Member Info for StockGenius

Its not mkango mate, AGF Management

Nevada army depot to serve as base for first US strategic minerals stockpile - MINING.COM https://share.google/Eopjs2RpazSUeBWe8

From Defense to Dollars: The Government's Play to Rebuild the Domestic Rare Earths Supply Chain https://share.google/dqHmgQR748k1Errzk

Big buyer back?

50k and 100k buy after opening bell.

Cobbler - interesting indeed

“This certainly looks like it might be the new playbook for these types of deals,” said Dodge. “If it’s not going to be a one-off, I would probably expect that this would be the starting point for future partnerships along the order of MP Materials.”

Locker - I'm not a chartist, but your wedge call falls a bit in that the last dip at 35p could have argued the same.

The way I see the chart is we saw a bounce off 25p, 30p and 35p on the way to 45p. We are now seeing a potential bounce off 40p.

Each to there own but the RSI is dropping and that usually implies a power potential northwards.

Like I said news will drive this, not Charts.

Just my view

Locker - I was just curious. I did find your wedge diagram a little manipulated in that the wedge if it continues looked to be over a longer timeline. However if we are seeing 39p ish on yer bid so who knows, time will tell. I think newsflow will determine the short term future though.

I expect a mix until DoD decisions are made, but the NASDAQ listing ebbs ever closer. This valuation will change MKA permenatly with a move over a quid imho

Locker, assuming you are the bearish wedge trend guy from x?

As an example, analysing this article using dreaded AI....

Editorials from the same source often defend China’s export restrictions and point out perceived US hypocrisy in imposing sanctions or tariffs.

The language used in editorials regularly stresses China’s “right” to restrict exports and defends Chinese government policies, while positioning US actions as potentially destabilising or short-sighted.

While the article cites expert opinions and presents facts about the global rare earth supply chain, its overarching narrative and framing strongly support the Chinese government’s stance, reflecting the typical editorial position of China Daily. This means it should be read with an awareness of its pro-China bias when evaluating claims or conclusions

Wow, looks like i created an unintended shiz storm before I retired for the evening.

My routine is to cut and paste anything if interest from my AI feed. Usually it posts the site link e.g. Google search, reuters, ft etc (usually behind a pay wall). This one was unusual upon reflection in that the headline picture (gold bars) didn't add up. I've tried to find it again this morning and cant. Apologies all for that.

What is would say is be vigilant on both over positive and the negative.

An example is this heavily bias report....

US rare earth drive faces uphill battle - World - Chinadaily.com.cn https://share.google/eXSZ8DMzNp4iV6wPf

Absolute propaganda in my view, they are trying to stifle any move away from China using FUD.

The good news is they are clearly worried about the price floor. These tactics worked 5 years ago and 90s but this time, the US and others are wise to the Critical need and the China powerfully.

All good for MKA IMHO

"Mkango Resources is developing a rare earths magnet recycling project in the United States through its joint venture, HyProMag USA LLC, with CoTec Holdings Corp., and the US Department of Defense (DoD) is considering an investment in this venture to secure a domestic rare earths supply chain. This potential investment is a natural next step after the DoD's public-private agreement with another rare earths company, MP Materials, and Mkango is expected to announce a DoD decision on funding for HyProMag USA by early September 2025."

Murdo you might when you are 83 😁

The guy is 83 years old ffs.

15k more for me

Itchy buy fingers as we get near 40p again.

42p trades are buys

Tokyo drift, forgive the pun

"Nearly 50% of all e-waste in the European Union remains uncollected, and less than 40% is recycled. The Commission plans to revise the WEEE Directive, an EU regulation on electronic waste management, to better align collection, treatment, and market incentives.

According to Leroy, Brussels needs to introduce dedicated waste codes for permanent magnets so they can be traced and recycled before going missing or being exported.

Together with its partners, the WEEE Forum has also created an online Urban Mine Platform highlighting the volume of precious materials in EU waste — equivalent to roughly the weight of three million African elephants"

NdPr prices on the Shanghai Metal Market have surged 30% over the past month following U.S. Gov price guarantee and Chinese ban on foreign stockpiling.

Rare earth prices have risen strongly following the U.S. Government’s agreement with MP Materials setting price of US$110,000 per tonne NdPr and the Chinese Government’s response banning the stockpiling of NdPr metal.

The FT has recently reported that China has told foreign companies not to hoard rare earths as fears about Beijing’s export curbs drive up demand for the metals vital in a range of critical technologies.

Beijing is warning buyers they are at risk of greater supply restrictions if they stockpile rare earths and derived products such as magnets used in electric motors, according to two people familiar with the matter.

China “is telling companies they cannot go out and build huge inventories in rare earths, or they will face shortages”, one of the people said.

A number of larger institutional investor in the U.S. and elsewhere have requested meetings and more information on companies in the sector.

Its just following the 3 month chart pattern at the moment. Less than 3 months until listed and still 50% under the initial SPAC valuation.

This means recycle, producing in the UK is valued at ZERO. Germany comes on line December.

Low volumes awaiting new causes drift.

I am waiting II to start buying again. It tends to happen after a few static/drift days