Member Info for DrantleyGicks

Alexander Lemon was with the @MKA rare earths USA team in Washington DC this week, attending the US Chamber of Commerce Critical Minerals Summit, great meetings held with the @UsChamberOfCom , the @DFCgov , @EconAtState Exciting progress for MKAR @malawidc @USEmbassyLLW

@UKinMalawi @Nasdaq #RareEarths #Hypromag

https://x.com/i/status/2065773123731918909

Haven't looked in detail, but there has been some insider trading/credit/warrants all taking place over the last few weeks. I'm guessing that price action suits those undertaking the transactions, now it's done maybe it'll drift up.

Obviously not pointing fingers, but it's amazing how many times that share price moves to suit. For example the spike over C$2 allowed the warrants to be expedited, then it dropped like a stone and the insider transactions took place

May well have it the wrong way around and cotec were reacting to the price. The important bit is it looks like the finance is a good simple place for further opportunities!

A nice balanced article on the risk to the local community.

https://www.southernafricalitigationcentre.org/mining-requires-accountability/

Just because you can't have enough tail winds....

New bipartisan bill being considered.. My mate Bob from the Packhorse told me over a campari and lemonade the following:

If the U.S. recycling hub's raw operational cost to produce an advanced magnet is, hypothetically, $70/kg, a $40/kg transferable credit effectively lowers the net cash cost of production down to $30/kg.

Because the Domestic Magnet Input Usage Credit (Section 45CC) grants an immediate 15% tax break to U.S. buyers using domestic or NATO-sourced magnets, the off-take volumes for the U.S. and Polish plants will likely lock in far faster than originally modeled.

Instead of an standard 5-to-7-year payback period post-commissioning, the assets could realistically clean their construction debt registries within 2 to 3 years of steady-state operations, leaving a highly liquid, unencumbered, cash-flowing utility right at your target horizon

https://democrats-selectcommitteeontheccp.house.gov/media/press-releases/khanna-moolenaar-introduce-bipartisan-legislation-reshore-americas-magnet

Sonic, I'm not trying to be a smart arse, I'm on a learning curve! I thought price action using charts only really works with high liquidity stocks and normally revenue producing firms?

I thought I read that O'Neil always talked about volume being the fuel? If a stock is pre-revenue and low-liquidity, the only thing capable of providing that fuel is a major piece of fundamental news

Always fascinated to see people talk about charts and not ruling it out, I just thought it wasn't applicable here?

Happy to be corrected!

That's what I've been trying, but not being accepted. Am I missing some kind of action I need to complete before admin will accept?

Velcro, what's your thoughts on the Rio strategic pivot? Doesn't it reduce the likelihood of Rio funding?

It's the only reason holding me back.

Cheers in advance

GD

@esduk

We had a congressman statement for south Carolina, but no governor statement (can't remember who is more important in American politics!

https://southerncarolina.org/news_center/article/hypromag-usa-and-intelligent-lifecycle-solutions-commission-inserma-rare-earth-magnet-pre-processing-system-in-south-carolina

This investment demonstrates how South Carolina continues to attract innovative companies to build the technologies that will power the next generation of American manufacturing - creating jobs," said Congressman Joe Wilson. “Rare earth minerals are critical to our national security, and we must take control of our domestic manufacturing and supply chains to protect American interests."

I've been watching from the sidelines for a few months. What's your main reasons for the position?

What time frame are you thinking?

Any concerns about too many eggs in one region?

Probably going to start a small position soon, especially with the lower price point.

Just a note of thanks to all the input today from everyone, great to read through well written arguments and points. Certainly helps us relative newbie investors.

Not a bad board really!

I'm still slightly staggered that REEcycle listing with a $400 million valuation for a 100 tonnes per annum (tpa) target capacity.

I get first mover advantage (all over there prospectus) for REEcycle but wow hypromag USA would blow them out the park with their numbers if we get in quick.

And nothing dramatically new here, but good to see some investor relations activity....

https://youtu.be/RZCNq1A9SPo?si=LjU7GobBq-LWb3pY

The monsoon has now passed over, so will go back to sleep.

As a fun benchmark I asked Bob (aka Gemini ) over a scrumpy and black down the packhorse last night what the REE news means for the future Hypromag USA listing. This is what he slurred, so best take it with a pinch of salt (and lemon with his tequila chaser).

A major transatlantic benchmark was established on June 1, 2026, with U.S. competitor REEcycle listing on the Nasdaq via a SPAC merger at a **US$400 million valuation** for a 100 tonnes per annum (tpa) target capacity.

Applying REEcycle's market-validated metrics to HyProMag USA’s massive **1,552 tpa single-hub layout** dictates a peer-implied IPO valuation range of **US$1.24 billion** (CapEx-to-Value model) up to **US$5.43 billion** (Capacity-to-Value model).

This pricing highlights a staggering market mispricing for parent equities CoTec and Mkango.

***Edited for the use of literally.

New pack on the cotec website.

https://www.cotec.ca/_resources/presentations/corporate-presentation.pdf?v=060106

Anyone fancy setting up and running a telegram group 🙄

Cheeky request, we've come to a happy balance on this board with people who've got different opinions, trading styles and timelines.

Either pop them in the green box if they trigger you, scroll by, or engage.

I've seen other boards get quite depressing with negativity.

Hope you don't find this message patronising. Just block, scroll or engage.

Here's to a good upcoming week!

Scroll up until you find the new group limk

Log on to the app that cannot be named. Search BRES or #BRES. You'll come across an old group, lots of joiners and leavers. Scroll up until you find an active link to the new group.

Worked ok for me.

Https://www.state.gov/releases/office-of-the-spokesperson/2026/05/quad-critical-minerals-initiative-framework-among-the-united-states-japan-australia-and-india

Has anyone got referral link for investengine?

I need to set up my son's first SIPP.

If so send DM to me with the link so you get a couple of quid.

Thanks all and apologies if not appropriate for this forum.