Member Info for GLR1990

Insane volume drop... hasnt been like this since we were 5p!

Personally think the investment surge at the moment is due to the SPAC being targeted now for Q1 2026

As we have seen in the US, many RE stocks have crashed 50-60% from the peak. Most of them have already had their 'inflection point'

We haven't quite had ours yet (SPAC and NTP of Germany and US) as we are going through a huge expansion.

If the SPAC goes ahead in Q1 2026 as planned, with a $400m NET valuation to MKA (minus PIPE) *June 2025 valuations (pre spike) then one would suggest it is incredibly safer to put your money here with likely more upside than any other RE stock out there.

So we get the downside protection (SPAC at 85p or thereabouts and HyProMag for Free) and all the upside (HyproMag Expansion and SPAC surge on listing day)

With the above being said, you can really make a case for 60-70p short term without any newsflow.

Yep that was a massive shame MO, we thought we were a shoe in

However, in hindsight we never stood a chance at the G7 event, it was companies listed and operating in Canada, with a couple outside of Canada but they all had direct links into Canada, it was more of a Canada investment than G7

With the EU hopefully doing the exact same thing tomorrow, it will be interesting to see if history repeats.

Note the G7 invested in 20-25 companies on that day, and now we have EU officials spreading rumors that 25 projects * should be selected * for investment, 8 of which are supposed to be rare earth projects.

Super interesting nonetheless, we all know eventually we will get investment, so one day it will come. Hopefully in the coming days.

Https://www.luxtimes.lu/luxembourg/eu-to-commit-3-billion-in-2026-to-help-secure-raw-materials/109403062.html

Tomorrow

GLA

Yes ultimately it is Resource EU

They are being heavily pressured by multiple agencies to 'get a move on' and announce some funding or concrete tie ups.

Hopefully we get a canada g7 style investment platform. Very similar to the Canada announcement which coincidently was around 25 projects.

Wasn't going to post because dont have all the data and cannot confirm this to be 100% the truth, so please take with a pinch of salt but please refer to the following article:

https://discoveryalert.com.au/eu-plan-reduce-reliance-china-2025/

So this was posted over the weeking, its referring to this reuters article which is sadly behind a paywall BUT the discovery alert article covers a lot of nice information.

https://www.reuters.com/world/china/slow-eu-unveil-plan-cutting-raw-materials-reliance-china-2025-11-28/

The main points of interest are as follows:

EU's aim for independence from China needs cash, executives say

Commission wants to give 25 key mineral projects 3 bln euros

U.S., Western allies faster at securing China alternatives

EU countries slow to react to over-reliance on Chinese metals

Trade measures an option to keep recyclable rare earth waste

Precisely this point:

Commission wants to give 25 key mineral projects 3 bln euros

Now I dont know how or where the discovery alert article is getting its information from, but look at the project types it lists

Material Category Project Count Geographic Focus Production Timeline

Rare Earth Elements 8 projects Nordic, Iberian regions 2026-2029

Lithium Processing 6 projects Central, Eastern Europe 2025-2028

Semiconductor Materials 5 projects Germanic, Benelux areas 2025-2027

Battery Materials 4 projects Multiple regions 2026-2030

Recycling Infrastructure 2 projects Industrial centres 2025-2026

8 projects in the RE space, note it is also stating 25/60 already selected strategic EU projects (47 within the eu and 13 outside the EU)

Now if you go and check the list of projects:

https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/strategic-projects-under-crma/selected-projects_en

You will see that, in the EU, there are techinically less than 8 projects in total (if REEMAP counts as 3) if not there are 5 major projects, outside of the EU there are a couple more, one being songwe hill

The caveat is the locations given are not technically in our jurisdictions, and some of them given dont even include RE recycling projects (or mines...)

So, thats why its a pinch of salt, BUT ultimately if the article is correct and from an official source, then if the EU is about to announce support for strategic projects, and 8 of them are rare earth projects, then it has to likely include a MKA project.

Songwe could do with some of the 3 billion, that is one of the 13/60 non eu strategic projects, maybe some movement there.

And then of course we have Pulawy

real shame other RE magnet recyclers got chosen, I am not sure why we didnt or perhaps as you say as we already have funding from X and Y and its mostly built we didnt apply, perhaps however we could be a bolt on for some of the existing projects?

Revolut hits $75bn in latest funding round

In later pages, I think its page 142-148 it states

'ENVIPRO IS CONSIDERING THE INTRODUCITON OF A RARE EARTH MAGNET RECYCLING PLANT IN JAPAN, WITH OPERATIONS TARGETED FOR AORUND 2027'

This is specifically on page 148 of the Japanese version of the MD+A, it is NOT on the UK version (for some reason?)

Hi esduk, yes was from a recent report, I have to thank AI to be fair as its was all in Japanese so extremely difficult to translate using traditional methods

You also have to grind it out of AI, at first it will say the last mention was in 2024

Ask Co-pilot or Grok something like

'check envipros annual securities report published September 2025 for a mention of HyProMag, page 42 of the MD&A section. Retrieve any information that links HyProMag with Toyota and Honda'

We are not exclusively mentioned as a partner however, but we are mentioned as the solution and they are mentioned as the potential partner, as part of the road map / process.

The exact snippet is (from japanese)

'the company is collaborating with hypromag ltd of the UK to introduce neodymium magnet recycling technology in japan. Meanwhile major automobile manufacturers such as toyata and honda are driving demand for neodymium magnets in Evs'

Good to see it mentioned in the Sep 2025 report and I think this will be accelerated now, hopefully news very soon.

Couldn't agree more Myles, I was going to post on twitter but will post here:

Upcoming HyProMag "Only" Calalysts:

UK

- UK just announced the new critical minerals strategy, and although it has come under scrutiny (from myself) funding is being made available in greater quantities for primarily three main commodities with a major focus on recycling, these being lithium tungsten and rare earths. The only competitor to HyProMag is Ionic and its likely we can even work together, with our connections and suppliers, in terms of Tungsten its almost certain they are focussing on Tungsten West (TUN.L) but thats a different matter! Scale will now start to ramp up in the UK and by the end of next year, with some investment and help from the GOVT to indentify feedstock via partners and new policies, we can get to those 100-300t figures.

GERMANY

Production starting imminently! Very exciting as we have already had approvals in Germany from ZF (major electronics giant) and they do seem to be more interested than the UK. Feedstock, being located in a major manufacturing HUB, should be supportive and the EU have already announced a few schemes for additional funding. I think Germany could quickly overtake the UK as a huge driver for HyProMag

JAPAN

An almost certainty, dont forget that HyProMag has a deal with EnviPro, one of the largest recyclers in the world with revenue of over $300m USD per annum. In Envipros recent report they suggested that the HyProMag plant would be operational in 2027 adding 10-15% revenue, that is a huge statement to make. They also suggested that potential partners in the sector would likely be Toyota and Honda. In the Geo Landscape its clear China is now more focussed on Japan than any other country, and with a debt ration of 240% Japan is looking somewhat vulnerable. Major investment into HyProMAG IMHO Is immiment in Japan and Japans market is absolutely astronomical, I believe Japan will eventually be second only to the US with potential to even overtake due to the massive amounts of feedstock available and experitse.

USA

The golden goose at the moment, recent invetor call with Cotec (now on youtube) suggested

- $600m NPV per plant 3x plants

- US GOVT asked for a bigger plan, go big and go fast approach (several hubs)

- Offtakes advancing fast

- Funding pretty much sorted at a debt level, not short of interest from even offtakes who want security of supply.

- new made in US approach, no change to production Mid 2027.

Final notes, we know the UK and EU DO NOT LIKE MINING, ESG laws will mothball 90% of projects even with the new approach, so slowly but surely my prediction that ALL ROADS LEAD TO RECYCLING is coming true, and this should materialise in Q1.

Sum of the parts valuation to MKA is around $1.2bn at current spot price (market cap $145)

If you want to buy Cotec, you can have that for $100m at the moment, sum of the parts around $1-1.1bn (Inc. Lac Jeannine and MagIron, different assets)

And for the last 7 years we predicted that there would be a supply crunch because eventually China would cut off the west, which happened and resulted in a massive RE boom.

In that time, management set up projects in the UK, Germany, Poland, Malawi and USA, to cover global operations across major RE technologies including short loop, long loop (chemical), mining, recycling, processing.

So everything management here have forecasted / predicted has come true, yet you are focussing on an 'AI bubble' being the one thing out of the dozens of correct calls management have made many years in advance, as the hurdle that will bring down the horse?

You are not making any sense, if you are saying that NVDA is completely overvalued and the AI bubble will burst in the short term, then yes its likely 99% of companies will fall. In that case the best investment is no investment and you could post the same thing on any BB.

But to say the 'fall of AI' will mean demand for RE's will fall of a cliff and the investment case is over is outrageous, when RE's are used in a whole host of applications from military use, wind turbines, Ev's, electronics and more.

You are comparing BMN 'future technologies' to MKA, its completely different in dozens of ways, not comparable in the slightest. BMN was also heavily focussed on energy storage from V not from Li as a future demand driver. BMN created a V energy storage company that completely fell apart, MKA created a recycling company that might be the best in the world in the next 12-24 months and is currently being funded in 3 territories.

"BMN, which was strongly tied to renewables/batteries/aerospace and eventually went bust because it tried to run before it could walk "

That has to be the nicest way possible anyone has ever described why BMN went bust!

BMN went bust because it couldn't control costs, overheads significantly outweighed production and commodity prices, even when V prices skyrocketed BMN couldn't get anything right, plant delays, production delays. Also they weren't helped by a massive energy crisis in the country.

Then they signed terrible debt financing deals which was the final nail in the coffin.

The whole operation was a mess.

Not to mention they spun out and sold off all shares in ATM, which was the only good thing about the company.

Absolutely nothing like MKA!

Whats crazy is this isnt a private stock

There are people paying $50 USD for shares, the same shares we are holding right now at $12 valuation

If the americans want cheap exposure they might as well come over here and buy some WCAP shares (which they probably will)

Id advise WECAP open up an OTCQB listing ASAP!!!

All depends on volume, only 6000 shares traded

So even if Wecap wanted to exit, they would crash the price doing so

HOWEVER, its still very positive, at the current (astonishing) market cap, the entire capital of Wecap is covered at $12 per share

£9.1m for every $10, or £900K give or take for every $1.

Current market cap is £11m, so ~$12 in WeShop Shares.

$20 = £18.2m

$30 = £27.3m

$40 = £36.4m

$50m = £45.5m

UK market is exceptionally risk averse, you can in theory buy WESHOP shares for $11 on the UK market and the US is currently paying $50-80 USD.

BUT, the key is volume.

We have 1.2m shares, unless daily volume is 200K+ theres no way WeCap will be able to exit.

Still deserves a 50% rise minimum from here of course. With potential for much more if the price holds.

Any idea on lock in periods?

Absolutely, this is from just one API.

$75K a month at $1m per day

If they can 5x this with other territories then it becomes a $12,500 day business / $350K a month / $4m+ per annum

10x revs = $40m cap / $20m to BLU (~15m GBP) 2.5x the current market cap

And that doesnt even seem difficult... could be much much higher.

0.25% transaction fee is the minimum payment on Vortex, which is what makes it super competitive.

BLU own 50% of Satoshi Pay (Is that right?)

So lets say they average $1m USD in volume per day

0.25% of that is $2500 per day

Vortex revenues = $75,000 per month

BLU own 50% so whatever the valuation of Vortex is, half of that goes against the BLU market cap.

Weird can buy on HL but complete shutdown on IG

Explains the drop here today

Albeit, at £5m market cap an investment from the USDFC could quite easily come (post shutdown) and be considerably north of the current market cap

Plus its only for 1 year, will need exports in 12 months time (before any mine will even be operational anyway)

And all exports require licenses, so a full T+T system in place.

I wouldn't let this news put you off, but its a slight dampner from peak demand and scarcity.

Also no exports allowed for Military use, that goes for every critical mineral.

In 2022 Genius Brands (Gluten Free) was Aquired by German Manufacturer KatJees

Its been a serial loss maker since, requiring a bailout of £7.5m this year and never making a profit

It did however have revenue of £35m in 2022

The deal was private, but estimates put the deal at around £20-30m as they recieved (only public info as was in accounts) £11.3m in Katjees shares, since the event Katjees has invested £12m so you wouldn't do that if the deal wasnt at the higher end, I am estimating £30m and this was a huge loss making company.

If Juvela can get to £10m and continue the EBITDA profit acceleration, I think we could be looking at a minimum valuation of 10x EBIDTA so around £15-20m.

Worst, worst worst case £10m GBP as that would be 1x sales for a profitable company, unheard of and that wouldnt happen not sure why even posting it... would likely be 10x EBITDA IMHO minimum.

Currnet market cap is £4m so IMHO 12 months return here

MIN: £10m GBP for Juvela = 0.75p share price

EBIDTA profit keeps rising (new supermarkets) £2m EBITDA = £20m sale in 12 months = 1.5p per share. (500% return)

Not bad, with upside as I am discounting the other brands and we have no idea if growth will be even better than we expect with even more supermarkets and distribution channels.