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Fevertreeman, whilst I think you are mainly right about the AIM / US market comparison, I'd challenge that I don't think Mkango would have necessarily pulled this off years ago if they had been in the US. Rare earth companies have been waiting for the correct geopolitical / macro / RE pricing environment to really get noticed and get funded. I think Mkango could perhaps be 6-12 months ahead if it had been listed over there, but probably not 2-3 years more advanced. Obviously even a 6-12 month acceleration would be very valuable in the current environment, but I think our lowest cost operator advantage will stand us in great stead even without this.

Bid back up at 50p. As others have said, it's all clear blue sky price discovery from here. Happy days.

Yeh that's a fair comparison on the face of it, but once you look deeper, our insider ownership, global spread and vertical integration make us quite a different beast. I don't know what the ownership of LCM looks like, but imagine that they may have fought off the takeover if they had strong insiders. Soon we will have access to the US markets, at least for half our business.

Looks like we are going to give 50p another go, with potential momentum from the other side of the pond. Apologies, I never wanted to be that person that said just wait until US markets open, but it does seem to ring true here at the moment...

I think the clear answer to that is "no".

Any buyer would need Talaxis on board and I don't think they would cash out for a 40-100% premium to existing share price. Particularly not with an indicative SPAC valuation of $400m (with recent developments perhaps growing to $600-800m) in the pipes and the recycling business having multiple near terms catalysts and long term potential value in the $bn's. The board have a plan and are incredibly confident, as you can see from the look on Will's face on the last few investor calls/interviews. They will not be selling at a discount just as the journey is starting.

Massive amount of delayed reported 50k buys coming through. We love a big background buyer.

Crazy isn't it cristal? I always looked at 50p as such a big milestone and the original plan was to take out most of my money at this level. How things have changed, 50p now just feels like a small stepping stone to much greater riches. For me £2 is the new 50p, at which point I plan to have taken out over 50% of my original holding, but that could change again if things keep going the way they are going. A 50 bagger would be fantastic, but a 100 bagger is possible here too.

Well done on your hold and your profit.

50p bid / 52p ask, doesn't appear to be stopping for air at 50p. Bonker, what's the first target on your chart from here?

51p paid now...

LockerRoom, think you we safely say your upper red trend line has been taken out and the yellow (steeper) trend line is now the one to focus on?

Jimzi, given the SP trajectory I think they’ll also need a logarithmic chart to avoid it taking up a whole office wall.

The great thing about having a diversified business with so many irons on the fire, news can drop any day. I reckon Will and Alex have a chart on their wall with all the news lined up for the next two months and I reckon we’ve just had the first two of what could be 10-15 items of news in that time period.

More good news. Agree Sigas, this is clearly a signposting RNS. A move into the 50’s today after yesterday’s ATH close?

Looking pretty strong into close, 47.5p on the bid, highest of the day. ATH close seems very likely.

U.S. International Development Finance Corporation (DFC) provides project development funding of US$4.6 million to Mkango Resources Ltd.’s Songwe Hill Rare Earths Project in Malawi.

The DFC is also considering a direct loan of US$100 million as per the agreement just filed on SEDAR

The Songwe and the Pulawy separation projects are planned to be listed on Nasdaq pursuant to the Business Combination Agreement signed with Crown PropTech Acquisitions

Mkango Resources Ltd. is advancing multiple strategic projects across the #RareEarth supply chain to produce rare earth carbonate, oxides, alloys and magnets with additional projects under review

Songwe Hill rare earth mining project in Malawi and Pulawy rare earth separation project in Poland:

✅ Advanced stage #RareEarths assets with very few projects to have reached this stage globally

✅ Songwe Definitive Feasibility Study completed - July 2022

✅ Environmental Social Health Impact Assessment for Songwe approved - January 2023

✅ Mining Development Agreement (MDA) for Songwe signed - July 2024

✅ Songwe recognised as Strategic Project by European Commission in June 2025

✅ Pulawy Pre-feasibility Study completed 2022

✅ Pulawy recognised as Strategic Project by European Commission in March 2025

✅ U.S. International Development Finance Corporation to provide project development funding of US$4.6m to Songwe - the DFC is also considering a direct loan of US$100m - September 2025

Rare earth magnet recycling and manufacturing to produce NdFeB magnets with a minimal carbon footprint:

✅ UK - First NdFeB production runs completed at the rare earth magnet recycling and manufacturing plant, Tyseley Energy Park, Birmingham, being commissioned by University of Birmingham and HyProMag Ltd

✅ Germany - Construction underway at HyProMag GmbH rare earth magnet recycling and manufacturing plant in Pforzheim, Germany with first production targeted by end 2025

✅ USA - Positive Feasibility Study for #HyProMagUSA NdFeB magnet recycling & manufacturing plant in Texas with detailed engineering underway and first production targeted 2027, JV with CoTec Corp.

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

✅ Developments are underpinned by Hydrogen Processing of Magnet Scrap (HPMS) technology developed by the Magnetic Materials Group at the University of Birmingham with US$100 million of previous R&D funding, together with INSERMA ANOIA SL pre-processing technologies

Thanks Floyd, I had been trying to find that on SEDAR unsuccessfully. Great to see it first hand. Our perfect storm has arrived. Hold onto your shares!

New ATH hit at 47.47p. This could get very spicy this afternoon, with this additional detail from SEDAR and the US market opening.

We will surely get a further boost after US markets open today.

Thanks for providing this additional detail NoAdvices, that is fantastic!

Wow, look at all those big delayed reported buys from Friday afternoon. Some US investors in the know...

Don't know, but seems to be the norm now, and causing confusion is part of their playbook. Only seems to happen when they are moving their positions on L2. Find it quite annoying, but it's not really all that relevant in the scheme of things.