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Esduk - I agree about a specific mention. The key is the detail. A price floor being a critical one for me.

We are involved with DoW and EU. We have already had confirmation with involvement in strategic programs.

One key thing, unrelated to tomorrow is and update on magnet production out of Birmingham. That is a major milestone. Finished products at scale is last piece ahead of offtake imho. (GkN are waiting for this in my view)

Spiking again in Canada. Up 20%

Double green box, someone getting excited

Sorry re-read your post re ABSA being available.

Pwlx - thanks, so the ABSA debt facility is available? Is it bring drawn from yet? Is there a company presentation that goes through this?

I would say the chart looks like uptrend intact after the recent excitement across REE related cos. I get paid tomorrow. Looking for a home for my cash. Over exposed in MKA at min

For visibility I don't have a position currently. To be honest I didn't think the SP would see £1 region again but feel it is in my temptation zone.

Ignoring the deramper noise, can someone clarifying what the EXIM facility is for? I thought the mine was fully funded, or is debt still to be agreed? Or is it the downstream magnet production? I am assuming the nasdaq financing will take care of the processing in the US?

Sorry, a lot of questions.

US gets rare earth reprieve from China, but not rollback | Reuters https://share.google/thjk5VJZcgwfDOlNy

Another reason of the importance of recycling and the unique HPMS UK tech.

Rare earths: Lynas warns of China's non-price controls amid record revenue https://share.google/EszTz7GRtXcHQ5Il2

John - i don't think they are sells today. A lot of delayed buys. High volume.

Imho, sentiment shift after understanding what trump/China means. At best a 1 year respite with the G7 nations not changing stance on removing supply chain reliance.

Tomorrows G7 announcement is going to be interesting.

Rare-Earth Stocks Gain. Why Trump-Xi Meeting Won't Curb U.S. Production Drive. - Barron's https://share.google/BVYaHggiLIWFiR9bM

Https://elements.visualcapitalist.com/visualizing-30-years-of-rare-earth-production-by-country/

Galmat,

I posted the 2 day agenda earlier. It is happening. Friday is press day, with announcement at 12pm UK time I believe.

China cuts Ukraine’s drone lifeline https://share.google/1jHilRmymI8XrKeyL

Another reason the G7 will act.

People can hopefully see the unique full circle offering that MKA is, rather than just a one trick mine pony.

I can't think of another with a full circular offering that will be up and running from summer 25 through to 2027.

If we get a whiff of a G7 deal, it will be 🚀

Schedule of events for Friday, October 31, 2025

Event: Critical minerals announcement

Time: 8 a.m. ET

Notes: Accredited media only

Event: Closing press conference

Time: 3 p.m. ET

Notes: Accredited media only

Event: Critical minerals signing ceremony

Time: 4 p.m. ET

Notes: Accredited media only

Https://www.canada.ca/en/natural-resources-canada/news/2025/10/canada-to-host-g7-energy-and-environment-ministers-meeting-in-toronto.html

Agenda, friday

Https://discoveryalert.com.au/news/g7-critical-minerals-alliance-2025-global-supply-chains/

Https://www.ctvnews.ca/politics/article/canada-rallying-g7-countries-around-a-new-critical-mineral-alliance/

North - if only we had a recycling business and a mine and processing plant plan within yhr next 2 years.

Oh, we do.

A price floor with ESG credentials at a higher level and low cost operation.

10% bounce tomorrow anyone? Imagine if we get an RNS as a cherry

EU carmakers ‘days away’ from halting work as chip war with China escalates | Automotive industry | The Guardian https://share.google/VikfJoclPdvROadIm