation of the Hypromag division.

Every investor has to make their own decision what X, Y and Z will be.

If X is $200m and Y is 80% then theoretically the shareholding in the Spac is worth 33p to MKA shares, in addition to valuation of the Hypromag business. If there's a frenzy on Nasdaq after the Spac's market entry later in 2025 then that 33p could easily become 50,60p or more.

NAI etc

On the Chinese I don't think they intend to literally force vast swathes of Western industry to shut down - they just want to prove the point that they could, very easily!

I wonder if the 25% of export licences they apparently have approved, includes to China's new buddy Putin so he can continue to build missiles to rain down on schools, hospitals and apartment blocks in Ukraine?

Yes hence my suggestion of $10m, I think that should get the studies moved forward to (or close to) completion, plus pay for corporate costs for a couple of years.

We literally couldn't ask for a better situation to be finalising the SPAC/BCA company valuation! Hopefully Cohen are working hard to tap up investors to raise 'new money', say $10m at a $200m+ valuation :-) :-)

Personally I'm hoping we're pushing 30p by the end of this month, if we get all the news we expect... Touch wood...

I agree, the Japanese government will be falling over themselves to offer a $50m kickstart subsidy, to get a plant underway ASAP. Like the US and wider West, they've been caught with their pants down on REEs.

The 50MA seems to have formed solid support, meanwhile the MACD is turning positive again... Touch wood..

...22 year old graduate to lead a key counterterrorism department, in charge of preventing terrorism across the USA. MAGA literally don't have a clue what they're doing. Thank f**k we've got adults giving us EU preferred investment status for Songwe and Pulawy.

https://www.dailymail.co.uk/news/article-14784285/thomas-fugate-rise-grocery-store-worker-anti-terrorism-chief.html

Yes hopefully MKA is in the right place at the right time. It would certainly seem that Hypromag should get strong US govt support, but who the hell knows, the orange loon changes policy literally from one day to the next.

I see he's now appointed a 22-ye

this ludicrous clown show is what happens when you elect greedy, arrogant, aggressive, incompetent morons into power. you reap what you sow. and we will all pay the price*. #makeamerica****eagain

*just hoping that mka will buck the trend...

HNW or insti holders are no different to the smaller PIs: they have their own reasons for selling. Need for cash, change of policy, de-risking etc. Just focus on the value here not the SP, IMO

I think he possible means a "hundred million company" in the same day as people say a "billion dollar company"... They don't mean exactly/only one billion... Zak means our cap will have 9 digits in it :-)

PraiseToTheGloriousLeaderUSAUSAUSAREE Inc

LOL

Yes the RNS is trivial in itself, but it's the confirmation of the 30 June date which is key. It does say that can be extended if necessary, but I would think that was the last resort, especially since it would jeopardise the management's options!

So maximum 3 weeks to go... Could be just 1 week of course!

Yes, 1m and 250k delayed sells, more or less evens it out for the day... Onwards and upwards tomorrow?

I can sell 300k (the most I have in one account) at 16.5p at the moment. They certainly want shares, is it a tree shake?

...15p and is taking their profit...

Probably just a trader who bought 500k at