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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"

In local language of Malawi (Chichewa) Mkango means Lion

Mkango is my lion, king of my investment portfolio

My gut feeling, this is the making of a USD 3+ billion company

Rare Earth Mining is proceeding with the Nasdaq listing. I do expect further drilling, resource expansion to be part of the gane at MKAR and possibly a larger separation plant.

Next will be the Nasdaq listing of the recycling business . CoTec seem to imply that as well and they are well experienced in turning assets of a few hundred million into assets of a few billion.

All in my opinion and assessment on where this can go.

Possibly, further down the horizon, sale or joint development under a seperate structure of the Malawi Uranium assets

Stock, and there exactly is the opportunity of a lifetime.

Stock, just be a little patient. SP has gone up over 500% year to date and there will be holders from sub 10p level who are locking in huge profits

This will go much higher, but consolidation states are part of that

Up until yesterday UBS would not give lending against the MKA shares in my portfolio. They have now given a 35% margin against the full market value of my MKA holding. This is a major endorsement by a large and risk averse bank.

A huge risk reduction from a major player in wealth management

Esduk, I see it the same way, but would want an all cash offer and not expensive hyped shares that then may drop like a rock when investors try and liquidate their holdings

There is allot of hype at the moment around Rare Earths and AI. We can be sure that allot of it will end in tears

MKA is very sold, has a top technology behind Hypromag and Songwe is a project from the non hyped environment. I feel very safe here

Https://thefacts.com/ap_news/industry-insight-stanislav-kondrashov-on-rare-earths-and-the-energy-transition/article_d180e913-48b6-5f50-9cfd-b0e5261d9ce8.html

https://www.businessmole.com/stanislav-kondrashov-on-the-role-of-rare-earth-minerals-in-technology/

More commentary on the rapid, near term demand growth for rare earths. Not only is MKA part of this story but also has a huge sustainability angle through the HPMS recycling technology. A perfect sweet spot

Your welcome and yes posting on this board is the best I have seen so congrats to all that have created this and hope we all make a fortune with MKA

Https://www.ans.org/news/article-7425/uranium-prices-up-could-demand-more-than-double/

Uranium is certainly interesting. It is well known that AI and the data centres that power it are energy hungry and nuclear will have to be part of expanded global energy generation

No information on that

The name of Nasdaq listed entity is MKAR (Mkango Rare Earths), so my gut feeling is these Thambani licenses will be transferred out of Lancaster and held seperately .

Thambani licenses also owned by Lancaster Exploration and expire in October 2026

Mchinji licenses held through MKA Expliration so under a separate subsidiary. The information I can see is that they expired May 24 and o don’t know if renewed?

Holding £1.3 million of MKA and not selling anything, I see a so in 2 years even 10x what it is today

I will not be surprised that following Nasdaq listing there will also be funding for further, deeper drilling at Songwe,

Neighbouring Nkalonje Hill has some good early resource indications. There is good exploration upside with this.

For those that have not researched past details of the Songwe Hill resource, it should be noted that the DFS was based on drilling done to a maximum depth of less than 200m, with mineralization found at end of hole, which means the deposit is open at depth and there could be significantly more REE material and possible higher grade

An extract from ChatGBT below

MKA were clearly looking to minimize the capex and have an operation that is not too big to swallow for a junior. Things have changed with strategic funding being directed to rare earths and

Yes — the fact that the Songwe Hill rare earth element (REE) deposit (in Malawi, operated by Mkango Resources) is open at depth is indeed geologically significant and could form the basis for future resource expansion and increased REE output. I

Here’s a breakdown of what that means and why it matters:

⸻

🔹 1. “Open at depth” — what it implies

When a deposit is described as open at depth, it means:

• Drilling and exploration to date have not yet reached the full vertical extent of mineralization.

• The grades and mineralized zones continue beyond the deepest drilled intercepts.

• There is potential for additional tonnage if deeper drilling confirms continuation.

At Songwe Hill, drilling has delineated carbonatite-hosted REE mineralization near surface and extending downward, with many holes ending in mineralized rock.

⸻

🔹 2. Potential for resource expansion

If Mkango (or a future operator) conducts step-out or deeper drilling, they could:

• Extend the known resource envelope, increasing total contained REEs.

• Potentially upgrade inferred resources to indicated/measured categories.

• Improve mine life and production scalability, depending on economics and processing capacity.

Given the current model, further depth exploration could yield a larger and possibly higher-grade core typical of carbonatite-hosted systems.

⸻

🔹 3. Implications for REE output

An expanded resource base would allow for:

• Longer mine life at consistent output, or

• Higher throughput if processing and logistics can scale up, boosting annual REE production.

In particular, Songwe Hill is enriched in neodymium (Nd), praseodymium (Pr), dysprosium (Dy), and terbium (Tb) — key magnet REEs — so additional tonnage could materially improve project economics and strategic value.

⸻

🔹 4. Strategic and market context

With global demand for NdFeB permanent magnets rising (for EVs, wind turbines, etc.), additional REE feedstock from Songwe could make the project more competitive, especially as:

• Mkango is vertically integrating through downstream processing (e.g., magnet recycling and separation ventures).

• Malawi’s policy environment remains favorable for critical mineral development.

⸻

✅ Summary

Yes — the fact that Songwe Hill is open at depth provides real geological upside.

Further expl

Https://merics.org/en/comment/chinas-multi-purpose-export-controls-raise-pressure-europe-derisk

Europe has to act to support development of REE supply chains independent of China

17p will never come

170p a mater of time

Rider75, the additional potential at Songwe;

1. My understanding is that the deposit is open at depth and this has not been explored. There is potential therefore for higher production and mine life

2. In addition to Songwe there is also the nearby Nkalonje Hill which on limited exploration has good Ndpr grades (actually better that Songwe on these specific elements). Therefore there is an exploration potential to significantly expand the Songwe operation with resource transported in from Nkalonje

3. Lancaster, which is the mining holding subsidiary being spun out into MKAR also holds the Thambani Uranium licences. If these actually move into MKAR I don't know, but it would make sense as Uranium is another of the key minerals needed by the projected huge future energy needs

Huge problem with the EU is not that they are clueless (some officials may well be), but that it is not one country or one unified economic block, but 27 separate countries that each put national interests first and all 27 have to agree with no objecton to get anything done

I much prefer a Trump running the show and actually pushing through decisions and let people cry its undemocratic.

As for the UK, I leave it up to people living in the UK to comment