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Muck - i misunderstood your question, apologies. I would suggest that as soon as a purchase is made, you own the product. Imagine if a manufacturer lay claim on your purchase. Just my take anyway.

Muck - not sure if understand the question? Why would a business sitting as an alternate to Chinese market dominance source feedstock ftom China?

Locker - you know fine well sentiment drives demand. My point is "someone wants out fast" is speculation. Im sure you were happy when all of the traders piled in on the basis on sentiment taking this to 70p plus.

End if the day, I don't see a better circular story than MKA at present. Money here feels a lot safer than peers with elevated MCAPs.

Delayed or not, the pre sentiment hit valuation of the NASDAQ listing was 86p.

Magic - that's simply unsubstantiated FUD. This is sentiment driven.

The good thing here is pending newflow compared to peers.

Note the SP has bounced around 50-65p for 5 weeks, excluding the spikes. Trade, warrant sellers only imho

The new great game over rare earths - The Economic Times https://share.google/Hy0ARvJ81sUnkgYBg

Esduk - always interesting when our peers fall by half of that of MKA in percentage terms.

Sit - not sure what you mean? Cotec (Hypomag US) create magnets from recycled source material. The deal you outlined is virgin.

I feel a green box coming on.

Traders out, LTH in. A healthy pattern. Looking forward to further news. IMHO it has been very quiet and I think there is something very positive behind that.

Rare earth elements: German defense industry in a tight spot – DW – 11/01/2025 https://share.google/97enxAlcRl0b8vKmd

If only someone had a german plant coming online.this qtr

Rare earth elements are the new drivers of global power | The Daily Star https://share.google/MGwRFMUKHPR7tkH45

Recycling mention.

China made a 'mistake' with rare-earth controls: Bessent to FT https://share.google/X9PXTemVYWctUpgd6

The deal stuck with China is more about general trade.

Its a massive countdown clock set to 365days for all western governments to get their REE houses in order.

2026 will be a massive year for MKA. You ain't seen nothing yet imho

If we don't get taken out. We will sit at £3+

Galmat - I agree, at this stage I was looking for G7 commitment and it is clear.

I suspect we will see support for Japan JV very soon once scale up is demonstrated from UK and Germany.

We now have US, G7, Aus and EU all now understanding the need for action. I think the oil crisis of the 70s was mentioned.

The snowball has just been pushed from the top of the slope.

Apple - it was never that price all day, suspect worked from yesterday. However, if it was a sell, it went to welcoming hands.

That delayed £250k (400k shares) must be a worked buy surely?

Sounds like George Bennets last few updates

Rare Earths Buyers Must Pay Up to Cut China Risk, Lynas Says - Bloomberg https://share.google/YgRtW4FgHrkk3PJLF

Https://theedgemalaysia.com/node/776228

20 projects to be announced 2billion CAD.

Acknowledge timezones an issue for news lol

Https://economymiddleeast.com/news/g7-nations-unite-to-launch-critical-minerals-production-alliance-to-reduce-western-reliance-on-china-for-technology/