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US targets Chinese chipmaking with proposed export restrictions on ASML and others | Reuters https://share.google/uNrgCQVQ91hAOGvsH

Look out for reciprocal messures and restrictions from China

"The EU set out a codified ’10-40-50’ plan for 2030, which aims for extraction to form 10% of all Europe’s mining needs, for 40% of refining to take place on the continent and for recycling to contribute 25%"

Minerals in general but recycle and refine rations important with those targets only 4 short years away

AI view (Claude)

Why buying out the SusMagPro/Burkhardt stakeholder matters:

**Governance and control**

Professor Carlo Burkhardt of Pforzheim University holds 20% of HyProMag GmbH. As an academic minority shareholder he has formal rights, potentially including blocking rights on key decisions like expanding capacity, bringing in new investment, or restructuring the German operation. Before Mkango can credibly scale HyProMag GmbH to 750 tpa, raise EU grant funding at scale, or integrate an acquisition like MIMplus, they need clean 100% control of the vehicle they are building into.

**The EU funding angle**

EU Critical Raw Materials Act funding is typically awarded to corporate entities with clear governance and ownership. A 20% academic minority stake creates complexity around state aid rules, IP ownership, and reporting obligations. Buying Burkhardt out simplifies the funding application structure considerably, giving one clean entity, one owner, and straightforward grant terms.

**IP ownership clarity**

Burkhardt as SusMagPro coordinator likely has academic IP entanglements with HyProMag GmbH's German operations, including research outputs and process know-how developed through the consortium. Resolving the equity stake likely also resolves those IP questions cleanly, which matters enormously if you are trying to sell a vertically integrated magnet manufacturing story to Nasdaq investors and OEM customers.

**Valuation timing**

Buying out a 20% stake now, before the German operation is producing at scale and before the MIMplus acquisition adds manufacturing capability, is considerably cheaper than doing it later. Once HyProMag GmbH is at 350 to 750 tpa with a named customer base and EU grant funding secured, that 20% stake becomes significantly more valuable.

**In short** it is a necessary housekeeping step that unlocks everything else. Without it the German operation remains constrained in ways that affect financing, governance, and commercial scalability simultaneously.

"As a tool of geoeconomic coercion, China’s “rare earth card” can indeed create short-term supply panic, raise costs, and force firms and governments to reassess critical mineral security. Nevertheless, the more frequently it is used, the more it will spur the United States, Japan, Australia, the European Union, and Southeast Asian countries to accelerate the construction of alternative supply chains, refining and separation capabilities, and strategic reserve systems. This means that future competition over rare earths and critical minerals will not simply hinge on who holds more deposits underground, but on who can build a more sustainable industrial system – one that better balances costs, environmental protection, technological capability, and political resilience."

Why China’s ‘Rare Earth Card’ Is Unlikely to Become a Lasting Geopolitical Lever

https://share.google/d6WEEJf0TIbstlCak

"Washington has finally identified the real choke point in critical minerals, and it is not mining.

For years, policymakers framed rare earth dependence as a geological problem, despite clear evidence that the US already produces meaningful volumes of concentrate. The deeper vulnerability has always been downstream, where processing, refining and magnet production remain overwhelmingly concentrated outside its control"

US rethinks rare earth strategy - MINING.COM https://share.google/OCgxqPP2Hovt2Gx92

Magic, you've been constantly negative for months.

A mix of delayed trades. Exchanges between buyers and sellers. You get a glut of these post placing.

Obsession, is he not meant to?

What is even worse is FUD to attempt cheaper entry, buy in, doesn't go your way, sell(if you ever bought in the first place) and begins the FUD cycle again.

Manipulation is everywhere. The skill is understanding the game.

MT - get over it. AVCT and MKA are completely different prospects. Also Iran war impact seems to be forgotten (when it suits agendas), its knocked 20-30% off certain sectors.

Both stocks would be trading much higher

Agree, it would be complimentary and down the supply chain

Https://www.dfc.gov/investment-story/friendshoring-rare-earths-processing

Nasdaq listing in sight imho with mention of Poland too.

"DFC’s project development funds support final engineering design required to begin construction on the Songwe Hills mine, which will advance the project for potential DFC financing. Separating rare earth elements from mined ore requires multiple steps at the mining site before they can be transported for further processing. Following the initial separation, a high-value mixed rare earth carbonate (MREC) would be sent by rail to Mozambique’s Nacala port and on to Poland for further processing.

Lancaster is working with the Polish company Grupa Azoty Pulawy S.A. to establish a rare earth separation plant in Pulawy, Poland, with construction to begin in 2026. The facility would be only the third rare earth separation plant outside of China and would represent a major breakthrough in diversifying supply chains. "

Https://impakter.com/gkn-walks-away-from-rare-earth-magnet-factory/

If this is part of the equation, it would need to be a joint venture with an experienced magnet producer at scale or it would be a money pit.

You never know but it feels a touch of a reach.

The DFC table stakes landed last year, the key to the ALL IN is the Nasdaq listing. No surprise in that post soon after SEC submission timeline indicating Q2 alongside the updated MKango company presentation.

Add to that an albeit hard to swallow placing, it underscores the floor now imho.

50p plus to re-establish the 1 year trend will happen over the next month.

The excitement for me around a mimplus is the robotics parts and unique shaped magnets required

Don't forget, every 1euro invested in germany is matched 1.5euros by the EU.

Just a comment on communications, I agree there is a massive hole here. However, interesting that Cotec and Julien are very quiet on the missed Hypromag US sign off albeit its a no brainer. It was touted Q1.

Also, it seems clear now that Germany is the key proven scale project with UK ramp up to 25tpa limit just another commercial scale pilot.

Interesting hold and buy in dips over next 2years

Looks like upward pressure is coming following cupboard clear out buying in the first hour.

Jim, not convinced. The difference in price suggests a roll over imho

Still see this hitting close to 50p again very soon and resuming the 1 year chart trend. Especially if the US exit in 3-4weeks