Member Info for Malik-

New JORC of WoWo out. Numbers lower than previous 2004 JORC. Remains a very significant sized asset - 110Mt @ 0.81%

The revision doesn’t matter to the bull investment case in my view because 1) it was never priced as even being worth a fraction of what they previously disclosed and 2) The new actual grade is actually similar to that of Papua New Guinea operating nickel mine of Nickel 28 which is valued at £830m (at 100%). At the same valuation as that mine, WoWO + Mambare should be worth £660m.
For those that are ever sceptical on Corcel, enjoy remaining so with a bombed out valuations of sub 1% NPVe ;-)
This is a BUY

Market is also missing that we could be in production of lithium in January…
And we still value the Lithium opportunity at ZERO?!

Market missing the fact that Lithium byproducts would TRIPLE cashflow generation - and this comes with only limited incremental Capex (c30%).

DIRT CHEAP

Just bought for c£10k.
Totally overdone

So we are trading at >10% cash flow yield this year even if you assume an explosive inflation of 20% at current spot tin price.

And game changing Lithium exposure comes for FREE.

This is a nonsense sell off based on fear - dirt cheap.
BUY!

Discounting a U price of c45!
This is a screaming buy!

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And NOTHING IS UP.
It’s a SALE

I am not saying instead of Pensana. I am saying together with Pensana.
The valuation delta is just too wide.
Have a look.

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I am a happy owner of Pensana.

But this is the time to allocate capital to Mkango.
MKA Share price correction offers EXCELLENT entry point.
Trading at 4% NPVe on integrated mine + separation, at spot NDPR.
=> LESS THAN HALF the multiple peer Pensana (PRE) trades on. - Expect discount to PRE to close - BUT MKA

And for those who fear a raise.
I would love for a raise.z they would raise at a massive premium to current share price; and it would put to bed this idiocy.
They have a resource which is getting larger, they have URANIUM - a super hot sector: look at Malawi uranium player Lotus Resources market cap.

This is totally insane valuations, and don’t miss the chance to buy this here!

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I just added c£10k at 18.
This is DIRT CHEAP.
Nothing is up. It’s aim idiots fearing a falling share price. They sell on a sale.

MKA Share price correction offers EXCELLENT entry point.

Trading at 4% NPVe on #rareearths integrated mine + separation, at spot NDPR.

=> LESS THAN HALF the multiple peer Pensana (PRE) trades on.

BOMBED OUT VALUATIONS - Expect discount to PRE to close.

(Oh and notably, he s been averaging up in terms of the share p he’s been buying at. That’s telling about the prospects of company)

Major investor in Getech S Hawthorne added yesterday to his stake - raising his holding by c+1.5pp to 9.5%. This more than offset trim by other shareholder BGF (-0.8pp).
Recall, Hawthorne has been spot on in his purchases and importantly, their timing.
No doubt he is smart and clued on.
Getech remains one of by biggest conviction buys. It’s perfectly placed for the current macro of 1) high oil&gas prices, 2) energy security concerns 3) critical minerals security and access concerns. BUY

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*liars

Bunch of crooks and lots as they always were.
BUY ANTIPA rather.