Member Info for flundra

Basically yes, hold Cotec too. I hold both 10:1 MKA:Cotec. Not advice or saying that reflects relative prospects, just saying how I hold them atm.

Investors should focus on companies with vertical integration that can manage margin compression

https://discoveryalert.com.au/news/rare-earth-price-dynamics-2025-market-shifts/

Yes, Hypromag cheap green secure and ready.

Https://apanews.net/malawi-secures-record-12b-chinese-mining-infrastructure-deals/

https://www.vanguardngr.com/2025/07/malawis-minister-to-address-african-mining-week-as-global-interest-surges/

Couple of interesting articles about mining investment in Malawi. Big money going in from China and others.

Maybe also give feedback to LSE. The way they've designed the site to bombard users with ads makes it virtually unusable without an adblocker, daft really because it's fair for them to put some ads in front of us freebie account holders imo.

I did tell them this, and they acknowledged!

V helpful thanks Myles. Thoughts are never very far from funding with pre revenue AIM cos, but I'm v relaxed about MKA and its increasingly strong position. Doesn't surprise me to hear you and others close to MKA are queuing up! This from Mar '24, to be read in the light of recent developments.

Discussions are ongoing with potential strategic investors, project finance providers, grant funding bodies and other sources to finance recycling scale-up opportunities and further technology roll-out

On balance I'd rather MKA focus on driving the business forward, which they're doing v well atm.

PR has its place though. Paul Atherley of PRE was on the Today programme on R4 yesterday discussing RE supply chains and the threat from China.

Yes, no prospect of change. Too many vested interests in the city.

O for a simple system: all trades reported in real time, buys tagged buy, sells tagged sell, no exceptions.

JT today!

Julian Treger, Chief Executive Officer of CoTec, commented: "We are delighted to see Mkango and HyProMag achieving this significant milestone, and we extend our congratulations to all involved, including the teams at the University of Birmingham and Tyseley Energy Park. This first production of recycled rare earth alloy is a critical step in validating HPMS technology at scale and sends a powerful signal for what is to come in the United States. The successful start-up at Tyseley bodes very well for our HyProMag USA joint venture, as we continue advancing detailed engineering and move toward building a secure, domestic rare earth magnet supply chain in North America."

That fits well with this from the 16/6 RNS:

To date, the University of Birmingham Pilot plant has produced over 3,500 magnets of commercial grade from various waste streams. Sample magnets have been provided to commercial partners for extensive testing and product verification and will support continued off taker due diligence over the coming 12 months for the UK, Germany and U.S. businesses.

Great RNS. Songwe offtake confirmation this week too, DFC approved?!

Spain still bent as a nine bob note. Brown envelopes and recordings of brothel creeping senior socialist officials comparing the relative merits of their favourite hook ers at the moment. Clegg's missis stepping in to clean it all up according to today's papers.

Just put it back in your trousers and permit this effing mine.

Great post Floyd. There may be some dots to join, with Songwe being one if the dots! 2 Sub Saharan Africa transactions approved but not identified because of market sensitivity. Strengthens US critical minerals supply chains. MMC CEO quoted as saying an offtake's signed for Songwe with a US company, but silence from MKA, a BCA the next day, and more silence...

It might refer to Lotus Globe SVML or other project not in Malawi of course, but it looks quite a possibility.

Great find, launch of CM investment prospectus. Thanks to all posting this.

Dated "June 2025" but only launched Friday it seems.

Read on for LCM.

Next week should be very interesting.

The imminent commercial ops announcement might contain some detail on current and forecast revenue streams, and address funding options if further funding's proposed. IIs as shareholders or borrow on eg securitised future income. Such a strong position now so all good.

Also Lancaster now presumably has the $750,000 Note investment to see the spac to nasdaq listing, following execution of the BCA.

Oh I see what you mean about Tyldesley!

Tyseley's in Birmingham...

Re t/o, MKA appointed Bacchus in 2021 to defend t/o bids. Hopefully, they're still aboard or MKA are addressing the risk somehow.

Next week should be v exciting. It's almost inevitable we'll get some blockbuster RNSs. I suspect commercial ops and a offtake agreement with a US Co have already happened, just awaiting announcement.

Bet they're popping the champagne corks and breaking out the marshmallows and wieners over there in the States! Plenty to reasons to celebrate this Independence Day! 🍾 🌭

You mention PRE being ahead on offtakes, but I'm starting to think there's something quite significant about the Songwe offtake agreement, and the fact MKA haven't reported it yet.

I take the MCM CEO's comment it exists (reported by mwnation) at face value atm.

It's perhaps more sensitive than the other Malawi plays Lotus' and Globe's offtakes (theirs are with US utilities and industrial/trading houses).

Might MKA's be with the military or supplier for example? Lockheed or similar? Alternatively a big commercial name and it's signed and ready just awaiting release?