Member Info for velcrofajita

Esduk, if they (EU-Poland)don't speed up on Pulawy this will be going to US as well

I understand that Pulawy had a cost advantage but things have changed on that as well, with US having much lower gas and related cjemical costs to Europe

The downside for US is that capex costs are very high, much higher than Poland. If however there are subsidiaes, fianncing and a price floor, i know where i would be taking the separation plant and that is to Texas

That’s why I like Trump. In his way, he gets things done and pushed away the self created obstacles.

In Europe / UK we all just talk but nobody has any guts to remove the obstacles and get things done

The pullback this morning is expected after the performance over the last week. People with short term / trading approach have made some good profits and looking to move on where they assess quicker trading profits can be made. All healthy as it brings in new investors at a much higher cost and for sure some with a longer term perspective.

I expect this little pull back will be used as an entry point for much bigger investors. Wont be surprised if we end up well up by close of trading

Hypromag is so strategic/critical and economical that any serious player in this space cannot overlook it

With all the excitement on Rare Earths, we lose sight of the fact that Mkango has another potential valuable exploration project in Malawi, Thambani

The Thambani licenses cover Uranium, Niobium and Tantalum all with their "strategic" angle in the current environment. Uranium is regaining importance owing to the massive power needs of AI Data Centres with global understanding now that Nuclear has to be a key part of the energy mix. Niobium and Tantalum have key properties such as use in super alloys, capacitors in electronic components

Interesting that Mka had other exploration projects / licences in Malawi (Rutile, Nickel_Cobalt) but these have not been renewed. Thambani is however mentioned as an exploration project on the MKA website and the company was in the past looking to do a deal to unlock value on this but that did not go forward. The environment has changed and Thambani could add further value to MKA in future

Magnet recycling is the immediate solution for the West. Like wood, glass and plastic, the recycling of Rare Earth Magnets is now also economical and environmentally friendly.

MKA through Hypromag stands at a key moment when recycling becomes a mainstream source of high performance magnets and I feel that there will be allot more HPMS based recycling projects in North America, Europe and Asia (South Korea, India and Japan).

My gut feeling is that some very significant Hypromag development transactions will be announced in the next weeks and months

These deramper's probably trying to get in or get in cheaper. They have missed the boat as this was cheap some months ago. No they got to pay up or see it higher tomorrow

Fever,

The issue here is risk/return. If one waits for all that you outline, then for sure risk is off the table, but by then the price is sky high and buying in will unlikely give a market beating return

Therefore i focus on the possible return, given the risks and the environment we have now where the West are doing all that they can to mitigate risks for REE production

I see a very compelling risk/return for MKA, which as a business is not in a very different position than those Nasdaq listed shares who have either historically been loss making or are also in pre-revenue stages, but have market cap multiples higher than MKA

If i don't want risk, then i will invest in Coca Cola

No I don't want a takeover paid for by expensive / overvalued MP or USAR stock

The dream scenario is

1. For MKAR to be listed on Nasdaq and the $400m value to MKA doubles or triples in line with what has happened with MP and USAR

2. For MKA Group to be listed on the UK main market with ADR's trading on Nasdaq. I'm not British but MKA is a British "Champion" when it comes to magnet recycling and should rightly have a London main market listing

Esduk, just thinking about what will happen with material news-flow makes my heart beat a little faster

I will be somersaulting right next to you.

I’m going to say what I have been thinking for some days now.

We could see £1bn market cap even within the next few months as there are huge catalysts;

1. Nasdaq listing and market cap a multiple higher than the $400m combination value

2. Green light for Hypromag US construction, 3 plants plan. UK and Germany in production

3. Asia recycling hub

I agree, I would be worried holding MP/USAR as they are pricing in a dream scenario. The risk is just not worth the reward at these valuations

MKA is undervalued and with near term profitable magnet production in UK/Germany. Also despite the recent fireworks on MP/USAR, their gains YTD do not match MKA 600% increase

Risk/Reward favours MKA over the sky high price of USAR, now with market cap of USD 3.7 billion

I see it the same way

USAR came out of nowhhere, SPAC earlier this year, strategic acquisition and now at $3.7 billion market cap

MKA is not very different and in fact has nearer term revenue with Hypromag UK and Hypromag Germany. Hypromag adds a further strategic leg with HPMS recycling again not dissimilar to USAR strategic acquisition in alloy production

The risk/reward is very compelling, mich more so than both MP Materials and USAR. Under the right conditions this can even go to USD 1-2 billion plus within the next 12 months. Has happened already with others

The Malawi mine and Polish separation plant are also part of a mine, refine value chain

Ignore my South Korea comment, i was researching something else and this must have been pasted in error

My thoughts are that the Chinese REE restrictions and the new tariffs announced by Trump on China are negotiation tactics by two mega economies that are dependent on each other, whether they like it or not

My gut feeling is that Trump and Xi will meet as scheduled, trump will say the meetings have gone very well, with tariff implementation kicked down the road and China stating they are committed to fulfill their responsibility to supply the global economy with much needed REE. Markets will stabilise and continue with upward trend driven by technology, AI etc......

and South Korea

The main beneficiary of all this will be REE producers outside China as the worlds largest economies realise that something must be done fast to diversify supply chains. MKA will significantly benefit from this.

MKAR SPAC of $400m is old news from a different environment. Not sure where the listing will be priced but after listing i see this moving very rapidly to $ 1 billion+

Hypromag is even more valuable than MKAR, although right now investors not pricing it efficiently as the past is full of recycling challanges and failures. What the investment community are missing is that the short loop HPMS is something totally different and when this is understood there will be fireqorks. CoTec management / owners are experts at finding undervalued assets and turning them into billion dollar business on exit. Hypromag may yet be their best

The lion cub is growing up and soon its roar will be deafening!

Oh I get excited as well, I hold almost £350,000 of them

USAR has a market cap of above $4 billion, MKA market cap is less than USD 270 million. This is a huge mismatch, especially as MKA is more diversified and has green recycling technology. USAR is further away from cash generation than Hypromag

It is a no brainer, MKA undervalued by many multiples compared to USAR.

I don't have a subscription to Bloomberg, but below is what i could copy / paste from the article. Hypomag and Pulawy Separation plant is the solution and right in front of them. This is the time that Germany / EU need to make funds and price support available that Pulawy can be expanded and that Hypromag Germany expands into a hub and spoke model as in the US

"Germany Calls New China Rare Earth Curbs a ‘Great Concern’

China's expansion of export controls to production facilities outside of China is a concern being discussed in Germany and at the EU level,...

.3 hours ago"