Member Info for Sticksandstocks

So 3 meetings/conferences across 4 days in the UK and Germany this week for HyProMag. Featuring the UK department for trade, and loads of industry names. Good stuff!

It's always nice to see our name on US documents, but I think that's just a list of Canadian companies that deal in critical minerals which the US needs. The SPAC closing in Q2 comes from our own RNS dated 16th Feb.

Who remembers when we were waiting on the SPAC valuation and estimating $150m/$200m and we went ballistic for $400m? And now we're looking at double that at least?

$800m equates to £1.68 per Mkango share, minus whatever you see fit for AIM discount.

$1b equates £2.10.

You know when you watch the Traitors and you find yourself screaming at the TV "Why have you forgotten what that person did 24 hours ago!!" when they send another faithful to their doom?

I feel like that when people engage with known derampers on here.

Amazing news to wake up to. I had a feeling Pulawy was going to be worth much more than we imagined but I didn't think it'd be down as almost 2x Songwe Hill!

$1.1bn! Anybody hazard a guess at what the pro forma valuation to Mka will be post SPAC with those figures? $400m previously.

The price is going to walk back up now and with fewer pump and dump traders involved. AND this board will better for it!

Win win win!

$PELI $11.10

This is all you need to look at, not '@Napthman' called Graeme Sinclair with 17 followers on Twitter.

$PELI is pumping!

$11

Anyone in here got info on what true non china prices are for the rare earths we produce at Songwe, and how it might affect our NPV?

Tiger16 two posts ago you're asking a ramper to type into his AI and ask it what the $PELI price action means, and a few seconds later you're posting about the importance of the $PELI price aciton. Are you ok?

$PELI @ $11.50

👀

RachT2 I've been in #80m for over a year and during that entire period you've been deramping because of some quite obvious personal agenda. Anyone listening to you over that period (when I got in at 0.3p) would have missed out on a lot of money. Thankfully I did not, and your nemesis Ashton prevailed.

I will agree however that there are a lot of annoying rampers here lately. But they are nothing less than the yin to your yang; so you have absolutely no room to talk.

And in fact there is plenty being added to the conversation today, such as the very interesting price action of $PELI, which has breached $11 as I type this. You must be seething.

You must b

Great post Floyd! Loving the USA USA USA branding and flags. The mind boggles at how much this is going to be valued at when the time comes.

Https://youtu.be/0Rl51kNQ1Og?si=b1eEYESsusZ0jLXy

Ed Conway's latest explainer on Sky News is an interesting one for #80M holders.

Millions of barrels of oil released from strategic reserves yet prices don't go down.

"So much of the world's oil supply is so concentrated in one part of the world."

We could have some explosive timing for the $GLND IPO on our hands.

*Looks at glittering piles of gold in an open mine*

[frowning] Yes it *looks* very valuable but has anyone thought about how much it will cost to transport all this?

Let's humour him, then.

1. Concerns about manpower involved

The latest RNS states each HDD is processed in *3 seconds*, with the potential to process more than 30,000 HDDs (approximately 15 tonnes HDDs) per unit per 5 day week.

2. Concerns about value of HDDs

We now have a "second groundbreaking technology brought to commercial scale by HyProMag and its partners" (William Dawes). They wouldn't be so enthused about this if it wasn't a huge deal. They see this as unlocking massive value to the company. Additionally, HDDs won't be the only source of feedstock, as we all know.

I think the importance of this RNS has mostly been lost on investors, especially when you contrast the generally muted response with how the BoD are talking about it ('groundbreaking', 'major benefits for sustainable, secure and low-cost recycling', 'geared to large-scale data centre deployment on a global scale').

Comparing this to the cost of mining virgin material is ludicrous, frankly.

Is that a serious question, Magic-Orb? Do you think it'd be cheaper to mine the rare earths out of the ground - after paying for years of exploration, machinery, petrol, government taxes, staff, transportation & refining - or to extract them from that pile of hard drives using HPMS technology at the lowest cost known to man?

Literally everyone in here knows that answer to that question. Why don't you?

Nice to see the video today acting as the launch of the Mkango Resources official YouTube channel, too. A sign of the PR engine revving into gear, perhaps.

https://youtube.com/@mkangoresourcesltd

It is a very nice watch, too. They clearly want to dominate this market, making it as easy and attractive as possible for partners to sign up as feedstock suppliers for HyProMag. With what looks like a very viable business model for feedstock we shouldn't get shafted by any future suppliers offering a poor deal to lock up supply, which could have been the case otherwise.

You're telling me the entire market isn't swung by low effort messageboard trolls esduk?

Everyone take a look at his Twitter account and how little traction it gets, and then use that to judge how much of your time/effort he deserves in return. I count 12 posts in a row without a single 'like' (but enough visibility to warrant some).

If no one else thinks he deserves any attention, I think I'm going to do the same and green box and ignore from now on.

https://x.com/bennyson14