Member Info for StockGenius

Nasdaq is good when going up - USAR down nearly 20% last 2 days, 10% today

@flundra - not sure if comments are linked but filing from May 20th here -> https://www.sec.gov/Archives/edgar/data/2052373/000121390026059667/ea0271516-05.htm

Https://www.csis.org/analysis/rare-earth-export-restrictions-one-year-later

Good reminder read ahead of the US ban on Chinese origin REE and magneta from 1st Jan 2027 and why all of the progress by MKA over the last 5 years matters.

Only red on my watch list today. Overdone imho, looking to free funds for another purchase

@lor_9 - I am therefore struggling in regard to your comments. You are 30% up. This time last year it was at 15p. The Nasdaq listing takes time and due process. The submission was amended twice through the SEC process and is running to time. Could the reports required have been delivered sooner? We just dont know. Cohen are advising and have streamlined the application for success through the amendments.

Meanwhile, MKA has continued to progress and grow. The pace, isn't to milestone but is still progress to the end game.

Its been bouncing around this trading range for 10 months with sentiment peaks and troughs.

Https://x.com/i/status/2062174989009219672

@lor_9 - what is your avg sp of your holding?

Although deemed minor news yesterday, I personally think the lease commitment is part of a wider confirmation to the US powers that be that Hypromag US is moving fast. This will unlock US funded backing imho as per the flurry of DoE moves of late including below.

A lot of this fits given 6 months since the big US push to support domestic supply chains around the end of 2025, and Will, Alex visit to Washington alongside JTs presence at.various key events and unpublished sessions.

The commitments pattern on both sides we have seen across the EU with matched grants.

Good buying opportunity imho

DOE awards $67M to ElementUSA, Colorado School of Mines for rare earth processing plant - MINING.COM https://share.google/oQ5TSRShzvHVJkipF

@velcrofajita - completely agree.

47.5k buy at 46p+ gone through after bell, no doubt a UT that will mark MKA down at open tomorrow. Gotta love aim

47.5k buy at 46p+ gone through after bell, no doubt a UT that will mark MKA down at open tomorrow. Gotta love aim

ALL ree companies along with commodities down around same percentage today.

For a sense of progress and reality, the sp is 200% higher than 12 months ago and it has made so much progress since that point it is admirable, especially with such a small management team.

It is on the cusp on 1 of 2 Nasdaq listings over the next 2 years and will be rubbing shoulders with serious players and capital markets as a result.

It has 2 commissioned plants in the UK and Europe with the US next year (to which we are about to get serious news - FID this month)

Now, progress to date hasn't hit milestones, but 12 months either way has to be expected.

You will hear all sorts of Rhetoric about needing more funds (despite a recent raise - note, each raise over the last few years has been at least 100% higher than the last one), you will hear about the Q1 reported production numbers, you will hear that the 50, 100, 200 day avg has crossed this, that and the other.

The reality is, the market for the produce of this company has never been more in demand and is growing daily, from drones, ai, green tech. The chart is trading in range waiting on the next milestone associated with true value. This is only the beginning.

Use the filter on the blatant FUD mongers and relax.

You dont believe any of it do you? A tad negative is the understatement of the century. Mkango could sh1z gold and magic fud would find a negative. Let's see if the rhetoric now changes and they post less often.

Just imho of course

Agree, sorry i missed the? From my, in the end statement. Prudent to announce on the back of the USAR announcement as there was a risk of losing first mover advantage. If the they can nail.by end of H1 the fid, hypromag US will be operating ahead of USAR

Fid announcement out

@esduk - clear missing link for them is recycling at this stage. Also, considering competition overlap with LCM and medium loop, it was prudent we picked up the German aquisition to replace that dependency.

@esduk - I posted on USAR yesterday and its location akin to Hypromag Eastern hub.

Only a.matter of time before they jump on hypromag us, likely after the listing on nasdaq next year.

As you are incapable of research, from the SEC filing...

The PIPE details for the MKAR transaction are:

Headline figure: US$23 million in private funds to be raised by CPTK and MKAR from third-party investors in connection with the Transaction.

Sterling equivalent: Approximately £18.2 million at the working FX rate of 0.79 USD to GBP.

Ignore the lost sheep myles haters who haven't followed the golden rules of investing. DYOR and dont invest anything you are not prepared to lose.

🍼

Wouldn't it be dandy if the company would clarify this? No doubt they read these boards or are informed. I can't recall the last Q&A session, was it 23/24?