Member Info for Terry_Tibbs

All Bran, what's your point exactly? PF management is something we all have to consider and depends on numerous factors. Impatience is the biggest threat at times like these, and listening to de-rampers doesn't help, speaking of which, I'm sure you've been in the green box more than once.

Agree, full article here: https://media.jaguarlandrover.com/news/2026/06/jlr-co-develops-unique-new-circular-concept-vehicle-suppliers-drive-down-carbon

This copied from a reply to the post:

Seems like every RE company in the west is being acquired, notable names below

$USAR

buys LCM for $220m

$USAR

buys Serra Verde for $2.8bn

$CRML

buys Tanbreez

$UUUU

buys VAC for $1.9bn

Massive government investments

Arafura for a $750m loan guarantee

Phoenix got $500m USD

$UUUU

$725m loan

Lynas got $140m USD

Element US got $30m

Noveon got $28m

#REE Altona got $4.5m and #MKA got $4.5m for its FEED study, puts these two firmly on the radar

#MKA also has a $92m LOI and a $100m expression of interest for Songwe, plus three US DOD board members on $MKAR

It’s amazing how hot this sector is yet investors don’t seem to be as hyped about it

Up 8.8% on the TSX, just under 46p.

Could be worse, holding flat today despite broader volatility across junior equities.

7% real discount rates. NPVs are calculated by discounting real US dollar cash flows from 2027

O Post-tax Net Present Value ("NPV")[3] of approximately US$416 million and a real internal rate of return ("IRR") 26.3% based on current market prices[4],[5].

o Post-tax NPV of approximately US$797 million and a real IRR of 37.1% based on forecast market prices[6].

"HYPROMAG USA ADVANCES TEXAS HUB & MAGNET PLATFORM" should create some interest this afternoon in the US/Canada, hoping to see some volume...

DrantleyGicks

Yamas!

For balance, drilling a bit deeper:

At this stage, the safest conclusion is: The funding is most likely to go to a consortium built around the University of Birmingham–HyProMag ecosystem, but it is unlikely to be awarded to a single company in isolation. The government is expected to launch a competitive process later in 2026, at which point the shortlisted bidders should become public.

*Article

AI questioned on the gov.uk artic

Until then we're in a holding range.

"Holding Pattern" Dynamics

Low volume. MKA is currently awaiting the highly anticipated Nasdaq SPAC listing of its subsidiary, Mkango Rare Earths Limited (MKAR). With retail investors conserving capital until the PIPE financing and structural valuations are finalized, overall volume on the AIM line is thin, allowing algorithmic micro-trades to dominate the daily feed.

The newly announced £20 million national rare earth magnet hub will be established as a world-class national facility, building upon the UK's primary commercial rare earth magnet recycling site located at Tyseley Energy Park in Birmingham. The facility is developed by the Magnetic Materials Group at the University of Birmingham in partnership with HyProMag. It serves as the country's central node for scaling up the processing, recycling, and manufacturing of rare earth magnets.

More here:

https://www.gov.uk/government/news/uk-to-secure-critical-minerals-boosting-economic-resilience-and-cutting-reliance-on-imports

Mapping the Order FlowThe 44.00p–46.00p

Resistance Ceiling: Recent afternoon waves of 100k and 150k blocks hit a wall here. Coordinated profit-taking by short-term placing participants (locking in ~30% quick gains from recent funding rounds) continues to cap upside breakout attempts.

The 42.50p Value Equilibrium: The marquee late-day print of 341,500 shares cleared exactly at the current market pivot of 42.50p. This confirms institutional hand-shaking and position recycling right at the short-term moving average line.

The 40.50p Volume Support Floor: The repetitive 5x 10k auction bids are strategically placed just above this accumulated volume support shelf. Institutional accumulators use these icebergs to build positions, protecting the stock from rolling back to its major 39.00p trend reversal floor.

AIM dark arts. Buys far outnumber sells.

Low volume. MKA is currently awaiting the highly anticipated Nasdaq SPAC listing of its subsidiary, Mkango Rare Earths Limited (MKAR). With retail investors conserving capital until the PIPE financing and structural valuations are finalized, overall volume on the AIM line is thin, allowing algorithmic micro-trades to dominate the daily feed.

Chancers like the cat strangler really should stick to the typical AIM lifestyle stocks, normally diluted to hell and pumped/dumped on a daily basis. MKA is better than that. Anyone who is 20% under will reap rewards by simply holding, there's much more to come, and we're not talking about a year.

We're in very safe hands and only have to wait a few weeks to see the start of something rather special. The major factor keeping MKA in a "wait-and-see" holding pattern is the imminent Nasdaq SPAC listing of its wholly-owned subsidiary, Mkango Rare Earths Limited (MKAR). This listing is expected to dramatically open up access to North American capital markets. Many investors are choosing to conserve capital and limit heavy open-market transactions on the AIM/TSX-V lines until the precise structure, PIPE financing, and valuation of the Nasdaq entity are completely finalized at closing. News could drop ANY day, and I'd hate to be locked out and miss the action.