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More German acquisition FUD?

I really don't get this one - money needed to be raised for the reasons stated in the RNS, one of which was an intended acquisition. There's nothing there to say anything was agreed or that it would arrive immediately - plus clearly DD for M&A will have a timeline as others have pointed out.

"But the amount raised was soooo specific......drool"

If you convert £4.33m into EUR using a rate in late March, you'll find you get to a very round 5m EUR. Which looks less specific. HTH?

This was from 4 weeks back on LinkedIn. No news, but shows it's still very live!

https://www.linkedin.com/posts/dfcgov_dfc-issupportinglancaster-explorationas-activity-7445131955324702721-koD5/

What is going on with these large trades at 4.35pm?

Happened last 3 days.

Let's be honest, German plant commissioning was priced in to a certain extent, albeit something like partnership news or acq'n could have seen a healthy bump.

What I am more concerned about, in the short term, is that the SEC give listing approval for MKAR (before the end of May?!). I was hoping it would be by the end of this month, but that only gives two days. A delay there would be unhelpful - on the flip side it places some realisable value on the co and unlocks additional DFC funding potential.

Fingers well and truly crossed.

As I've said a few times over the past months, I think MKA is ripe for a takeover at some point.

My ignorance knows no bounds, so what would actually happen in the event of a take-over? Would our shareholdings immediately crystallise at the value that was paid for MKA?

Assume this would depend on whether consideration is cash / shares / or a mix

This is the problem when you look at the SP every day. Multiple times.....I know I do.

It shouldn't really matter, because the SP is nowhere near my target, so best to switch off and zoom out sometimes.

Next week and the week after have the potential newsflow to properly shift the dial, today is just noise.

If Benny/Kat wants to carry on its/their odd behaviour, in their little box, with the hope to get in on a cheap trade.... then good luck.

Technicals, fundamentals and newsflow could well be coalescing over the next week or so. Exciting times

Talking of stalemate, I've just lost 3 games in a row on chess.com......need MKA to break 50p to elevate my mood

Agree esduk, several timelines have been missed to date. On the competition timelines I certainly got some comfort from the JT interview, that the modular design (plus UK/Germany groundwork) means these plants can be put in place in short-order. I don't know how close competitors are to having anything that rivals Hypromag, or where they would lie on that material quality matrix.

On other risks, I was always a little nervous about the REE trade war de-escalating, but I think that ship has sailed now. Western strategy has to have ex-China supply routes in place. If China removed export controls I could see a dip, but long-term I think the beds have been made now?

Ps. Magic, please stop using the word strangle, it's giving me shivers. Can't green box a word unfortunately

SP is in the 50% profit zone for the 33p placees, so expect some churn around this point.

I am always (overly) optimistic, but I am really struggling to see the bear case with this stock. The window dressings continue to build with this positive newsflow and expect the next two weeks to push well beyond 50p?

Time to sit back and pop the cucumber slices on

Whatever they are, buys/sells, the volume at these prices are reassuring given where the placing was.

Feel this is a standard mid week breather of a session, before some steady moves and then maybe a couole of rockets at the start of next week.

Well Cedric, if it's recycled magnets that you're after then I know just the partner!

The last two weeks of this month could be monumental....

Nice start to the week

What are we thinking, another healthy leg up when the US wakes up?

There is every chance MKA get SEC F4 approval in the next 2-3 weeks (which I've been saying for months, but probability is high now!!).

Assuming that executes at, or above the expected valuation (surely), the SP has a major inflection kicker just around the corner.

The 25% since placing isn't too shabby either

I have averaged up with most of my ISA budget now......back to an exciting period I hope.

Kat, do you recognise how deranged you come across?

I don't normally mute people, as I like to keep a level view on a stock and see both sides....but you are a bi-polar charlatan and I think I've finally had enough

Man takes advantage of inside information to make money....hardly groundbreaking.

Not sure why so many people have such a hard on for Myles.....use his research to take positions, just don't expect him to hold your hand on when to buy/sell

Esduk you have nothing to apologise for, you are a very fact based poster, plus people need to own their own risk exposure.

Standard procedure of long term PIs getting shafted to allow some fat cats to get a decent share of the cream. Still, get this placing out of the way and hope the positive newsflow drives uowards momentum from here.

What's done is done, but it is a stark reminder to show some caution, even when you have a level of trust in the BoD

Wouldn't be surprised if lor_9 is just a kat with a different mask

Same rhetoric of investors being underwater, having bought at this magical peak

Assume MKA have been in contact with SEC during this F4 approval process, so would assume that meeting being arranged on Friday is a good sign.

Luckily for those people who bought at that magical peak, you could be at break even within the next month.

MMs building up their stocks before official news explicitly released?