Member Info for flundra

I use HL too. They're not perfect but I doubt any of the platforms are. HL gather quotes for trades from multiple brokers, then present you with the best. It's a recently improved HL system. Quite good imo perhaps as good as any. So you might have a better experience going forward.

The price volatility and liquidity issues of AIM still apply though of course, although I agree this will probably be improved for MKA by the nasdaq listing(s) of MKAR/HypUS.

I'd grab any chance to get off AIM with both hands, but re equity funding the RNSs and interviews over the last few years clearly show that MKA's door is open to potential strategic investors ( and other funding obviously). The instis are there and interested, but the timing and shape of strategic equity investment hasn't been quite right, hence smaller scale manageable equity raises has been the way to go up till now. That's my reading of it anyway. One to trust the bod's judgement on imo, and I'll wager we'll be hearing a lot more about major funding over the next few months, in an entirely good way.

I think you'll find there's a bit more to it than you're suggesting Monte! And the investment objective's growth atm. By all means head off to Lgen for divis now, but you might have to pay x10 to come back here later.

And it's a hill not a hole in Africa btw!

I'd still like to see MKA give up 2 or 3% of its proposed MKAR shareholding to another investor, which in theory raises about £10m. Puts to bed any funding concerns. No better time to do this than now (pre listing). We've carried the risk in Songwe/Pulawy for a long time, and can't be criticised for crystallising a small %age of our interest imo. Better now than post listing too, where the optics of selling on market would be bad.

I'm relaxed though. I agree getting a firm visible valuation for MKA post MKAR listing works as well when seeking investment in MKA. There'll be no shortage of strategic and other investors. I'd trust the bod's judgement on choice and timing. We know from RNSs and Myles' posts that some funding offers have been turned down. It's a long game with many moving parts. Getting the funding right's important.

It may be that income streams from those Hypromag sales filtering into MKA may also reduce the need for funding at MKA level too.

MKA still a screaming buy imo. It really has got it all, a proper one-stop shop for an investor for so many things rare earths related. V good post highlighting the IP and R&D connection with academia, and potential staffing pipelines, esduk.

Reading Craig Tindale's piece his "return of matter" point is illuminating, drives home how the west has been asleep at the wheel in concentrating on IP whilst losing control of materials supply.

Our mine is significant but product from the Hypromag hubs and Pulawy separation plant is particularly important now.

The feasibility study for Pulawy/Songwe must be imminent. It has to come pre BCA completion and MKAR listing. There's legitimate reasons why those latter events have been pushed back to Q1 '26, but no particular reason why the FS should be delayed too surely. The sooner it's released the better for investors, the more time to digest it. We might still get it this Q4 as originally intended hopefully, along with HypUS updated NPV.

It'll be good to see those improved NPV figures whenever they come. Puts meat on the bone, but it's also great to actually see now what these hubs (well at least the first one) will look like. Investors take note.

Don't want to be greedy but tomorrow would indeed be nice for those upgraded NPVs for the 3 HypUS hubs...

Julian did say 2 to 3 weeks to announce revised economics....3 weeks ago...

It's great space, a state of the art industrial park in an excellent location. No tumbleweed here. They're confident and thinking BIG, quite rightly so to deliver the vision. 10/10 for this RNS.

The funders including US govt will love this. Ducks lining up nicely.

Revised increased NPV figures for the 3 HypUS hubs next I reckon.

JT said Cotec were planning to announce revised economics for these hubs "in the coming 2 or 3 weeks" on 19 Nov (ie 3 weeks ago tomorrow!). And a sum of the parts valuation before y/e.

Is it a reference to Critical Minerals Recycling, Inc? Rather than a category.

We can't be on everything and it might not be the best fit for Hyp perhaps.

Imo Will's post is not saying Tyseley's commissioned or in production (even though it might be). Nor would I expect a linked in post from him to, that's for an RNS. He's only repeating that Hyp are commercialising the technologies at Tyseley. In the process of doing it. It "is happening", not "has happened".

Very nice, timing couldn't be better for HyProMag/Tyseley.

As an aside, I'm not sure comparing the ambition for lithium production with the Titanic's a very good idea!

Https://icsid.worldbank.org/cases/case-database/case-detail?CaseNo=ARB/24/22

Other than the very basic info available on the icsid website, I can't find any info or detail on the arbitration process. Anyone else?

The arbiters themselves look fine to me, good experience, including with other London listed natural resource company arbitrations like RKH and AST. The GOS and BKY appointees are senior lawyers/barristers, who are presumably well versed in the relevant treaty, law, processes and frameworks underlying this essentially legal dispute.

I emailed BKY for some more info, eg timeframes and what the procedural orders issued actually say and links, but as per usual I got no response. Maybe they've been reading my posts, and made the investor relations guy part time or redundant to preserve cash!

I'm holding, but it's burning a bit of a hole, having been in this share well over 10 years now.

A change of government at the next election could really shake this up.

Paul, my guess is that we'll get a decent award ("win"), but that enforcement of it will be difficult at best. It would be easier getting blood out of a stone. Imagine BKY trying to enforce it by impounding Spanish government assets, a nightmare. The best outcome might be a decent award a future nuclear-friendly government could point to as part of any decision/reasoning it makes to permit the mine.

My bad too, yes esduk that 3000+ number is re pilot plant as you say.

Though if it's 1000s from Tyseley too, there'll be dancing in the street.

I'll also have to watch later. But I clearly recall JT spoke some months ago of 3000+ magnets having been produced at Tyseley then.

Icsid's issued its procedural order no. 2 in the arbitration re confidentiality and transparency.

Moving forwards slowly.

Great article. Only one company for sure! How nice for HypUS to be setting up in Fort W.

Reminder from Hyp website:

HyProMag has licensed the patented technology called HPMS (Hydrogen Processing of Magnet Scrap) developed in the Magnetic Materials Group (MMG) at the University of Birmingham. This patent and related Intellectual Property is at the core of HyProMag.

Something useful might come out of the SP Angel City event this pm. Will and others from MKA attending it seems.

Biffa's post 10.30pm 10 Nov refers.

Tx site selected partly with utilities in mind presumably. Utilities top of the selection criteria list. The electric grid section of this is particularly interesting. Reassuring that HypUS seems well managed and advised on this issue (as well as everything else).

https://siteselection.com/2025-business-climate-rankings-texas-tops-business-climate-rankings-again/