Member Info for esduk

I reckon so Bonker, I can sell 250k at 39.25p, so someone's definitely interested at this level, as per moreprofit's original post.

Yep, some decent buying around here. A Monday morning RNS would be most welcome...

I think it perhaps makes sense that we are on the rougher end of the drop SG. We have two massive news items (US FID and German commissioning), which were already delayed until this quarter from the previous quarter, and which haven't landed, with only two working days to go. The SPAC is also going to be delayed by at least 5 months post their original target. So the company's credibility in terms of timelines is potentially being discounted in the current SP imo.

While I understand that what we are trying to deliver is very complex, across multiple fronts, and don't think the delays will have a long term effect, I understand why the market is giving us a rougher ride than some of the others, even if our business case is far better in the long term (imo).

I’m going to bin this guy, and suggest others do too. He has nothing constructive to add and is clearly just here to cause trouble. Toodle pip

Couple of small top ups from me also. If I had some serious funds available I’d be using them right now, but alas, I am fully invested.

I think the consequences of the Iran war are going to be enormous, but I also think they are long term bullish for us (and for gold, which is also currently taking a hit). I may have to be patient for this outcome, but I’ve been here 10 years so that shouldn’t be a problem. I remember tripling down at 3p and below at the height of the Covid stock market panic. At some point I think this turns from risk off back to boy do we need Western RE supply chains.

No worries Drantley. Top up for me in the 41's. Didn't think I'd be saying that four weeks ago before this war kicked off...

Yeh it's pretty clear from my perspective. News relating to the assets that are being listed as part of MKAR would be subject to SEC restrictions, news relating to Mkango's other assets would not be, as they aren't directly relevant to the valuation of MKAR and its assets, which are the ones covered in the F-4 submission.

Do you really think that if we had commissioned German plant or achieved FID on Hypromag USA, they would hold back that news? Even if there was some tenuous link between those projects and MKAR assets (which I don't think there is a strong argument for), the obligation to report material company news for both Cotec and Mkango would likely override any (imo) illogical view that this news may have a material impact on the MKAR valuation.

If there was something that effected the whole of Mkango, like a price floor from the US government for all our constituent companies, then imo they would probably need to withhold such news, but that's not the news that's due by end of this month and therefore isn't behind the depressed share price.

Sprott news unsurprising, we knew they were sellers. Looks like some decent sized buys this afternoon which have helped us recover.

Long term this war is bullish for us, high grade titanium and graphite are both essential across the range of defence products, and you've got to think the energy transition will be given fresh impetus from an energy security (as opposed to net zero) perspective, which is very bullish for graphite. Heavy rare earths are also essential for both defence and energy transition. For those with a longer term perspective, current prices are a steal imo.

Drantley, I think the point about the SEC legally mandated news blackout only applies to the Lancaster assets, and not to Hypromag. So I think the argument holds water, but not for the German commissioning or the Hypromag USA FID.

The management team, and Julian, have consistently been over optimistic with their timelines and the SP is currently reflecting this, alongside the wider market jitters / risk off environment. This is normal for AIM, people over promise, it comes with the territory. The question is, do these delays change our views on whether the end goals will be achieved. In my view they don't.

Therefore the question just becomes, do you leave your money invested here, or even add at these cheap prices, or do you park your money on the sideline or invest it elsewhere, taking the chance that you'll get back in before news eventually drops?

For me, the answer is clear, I leave my money in and try and top up when I can. From my past experience, anytime I try and get clever and trade shares, I get the timing wrong and miss the news, so it's simpler and less stressful for me to just hold long term, knowing that the investment thesis isn't changed by what's going on in the Middle East (in fact the case for the energy transition and higher defence spending is strengthened) or by SPAC or commissioning deadlines being missed by 3-6 months.

Yeh I think you're not alone in that feeling ajc. The timing may unintentionally be doing us a bit of a favour though. If we had have released news in the last few weeks it debatable whether it would have cut through all the war noise. I'm hoping we move towards a ceasefire / cessation of violence and the news is released at a time that markets can absorb it properly and react positively.

I'm personally not sure that Iran will go for the proposals I've seen on X (that they've apparently been sent). But what this does signal is that Trump is very keen to end this war, which markets will like. I think he wants a deal because the bond market was starting to implode. He TACO'd at a similar point last year on the tariffs as the 10 year got up to 4.5%.

The thing is, Iran now knows his pain point, so I can't see them accepting anything other than a very favourable deal for them. So I am not getting too carried away, but this is a sign that Trump wants an off ramp, which in itself is a positive.

Rumours of a potential one month ceasefire being negotiated by no other than Jared Kushner... PM's reacting very positively, oil the opposite. Let's see if it's real, but if so should be a good bounce for us tomorrow.

Will soon see how real it is, but has been reported by Israeli TV as something that Kushner is working on. If it is real it's looking like great news for PM's and Greatland (and of course the rest of the world).

Some claims online about a potential one month ceasefire being negotiated. Gold and silver reacting well.

Great first contribution to the board mate, a non-sensical negative post, bravo. I see from your posting history that you have form. Try your luck somewhere else please, this board is too experienced for it to work here.

US Ambassador Puzder: The US and EU are near a critical minerals deal, the deal would incentivise Western investment and block China from flooding the market.

From what I've heard, T212 is very poor on this particular share and often gives bad pricing, doesn't provide a quote or doesn't execute.

I have a decent holding in Equinox, though it's only about a quarter of my Greatland holding. They are two very undervalued mid tiers that may join the big leagues over time. I'm invested in them on TSX, their primary listing, as I tend to hold miners in Canada over the US given I think the USD may do worse than the CAD over time as the US has a higher debt level.

I think you are potentially confusing people by showing the drop from the year's high SP on March 2nd to today's SP (32.7%), but referencing January 1st on multiple occasions (at the start of your original post and then again in your response to me). We're about 5% lower today than we were on January 1st. I get what you are trying to say now though, was just a little confusing.

Looks like Investec actually dropped the bid from 45p to 44p (though it is being misreported here I think). A bit ridiculous given all the buying at 46p, but hey, we know the story by now...