Member Info for velcrofajita

Boker, in my view, always good to take profits when greed reaches its maximum. The euphoria we witnessed in the previous weeks was just not sustainable. Definitely agree that the profits taken from PM will be re deployed into other shares, commodities and I do see MKA benefiting from this.

Also I would say its normal behavior when people who have taken highly speculative positions have to deal with someone that sees a correction, they don't like it. In reality what they don't like is the risk they actually do realise they are taking

Today I have taken what is for me a significant long term holding in the ASX listed shares and will be looking to gradually further increase my holding

I really like the SVM story with an excellent tier 1 deposit, production costs that are even slightly lower than China, Rutile/Graphite have key long term demand support but as yet are not "hot" sectors of the commodity space and now also the Heavy Rare Earths angle.

Rio may or may not want to acquire this but I am not basing my investment thesis on this. This is now also a strategic asset, where I feel there will be allot of funding options once the DFS is out, including funding to support the HREE critical mineral supply

Looks like the PM speculation pop still going on but i expect most of the deflation is now done and we should see stability in the next days. As always people got carried away and expected that they hit the jackpot. The factors that have driven up PM are still there however driven by global Central Banks looking to reduce USD positions and increase PM holdings. Also, Trump is hell bent on reducing the US trade deficit and one key way to see a weaker USD to allow markets to adjust to a weaker dollar, making imports into the USA more expensive. Weaker USD over Trumo presidential term will mean higher commodity prices especially where there is also key demand for other reasons.

I also see commentary that China would like to see a stronger Yuan, which will again support commodity prices as the supplies from China will become more expensive over time. This is very supporting of higher NdPr prices ex-China

Mining/Metals has been overlooked as a major investment theme over the last decade, with anything not technology, AI or crypto related not interesting. I see that we are moving back to a period where more importance is being given to commodities, hard assets. The long term trend i see therefore is higher prices, including PM, but at a slower and steady pace, not the fireworks we have seen in January which clearly were not sustainable.

MKA sits in a sweet spot, critical mineral, excellent recycling technology and macro factors giving tailwinds. There is allot of money to be made here

Stock, personally I can see more that the 1-s plants in the EU over time. MKA has Germany that is about there at completion, but I just cannot see that in Germany they will stay with only one plant. Then there is Poland and the very significant synergies I can see with combining a Hypromag facility with the Pulawy separation plant and upscaling magnets through grain boundary diffusion. On top of this the EU is ESG mad so combining recycling and lower energy usage is a dream come true

In the last months all focus has been on Gold, Silver and copper with almost everyone investing/ speculating in this space and many without any knowledge of the fundamentals behind the company they have chosen to put their money in. The easy money in this space has probably been made although for those that can research and think, I expect allot more profit is still on the table.

The fall back to earth of these commodity prices and the associated pull back in share prices will however achieve one critical thing, focus will become more selective on the juniors/mid caps that have excellent resource, capable management and still have huge potential upside on an NPV/MCAP basis.

My feeling is that in the last months Mkango has been overlooked for spicier positions in Gold, Silver, Copper (and a few others) but now we should start seeing focus return here and combined with some overdue news releases, we will see the share price starting to move much higher

And at lower cost than China

He he Titanium lining 😂😂😂

I see it the same way. Also nos ready to take a big position on SVML. Another under the radar monster with Unique geology

Esduk, wish you all the best to achieve further sustainable gains in Silver/Precious metals. I feel prices will remain historically high as diversification from USD strategic holdings continues to take place.

As for MKA I see huge things coming our way.

I’m actually very relieved that the concern about Trump fed choice has calmed down with today’s nomination. Silver, Gold and to a lesser extent Copper had reached stratospheric levels on the back of the risk trade.

With Silvet there was great risk that industrial demand would be killed but that had now been relieved to a large extent. For me best would be if Silver stays in the range $60-$70 long term and miners profits rise on tjd back of this

Esduk, just reading this again and letting it sink in. a capex cost of USD 142 million (non Chinese equipment) gives an NPV at forecast prices of USD 800 million. NPV/Capex of 5.6x

This is one of the most efficient allocations of funds I have seen

Hypromag USA can go to 10 Hubs at say USD 1.5 billion cost and NPV of 8bn. Mining projects of that scale achieve much less than NPV/Capex. This is a monster in the making!

Accurate media reporting is another myth, most are idiots, bending to a given Agenda or going for sensationalism. I take any media as a first step needing corroboration and research

My take is that cherry picking companies to support is unfair competition and will not be accepted long term. Sector support is another matter and could give confidence in cyclical downturns

Miles, as far as MKA is concerned this is a storm in a teacup. My investment thesis here is based on no price floor, no subsidy, just competitive advantage both at Hypromag and MKAR. If there is any support, subsidy or similar it is the icing on the cake.

The economics for NdPr and other rare earths have changed significantly compared to this time ;last year.

For MKAR the prices in the DFS are again becoming a reality as the super cycle moves on, but this time there is the Pulawy separation plant and the Nasdaq listing. The rare earths space will move away from needing subsidies and price support to survive and into a technology demand driven era where free market forces will take prices up so that there is enough global supply, which is the longer term sustainable trend free of government policy. The world knows clearly now that rare earth elements are strategic and should move to a pricing basis like Uranium where long term supply contracts are entered into deviating from current spot prices in order to make supply feasible.

For Hypromag this is a bonanza. Almost China level costs with reduced energy need and great ESG credentials. Again the market will take care of feed stock and where Hypromag can give feed suppliers a better overall deal than shipping to Asia for recycling, they will secure what is needed for explosive global roll out. Recycling has to date not been in focus as it has been an energy intensive and costly long loop process that did not make economic sense

Where the SP will go I do not know, to some extent the sky is now the limit here. What seems clear we are in a super cycle and there are huge gains to be made with companies that get it right and I see MKA as one of those

I am starting to look at Hypromag USA in a similar way to a tier 1 mining project with full capacity to be reached in 2 stages, stage 1 being the 3 hubs and stage 2 expansion to 7 hubs. This is an NPV of USD2bn+ growing to USD5bn+

MKA has 50% of this which within 12 months will be listed on Nasdaq

Absolutely huge potential and his is only one of the arms. There is also MKAR where in a strong bull cycle can itself have an NPV of $1billion plus exploration upside from both Songwe but also Nkalonje

Then the is UK in production, Germany comung on stream and RoW upside potential

Current sp is the ultimat ebrgain purchase in my view

Esduk, you are right

They are for sure not professional traders. I know many "kids", some in the family, who play traders on their phones but really have no idea. They have moved to equities now that crypto is out of favour and will move back soon enough

Anyhow it really does not bother me. When news hits this will be like a locomotive smashing through plasterboard

Jimzi, they will never learn, they are traders, like in the middle eastern markets. Many of them have no idea about the company , what it does and what the long term development pipeline is. They feed off price movements. They do however serve a purpose, ensuring liquidity in the shares

Esduk,

I went for HCH (ASX listed) which has a copper project in Chile (with significant gold credits (about 15% of projected revenue at current prices). Has been on a tear since 2nd half 2025 with a new discovery being drilled out and partnering process being led by BMO. They have a potential strategic Atacama water supply asset on top

If I'm not mistaken, MKA is also working on a long loop process at Tyseley which they say is complimentary to short loop and for materials that are not amenable to short loop

More than a grant for expansion to 1,000 tps (which of course would be welcome), I would like to see clear action to ensure feedstock stays in the UK and is available to MKA.