Member Info for snkj68

Its not that i dont want you to post - i just dont appreciate repetitive posts which are akin to spam. As you're clearly unable to identify that your guilty of this, i think silence is the best policy for you!

I hate to pick sides but i feel like PP is making some valid points and pointing out (in a very kind and generous manner) where you're naivety is preventing you from make sound hypotheses

its quite painful and distracting seeing you flounder for so long, so i've been unable to remain quiet - please just quit with your rehashing of the same narrative for a bit and - like the rest of us - wait and see how this plays out over the next few weeks until there is something new to say.

Publican you're going on like a broken record.

i don't understand why over the last week you've spurted post upon post, ending with something along the lines of "anyway i've made my point clear (that i think small shareholders will be shafted by the big investors and be left with next to nothing). i will now leave this board and wish you all good luck" - only to come back later/the same day and repeat yourself!

you've been very ...generous with your opinions but its getting a bit old now, i'm exhausted watching this discussion go around in circles - i dont know how you've got the stamina for it! ...equally not quite sure how its benefiting you... as you're certainly not impressing me.

anyway, i think i speak for many on this board when i say... please can we have some peace from your repetitive posts? at least for a couple of weeks? please!!

Cashflow is also key to any share price bounce here. Hopefully we'll get that tax rebate soon, does anyone know when we should expect word on it?

When discussing figures it is also important to take into account TGR have promised discounted prices for advanced payment - which i imagine will materially impact on our average sale prices...

I wouldn’t expect to hear anything more until there’s an arrangement to announce.

Again, my observation is that people have never taken you or your posts seriously because of the way you present yourself and your views. Maybe this is something you should reflect on.

Good luck in your future endeavours, i hope you carry them out with a refreshed approach and if not then far away from this board/others that I watch.

Just an observation @Contrarian123... The fact that you come on and choose to write a post entitled "I told you so" the morning of such news/market reaction which will be frustrating to so many investing here in good faith says all there is to say about your character.

It is no surprise that, as many suspected (yet you refused to comment on), you were shorting this stock the whole way through.

You are disingenuous, unpleasant and completely lacking in class.

If you have an opinion or insight to share then the manner in which you deliver it is vital if you want people to buy in. It feels as if the only reason you post on these boards is to stick the knife in with barbed comments, just to give yourself a sense of self-importance. I see no benefit to you in the manner & tone you embed in your comments otherwise.

I pity any former colleague of yours - who had to work with you "project managing them" - what a toxic environment you must have created.

Thanks Zan, sounds like a lot of work for no obvious or material benefit.

Ultimately, they decided to list only a few years back and I highly doubt they've suddenly found an alternative source of capital to make a buyout possible. After all, financing conditions have deteriorated significantly since they listed.

I very much doubt they're planning on selling any shares, so the lower share price is not really of any concern to them - other than they've probably got lots of jittery shareholders asking questions of them.

I'm focused on what happens over the next 12 months or so and ignoring the share price for now - other than to continue topping up when cash becomes available/if i fancy it. I'll be keeping a close eye on cashflow and profitability, and the decision on TSG, but what i've heard from them thus far on this doesnt cause me any alarm.

Obviously I'm impatient and want to see all the good news yesterday, like any investor, but deep down i know that there is logic underpinning why i've built a position in this stock and i just need to trust the process and be patient to see whether it all comes to fruition.

To provide balance... from what i understand there is no sign of Elon agreeing a deal with Tirupati any time soon.

However, as electric car production continues to increase to meet demand, and potential supply chain issues arise - e.g., who knows what a Trump presidency might do for China relations and their grip on graphite mining - i do fully expect to see more and more battery companies sniffing around our graphite.

People who run a business having significant “skin in the game” is often pointed to by many professional investors as a net positive to the investment case for a company. Our interests as sharesholders are aligned with theirs. I still believe that the poddars are acting in the interests of all shareholders and that we will see this over the coming quarters

My initial google searches show they (Stramin Global) sold their interest in the Graphmada mine to a company called Bass Metals (renamed Greenwing Resources) in 2016: https://www.miningreview.com/east-africa/bass-metals-takes-over-operating-graphite-mine-in-madagascar/

It appears they (Stratmin global) then went off and explored alternative investments (gold).

It looks as if Greewing Resources continue to undgo works at the Graphmada mine, alongside other investments.

Panda1 I dont think Poddar's involvement at Stratmin Global can be directly compared with Tirupati in the manner you're presenting. I fo appreciate you bringing it to the board though, and would welcome a full and balanced analysis.

I topped up again today. Average now sub 40. Surely we cant stay this low for long given global graphite demand, margins and my understanding that cashflow will now be positive going forwards. I know confidence has been knocked, but hoping results will speak for themselves now

I've taken the opportunity to add today. Nothing has fundamentally changed and so i still view this as a good long-term investment.

“ The BBC last week visited manufacturer Ascend Elements in Western Kentucky, where it has begun construction on the first phase of a $1bn (£800m) facility to harvest key rare earth elements from old batteries. The US government has provided some $500m to support the project.
The important ingredients in an electric vehicle battery will now be produced in the US, having almost entirely been imported from China.”

Forgive my ignorance regarding the approach taken to rare earth recycling , but is MKA’s solution competing with already established players like Ascend Elements in the US? Or are well offering something different?

https://www.bbc.co.uk/news/business-65393337

Hi MacTrader - do you happen to know what the minimum price per share agreed is for the acquisition?

I'm ready for an update whenever they are...

Do we think this find will add impetus / speed up RBW's plans up? https://www.bbc.co.uk/news/world-europe-64253708

i take it we shouldnt be worried by an ex-China discovery of this size?

is this likely to speed up a decision? https://www.bbc.co.uk/news/world-europe-64253708

i take it we shouldnt be concerned by it?

I'm very happy retaining my holding (+ buying dips when money becomes available) regardless of what others are doing.

To be honest I'd like to avoid getting bogged down in discussions around who purchased/sold what and when.

I think this is a well positioned firm, who are trying to do (and generally succeeding - from what I can establish) the right things to grow, and now on what seems to be the cusp of having sufficient organic cashflow to fund their future growth.

Ideally we'll eventually get the patented technology from the indian wing under our ownership too, but should this not materialise i think we've got enough her to justify a much higher valuation than that which we're seeing currently.

Wishing us all a successful new year and beyond!

I’m deliberating adding to this to average down.

Given no big rebound on todays finance news do we think the recent fall in MKA is simply down to wider market sentiment deterioration?

E.g. Has anything changed which means we’re less confident the MDA will be delivered?

So, what are our thoughts on take-up?

Is it time to get out with a 4% bonus? Or will the share price be kept artificially low due to reduced demand for shares until the tender offer is all sorted?