Member Info for munchbox54

F all else to say really. !!!

looking ahead one must feel that a spin off of Hypromag is almost certain, it has a number of working agreements along with supporting grants that will allow it to advance and then funds require for the separation plants in the number of countries its targeting in its future plans should really see it flourish as a separate entity.

They have a number of potential company makers on the mining side and looking ahead its a good problem to have, the bottom line is to value any asset or company you must picture the situation if kit decided to put itself up for sale and see what tangible value it has and in this case we would get a price multiple of todays sp.

i was looking at a tweet which showed a number of leading players in this sector and they have market caps many many multiples of MKA although some are advanced in terms of mining and volume of material but the sheer lack of valuation given to MKA is actually staggering, we should in thery be valued around £100m as a fair value to hwere we are on the supply chain + material in the ground.

patience is the key here, just trying to work out what role Talaxis will play considering they gave up the company flagship asset in return for equity which in hindsight shows that they must have been given assurances along with future plans that appealed to Talaxis.

personal preference would be sale of asset (songwe) and use the cash to reurn 50% to shareholders and the other 50% to develop the other assets and recycling centres with an agreement of 100% offtake of the recycling product to be processed through the plant in poland. this way they could speed up the other assets in to production and have a clear run towards profitability without having to raise money in the future,

Talaxis wins, shareholders including the BOD win and the future starts to look very bright increasing wealth for all involved.

question is what is songwe worth on its own as a sale. min £6b of material in the ground and the bfs could easily up that towards £10b. makes interesting reading for sure.

One thing is for sure, China mess will kick off later this year.

It’s probably in motion now as you say but as ever I will judge everything by the sp and there’s that famous saying
“ the company is not the sp” let’s hope we don’t be using that analogy anytime soon.

To be fair most of the Rare earth China holds is predominantly based in China. Also we are not in production so although the price may increase I don’t think it will effect us in anyway.

I mean being honest with ourselves with all the positive newsflow around the material and official rns statements along with tweets / reports and many other various info led news had caused absolutely nothing for MKA in terms of share price.

Thankfully we are invested in a real company with real assets. All that matters to us is the share price increasing so we can profit. We are not remotely interested in anything else.

Price has somewhat become static here ….. world markets on a wobble. Let’s hope we get an rns this week of something positive that sees us push on from here because the reality is it’s getting depressing seeing the price at 20p with very little momentum of it going higher.

Bodes well for Tuesday and a nice jump in sp. Let’s not look across the pond because it’s fair to say it will be ugly over there

Could do with an rns Monday to keep the sp at bay. We need to hold and progress even though it’s 5% at a time. Looking at Dow Jones …. It’s not easy on the eyes.

Wow zaaa. What the h is going on here. This can’t be right. :)))

Dickie3. Nice to have you on here but I think you have just witnessed the last few weeks of selling. We are screaming because it’s actually been happening for months on in with the last 3-4 weeks more brutal amounts.

I can also sell 700k shares but to get practically millions sold weekly for months is not normal. And not to forget the lack of buying.

Bonker. I feel the pain. It’s annoying to say the least. I mentioned 17p before and got attacked so I better be careful what I say in here :))

For me it’s the Lack of buyers that’s the worry. I mean 20p should be bitten off but it looks like the seller has full control and in essence the sp is at his mercy.

Amazing to think this has so much going for it yet it’s price is 50% off the highs and a seller is hell bound on getting out. Don’t really know what to make of all this.

Fair enough. I guess the one thing that really gives us investors peace is that the risk China possesses with its huge control meaning prices will always be boyant for now anyway. Let’s hope they drop a few surprising rns deals in between the bfs and mining licence.

Bonker. Good find. But for the life of me I don’t see why we are looking at 2050 data when we can’t even be valued at current levels with the RRE shortage and the recycling hype. I think investors get trapped by reading these kind of posts because they state that type of shortage now but truth is many nee mines will be built by then and in supply so one can argue it’s not very accurate in that sense.

Back to makango …. I would like to hear something on thambani and possible JV people they were in discussions with as stated by the CEO and also the rutile results again with possible offtake agreements like presana. Lots to do for the MKA bod, let’s hope there’s a shift in momentum because at this rate 30p seems a million miles away. Rest assured with talaxis and the CEO in at 24p does help however we need to push on because these markets are not going to be friendly come the next few months.

I’m feeling thecwas MM played the PE bids was awesome. Now that he’s categorically states in a rns without declaring the price is a kick in the teeth for the PE bids showing them they were not worth his time. Now who’s to say they won’t come back ? He’s called their bluff and there’s no way they are just going to walk away. I’m guessing some are starting to build a position with buying shares in open market. Hold on chaps because this is about to get really interesting. £1.25 tomorrow plz. Hopefully an rns from MM but I’m asking for too much lol.

My bets are still £1.50 for this week by Friday or earlier.

Kind of blown away with today’s strength in a blood bath market. Very happy to be here and glad I held on. Now bring on the profits sir. Can see £1.40 breach this week.

Here we go folks. The warning I gave regarding market falling. Let’s hope we hold this level and Lewis decides to borrow more money from his gran to buy and top up his 30k share holding.

Glad I bought my average down in to the mid/upper 20s.

Come on Lewis, the market is waiting for your 3,000 purchase lmaoooooo ;)))

As predicted earlier. This week had to be the final flush. It was and the reversal in the price suggests buyers now stepping in to push this higher.

Well done to those who topped up and held through this downpour. It’s now time to rise from the Malawi ashes. Next week should be fun. Expecting blue from the off on Monday.

Bought more shares today. Am now fully loaded lock stock and sampling plenty of barrels. LFG !!!! Whyte to ko fury round 9.

200k. 250k sells. Today seems like a final flush.

20p holding. Deal has been agreed at 20p and these are 100% being accumulated by a buyer.

There is no way the price could or would have held up the way it has unless all the sells are being bought up / order filled. On a normal day we would be going much lower but it seems 20p has been agreed by all involved. It’s my opinion that we move up from here. If we were going lower then by now we most certainly would have. You can’t be putting 100k-300k-400k sells through and not moving the price. Something big is afoot here.

Looks like resistance was smashed in seconds, March up now as traders and technical analysis comes in to play. Looking at 130 and 150 by Monday next week. Remember we fell more or less everyday for months. Now who’s to say we can’t rise for 8-10 days in a row ? Too much to ask ? Everyone is loading the boat. This will be hot topic this weekend in press also

They can easily raise at 21-22-24p today or tomorrow. That’s not the problem. Banks and investors would rush to give them cash.

Problem is who the f is selling like a mad dog. So far 600k + shares dumped. Hard. Who the f is it ?? How many shares do they still hold ? No TR1????