Member Info for kowalski79

Very significant news, once some of churn away we should push materially onwards. Well done WD and team. Cheapest rare earth co. Globally by a mile. No.other this diversified or far advanced

Been out all day, only to catch up with the same person talking to themselves with different usernames and going on about myles again. bizarre

Asked claude 4.6 what it thought gkn magnet factory was worth. The answer: 5 million euros. Hmmm

Good luck to him alberbaron. But who cares. I dont.

Christ this obsession with myles, give it a rest. Its mkango plc. Not myles plc. Go take your views elsewhere

This is on a bigger level magic

No.the calcs are hypromag only but are helpful

In fairness the re sector has been decimated. War hasn't been kind

Concur the boards full of it today, from a guy who was telling us constantly about a 17p gap fill too bennysson and his other pseudonyms literally whipping himself up in a frenzy

Yes the 20 to 25 has been discussed ad infinitum here, it's not new info

Scratch that actusally, far too big. Bloomin AI!!!

Interesting Dransley, I asked Claude to speculate and this is what they thought:

It's almost certainly NOT the remaining 10% of HyProMag GmbH. They already own 90% of that via Maginito (assuming convertible loan conversion), and buying out Professor Carlo Burkhardt's residual stake wouldn't justify this language or this quantum of capital.

The most logical candidate, given the clues, would be a small German NdFeB magnet manufacturer or processor in the Baden-Württemberg region — something that gives them actual magnet-making capability rather than just recycling feedstock. The whole HyProMag GmbH operation is based in the Northern Black Forest / Baden-Württemberg, and Mkango's stated strategy is "mine, refine, recycle" with a push toward becoming a full magnet producer. Acquiring an existing manufacturer would short-circuit the timeline to actually producing finished sintered magnets in Germany rather than just recycled alloy powder.

Names that fit the profile would be someone like MS-Schramberg (Magnetfabrik Schramberg) — they're a permanent magnet manufacturer literally in Baden-Württemberg's Black Forest region, making NdFeB and ferrite magnets. The scale would be plausible for a portion of a £10m raise.

Stockgenius. Very good point on German numbers. Its going to be a cash cow. The reiterated US numbers will.be world leading. Onwards and upwards

Bit disappointed, but eyes now turn too what are they buying in Germany? And give us a blooming update on Germany

Thanks for the insightful 1st post

Think the point is they're all getting smashed. That was done earlier when mka was down 7% so we're probably at pres 23% if we are splitting hairs

Just done a bit of work looking at the impact of the war on RE stocks since Feb 27th (28th war start date)

- MKA down 28%

- PRE down 23%

- RBW down 15% (30% down from 11/03 rns high)

- USAR down 20%

- MP down 15%

One battered sector

Ah mr 17p gap fill is back

Its sector wide usar at 16 dollars, pensana 90p. Rainbow at 19p (was 28p 3 weeks ago)

Getting pulled down with.wider market. Bloodbath today