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Another great find Floyd, thank you for sharing as always.

For a bit of fun, here's my not-quite end game but close to for Mkango Resources.

Once MKAR goes live on the NASDAQ one of the big players like Siemens/JLR (or possibly a consortium of a few of them) are going to take a very large stake in Mkango Resources with the aim of getting a strong grip on HyProMag for the next 10+ years.

The Siemens/HyProMag presentation has left me in no doubt now. It's coming.

If they do manage to get this Nasdaq listing off the ground by late 2026/early 2027, it's going to be in the mother of all macro environments.

And remember:

"an ominous Pentagon deadline looms large, with the entire American defense system to be banned from using any Chinese-origin rare earths materials beginning in January 2027."

https://www.theglobeandmail.com/investing/markets/stocks/VALE/pressreleases/1927155/the-pentagon-has-less-than-8-months-to-break-chinas-rare-earth-grip/

Pretty damn hilarious how JLR and Siemens hold HyProMag in such high regard, yet our share price values this incredible tech at, erm...5p?

@JK24 this is the company's RNS from February:

Mkango Resources Ltd. Announces the Confidential Submission of Draft Registration Statement by Mkango Rare Earths Limited on Form F-4 in Connection with Proposed Business Combination

February 16, 2026

Https://www.investegate.co.uk/announcement/rns/mkango-resources--mka/annual-general-and-special-meeting-of-shareholders/9569812?t=1778825123

Waiver of TSX-V Oversight over Activities of MKAR

"The waiver of TSXV oversight over MKAR's future activities post the Proposed MKAR Transaction is being sought on the basis that on completion of the Proposed MKAR Transaction, MKAR is expected to be listed on Nasdaq and to become subject to ongoing regulation and oversight by both the U.S. Securities and Exchange Commission and Nasdaq. The Company believes that such regulation will be sufficient to protect the interests of the Company and its shareholders vis-à-vis its subsidiary MKAR and that additional regulation by the TSXV could result in delays that may adversely affect MKAR's operational flexibility. Additional information in respect of the Proposed MKAR Transaction and the approval being sought are included in the Circular, which Shareholders are encouraged to read before voting on the resolution in respect of the waiver."

And there's a CMA website launch (!) next Monday, with "a 2-hour networking reception with over 100 members of the critical minerals industry, as well as UK government, the London finance community, and the media."

Expect some HyProMag representation there. You can apparently register your interest to go (London).

https://www.linkedin.com/posts/critical-minerals-association_we-are-pleased-to-announce-that-chris-activity-7459928559902621697-q2o3?

On the subject of the Critical Minerals Association, they've just posted on LinkedIn (shared by William Dawes) about the German-UK agreement on critical raw materials, with HyProMag the first of three companies to get a direct mention. 15k followers, not bad for a niche org I think.

https://www.linkedin.com/feed/update/urn:li:activity:7459622230193340416/

I'm back in here after coming out a while ago. Excuse my ignorance but I thought Cadence's share of Amapa was valued at more like $700m? But that broker note has it at $437m. Has something changed or have I simply got this wrong?

one of their ******* parrots would talk more sense

Just as a curiosity, Chatgpt deep research mode predicted 3/4 correctly (it had wesort.ai in place of winner Hiro Robotics). And it had HyProMag as the standout candidate.

As @gallmat says we've just beaten of our supposedly biggest competitors in this space to a prestigious industry award and we've allowed the news to be sidelined by very obvious and unsophisticated FUDding. Fair play to Jimzi and Esduk who have engaged honestly and competently with the issue, any more just feels obviously disingenuous now.

Great confirmation on the award win! Was never in doubt :)

Yes @jac1104 I am aware of the awards taking place but I'd like to see where you got your confirmation that HyProMag won the award as you said we did. I won't be surprised if we have won though!

Got a link to that Knorr Bremse award confirmation, please?

I think you've used USD > GBP instead of CAD. 0.87 CAD is 47p. And it's now back to 46p equivalent.

I asked ChatGPT's deep research mode with memory turned off (won't try to please me by going off my 000s of Mkango related questions!) which four of the applicants it would bet on to win the award for circular tech. It said HyProMag was the standout candidate. I can't copy paste from my phone because of annoying work restrictions but it lists: obvious industry relevance, exceptionally strong scalability, rare earth magnet recycling being 'as close as one can get' to the listed key aim of critical raw materials recovery. Also geographical relevance, CRMA backing and Siemens as a partner all score points.

I don't like to make these sorts of predictions but...are we a shoo in? The prize isn't massive but it's all added recognition and buy in.

Excellent, I'm only here because of Oak Bloke so I'm looking forward to reading that article properly. Thanks for sharing codejunkie.

From today's new ARC broker note:

Valuation: After updating our risk-adjusted sum-of-the-parts valuation model for a slight relaxation of the risk ‘haircut’ applied to our NPV of HyProMag Germany following the major milestone of plant opening, and adjusting for Mkango’s recent £12.5m raise, our target valuation moves to 132p/sh. The latter comprises 55p for Mkango’s attributable share of the various HyProMag ventures (equating to a conservative 0.4x NPV) and 76p for Mkango’s interest in the to-be spun-out MKAR primary rare earths business (based on the US$400m valuation of its pro-forma initial shareholding prescribed under the proposed US SPAC transaction). We see scope for upwards rerating of Mkango’s shares towards our target as commerciality is demonstrated at HyProMag UK and Germany, as an investment decision is reached on HyProMag USA, and as the NASDAQ spin-out in the US of MKAR is completed over the coming months. We see considerable upside potential to our valuation if HyProMag expansion plans are progressed and de-risked, while we also note potential for the HMPS technology to be rolled out in other jurisdictions.

On the subject of German/UK rare earth cooperation, I'm not surprised they're pushing HyProMag. What other rare earths do Germany and the UK produce? We might be the only company the two countries can hang their hat on right now.

It is fantastic that a microcap is getting so much attention from goverment but let's see that backed up with funding for expansion to 1000tpa.