Member Info for Jdbanzi

The MP article aligns closely with Magnito’s current plan and even references grain boundary diffusion, which is a Mkango refinement technique used to enhance the quality of the recovered material.

However, it remains unclear what is happening with regard to this apparent intrusion into the area in which we are making progress.

Flundra, that is a slight red herring, if in doubt you only need to look at the amount of pumps required to get water to the top of the burja khalifa.

The was posted on X :-Securing Rare Earth Elements a National Security Imperative”

“He noted that other DOW strategies include funding the development of advanced recycling technologies to recover rare earth from systems and materials being retired.”

Dafad, there has been indication that this is going on with various embassy visits and links to envirop.

But Japan subsidising neodymium recovery from scrapped motors is directly aligned with HyProMag’s recycling model. That’s a macro validation of the sector but given the recent Mkango hiring and discussions around Toyota interest this all pints towards further expansion, just need to wait for the rns.

The statement was the “ stars aligning”+ the memes.

Surely katstrangler should be hating on this giving us the line “43p by next week”

Would they be able to RNS this due to the current filing,

Guess that’s now for Montfort to deal with.

https://www.linkedin.com/posts/dfcgov_dfc-board-approves-new-investments-bolstering-activity-7430676488246472704-u75P?utm_source=share&utm_medium=member_ios&rcm=ACoAAAzhrf0B9dsAiDy1Rqtez-z7KjWlS-Dd8nY

This guy smashing it with quotes:-

https://www.linkedin.com/posts/malawi-nacala-songwe-ugcPost-7427370957087866881-TnXF?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAACX-XcQBkp_Wzc10oKd3qjwSWZ34o8Sn0cM&utm_campaign=copy_link

AI response to the post:-

I think the comparison is a bit superficial. A 30% free carry on a NASDAQ partner listing sounds attractive, but it still leaves you structurally dependent on someone else’s capital allocation, timelines and dilution decisions.

Mkango’s route isn’t just “hoping NASDAQ helps” — it’s about consolidating control across mining, separation and recycling, with majority exposure rather than a minority free carry. That’s a very different value capture model.

Also, short-term SP reactions on listing mechanics don’t invalidate the longer-term thesis. Markets regularly misprice complexity before cash flow clarity.

Swimming against the tide is fine — but the capital structure and ownership depth matter more than headline listing optics.

EMAT or 80m are Different assets, different stage of development and are fundamentally running very different debt profiles compared to Mkango.

Mkango now has operating recycling in the UK, Germany expanding and nearing being commissioned, US JV progressing (magneto) and a NASDAQ listing underway. That’s a more de-risked position than where it was at 5p.

43p might be a prior level technically, but fundamentally it would imply limited value for Tyseley, Germany and the wider structure.

If the re-rampers are on this board it really means we are in for a rise, as every time they turn up the SP rises.

#Hypromag are at #MaterialsResearchExchange London today and tomorrow so why not pop down and have a chat with us about UK manufacture of rare earth magnets.

That’s what your 5k a month gets you

Whilst the 2m shares relate specifically to vested RSUs, executive remuneration structures are rarely binary. Historic options, prior awards or market purchases could also exist — all of which would have been disclosed in line with AIM requireMents.

The likes on the LinkedIn post seem frugal from a MKA prospective.

SG the trades look stinky, looks like 430k share trade in repetition, 90,000 negotiated at 10:22:13 

• 300,000 negotiated at 11:28:26 

• 50,000 negotiated at 12:26:05 

• plus repeated 15,000 and 20,000 sizes in the morning sequence.

Volatility aside (day trades), I still think the market is struggling to price the direction of the core assets.

HPMS / Tyseley – Opening the plant was a milestone, but what the market now needs are steady production. Throughput, yield, revenue per tonne. That’s what underpins confidence in replication, lifts NPV assumptions and ultimately supports EBITDA projections.

Songwe Hill – F-4 submitted, US alignment strengthening. Yes, timelines have slipped versus early expectations, but importantly management haven’t over-promised and failed to deliver ( metalsone style)

Pulawy – CRMA strategic status is meaningful. However, it remains capital-dependent. If the SPAC executes as planned, this is where structured funding could convert concept into construction.

Germany (GmbH) – First site to confirm nameplate expansion. Positive signal. What’s less clear is the pace of commissioning and whether expansion works have formally commenced.

GBD – A performance-enhancing process layered onto HPMS. Strategically important if rolled out across sites, but we’ve had limited visibility on adoption plans beyond initial disclosure.

execution visibility is the missing piece. Once operational data becomes consistent and measurable, valuation should become less theoretical and more mechanical

#not in the RNS, oops

Quote from the RNS re-quoted from X: Myles:-

"That leaves LSE-listed Mkango to rebrand itself and become the leading ex-China, ex-US magnet recycler and remanufacturer, with production already in the UK and Germany, and with plans to roll out into a further ≥3 nations“

Still plenty of room to stretch the legs on this one, and by coincidence we have a new business development manager and finance ex Scott Beattie, almost like the opportunity are there and waiting.

If this comes spilling out this year the £2 sp is off the mark (guess they wouldn’t employ someone if the opportunity isn’t being worked on already and state it in the RNS as another stream)

SG, I’m hoping so but can’t find the filing in the SEC ( might be too soon)

Git to enjoy it when even ChatGPT thinks you’re talking crap.

To ensure this isn’t my view Katsp, here is ChatGPT view on your post:-

1️⃣ “Montfort is just there to keep AIM investors happy”

Montfort Communications is a specialist financial communications and M&A advisory firm.

They are not:

• A retail marketing agency

• A paid “ramp” outfit

• A social media promoter

They are typically hired for:

• IPO communications

• M&A defence/offence strategy

• Investor relations during sensitive transactions

£5k/month for 3 months is actually:

• Very normal for a focused, transaction-specific engagement

• Not a full IPO roadshow mandate

• Not unusual during a SPAC quiet period

The idea that “real SPAC comms would be 10x that” misunderstands how SPACs work.

During an active SPAC transaction:

• Communications are legally restricted

• Selective disclosure is dangerous

• Messaging must be tightly controlled

You don’t hire loud comms during a quiet period — you hire controlled comms.

⸻

2️⃣ “Holding chain gets longer and more convoluted”

This is just how project finance and listings work.

In Mkango’s case:

• Recycling (HyProMag)

• Mining (Songwe Hill)

• Separation (Pulawy)

They are different risk profiles.

Separating them can:

• Unlock funding

• Attract different investors

• Reduce capital bottlenecks

That isn’t “convoluted” — it’s structured finance.

⸻

3️⃣ The TEK comparison

Tekcapital plc is a tech incubator.

Its assets:

• MicroSalt plc

• Lucyd Ltd

• Guidant Global

TEK trades at a discount because:

• It is an IP commercialisation vehicle

• Early stage assets

• Revenue visibility varies

Mkango is completely different:

• Physical operating plants

• Government-backed strategic projects

• EU CRMA designation (Pulawy)

• Industrial magnet recycling

It’s not a like-for-like structure.

⸻

4️⃣ “Very small direct asset holding for MKA”

This is the only part that could become relevant — but it depends on final ownership percentages.

Questions that matter:

• What % does Mkango retain post-SPAC?

• Does it retain board control?

• Does it retain economics?

If Mkango retains:

• 40%–60% of recycling

• Majority of mining

• 100% of separation

Then the “hollowed out” argument collapses.

⸻

5️⃣ What this post is really doing

It’s planting doubt around:

• Structure

• Future dilution

• Parent discount

But it provides:

• No numbers

• No cap table analysis

• No ownership modelling

It’s narrative, not analysis.

⸻

If you wanted a calm LSE-style reply

You could say something like:

Montfort’s engagement looks transaction-specific rather than promotional. During a live SPAC process communications are tightly controlled, so “10x the spend” would arguably be inappropriate.

The TEK comparison isn’t particularly close either – Mkango’s assets are operational industrial projects with strategic backing, not early-stage IP spin-outs.

Ultimately it comes down to retained

I’d imagine Montfort’s primary role is to manage external communications during the SPAC process — ensuring messaging is consistent and compliant, whether SPAC-related or not.