Member Info for SpotTheNutters

It will be interesting to see if MKA are already talking or plan to talk to the MOD, given the following extract in the MOD document:

'In addition, by investing in advanced recovery and refining processes and advanced manufacturing, we will also position the UK as a global leader in critical mineral recovery and reclamation'

It's a perfect fit.

It may be quiet on here but I can bet it's busy at Darlot West.

*****

Tom Evans, Cloudbreak's MD, commented: "It is great to get on the ground again so soon after announcing the expansion of the Darlot West Gold Project to 60.6km2, with samples up to 28.62g/t Au to be followed up.

I look forward to updates from the field crew on progress, and updating shareholders as results come to hand. "

*****

Shouldn't be long before we start to get more detail.

Thanks Nas

112 Pages in the document but in amongst is:

_______

6.2.3.2. Building Resilience of Critical Raw Materials for UK Defence. Across global markets, demand for Critical Raw Materials (CRM), including Rare Earth Elements (REE)

In addition, by investing in advanced recovery and refining processes and advanced manufacturing, we will also position the UK as a global leader in critical mineral recovery and reclamation, enhancing both industrial competitiveness, national security and growing UK skills that are attractive within a global market.

41 We have developed a Sustainable Circular Economics Concept Note for Defence and are already working with industry on a decision support framework, applicable across capabilities, platforms, sub-systems and components, and is examining how the sector can mitigate supply chain risks.

Case Study: Energy and Circular Economy Technology as a Strategic Capability

This includes harnessing opportunities through circular economy technology, developing our ability to recover and reclaim Defence Critical Raw Materials.

________

So, MKA have every opportunity to be involved in this multi £ Billion Defence Budget spend, the MOD Industrial Strategy, and for all we know, could already be in talks, with 'and are already working with industry'.

😀

Code

Good description.

An opportunist scrounger hoping to encourage others to sell, to line his own pocket.

Quite correct on the gaps too.

Aldersheet

Yawn.

To add, the Market Cap at around £ 8 Million, is small in comparison too.

Agree Tbcx

The differentiator between CDL and many other Australian asset holding stocks is the very real prospect of near term cashflow at Darlot West within a 10km distance of Darlot Gold Mine that's produced millions of ounces of Gold and hundreds of thousands of ounces just from Open Pit mining.

Darlot West is also Open Pit (to start with) with grades of over an ounce per tonne so far, and can be processed by Vault Minerals who own the Darlot Gold mine almost immediately.

Vault also process 2000 tonnes of ore a day at their KOTH plant, so capacity to process hundreds of tonnes a day for CDL is achievable and if you read the reports, they're always looking for more ore to process.

It's a logical commercial relationship and an instant revenue creator for CDL if they get a deal done.

Derisks CDL over many of the others in my opinion.

Another point worth raising.

When these doomsters emerge, if any reply is made, don't give any 'airtime' to the title on their post.

Always reply on a post with a different title.

Everyone just needs to report 'All The Sheet's' post folks under 'misleading and false'.

Regrettably, there isn't a reporting category under 'tedious parasite'.

Thanks for that Nas

The words getting out there about MKA in the EU !

________

WHO WE ARE

MEET THE GREENE CONSORTIUM

The GREENE project unites 15 European partners from 9 countries, with outstanding expertise in their respective fields, including material scientists, magnet manufacturers, recyclers, lifecycle analysis experts, and end user representatives.

Led by the Jožef Stefan Institute, this interdisciplinary team is uniquely positioned to re-engineer magnets that align with Europe’s sustainability goals.

________

Germany already, 43 other European countries up for grabs (26 others in the EU).

😀

Esd

Another £ 19.99k buy at 9.48, price above the Mid.

Sticks

In Feb this year, EM were producing 5kg - 10kg a day but in 2024 they were forecasting 2,000 Tonnes a year in 2025, so they're not producing at the levels they previously claimed they'd reach.

220kg a month isn't going to be 166 Tonnes a month anytime soon.

Also, when you read into their process, it's slightly shrouded in mystery, part of the process is clean but it goes on to secondary processes, where they claim the chemical requirements are significantly reduced. Logically, therefore, the entire process uses chemicals.

Guess there'll always be competition, which is healthy, and even those using chemical processes will be competition because the USA will want as much RE recycled as possible.

On to MKA though, in terms of production forecasts, to date, the 1st September Results, they'd produced what they forecast, starting at 500Kg per month. They started on the 7th July and in seven weeks, assuming a five day week, were producing 25 Kg a day, as forecast in July.

They also forecast 2 Tonnes a month by the end of this year and 8 Tonnes to 29 Tonnes a month during 2026 at Birmingham and are looking to start production by the end of this year in Germany.

Esd

Keep posting please.

Someone else's persecution complex shouldn't determine your input.

Floyd

Thats's huge !

No longer a 'nice to have' but a 'need to have' relating to MKA's involvement to recycle RE's.

Little wonder their current target is 10 MKA Hubs in the USA.

I can see this edict increasing the number of Hubs further. It's now essential to contributing to securing their supply.

They'll probably need to partner with other e-waste collectors and not just ILS, to achieve it.

Thickofit

I don't think you were being referred to at all. Not by me anyway.

Agree Esd

Hence the reference to 'trading agenda'.

Esd

Don't think it's his first post but his posts mainly hinge on the negative over the term.

Could be a holding pessimist or another doomster to suit his trading agenda.

That's an interesting piece of information about Minyari as a comparison to the Paterson Project here.

Their resource estimates are:

3.0 MOZ

GOLD EQUIVALENT RESOURCE

2.5 MOZ

CONTAINED GOLD ONLY RESOURCE

1.7 MOZ

GOLD AT 1.6 G/T INDICATED RESOURCE

Also, the comparison on the valuation, just over £200 Million there.

Looks like you've got it sewn up already. 👍

Tuck

No problem at all.

Just don't be disappointed if they don't respond to you, After all, it's not about whether an MKA shareholder gets a response, it's about raising the profile of MKA and whether they decide to investigate and liaise with the company or not.

'As a shareholder of Shell Plc and a frequent user of your products, I was wondering whether you were aware of etcetc .... '

If you don't hold any Shell shares and your conscience gets the better of you, you can always buy one Shell share, and you'll probably have also bought fuel from a Shell garage too in the past. Haha !

😀