Member Info for SpotTheNutters

And Cotec referred to a target of 10 Hubs in the US.

NPV $ 6 Billion

$ 2.4 Billion NPV to MKA - £ 1.8 Billion (Equivalent share price roughly £ 5.40)

Good point Cyber

Then triple it again 😀

Stock

Which roughly equates to:

The starting point.

90p per share ( $400 Million) Double where it is now.

£1.35 per share ( $600 Million) Triple where it is now.

And on parity with it's peers.

£ 13.75 per share ( $6.1 Billion) x30 where it is now.

£ 24.75 per share ( $11 Billion) x 55 where it is now.

Agree W.O.S.

We're only near the start of the 'big news' part of the journey and I expect far more than a £ 1.50 price being achieved.

Only a few £ Billion to go, Esd !

I'll try to stick to STN on here, to remove any confusion.

Locker

Fair point to make. The technical side of charts are often good indicators but the news expected here is capable of blowing all technicals out of the water.

Locker

Get ready to close your Short and take out a Long then.

Tortoise

There are a number of very good researchers invested here, so for all of us, any information gleaned is as a result of a collective effort providing the links relating to RE's and MKA. You're as knowledgeable as anyone on this forum us if you click on the links, read the content and then check the information further.

Try to enjoy the journey. If ever there was a major negative issue, there'd be a host of posters raising it and the price would be reacting accordingly, but at the moment, it's the right product, with rapidly increasing demand, a profitable and unique environmentally friendly process to manufacture it, it's at the right time globally, and MKA is currently significantly undervalued compared to it's peers.

Haha ! Like the Title, Biffa 👍

Tortoise

Do you think that if China eased supply for a while, the US would then assume that it was okay to rely on China in the future ?

Not a chance. The US have been bitten already. Their military needs a guaranteed supply, a vastly increasing need too.

So, what are your options ? Sell, just in case your worst fear, despite you believing it highly unlikely, ever occurs ?

Your choice, but dwelling on any possible reasons to fear your decision for investing, despite all the continuing positive and current developments, isn't a healthy place to be.

Sagacious synopsis, Esd ! 👍

GLR

Fully agree with that view.

I've been trying to 'guesstimate' the value once listed over the last few weeks, taking into account comparative valuations, and like you, I can see it being multiples of the listing price in a short space of time.

So, if the current attributable value to MKA is 91p, then it's easy to see how this can be doubled or tripled.

Then we're in the realms of £2 to £3.

Chris

Have you got a budget 'auto correct' ?

Your sentences are a crock of sheet (self corrected) !

I'm totally unconcerned about Warrants.

Esd puts it at roughly 18 Million remaining.

So, it could be argued that this could eventually dilute the value by roughly 5%.

Big deal .... not !

To put that into perspective, MKA is set to increase in value by 100's of % in my view.

Separate to that, for me, this part of Myles post stood out:

______

The US Gvt has stated that it's in talks with 4-7 other US-based rare earths companies (besides $MP), with decisions on partnerships / investments due "by 30th August".

We know that the Minerals Security Partnership gave a glowing reference on HyProMag USA to the White House. [Therefore I expect material news on the matter in the next 10 trading sessions, including Monday 1st September.]

Well spotted Jimzi, thanks.

_______

Myles McNulty

@MylesMcNulty

A glorious array of tailwinds continues to build for @MkangoResources

#MKA.

The price of neodymium - the key rare earth earth used in NdFeB permanent magnets - continues to surge higher (+5.8% over the past 2 sessions).

China is cracking down on international firms desperately trying to stockpile magnets, whilst they currently flow out of China (see FT article below).

The US Gvt has stated that it's in talks with 4-7 other US-based rare earths companies (besides $MP), with decisions on partnerships / investments due "by 30th August". We know that the Minerals Security Partnership gave a glowing reference on HyProMag USA to the White House. [Therefore I expect material news on the matter in the next 10 trading sessions, including Monday 1st September.]

Valuations for US-based magnet producers are going through the roof. $USAR now sits $1.73 billion.

It has one planned operation, in one country. HyProMag is in the process of, or evaluating, rolling out operations in at least six countries.

Rare earths deposits - even those at relatively early stages in their development - are also getting monster valuations. Greenland-based $CRML now sits at $582m mkt cap; US-based $REEMF's mkt cap is $599m.

This bodes extremely well for the soon-to-be-NASDAQ-listed $MKAR, which will house Mkango's upstream assets, the Songwe Hill rare earths mine and the Pulawy separation plant. These assets are a good several years ahead of both CRML's and REEMF's, in their development timelines.

More cash in Mkango's coffers from warrant exercises today, great to see. Share price again feels primed for the next leg up, with so many possible powerful catalysts ahead.

You're right W.O.S.

That's why I thought StockG had balls of steel in the gap close potential this time.

Hence, the 'Best of Luck ! 😀' message.

Jenson

Sorry to read about your MET1 experience. From the snippets I've read over the recent months, it's volatility is driven by periods of heavy promotion on numerous web sites.

I'm not suggesting it's factual or that I agree with that analysis, just that I'm aware of it being highlighted.

Here is a post from Myles McNulty on Twitter to give a steer about Q4, which fits with your December question.

Nothing is ever a guarantee but the NASDAQ listing is already being progressed, as are the more lucrative recycling Hubs.

_______

Myles McNulty

@MylesMcNulty

#MKA closed at an all-time high on AIM yesterday (38.8p), and on its TSX-V-listing later last night, closed at a smidge over 50p equivalent.

We are into the blue sky territory!

A reminder that the less valuable half of the business (the upstream rare earths mining and processing) is being listed on NASDAQ in Q4, at a valuation of $400m / 91p equivalent.

The more valuable half of the business (HyProMag) could, as of today, command a valuation of anywhere between 100p and 300p. Absolutely ridiculous upside potential, given the immensely strong industry (multiple verticals) and geopolitical tailwinds.

Esd

Agree.

Just use a simple Bar Chart and select a one month period for closer scrutiny. The gap was from just sub 40p, which was closed this morning.

Also, 'gaps' being closed are never a guarantee. Had a significant RNS landed this morning, the gap would have been history and we'd be discussing whether 50p, 60p or 70p was the new support.

Stock

I think the gap closed, so you got your trade. 👍

I'm just 'expected' to get results, no pressure !

'The reason why I invested in this stock is .... '

'Stop, you don't need to tell me, I trust you'

😬