Member Info for Tufftrader

A few days ago on the Cotec discussion, I posed the question whether or not Malawi could ditch Mkango and hand the tenement to one of our hostile neighbourS - China/Russia etc. someone gave a good answer why not at the time but I can’t find it and someone has raised the question again today. So, if anyone can be bothered, can they kindly give an opinion on whether or not Malawi can legally take Songwe off Mkango at this point. Especially if a deal cannot be agreed. This is still something that concerns me. Forget getting a bad reputation, I don’t believe that’s enough. Is it legally possibly for Chakwera to say, if you’re not happy with our terms Xi and his gang have got a lovely offer for us. Au Revoir..

If you have capital to invest over a 12-48 month timeline this is now a highly appealing option. The mine, refine, recycle format has just entered into the market at a critical time. Come on BOD, get this MDA over the line and let’s turn this into a beast. God I wish I could average down right down as my AV is still up around 30. DYOR.. GLA.

I hear that, and it’s a valid criticism. But we reassess constantly based on the information we have at the time and right now I feel like I have a clearer and more realistic picture than I’ve ever had. Many variables, and still no permissions, but as a balance of facts and faith this is the share to stay in IMO.

If you don’t need the money, and you believe in the company, you’ve no reason to sell. Hold. 12/24 months and you’ll have recovered your loss. Stayers are players.

Some might call that a perfect storm for Mkango. What an insane share to be in at these levels. No wonder there’s no shares knocking around I imagine they’re rare as rare earths.

Announced there MDA a week ago and they are now trading below their pre-MDA level after a brief spike.

Disconcerting.

https://www.foreignaffairs.com/united-states/xi-jinping-says-he-preparing-china-war

How does this impact us, 5x5? Or is this just general news?

Has anyone got a view on a sale of Songwe post MDA, and what possible price per share could be achieved? Feels like the sharks are circling lots of small cap miners at the mo and swallowing them up, especially if the article I posted earlier is indicative of the wider picture. I wonder what we’d be worth with and MDA in the bag. Anyone got a view?

Some interesting context for what’s happening in the mining world right now. And could happen to us..

https://smallcaps.com.au/andrew-forrest-sparks-merger-acquisition-race-small-miners/

Down we go..

I’ve emailed Wezzi Gausi to see if she’ll send a link or details of the interview.

13p in the crosshairs.

This will, at some point, hit £1.

I think, despite the plural, he’s referring to Global’s affairs. I hope I’m wrong.

He also appears to be talking about Global Metals agreement. Not ours.

That Kossam Munthali wants to pipe down though. Honestly, I wonder if we’ll see the MDA signed this year..

Been nagging at mine too. So hopefully this is purely a % negotiation now. No doubt Malawi really turning the nipple clamp.

Good update on Cotec. MDA now please. Let’s feed this beast with another beast.