Member Info for velcrofajita

For sure bonker also has and will make excellent contributions here.

Key is that we all need to find the way to push back our emotions and just set out our position, some will agree, others not, such is life

Esduk, debate with you is just excellent. Fully understand your position.

Esduk, agree that PR differing views is not a big issue, some like it more, some less. If I had to say what PR announcement I would like, it would be a big one announcing completion of German plant, developments with UK magnet production and sales, Nasdaq listing status and more detail on future expansion. Guess I like massive news rather than drip feed of smaller items. Others will see it different for sure

I come from a very PR averse business background so my mentality is unless there is something have changing that needs to be announced, we engage in now window dressing

And if there is something have changing under discussion for sure there will be in place very strong confidentiality arrangements

Also there was no time commitment to the Nasdaq listing but rather inferences. On this I would expect the board is cooperating very closely with Cohen & Co and will make the appropriate announcement at the appropriate time.

I have to say the quality of this board has deteriorated and has become another traders platform with mist comments not at all interesting to me anymore

The market especially in this space will move up and down significantly and it has nothing to do with our sixpence comments here

We are so caught up about blame this morning hog market movements that nobody posts the big news that China-US deal not what made out to be and restrictions are still there. Also early morning hours there was a great program on CNN detailing China advanced weapons building up to a stage they will for sure rival the US. One can plainly see where the Chinese rare earths of that specification are going to

Just like Europe has become dependant on wood recycling for wooden products and energy, the sane is the case for rare earth recycling, just thst it is at its weekly stage. MKA is there from the beginning and that is very rare as core materials recycling is always lead by multi billion $ corporations

I own to much to top up and don’t take profits at these levels as I see allot of upside going forward and if I sell I doubt I will be able to buy back the same or more holding again.

What goes up must go down, oh but wait not when a strong magnetic force is pulling it up!

Yes my gut feeling is that risk appetite returns with a vengeance next week. Rare Earth and Technology.

Does not take much to cause a heard stampede, both up and down and that generates allot of money

My wife’s risk appetite - keep the cash under the pillow😂😂😂

Https://sana.sy/en/international/2276332/

The markets over the last month are a greed and fear classic,

First shares of AI shares with no revenues and then rare earths shares rocket up to the moon on allot of hype and greed that this is the making of millions in a short space of time.

Now all of as sudden fear kicks in and these shares drop like a stone. Be sure somebody is buying them on the way down and retail ate giving them the potential long term Millions, all to familiar. I know expect a major news announcement next week that will give the new buyers a handsome reward

I remain steadfast, MKA is a billion £ business in the making.

The markets are pricing rare earth shares on the basis that the 12 month truce will change the global drive to get independence from China. In reality this has allayed a fear of mine that China was in a position to make things very difficult and stop the supply of rare earths as a way to get the US, EU and others to back off on their plans to develop alternative supply chains. Th restriction on equipment needed for rate earth processing could have been very damaging in this respect.

What has happened now is that the West will get supply of Rare Earths needed for key industries but also have the room to develop altarnative supply chains and source rare earth processing equipment from Chinese manufacturers. For MKA this is an important development for both the capex costs of the Pulawy processing plant as I would expect allot of the machinery may be sourced from China, as well as for recycling as the neither the sourcing of feed stock containing Chinese rate earth elements would be restricted nor the use of recycled magnets containing Chinese sourced rare earths from the recycled feeds stock. The Chinese could have demanded this and put supply block on those not adhering

For me they key is not however the supply situation, but the huge step up in demand coming from a technology and clean energy future. Things are not just a continuation of what we used to have and at a time when Chine itself is dealing with rising costs and environmental pressures, The Chinese population is no longer a bunch of worker drones but smart people who have dreams for themselves and their families. Future growth in China depends on these people increasing consumption and balancing the economy.

Kat,

Fully as expected by Esduk, he wrote it very clearly that he had no expectation that Mkango is specifically mentioned. This was the same for me, I avoided commenting on the whole topic of the G7/Canada.

On the other hand, yes many people here were holding their breath until the huge announcement drops and really hoping it would. This is not how it works, it is not about an announcement after a conference, but the steps that have and are been taken to get recycling to be a mainstream source of magnet supply as well as funding support for the Malawi mine and Polish separation plant

Anyway it has made good opportunities for speculators to go in and out, if that is your thing!

I am more convinced than ever that with MKA we are still at the beginning of a potential huge increase in market cap.

With the focus on magnet supply chains and sourcing, I see it as a logical next step that lenders funding automotive, defense, renewable energy industries will start to demand long term supply arrangements for key magnetic materials as a condition precedent for new loan disbursement or renewal / extension of existing facilities. This is a huge change in the market dynamics and similar to the uranium industry long term offtake agreements at stable prices will need to be offered to suppliers of magnets/rear earths which will give much more certainty to revenue streams and profitability.

Then there is the very specific situation to MKA, with the HPMS technology. Combining separation facilities / alloy production facilities with HPMS recycling will give a huge benefit to to both the cost and properties of magnets through the blending of recycled and new materials. The scale and profitability that this can take on over the next years is mouthwatering and the catalyst is the state level sponsoring of the various rare earth supply chain initiatives

The market cap / NPV of just known MKA projects today is attractive, but when considering also further potential in for example Asia and HPMS integration in separation/alloy production facilities across the world makes this a potential jackpot for long term investors who believe in the story here.

Esduk, fully agreed and well said

Just to clarify, my avg price is approx 11p per share. My first purchase was at above 20p but i increased holding significantly as the price ran down through lack of interest

Also Kat, in the wise words of the first Chief Executive Officer I ever worked with - "Know the value of your assets before thinking of a price"

Kat,

Not Knocking anything, just setting out my position that I am not the slightest interested in trading, not the technical's, not the short term opportunities and not the noise around all this. Its someone else's business yes but not mine

This is a £1 billion + business and that is what I am after, my end game

Trader in heart and soul he he he

Personally i don't care for movements of 10%, 20£ and so on. The long term trend is up in multiples and that is what i am in for. No need to give profits to the market makers and share trading platforms

All just makes me think how naive we have been in the West, allowing critical supplies of materials needed for defense to fall under the total control of China. Now the scramble is on to correct decades of stupidity and MKA will benefit

Maybe that spike in Canada had something to do with leak of this news? Canada has been leading these discussions