Member Info for MrsRobinson

Decent volume in cotec 400k+

Starting to build a position here.

All looks good - wonderful to see first sight of revenue.

Well done Mkango!

The purchase is by Mkango ltd so no cost to cotec I think

I tried to buy cotec when fell to 1.18 earlier- but nothing of any substance available.

Still adding to my holding!

Might have to wait for USA to wake-up for buying volume?

Got my times wrong and missed the Siemens/Hypromag discussion - site says in a few hours sessions will be available on demand so will try later.

Bedtime reading for me!!

Thanks daffy

Yes, Even if half of the raise has been sold on most of that is likely covered in this weeks churn

Its possible that any funding available required Mkango to match or demonstrate adequate finances and this forced a quick equity raise?

Rsi finally on the up!

Good post FinePrint.

And definitely Esduk your posts have been 100% helpful - keep going.

Bit more info from investing.com…..

According to a press release statement, proceeds will support a potential acquisition of a German magnet business, capital expenditure at UK and German operations, and working capital. The company plans to allocate £4.3 million toward acquiring a synergistic German magnet business, £2.7 million for German operations capital expenditure, £950,000 for UK operations, and £2 million for working capital.

The company provided pricing and cost data for 2027 operations, projecting average selling prices of $55-65/kg for UK operations, $60-70/kg for Germany, and $56.8/kg for the US. Associated costs are estimated at $30-36/kg for UK, $30-34/kg for Germany, and $22.3/kg for US operations.

Peel Hunt LLP, H & P Advisory Limited, and Alternative Resource Capital are acting as joint bookrunners for the placing. The bookbuild commenced immediately following the announcement.

Trading of common shares on the TSX Venture Exchange was halted at 11:35 a.m. Toronto time today and is expected to resume at 9:30 a.m. on Wednesday, April 1, 2026.

Admission of the offer shares to trading on AIM is anticipated for April 10, 2026, subject to conditions including execution of placing terms and TSX-V conditional acceptance. Settlement is expected on the same date.

The placing shares and subscription shares will be subject to a four-month and one-day hold period under Canadian securities laws.

Esduk - My thinking - I share the same conclusion as you.... "So effectively we have allocated the full benefit of the integrated mining and processing to Pulawy, rather than reflecting it is the Songwe NPV"

Thanks RIDER that’s quite a long read.

On the other side max offered online is 120k @ 56.7

26 February 2026

HYPROMAG USA RELEASES NEW CORPORATE PRESENTATION AND WEBSITE...

Revamped website with new presentation pdf to download

Had a few false indicators but at some point it has to go!

Agree Terry - gave ChatGPT too much info!