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Hold fast, standard AIM sell on news. More RNS to come.this QTR, one next week. Also, German acquisition, if its magnet production it could be the offtake catalyst Siemens AG are waiting for to confirm numbers.

PR pressure was from this board and its LTH imho

USA Rare Earth CEO Says US is in ‘Early Innings’ of Independence - Bloomberg https://www.bloomberg.com/news/articles/2026-04-22/usa-rare-earth-ceo-says-us-is-in-early-innings-of-independence

500k delayed trade from yesterday

Interesting and gobsmacked by Pensana sitting at x2 MCAP of MKA.

If you take the mine alone (no Pulwy, no Hypromag) at this stage of finance and timeline to construction, you would say possibly fair.

However, mine and pulwy alone based on nasdaq valuation equates to Pensana mcap today. Add in x2 producing plants for hypromag and a future many billions npv of hypromag us.

This equates to severe disjointed valuation.

Someone mentioned filtronic yesterday, completely agree, however this will have bells on!

"We’re just in the early innings for establishing a platform for growth"

USA Rare Earth seeks more deals, growth to break China’s hold - MINING.COM https://share.google/hW0aWmiqMUmwk75wc

Germany Is Reinventing Itself as a Weapons Factory - WSJ https://share.google/VQfIFH7auvHZ06EIy

Rare Earths anyone

Seriously what are the PR team, recently hired doing???? Will and Alex should recruit this board instead. How, why would you not RNS or even non-RNS this type of news.

Clearly as per JLR, we are working closely with Siemens and others.

Its getting beyond a joke Will/Alex.

250k buy earlier today at 46p?

China’s Rare Earth Exports to Japan Show Marked Drop in March - Bloomberg https://share.google/hRiwrb3dgRiLcXJWR

From Claude, 2+2=5 perhaps?

"Siemens in Baden-Württemberg near Pforzheim

Siemens has a significant presence in Baden-Württemberg generally, but their most relevant operations near Pforzheim specifically are in the drives and motors division. Siemens has manufacturing facilities in Karlsruhe, which is approximately 25km from Pforzheim, and operations in the wider Stuttgart corridor.

More relevantly, Siemens Energy and Siemens' industrial motors and drives divisions are major consumers of rare earth permanent magnets for wind turbine generators and industrial motors. Baden-Württemberg is home to significant Siemens engineering operations."

Germany clearly in focus. Got to love thr many strings to this bow

Usar up 40%, MP 30% over last 4 weeks. We are down 5% on a badly executed raise.

USAR clearly have deep pockets, a bid for MKA is likely imho, and can see a good chance of discussions already underway. Why allow the NASDAQ listing when they could offer in the next 2 months. If not now (whole of mka) soon after for just mkar listing.

Hi @tuck - sure, the cost of virgin material and demand is only going up. Governments are getting wise to recycling needs. Part of that is not letting items to be recycled outside of country. The US and EU have both spoken on this recently.

Up 4%, upward trajectory once more. Only going to get worse. All good for MKA and nationalist feedstock protection.

3 green boxes. Doth protest too much.

From time to time I have a green box filter amnesty.

Back in the green bin Benny Kat.

So, you deramped to 45p and bought, despite your rhetoric it drops your pants with a placing (with the "im glad i dold half" routine). You then jump in again at placing price, the ramping begins. It moves to 40p and you get 20% (couple of hundred quid) and now its deramp time, "that's x Shares sitting on a profit 20% profit".

So we head into a week of FUD from you "worried for the holders" spouting 240p and no doubt the 5 minute 84p ATH whilst banging on about Myles Mcnulty's choices (another obsessed fan club member).

Im sitting on 400% with full confidence in with see 2000% over the next 2 years.

You're not worth anymore time

Agree with comments this morning around execution. Key is hitting the Nasdaq milestone now. Thereafter I feel both MKA and Cotec need stronger support from an acquiring party or significant investor who brings execution track record to the table.

Can see Hypromag inc UK and Germany being part of a separate single entity with US, whether Cotec buyout or merge not sure. Also see MKAR being acquired ahead of development. Weirdly the mine is of less importance than the refining opportunity in Poland.

Again, execution support needed.

Interesting couple of years coming ahead of robotic charge and Chinese restrictions

"What a more sustainable path could look like

The cleanest ton of rare earths is the one you do not have to mine, and that brings recycling into the spotlight. The USGS says only limited quantities of rare earths are recovered from batteries, permanent magnets, and fluorescent lamps, and the IEA has warned that magnet recycling pathways have historically been limited.

Design also matters. When magnets are glued deep inside motors or hard-to-open devices, the economics of recovery fall apart, and those old phones sitting in a kitchen drawer stay “waste” instead of becoming feedstock. More take-back programs, easier disassembly, and scaling up recycling technology would all reduce the pressure to open new mines."

China's Ministry of Natural Resources has announced an additional 10.7 million metric tons of rare earth oxides, reigniting the “neodymium rush” that will determine how many electric cars and drones the world will be able to produce over the next 20 years https://share.google/3Ds0P76Y1bQu1ijLD