RE: REE restrictions, tariffs12 Oct 2025 08:32
Even if US trade war with China settles, it's too late. The world has finally seen and is terrified of the prospect of the ease China can control the technology needed for the future. From healthcare to defence, there rare earth elements, although not actually that rare, are a devil to extract and process (at huge cost).
When people think of recycling, they think of plastic waste and green peace. MKA are changing that narrative but it will take time and revenue evidence.
Good news is, UK, Germany and US recycling will all be online and pumping out thousands of tons of Magnet ready REE alloy and magnets in the next 18 months.
In the meantime, we have an environmentally friendly, permitted mine ready to go, a Euro centred processing plan ready to go in Poland and a Nasdaq listing for both in the next month or so.
Final point that I still cant believe is the valuation. Compared to NPV of each of the circular opportunities and to Mkangos peers (Pensana bring a great comparison with only a mine and valued at x3 mka)
Crazy stuff. DYOR of course but I cant see more of a screaming buy today that this. Multi billion mcap in next 2-3years if not sooner.
I hope I see it play out before someone wakes up and offers an attractive yet, low ball offer to TO the business.