Member Info for Sticksandstocks

Humour me: what price do you think Mkango would accept as a buyout?

Bear in mind Cotec value their share of HyProMag US at at least £100m, the Songwe Pulawy SPAC is expected to be valued at $100m, we have the majority ownership of the UK and Germany plants, plus whatever is next in the pipeline plus expansions already in the works at all the current HyProMag facilities?

Ignore previous post, pressed send early...

They're uploading some snippets to Twitter. Here are a few with some highlights relevant to us.

"China are ahead of us not just in extracting critical minerals, but they are SO far ahead of us in terms of processing":

https://x.com/Securing_Energy/status/1907073594229698596?t=F2WkuYnBJz4L6ELJ3f7r8g&s=19

"Strengthening the resiliency of critical minerals is an historic mission"

https://x.com/Securing_Energy/status/1907062479336710516?t=8hfQ2Q7YyQDFHNnNuuJLlA&s=19

"I can't think of a sector that is more critical for everything we do than critical minerals"

https://x.com/Securing_Energy/status/1907143906548199896?t=MFQamOEkFGDcqxUPiH7bKA&s=19

They're uploading some snippets to Twitter. Here are a few with some highlights relevant to us.

China are ahead of us not just in extracting critical minerals, but they are SO far ahead of us in terms of processing"

https://x.com/Securing_Energy/status/1907073594229698596?t=F2WkuYnBJz4L6ELJ3f7r8g&s=19

If you look at the list of key themes on https://safesummit.org/ where Mkango will be present (and Cotec speaking), we have a big tick against at least 5 of the 17 on the list:

✅ Mineral Security for National Security: Ending Dependencies to Strengthen the Nation

✅ Building Resilient Supply Chains: Leadership In Critical Minerals And Global Security

✅ EU Industrial Strategy: Breaking the Paralysis

✅ North American Opportunity Zones: From Minerals to Manufacturing

✅ Transatlantic Synergy: Energy Security and Economic Resilience

I'm not at all clued up on what any of this means but it may be this he's referring to:

Go to https://administracaojudicial.kpmg.com.br/recuperacao

Then search DEV Mineração

Then other documents.

There is a document translated to English as '1st Payment Bordereau' registered on March 28th 2025.

*shrugs*

I know we regularly get excited on here before the price stalls for whatever reason, but it does feel like once this gets going the sky will be the limit. 1p or 2p increase doesn't mean much to me unless it is a sign that people are waking up to the huge potential of HyProMag.

Take a look on Twitter around that hashtag #SAFESummit2025. There look to be some very serious players in attendance.

How many times will these people need to hear QUICKEST, CHEAPEST, GREENEST and MOST RELIABLE source of critical rare earth magnets before they take note?

Onwards we march into Q2 2025 with no updates on Amapa. Let's hope there's a very good reason for that.

Regardless of the price of REEs today, the threat of resource nationalism is out of Pandora's box and isn't going back in no matter what happens. This is very good for us.

Super summary of where we stand, which will help focus minds while the share price remains a bit stagnant, Myles. One thing I have wanted to know but is certainly not keeping me up at night is where the University of Birmingham stand in all this? Do they have any share of future profits or is that all covered by past payments?

NoelShempsky can you try and organise your thoughts enough to write a single, coherent post? Your multi-post ramblings betray the mind of a confused thinker. And that's without reading the content (hint: don't bother).

THX on the move up again - well done all!

Even the historic top price is no where near the real value though. I don't see it, and I hope I'm right.

Yes I agree the major movement will hopefully arrive with the imminent SPAC. Yesterday's news, even if it doesn't move the needle much on the SP today, will hopefully give the SPAC an even bigger launch pad when it comes though.

Somehow we're lower this second than we were prior to the great news yesterday. The permashock over Mkango continues.

In the couple of months I've lost count of the number of posters promising moves into the 20s and beyond, best to ignore and patiently play the long game.

This is certainly an oversimplification but it's not hugely surprising that EUROPEAN METAL HOLDINGS which has a straightforward lithium mine is doing so well.

And MKANGO RESOURCES which has a REE processing project, along with a mine in Africa and some recycling projects in Europe and America, shared with another company called Cotec and some 'Maginito' company thrown in there too - is not doing so well.

Once the projects are split up and renamed accordingly, they'll do better, as people have already said in the past.

This BB has always had really high quality posters. Sadly the idiots have now arrived with their usual 'this is going bananas' copy paste remarks at the first sight of growth. Bore off.

Honestly unless you're a day trader does it really matter when they make the announcement? I managed to top up a bit before the announcement so I'm quite happy.

I wouldn't expect anything massively dramatic when the RNS comes anyway, the market remains in perma-confusion about this stock but when the $$$ come and come hard it will shift up accordingly.

I was about to say, that means an average investment of almost €0.5b per project? Those are crazy figures.

Great news guys! Nice bit of Tuesday morning detective teamwork! :D

According to this Twitter account the announcement is at 1pm UK time.

Sorry to indulge in hearsay but on the map of apparent projects included there is REE in Eastern Poland. Not exactly where Pulawy is on the map but near.

https://x.com/Teslasharehold2/status/1904447889377464734?t=XufMivIoMhGaw9pkalZqeA&s=19