Member Info for Khuto

Article in FT highlighting Japan and South Korea as main destinations for US RE's - eg MP's agreement with Sumitomo.

Interesting article in FT a couple of hours ago re MP and USA Rare Earth

Interesting article by Gillian Tett in the FT today.... 'Investing in the Era of Scarcity'.... mentioning HALO trades.

Good long article....

https://www.share-talk.com/mkango-resources-progress-builds-as-the-market-waits-for-delivery/

Thanks for all the explanations. As a newbie here (but a LTH not a trader since Jan 24 with a decent position) interested to understand the mm’s behaviour - is the only competition between them at the auction times? And do they, um, ‘discuss’ prices before the auctions?

Nice to hear Mkango/Hypromag this morning on the BBC R4 Today programme!

I'll add my thanks too, Esduk.... that's very helpful.

I'm another LTH here who came across Mkango after spending a long time in Malawi and who particularly likes the variety of its involvements in the rare earth value chain.

Glad to see Malawi listed at No 6 in Rare Earth Exploration budget spend for 2024 (above China!) in FT's article today on Australia.