Member Info for flundra

Great update. But Julian lose the Chairman Mao cap, not a good look when you're schmoozing in DC!

What do Sprott know that we don't?

I was thinking the same Gallmat. It's been easy to forget we're on AIM recently after such a strong run. Top quality management achievements and prospects unchanged though.

I'm having difficulty keeping up with this!

Thanks for posting Biffa. I didn't get any email despite being signed up for Cotec's newsletter (and MKA).

So it looks like there'll be an RNS Tuesday (MKA), Monday re Cotec perhaps. Looks like the same parties that did the BFS have been appointed to provide the EPCM services, and all seems to be proceeding apace.

Re the potential for t/o discussion thread, are Bacchus Capital still advising mka? They were originally appointed in 2020 i.a. to defend t/o bids. The circumstances were v different then of course. Are Cohen or another advising on this now perhaps? Or are things moving so fast t/o defence isn't a priority?!

Keeps things opaque to favour insiders and the odds tilted against PIs. Anyone for a simple system where all trades (no exceptions) are reported in real time, buys tagged buy, sells tagged sell?

Https://www.nyasatimes.com/government-must-come-clean-release-the-mining-agreement-with-lotus-resources-now-rev-maulidi/

Is this just sh.1.t stirring? I don't know how important or influential AACC or Rev Maulidi are, but we can perhaps expect similar pressure to make public MKA's MDA. Monica Changanamuno did promise disclosure. The Lotus and MKA MDAs were completed simultaneously and v quickly in the end, with a stage managed glitzy ceremony, but with little detail given about the contents of the MDAs. We assume there's nothing controversial in them, but we don't want disruption from suspicions there might be.

I hope this doesn't bite us on the bum at this crucial juncture.

Super brilliant

Https://www.ecofinagency.com/mining/2803-46558-rare-earths-europe-integrates-african-project-into-supply-strategy

Half the NPV presumably

Depends how much risk Uni of B took, I guess. A few questions there about what the parties agreed and what limitations Uni of B has. Emphasis on bigger but lower risk licence fees, or lower licence fees with larger share of profits later. All certainly know it's a commercialisation exercise for the HPMS tech.

Presumably the HPMS tech is EXCLUSIVELY licenced to HyProMag then sublicensed with consent to HyProMag Germany and USA.

Maybe Uni of Birmingham also get a cut of commercial profits in time? It's a good question.

Interesting you mention SAV isas. Successful crma project today too but its sp virtually unmoved.

I think the nomad must have taken their name a bit too literally and wandered off!

BKY (unsuccessful down 13%). MKA (mainly successful up 8%).

SAV will hopefully catch up. Look at what you get!

Benefits for the selected projects

To become operational, the 47 Strategic Projects have an expected overall capital investment of €22.5 billion. These projects will be able to benefit from coordinated support by the Commission, Member States and financial institutions to become operational, notably regarding access to finance and support to connect with relevant off-takers. They will also benefit from streamlined permitting provisions, to ensure predictability for project promoters while safeguarding environmental, social and governance standards. In line with the CRMA, the permit-granting process will not exceed 27 months for extraction projects and 15 months for other projects. Currently, permitting processes can last from five to 10 years.

Huge news isn't it?! No sp reaction?!

https://webgate.ec.europa.eu/circabc-ewpp/d/d/workspace/SpacesStore/1958718b-21e9-40f4-9c9f-42a58dc4c5a3/file.bin

Https://x.com/SvdHijden/status/1904091525820162453

https://elperiodicodelaenergia.com/berkeley-se-dispara-un-20-en-bolsa-ante-el-debate-sobre-las-nucleares-y-el-reto-minero/

Might explain the sp rise?

CRMA projects announcements today.

Today's the day I got my retail offer shares (HL platform, probably other platforms too). Some selling to make make a quick buck perhaps?

It'll take a long time for US mines to increase to anywhere near the necessary levels of RE production (indeed longer than Trumpy will be around for!). Malawi/Songwe will likely become a favoured supplier meantime, as US inflation bites and RE supply's constrained. Tariffs will be applied and disapplied on a whim. And recycling's pretty much good to go right now.

All looks v positive for all MKA's business lines imo.

JT's comment from Cotec's newsletter today.

Julian Treger, CoTec CEO commented, "We are very pleased to notice the continued support by the White House for permanent magnets and critical minerals in the United States. CoTec believes these immediate measures by the U.S. government are critical for the development of a strong domestic mineral industry to secure U.S. independence and support the reshoring of manufacturing and job opportunities."

"CoTec is positioning itself as a key player in critical minerals supply chains in the United States and its allied countries with investments in rare earth permanent magnet recycling, copper, and green steel."