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Given the beaming smile of Will Dawes I wouldn't be surprised to find out they've been sitting on some massive news and want to time the release of that news for maximum impact.

The road to £1+ is up ahead, I agree we will unquestionably get there and the question is how fast we get there @stockgenius.

If the US govt gets fully behind HyProMag USA the world will see that as the green light to fast track deals in all sorts of other territories. At the end of the day the US moves and the world follows. Canada, Japan, South Korea and more will come cascading down and then we'll blow straight past £1.

If not, the result will be the same it'll just take a bit longer.

LinkedIn post from Adamas Intelligence, and likes by our own William Dawes and Alexander Lemon.

“The robotics industry promises to be the most transformational demand driver of rare earths the industry has ever known,” said Ryan Castilloux, Managing Director of Adamas Intelligence, a REEs advisory and research firm. “By the 2040s, rare earth demand for robotics and automation will begin to eclipse demand from all other applications combined.”

I don't think he is joking. If you read between the lines of Myles' posts lately he shows there is argument we could be valued more than MP if you consider our assets vs theirs, and they are valued at 69x our fully diluted market cap.

Now there are plenty of reasons why that might not happen, but there is an argument for it. It's probably best not to think too much about that though as it's easy to start daydreaming about the specs you want on your yacht 🤑😂

Great write up, Myles. I'll share it with some people I know who are interested after hearing me bang on about MKA for the last 6 months but not fully clear about the backstory!

As for the NASDAQ listing, as an MKA investor I'm leaning towards the idea of HyProMag USA as the first listbingqnd then HyProMag International as another.

Apparently Apple and Mountain Pass have been working together for 5 years on new recycling processes. An article from 2022 (link below) reports how Apple are using robotics to screen and select products for recycling on the production line. We'll see if they have come up with anything truly revolutionary in this space or if its more of the same. I'd imagine we'd have heard something if they really had a gamechanging new technology up their sleeves though.

Quote from apple.com:

For nearly five years, Apple and MP Materials have been piloting advanced recycling technology that enables recycled rare earth magnets to be processed into material that meets Apple’s exacting standards for performance and design. The companies will continue to innovate together to improve magnet production, as well as end-of-life recovery.

2022 article on robotics in recycling: https://resource-recycling.com/e-scrap/2022/04/20/apple-lays-out-details-on-its-latest-recycling-automation/

If Apple source all their magnets domestically this will require taking more than half all the US REE magnet production in 2026. While HyProMag USA won’t be online until 2027, this will surely cause a scramble for Apple and all companies private and public to source secure domestic magnets. Which is where we will step in.

ChatGPT summary conclusion on the effect of Apple buying 100% domestic REE magnets:

Current use: ~540 t Nd-Fe-B magnets per year (≈ 170 t REE).

Projected 2028 use: ~610 t magnets (≈ 200 t REE).

U.S. supply: 1 kt / yr in 2026, rising to ≥ 10 kt / yr by 2028.

Relationship: Apple will strain U.S. magnet output for the next two years but becomes a modest (~6 %) offtaker once full domestic capacity is on-line.

Nice find. Mkango overview on p27 but it's not much we don't know already. The rest of the document shows just how major Cohen&Cohen are though. I'm sure the conversations for another, even bigger NASDAQ IPO are already underway...

Yeah that's a fantastic document from a HyProMag/Mkango perspective. I'd recommend searching for hypromag and going through each mention. They dedicate a large section to explaining what the tech does and why it is so promising.

I have had the Ionic Technologies long loop process in the back of my mind for a while now, but his document pretty much puts paid to any suggestions they have any real advantage over HyProMag. They go into great detail saying why short loop is beneficial over long loop, and you can also see the sheer number of times HyProMag is mentioned over Ionic. Plus the projects HPMS are involved with are more numerous and of greater cash value.

Conclusion: we're all gonna make it.

Agreed velcrofajita. I was very lucky to get in at under 9p but I'm not selling, I'm still buying as the risk as I see keeps getting lower and lower. Government support, incredible geopolitics, gamechanging tech, greener than green credentials. It's a hell of a story, let's get Pedro Pascal to clear his diary in 2030 for HyProMag: The Film.

Oh sorry @jdbanzi your post was useful! Ironically I missed it!

The last 8 (eight!) posts in a row are all related to something I can't see as it's been filtered. Shame really. That means all the good stuff is getting lost like the useful LinkedIn post share from Kaeren and StockGenius.

Actually make it 9 in a row now with this one :)

Hi all, it's great to be part of such a great board here and we're all on an amazing journey. Please though remember the standard internet messageboard conduct for dealing with trolls, which we've all known for almost 30 years now:

- Every time they get a response, the standard of the board deteriorates

- This then discourages good members from posting useful info

- They want a reaction, don't give it them.

Cheers and here's to next week!

This is incredible. We're really on the precipice of something extremely special here aren't we.

The talk of doing it in 'Trump Time' makes you wonder what they could be ready to offer HyProMag USA to get online as quickly as possible and as big as possible. And once we're in the shop window in the US, everything else comes cascading down in new territories.

6ix Events

"Critical Minerals in America Join industry leaders for an insightful discussion on the future of critical minerals in the U.S., featuring Romeo Maione, Rick Van Nieuwenhuyse, Julian Treger, Oliver Friesen, Stephen Rentschler, and Rita Adiani. This event will take place on Thursday, July 31, 2025, at 1:00 PM EDT."

Lynas CEO Amanda Lacaze, who heads the world's largest rare earths producer outside China, said the MP Materials deal reflected the U.S. government's determination to break Beijing's dominance and to drive investment in its own industry.

"Can (prices) go above $110? Yes and I think the recent detail of the deal is that there would be an expectation for the government that that is likely to happen, because they have negotiated exposure to upside," she said.

https://www.reuters.com/world/asia-pacific/lynas-sees-higher-rare-earths-prices-after-us-backs-mp-materials-2025-07-24/

Neodymium up 7.35%...DAILY! That is perhaps bigger news than the RNS! Mental.

Somebody mentioned a while back that any US govt agreement for a deal like MP signed is likely to await a particular bit of licensing (I think). Anyone know what that was and when it's likely we'd get it? Thanks

Speaking of truth and honesty, why don't you reveal your motivation here, Peter?

It's all so crashingly obvious and dull, you don't even bother posting anywhere else to try and appear to be a sincere actor. You come along when the share price moves up and disappear when it moves down to your price point to buy back in? So come on, let's try some of that honesty stuff you are bringing up.

Interested to see a YouTube long form chat about rare earths getting 29k views. I've only just started listening but they kick it off by referencing the US govt investing in MP Materials.

https://youtu.be/8Qlz4ITakkM