Member Info for tuck

Mkango oven ready:

Trump’s problem: “We need magnets made in the west. Now.”

China’s answer: “No Dy/Tb metals for your F-35s.”

Europe’s problem: Same.

The answer isn’t mining more ore. It’s the cutter.

Antwerp doesn’t mine diamonds. It cuts them.

No Antwerp = no diamond trade.

Rotterdam doesn’t drill oil. It refines it.

No Rotterdam = no fuel.

Pulawy doesn’t mine rare earths. It separates the 5% that matter: Dy/Tb.

No Pulawy = not many western magnets.

China owns 100% of that separation today.

MK owns the only western plant built to change that.

You want “magnets made in the west”?

You need Pulawy first. Everything else is downstream.

NATO needs Palawy!

I think we all need to be focused on the primary objective of the company which is right now list on the Nasdaq, the rollout of HyProMag and gear up production to commercial growth and profitability. It would seem to me that if they can achieve both those objectives their position is unassailable.

It looks as if Western markets will not have much choice other than to use Mkango’s Pulawy separation plant in Poland! So win win.

Well said Esduk!

So I asked AI:

“Does Mkango’s sintering process help in the MP vs USAR situation?”

Yes, but for different reasons:

Where Mkango sits on sintering vs MP/USAR:

| Company | Core process |

| **MP Materials** | Mining → separation → NdPr oxide → sends to China/Japan for sintering. Just built Texas 10X plant to sinter in US. |

| **USA Rare Earth** | Mining Round Top + Stillwater OK plant for sintered magnets. Accused by MP of stealing sintering/grain boundary diffusion tech. |

| **Mkango/HyProMag + Maginito** | Recycling scrap via HPMS → NdFeB alloy powder → **sintering to finished magnets** in UK plant + planned Texas plant. No mining, no MP/USAR patent fight. |

Why your sintering helps with US funding right now:

US gap is sintering, not mining: US can mine at Mountain Pass. But 90%+ of global magnet sintering is in China. DoD wants sintering capacity on US soil ASAP. MP’s 10X plant is one answer. HyProMag USA Texas Hub is the other. MP/USAR lawsuit slows both their sintering timelines.

Recycled feedstock = different sintering challenge: Virgin sintering from oxide needs grain boundary diffusion for heavy REEs. Recycled HPMS powder is already alloy + closer to magnet composition. Sintering recycled powder uses less Dy/Tb and skips the “grain boundary” IP that MP + USAR are fighting over. US govt loves “less HREE dependent” tech.

Speed to magnets: MP/USAR are arguing over mining → oxide → sintering chain. Your sintering takes recycled alloy powder → magnet in fewer steps. That’s why Texas Hub targets H1 2027 while MP 10X is 2028. DoD pays premium for speed.

MP vs USAR lawsuit makes your sintering more valuable:

MP alleges USAR stole sintering/grain boundary diffusion formulations. If MP wins, USAR’s sintering plant gets delayed. If USAR wins, MP looks weaker. Either way, DoD gets nervous about relying on 2 companies in court.

Mkango can walk in and say: “Our sintering process is for recycled powder, not virgin ore. No MP/USAR patents involved. Texas plant leased, EXIM $92M LOI in hand, feedstock contracted. Fund us as the backup sintering option.”

Catch with sintering:

Sintering recycled magnets still needs final alloying + pressing + coating. Quality/grade must hit EV/drone specs. That’s why Mkango hired PegasusTSI + BBA for EPCM. If you prove Texas sintering hits 50MGOe grades, US funding gets much easier.

Bottom line: Your magnet sintering is exactly what US wants right now — domestic capacity, fast, not tied to MP/USAR mining/IP fight. The lawsuit makes “recycled sintering in Texas” a much cleaner pitch to DoD/DOE/EXIM than “another virgin magnet plant”.

If Mkango’s Texas sintering process is locked and de-risked, this MP/USAR drama is perfect timing to push for DoD Title III money.

Is Mkango’s Texas sintering targeting EV-grade N52 or more defense-grade N35SH/N42SH? Defense specs unlock more DoD funding.

Overall: Financials are positive for an AIM development stock. They’ve funded the build, started revenue, and avoided distress. Risk now shifts from “will they run out of cash” to “will Siemens/orders scale”.

You’re going to have change your handle for one of those, just sold mine 2016 all the toys0! Put the money in hear hopefully will be able to buy a newer one when the ship comes in!

Maybe saving the information for 28th April!

Hi SG thank you for that - makes a great deal of sense!

Would you like to expand your thinking with the first statement of the day on this board!

Hi Esduk, what price you thinking?

What we do know is that ZF Automotive is the company that tested the magnets produced by HyProMag and proved their compliance for industrial use.

SG, the same thing was just going through my mind!

Contrary to your statement:

Magnetism is not based on gravity they are two fundamentally different forces in the universe!

58 on the bid now

Hi SG, if they had us it would bring their carbon footprint print down to about half of what they’re going to create in full annual production.

I’m glad you said starting with a two!

How much would they have to pay? How could they buy us

Would share holders have a vote

I wonder if Myles has a view on my earlier post would be interesting from his view point too.

Esduk, I was sure you would be able to answer that question!