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Has anyone seen the presentation be put up somewhere? Still can't find it.

Not to rain on the parade, but the 3,000+ magnets previously referred to by JT were from the Pilot plant at UoB, not Tyseley. Will listen later, but it’s possible he may have been referring to these again today.

What was the UK/German slip of the tongue?

Thanks kowalski! Look forward to watching it back with a whiskey later tonight. Only heard a bit on the questions but always find it funny how so many of them obviously come from people on this board. Think they tend to struggle to final ones on the rest of the business as they get so many on Hypromag from this side of the Atlantic.

Only caught snippets as was on the school run, but from what I heard very positive. As mentioned by others, delay to FID (by 31 March 2026) for the US plants because they are reconfiguring them based on domestic supply chains, but no delay to start date in 2027. Big increase in NPV from the three plants based on updated configuration and economics, will be released in 2-3 weeks. US government very involved. All looking very rosy. Was there any update on offtake agreement progress?

Aha, yes probably right Ytrew. Saudi money coming into the sector is another good sign!

It seems MP's bump is due to Goldman Sach's starting coverage of it with a buy rating. Goldman starting coverage is a good sign of mainstream interest in the sector.

That's a bit more like it, time to put 40p behind us.

Mr 99 back with a vengeance it seems.

Positive signs on L2, some large buys (reported and delayed) and a tick up. Could potentially see us ending blue today.

Drantley, there was quite a lot of discussion about this over the weekend if you scroll back. Certainly seems that a feedstock deal with them is likely in due course.

Thanks biffa, nothing to add but surely we've got a be a big part of the picture, particularly with Pensana's processing plant moving to the States and LCM being bought out by the yanks, oh and our newly commissioned magnet recycling plant.

Not the game changing news we were hoping for this morning, but still good progress and shows their level of confidence in the US projects. I'm going to stay out of the sniping this morning, usual characters, usual narratives. I'll be looking to shift some funds around if we do get to 39/40p so I can make a decent purchase.

Canada had 200k volume so far today, we had over 2m today. It is pretty ridiculous if the Canadian SP drives ours. I'm still not convinced that it does, but regardless, I am very confident here, we have too much going on to be far away from game changing news.

I had a small top up after selling some gold miner shares. Hasn't shown up yet, L2 on this site seems to be running a bit behind.

We are in the lap of the markets at the moment, the Nasdaq is down nearly 2% and over 8% from its top. Just have to wait and see how everything plays out with the wider market. Our news will come soon enough.

Btw, I actually have had issues accessing this website today, something to do with their server I think.

No need for German government to do its homework, they can just copy our homework instead!

A pretty fair summary Fevertreeman. We haven't yet got the SP catalysts needed to move us to the next level and the general RE and market sentiment has been a drag over the past few weeks.

I think the chances of the SPAC not happening are low, given the well known urgency around Western RE supply chains. We had an indicative valuation of our share of MKAR at $400m, which preceded the MP/DoD deal, the explosive move in RE stocks and our funding from the IDFC for Songwe FEED. If we had listed at the peak of the US/China RE tensions I think that valuation would have been much closer to $1bn.

As it stands I think we are probably still looking at something above the $400m valuation, say $500-600m for argument's sake. If the US markets collapse and don't recover then I think you can probably half that number, so $250-300m. Even at that valuation we would be well above the current SP, and without taking Hypromag into account. The thing is, the US government gets so much of its tax receipts from the US stock market performance, so it can't really afford for the stock market to tank long term. I think the most likely scenario, if we get a crash, is for them to pump up the M2 money supply to increase liquidity, reflate asset prices and we get a whole lot of inflation.

Meanwhile, we will have two operating assets that by the second quarter of next year should be bringing in some serious cash. We should also have the Final Investment Decision on our Texas plant, and potentially the other two as well. For those in any doubt, I think another read of Myles' weekend posts is in order.

It's just a question of patience. Big drops without any company developments can be very frustrating, but we will get the major updates when they come. When it comes to RNS'ing stuff I would say that Will and Alex er a little on the side of caution, unlike most other AIM traded companies. That's their style and the way they operate, so just something that we as investors have to accept.

Many holders on here prefer it that way, and while I'd like them to be a little more on the front foot with comms, I certainly much prefer their approach to rampy CEO's who pump their share before raises. Julian and Cotec have their update tomorrow, so we may hear some more snippets then.

Who’s gone? Was busy with work/life yesterday and had a lie in this morning. I see MM’s have once again taken advantage of wider market jitters to mark us down.

Not much to say other than it’s probably a good place to top up if you have the funds. It is also pretty ridiculous that MM’s seem to use Canadian closing price as a factor given the tiny volume traded on that exchange. I just hope they do the same when we are eventually trading on the Nasdaq.