RE: U.K. Strategic Minerals Policy23 Nov 2025 19:12
Understanding the sentiment around the minerals policy, ask yourself: would you really want to invest in a company that couldn’t survive without government handouts—handouts that could easily change under the next administration? Even if the grants were much larger, would that truly benefit Mkango? I’d suggest probably not, especially given that everything is progressing toward operational plants. For me, this makes the issue a “so what.”
In the next few months, JT is expected to update the financial forecast for the US plants. Hopefully we’ll also see production updates from the Tesly and German plants. Moving into the new year, there should be a strong focus on the NASDAQ listing. The majority of these milestones aren’t predictions—they’re likely already set out on a project plan in Mr. Dawes’s office.
The next 2 1/2 months are going to be interesting.