Member Info for soda47

I agree you shouldn’t have a timeframe for any given share. 2030 is my timeframe to try to achieve a certain financial goal. My kids might not have jobs soon enough due to ai and owning shares in the right companies could be important for securing their futures not mine. Superintelligence and all that! Scary stuff. I sell any share when I don’t believe in it anymore. Even at a loss. Don’t become a slave to a particular share. Anyway that’s enough from me!

My personal strategy is a 2030 view. So what happens next week isn’t that important to me. I really try not to micromanage when I have a longer term view. But that’s just my take and other views are valid or perhaps more so than mine. I hope we can all win! Make love not war! I have invested in rare earth companies (mainly MKA/and also Ucore), AI companies listed on US markets, IONQ, batteries, crypto and AST Spacemobile. MKA/Cotec is my biggest position. But it’s easier for me to take a longer term view as I am retired and my financial future doesn’t depend on it. Apologies if no one really cares about that! And I have had a few glasses of wine!

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I have found this chat very useful for a long time. Recent bickering on here however reminds me why I rarely post. I want to enjoy my early retirement!!

I rely on my own judgment and come back to what the company is achieving and its amazing future prospects. This is an example - making N48 grade magnets from recycled material isn’t easy and Hypromag has achieved this. Hopefully N52 performance will also be achieved by soon. This is from an RNS in June:

“In collaboration with ZF Automotive (a key supplier to BMW) and UoB, HyProMag has recently supplied magnets for prototype testing in automotive ancillary applications which were successfully tested by ZF, with performance nearly identical to magnets made from virgin materials as indicated in the recent press article: https://www.engineerlive.com/content/recycling-and-reusing-motor-magnets.”

Similar reference relating to GKN testing. I am holding and being patient!

Put this article into AI and it’s conclusion was:

“In short, this could redefine energy storage as fast and dense, turbocharging the green transition. If it scales as promised, it’s as game-changing as the lithium-ion revolution was in the 90s—expect fireworks in transport and grids first.“

I have a login. It's a useful site for CoTec news. It's for Canadian listed companies.

*2nd quarter results!

Some good Sunday afternoon reading here!

https://ceo.ca/content/sedar/MKA-2025-08-29-interim-mda-english-3827.pdf

Https://ceo.ca/content/sedar/MKA-2025-08-29-interim-financial-statementsreport-english-d5f7.pdf

I learnt when running my own business that you can’t always rely on timeframes and it’s best not to rely on them too much. Big things are going to happen here in their own time whether that be today, next week or next month.

He must be well respected and connected in Washington to be offered this job by Trump in 2017.

https://www.theguardian.com/us-news/2017/feb/16/robert-harward-turns-down-national-security-adviser-trump

Thanks for all the quality posts on this board. Have been tuned in since buying my first MKA shares 2 years ago. Appreciate it! I am a taker not a giver when it comes to this board! Also hold CoTec and Ucore too so not all my eggs are in the Hypromag basket. Enjoying the MKA ride from not quite so sunny anymore Belfast!

Don't think this has been posted. Video from yesterday - listen from about 7 minutes 30. "We are also working with 4,5,6,7 other smaller companies to make sure we that can wean ourselves away from the dependency on China as a point of single failure for these rare earth magnets."

Surely one of those has to be Hypromag USA!

https://www.youtube.com/watch?v=IgcmRJpE1pc

Post on X today by Mkango. “UK’s new #RareEarths hub”. Maybe setting the scene for a big announcement this week!!

https://x.com/mkangoresources/status/1941799784773239150?s=46&t=pVgz8lJ0f4tN0LDhLeupEA

Thanks Parkez

Have been invested here a while, read the boards but rarely post. One thing that intrigues me is the JV with ionic and the potential to develop a market leading product including graphene. Does anyone know if they already have a product which has graphene in it? It is quite possible that one of the 2 new patent applications relates to such an invention. They gave very little information away in the recent RNS about these applications. Hopefully one or both of the patents relate to something that is really cutting edge and they don’t want to alert competitors about it for the time being.

Has anyone suggested using the hydrogen and nitrogen to make ammonia on site for fertilisers? That could also create a lot of value. Would be a way to gain value from the hydrogen without having to transport it safely. But not sure how feasible that is.

Https://ceo.ca/mka - the document attached to the last post on this board from yesterday refers to an Annual General and Special Meeting on 28 October 2024 in Toronto. You need a log in to see the document I think. Not sure if there is any significance with the reference to a "special meeting"? Could be comparable to an EGM in the UK.

With a user name Wizardoz you wonder if he’s Australian and could be invested in something like Ionic Rare Earths? He / she would be fearful now MKA has its MDA and imo also has superior rare earth recycling technology which is a lot further down the line in terms of being commercialised. And MKA’s share price is a fraction of Ionic’s - that really should change pretty quickly!

I have some shares here and read the board in case I might learn something. But I do not like these boards at all so very rarely post (although this board is better than most). Posting on these boards daily in relation to a long term investment and over analysing every scrap of information creates insecurity, fickle behaviour and impatience which leads to bad investment choices imo. To me the position seems to be that MKA can create a source of rare earth magnets in the west through its proven recycling technology and is on the brink of generating an income stream. The west is crying out for its own source and it seems to me that the company is well placed to take advantage of that in the UK, EU, US (with CoTec) and hopefully further afield. I have had a cursory look at the accounts released today and there is a £1m loss that is true. But quite a lot of the loss arises from non-cash items. The cash spend (per the cash flow statement on page 4) is £512k which does equate to about £166k per month of cash spend. In fact, only £280k of cash was spent from operating activities, with another £227k spent on equipment.