Member Info for Sticksandstocks

If people really want to sell at these levels then I will thank them for the opportunity to buy £20 notes (if not £50+) for £10. People selling here simply don't understand the story.

It won't drop more, sadly. But if it does I imagine a few here will be grateful.

Be careful. Great news on the RNS though, I've been holding this for months.

A perfect fit is exactly right STN! A British-made technology, green, cheap, securing critical supply chains, and currently being exported around the world. If the UK govt don't want to see a repeat of the 'British success story bought out on the cheap by US behemoth' then they'd better stump up the cash and quick.

Thanks for sharing that @sitiain, it's good to keep up to date with potential competition. Anyone got a good read across from these to HyProMag?

From a bit of reading around, they are talking themselves up but there is very little external validation I can find in the same way HyProMag has got with ZF Automotive, GKN Automotive, Minviro etc.

I'd also highly doubt Cotec and Mkango would be so eager to expand their project so quickly if they thought the tech was under threat, as this info from Electrified Materials has been around a little while from what I can see.

Happy to be corrected/corroborated by anyone who knows the subject better.

Let me take the time to once again applaud what a fantastic board this is. Some superb info shared and the general chat around approaches to investment is great reading, too. I guess it's easy to be nice when we're all making money! 😁

Can't believe I've just been able to top up at 37.5p.

I guess as long as there is no news regarding funding for other rare earth projects from the White House then we just wait to see if we've been selected or not. If others seem to have all been announced and we're not then I guess we won't have been selected for this round. Until then it's all to play for, as far as I see it.

Love that from segun, good man. When a naturally conservative CEO tells you there's an easy 2-bags from here, you listen imo!

The Pedro effect?

I'm working on the noelshempsky effect thesis. It involves writing 5 blubbering posts full of typos and inaccuracies where one would do. Actually probably none would be much better.

Glad you've seen sense anyway.

@noelshempsky was calling people in this very group rampers at under 20p, but look at his post from today. It's nice to see board trolls get converted in realtime, well done all.

AI will notoriously tell you whatever it 'thinks' you want to hear. Anything AI generated in here should be clearly signposted as such, as @esduk says.

T212 is a nightmare for smaller cap shares in general. My order the other week when we jumped up ended up going through as what was at the time the all time high or 39.5p when I put the other through at 34 I think. I'll be moving off t212 as soon as I get the chance.

We all know this but it's worth repeating: is it any surprise investors are sweeping up any sells at this level? We know there will be a $400m company (at least) coming into our ownership in just a few months? Why would anyone sell here? Don't sell! 😭

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.