Member Info for velcrofajita

Don't assume the Malawi government are stupid, they have been working on benefiting from their mining sector for years. Of course exemptions iwll be given to that ore can go to labs in places such as Johannesburg for analysis

Https://discoveryalert.com.au/news/malawi-mining-policy-kangankunde-2025/

Very clear position from Lindian news release.

This ban is on export of unprocessed raw ores which takes away from the people of malaei the major benefits of resources in the country. MKA is bringing key processing know how to process the ores and get the MREC. This is exactly what the country wants

This stops for example Chinese companies from taking the ores and sending to China for processing, exactly as it should

Silver, I don't agree

The morning trading is the perfect opportunity for those that want, to top up at bargain prices

The hot air from the additional restrictions announced couple of weeks ago has already been taken out of global rare earth mineral stocks. Clearly the market did not expect that these additional restrictions would go through and was China's negotiating hand with the US

Back to fundamentals then, the rare earth supply chains will be developed as the US and their allies, headed by Trump (at warp speed), look to correct decades of mistakes. MKA is dirt cheap compared to other Nasdaq listed rare earth shares and has excellent economic prospects based on the HPMS magnet recycling, which is profitable without any price floors, subsidies and so on. Environmental advantages come on top of that.

What remains is for news to give MKA the warp speed upward it deserves

I just love how some investors are manipulated using headline news. So this morning some believe that rate earths are now no longer critical and the friends from China will hand these over to the US and their allies so that they can beat them in the chess game of who has the stronger economy and military

What (may) be achieved this week is more time for the US to develop their critical minerals supply chain and more time for China to develop their own powerful microchips needed for their own huge AI roll out.

Rare Earths and Chinese tech remain two huge investment themes.

Esduk,

I see it the same way, whatever arrangement is agreed to now on rare earths is to give the US more time to develop its own value chain. US, Europe and others have woken up to the fact that they cannot outsource manufacturing of key products needed in technology, defense, health care (and others) to 3rd countries who will always put their needs first when times of need arise, with another clear example being breathing masks during covid.

On rare earths this is a one way highway for each major economic block to develop their own supply chain and ensure that private enterprise has the necessary motivation to produce what is needed. MKA will no doubt play its role in this, especially when it comes to recycling were it has leading know how.

A US-China deal on rare earths is not a negative or brake on growth for rare earths outside china, but rather a miuch needed headroom to start achieving what is needed. We can be sure the US will take maximum advantage of this headroom and move forward all guns blazing. EU may have also recieevd enough of a jolt to finally wake up!

I am expecting a good week for stock markets, including rare earths driven by US earnings beats, lower US rates and positive development in US-China trade

Https://www.reuters.com/world/china/eu-steps-up-efforts-cut-reliance-chinese-rare-earths-2025-10-25/

Big positive here for Mkango as EU talks about increasing recycling of rare earths as one of its strategies to gain more supply chain independence.

I just don’t see Hypromag having only the comparatively small facility in Pforzheim Germany . My re and more I am looking for a wider footprint across the EU similar to what is being developed together with CoTec in the US.

Esduk, you have been in this for a very long time and with just reward, congratulations to you.

Yes agreed there will be a time to sell and lock in profits that I could only dream of having, but right now the business development prospects are huge compared to the market cap. I will be here for sometime still.

Ha ha yess

That’s why I chose to ignore all the noise, trade speculation etc on such boards. The clear exception is MKA here where I have had the honour abs pleasure to interact with serious and very knowledgable people.

This time last year I was sitting on an almost 60% loss on my investment in MKA, but never lost faith in the company and its management. I took the big decision to buy in big at and brought down avg cost to around 11p.

Now we are at 67p and I have a huge investment in excess of £2 million here. I however am not thinking of selling anything and feel that the sp still can go up some multiples from current level.

Yes that could well be

Yes agreed, it is such stupidity that I am starting to question if it was stupidity or maybe a way of starting to test market reaction, if a bid at that level is made for MKA?

Aaah the real thing will blow well past CAD 3, but some patience needed

Well was fun why its lasted

Anyhow if anyone was not aware of MKA in Canada, now they surely are.

Ohh fireworks next week then

Esduk, take 1 week off, disconnect totally. If 1 day of your absence did this, in 1 week, we will all be filthy rich😂

I am not getting to excited until we have definite news. This could be anything a glitch that will be corrected immediately on open or some huge news. Staying calm and not to excited until we know exactly what is going on

Volume almost 5x daily average.

I am teaching my 13 year old son the basics of investing. He has £ 200 of MKA shares in an account i set up and allow him to use

Yesterday he say the 20%+ decline in Canada and asked me if this means MKA is going bust. My reply was basically that this is what happens to punters/traders that are in there for a quick buck when the hype is at maximum and in their haste to flee drive iliquid stocks down.

His next comment was then ... "so basically those un-loyal fans ran away". The words of a 13 year old but basically sums it up