Member Info for lor_9

Just think there are a lot of jitters about a rumoured US/China rare earths deal, together with commodity pricing dropping 15% recently. Hopefully Mkango can get their act together and sort NASDAQ sharpish so we’re less exposed to the shambles of AIM.

It’s likely they will raise around the listing price. And don’t forget NASDAQ is a very different market to the UK. It’s not uncommon to have 50% rises in a day for a company this size where there’s excitement over a stock

Maybe soon curiosity will kill the @katstrangler and they might actually buy/sell some shares

Not sure if this has already been posted but thought it was interesting https://www.mining.com/rare-earths-get-bulk-of-trumps-uneven-18-6b-funding-despite-small-role/

Something is devastatingly wrong if the share price can’t rise when we’re in one of the biggest bull markets of all time.

Speed is of the utmost essence.

Now is the time there is a huge premium for rare earth companies.

Now is the time to take action and put everything into listing, even if it isn’t perfect.

Now is the time where macro factors all point toward increasing rare earth demand and diversification away from China.

Seize the opportunity.

If they don’t get a move on and list on NASDAQ I fear we will miss out of humongous potential.

Imagine what it’ll be like if the market has turned down by the time they list, or if there is bad news?

Grok's latest view on SPAC timings and the F-4 being made public:

Most likely June or July 2026.

Why this window?

Confidential draft F-4 was submitted on February 13, 2026 (now ~2.5–3 months ago).

As of the latest Mkango MD&A (dated April 30, 2026), it remains in confidential review with no public filing yet.

SEC review for complex SPAC/de-SPAC F-4s (especially foreign issuer + mining assets) typically involves:

Initial comment letter: 4–8 weeks after submission.

1–3 rounds of comments/responses.

Public filing once major issues are cleared.

Given the timeline so far and the extended outside closing date (September 30, 2026, auto-extendable to Dec 31), June–July is the most probable window for the first public F-4 (which includes the proxy statement/prospectus).

This would allow time for:

SEC effectiveness (usually 2–6 weeks after public filing).

Shareholder meeting.

Closing in Q3 or early Q4 2026.

Risks to timing:

Additional SEC comments (mining technical disclosures, NI 43-101/S-K 1300 alignment, or Malawi/Poland jurisdiction issues) could push it into August.

SPAC deals often experience slips.

No red flags or delays announced. The recent DFS and NI 43-101 filing in late April/early May likely helped strengthen the package during review. Watch for a press release from Mkango/CPTK when it goes public on EDGAR.1.3s

I wouldn’t worry too much. It’s just the placing shares being dumped for a 40% - 50% gain.

Typical brainless AIM traders selling as they don’t understand regulations. BOOM can’t just quote a price - the takeover code and panel means they are very very restricted on what they can say, hence quoting the close price the day before the announcement of the strategic review

On track for the first $100m revenue year, video is growing and profitability increasing. I feel the bid has to be in the £10-£12 range for it to be successful.

Not even an update on the SPAC timing. They need to sort it out

Disgraceful behaviour by Mc Nultyh again. Disgusting fundraise

The spectacular failure continues. Just a reminder this peaked at 85p and a 125% increase is now required to get our money back. Many investors are now underwater if you look at the volume weighted average price from the peak, so there will be selling pressure if this ever increases again.

@TheBigShow feels like a company that could be doing fundraising behind the scenes to support an acquisition strategy. That's why there are sells but not sizeable buys as everyone who matters is potentially NDA'd out

@Codejunkie I'm very interested because a lot of people have observed a pattern that goes a bit like this:

Step 1: Heavy commentary from individual, with sky high valuation promised

Step 2: Share price spikes when followers buy in

Step 3: Continued commentary but share price falls

Step 4: Commentary subsides and share price plummets

Step 5: Share no longer mentioned OR announcement it is now a good trade or investment again

I'm just interested to know that individual's trading activity during the above period

Ironic that Myles McNulty is exceptionally quiet. Likely he has used the liquidity to exit after pumping it so hard. Would be interested to see that guys trades vs his twitter posts

Everyone commenting but clearly no one is buying...

Looks like a nice little upside reversal after the grab for shares earlier

Share price when sale process/strategic review was leak/announced: 550 - 640 depending on how pessimistic you want to be

Share price today: 470

Decline since sale process leaked/announced: 15% - 27%

Decline since beginning of year: 38%

Yet we are still informed by those on this board that an announcement or sale is imminent. I really, really don't think so, despite being a long term shareholder who has suffered many ups and downs here.

We are all clever enough to know if there was news it would have leaked and we'd see it in the price action

Such rubbish commentary. The share price is falling because everyone is selling. Maybe there are some big buys but overwhelmingly there is more supply than demand. It’s why the share price has now almost halved and yet again we are significantly underwater since the sale process was announced