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Also with that news we are around x5+ undervalued at current MCAP on NPV for just HM USA and MKAR at base values.

This is just the start of the newsflow imho. Q1 will see a rerate

The UK market is inept and will see a muted response today on this game changing news. As usual.

Let's hope the yanks see the full picture later today e.g.

"HyProMag USA is engaging with large technology and infrastructure operators to support the growing need for secure, domestic recycling solutions for magnet-bearing equipment used in hyperscale data centers and AI infrastructure"

Ald - dude it will be mining on the moon next and the impact here. Give it a rest or at least put some effort into your FUD

EU-China trade relations are in a deep freeze. They could be about to get even icier. – POLITICO https://share.google/jbKPejLasMDnXz8wo

An alternate source of REE needed

Another green box. Is Peter back?

Lots of green boxes for me today. KAT on a hot tin roof it seems by the replies.

Queen of FUD.

If you reply to the gutter rats, the more they get excited

Jim - also, you can sell 22k but only buy 6k in Canada. Fwiw

Esduk - breath not being held against 2:30-3pm Across the pond open.

Really interested in the seller mindset at this level and news to come. Perhaps we will never know.

Unless you absolutely have to. You would be stupid to sell at this level. Imho.

Jim - just ended same price as UK 42p.

Its all just an incredible buying opportunity.

The board are very quiet following the white house visit. Lots going on in the background that will be extremely price sensitive. Incredible 2026 imho. Buying into dips as ever.

Asian rare earth stocks surge on new China-Japan export curbs - MINING.COM https://share.google/LrNmYIqrzJIV7qs2V

Interesting cotec up 10%. Guess it shows advantage of diverse portfolio.

Would just add MKA is 40% higher than it was 6 months ago and better positioned today.

After news it will take a day to retake lost ground.

News any day on many fronts.

Just to throw it in again. I wouldn't be surprised to see a low ball TO offer this qtr

150mill mcap.

Spac valuation alone was this ×2+

myles on x....

"give proximity to both commercial scale ndfeb magnet production in two locations in europe, and to the completion of the $mkar listing on nasdaq - and in light of the international peer group rocketing in value this year - i would say that #mka stock is the cheapest its ever been.

it really is difficult to explain these share price movements, besides acknowledging that the uk investment community is, by and large, a depressing combination of unadventurous, ******ed and poor.

the silver lining is of course that it presents phenomenal investment opportunities, when a shifting of listing from the uk to the us occurs.

in mkango's case, this is likely to occur twice over the next 12 months, with both songwe hill / pulawy, and hypromag usa, very likely to secure independent nasdaq listings via spac mergers"

Https://tradingeconomics.com/commodity/neodymium

Neodymium up again another 2% today. 55% year on year.

China Bans Rare Earths Exports To Japan Over Taiwan Spat | OilPrice.com https://share.google/hkxNC2JJ1qV1RVaz3

"One of the sources added that price floors for rare earths would be a point of discussion, among other critical mineral topics"

G7 finance ministers to meet in Washington to discuss rare earths - MINING.COM https://share.google/GuJzSNsfHfrcGWLB7

Japan decries Chinese export restrictions that could cripple defenses https://share.google/kCi6oCsT7fsMOFNhv

Monthly Cash Runway Projection SummaryBased on Mkango's Q3 2025 financials and post-October 2025 financing, here's the detailed runway analysis:

Current Position (Post-October 2025 Raise)

Cash on hand: USD $6.0 million

Monthly operating burn: USD $348k (9M average)

Monthly capex: USD $199k (declining as projects near operations)

Total monthly burn: USD $547k (combined)

Base Case Projection (No Revenue)

Runway Summary:✅ Oct 2025 - Nov 2026: Full operating capacity (~14 months comfortable runway)

⚠️ Dec 2026 - Jan 2027: CRITICAL LEVEL (cash $425k-$77k) — Raise must be secured by now

🔴 Feb 2027: Cash depletion if no financing

Key Decision Point: May 2026 — Cash drops below $3M; cost control measures must be implemented.

Optimistic Case (£50k/Month Revenue)

Scenario: UK Maginito recycling operations ramping to 2t/month powder capacity by Q2 2026.

Impact:Extends runway beyond Feb 2027 to Feb 2028+ (6+ month extension)Reduces monthly burn from $348k to $298k

Creates sustainability window for Germany/USA projects to reach cash flow positivity

February 2027: Still holds $628k cash vs. $0 in base case

AI view.

Magic - yes, I've mentioned it a couple of times before. As per then, potential to double on further SPAC news. That's just pre listing too imho.

For some peer context Pensanas mine project was valued at 65p, yet while funding was going through motions it sat at 15p. Pensana now sit at 90p after spiking at 185p after recent sentiment uplift. Strangely enough Pensana are also following MKA into Nasdaq.