Member Info for esduk

Interesting osebo, thanks for the further insight.

I had read 1-2 months for typical timeline between documents being filed with the SEC and SEC sign off, but your timeline looks like it is more granular, and it will be dependent on how many comment rounds there are. Hopefully with Cohen and Co advising, we should be snappy, particularly given all their recent relevant experience. On CPTK shareholder vote, I think they need a minimum 20 business days to review the deal before voting, which pretty much aligns with your

While I'm happy with management's performance, I would add that they didn't get the German plant operational by year end, which was their original target. I don't think they'll be far off though, and generally they have managed to make lots of progress on various fronts, with limited resources.

US markets closed today, so wonder whether afternoon action may be slower today.

Yeh understandable, we would all have liked the SPAC to be done by now. But you've been here a long time, so you've already been patient. I think it's pretty clear that that patience will continue to be rewarded.

The CrownProptech shareholder vote to extend the deadline is not the same as the CrownProptech shareholder vote to sign-off on the SPAC. My understanding is that the former is a regular vote by shareholders to keep the shell company going / allow it to seek a partner, that due to Nasdaq rules always has to have a deadline attached to it. Shareholders signed off on an extension of the deadline last year (to 11th March this year) and will almost certainly do so again if the SPAC has not closed by 11th March.

On the SPAC timelines in general, once the updated Songwe technical report and Pulawy PFS have been finalised, Mkango will complete the relevant forms and lodge these with the SEC. The SEC will then take 1-2 months to sign off on these. A prospectus will then be sent to CrownProptech shareholders 20 days (from memory) before the shareholder vote to approve the SPAC. Upon approval the SPAC listing and associated PIPE financing can occur. I laid all this out in a bit more detail a few weeks ago, if you want to search back through my posts to get the exact detail.

I don't think you have missed anything necessarily. My best guess for listing date is end April / May. It's possible it could be earlier, but the Songwe / Pulawy reports would need to be sorted ASAP and the SEC's review would have to be on the shorter end for it to be done this quarter. I also wonder if there are (positive) behind the scenes developments which have delayed things on Pulawy / Songwe, particularly around potential EU / US support.

55p on the bid I should say, 56p SP.

150k UT in the 11am auction, followed by a tick back up to 55p. Big money about, on both sides.

Yeh I think they will most likely just have a vote to extend it, which is no issue. I don't personally see us getting everything in place for a shareholder vote by the 11th March.

I had a lovely time on my Friday jolly in Bath, thanks. My last post was my last post on the matter in question, and I think it says all I need to say. Good luck with your trading.

I see you’re at the whole misrepresenting posts / twisting words thing again strangler. Of course Treger mentions Tyseley lots, he has a 20.6% direct investment in it through Cotec’s shareholding in Maginito. More importantly it’s the proof of concept at commercial scale for the HPMS technology and the basis for the Hypromag USA plants, so is crucial to Cotec/Hypromag USA as others have said.

I haven’t seen the interview yet as don’t think it’s been posted on YouTube so far, so I don’t know what exactly was said about listings. But I’m pretty sure that he wouldn’t have given an update on the MKAR SPAC timings / progress with SEC (which even Will and Alex haven’t done) because he has no investment in Mkango’s Songwe and Pulawy assets which are the ones being listed, and providing important company updates such as these on a company you are not invested in wouldn’t seem like a wise idea.

So your post last week suggesting that maybe he would provide such an update / the one where you seemed to mix up your listings, was wrong. I think you need to go and have a look at the presentation when it’s updated on Mkango’s website. That may help you to understand the difference between Mkango Rare Earths (MKAR) and Mkango Resources (MKA). I said he’d never mentioned MKAR in an interview, not Mkango, Maginito or Tyseley. As usual, getting your facts wrong and missing the point.

I’m very happy for “noobs” to post on here and would say I’m normally very welcoming. Your posts over the last few months have been agenda and error filled, so I’ve taken exception to them. But on the advice of others I’ll stop the back and forth and leave you to your blissful ignorance. From now on I’ll leave it to others to decide whether what you say has any truth or value.

Good luck with your trading.

AI bolloc&s mate. You are embarrassing yourself…

That is absolute rubbish and shows how little you know about your “investment”. He has not referred to the MKAR SPAC, Songwe or Pulawy in any interview or presentation I have seen (why would he?) and I’m pretty sure I’ve seen a lot more than you. Stop trying to sound intelligent and like you know this company well. Good luck with your trading…

Kat, you may are confusing your listings. JT has nothing to do with the MKAR SPAC. The only thing he could update on would be the Hypromag US listing, which won’t have been at all affected by the recent US government shutdown as we haven’t even decided on a SPAC partner yet.

What a fantastic post by Myles. Would have loved to get the opportunity to see it all first hand. So much goes on in the background that we have no idea about.

Technicals primed, return of positive sentiment, Neodymium price jump, geopolitical backdrop improved post CRMA summit / WH press release, flashy opening with great media and industry attendance, SP up 13p or 30%+.

What a difference a week can make.. and that’s on no new news… just imagine what happens when the news arrives…

That’s another AI fake, an older whiter version of the AI Asian guy that’s been doing multiple videos a day over the past few months. c. 70% truth mixed in with c. 30% garbage. JP Morgan apparently went net long on silver in the last few months, along with Citi. European bullion banks apparently still net short silver. So it’s not new.

Yeh I think so SG. Will and Alex have just looked so confident in recent months and the official opening of Tyseley and talking about full capacity at highest ever performance shows the Hypromag roll out at commercial scale is going very well, which was the biggest risk we had here.

You don't get the minister in if things aren't going to plan... I think we may look back at today as the start of the next phase or our journey. We've been busy joining dots over the last 12 months and I think this year, all will be revealed. Am I expecting another 485% SP increase this year (46.5p to £2.72), possibly not (though it could happen if everything went perfectly), but am I expecting 200-300%+, yes, and I think without too much difficulty. In time I think we will be measuring ourselves in £'s, not pence, and normal daily moves will be in 10p+ increments.

Will’s been busy this evening re-posting all the media from the official Tyseley launch, including the minister’s.

Patience isn’t your strong suit eh strangler?

Will just reposted this from Adamas:

📈 Lifted by rising demand and higher prices, the global market for magnet rare earth oxides to increase 7-fold by 2040.

With total magnet-related rare earth oxide demand forecasted to increase at a CAGR of 8.4% and prices projected to increase at CAGRs of 4.0% to 5.5% over the same period, Adamas Intelligence forecasts that the value of global magnet rare earth oxide demand will increase more than seven-fold by 2040, from $9.7 billion in 2025 to $68.1 billion by 2040.

https://www.linkedin.com/posts/adamas-intelligence_lifted-by-rising-demand-and-higher-prices-activity-7417575002780106753-VUY-?utm_source=share&utm_medium=member_ios&rcm=ACoAACbW318B5SROCrBo8_YGOn-KXbgaEGlJ0ow

Looks like the afternoon US interest is still there, with a nice tick up back to 53p on the bid. Any bets on where we close?

Velcro, this has already been announced by the EU. Coming in from April if my memory serves me correctly...?