Member Info for velcrofajita

No information on those two projects.

Https://discoveryalert.com.au/news/us-government-supports-rare-earth-brazil-2025/

Interesting

Esduk,

Poland have EU approved grant funding programs as well as special economic zones with multi year tax exemptions. KUKE is a Polish lenders insurance covered by state guarantee under EU rules. I have used their programs on export oriented business recently.

On Malawi I see a cooperation between IFC and ADB

STN,

IFC = International Finance Corporation

ADB = African Development Bank

EIB = European Investment Bank

EBRD = European Bank for Reconstruction and Development

Hope it helps

Esduk, i work with both EIB and EBRD

I would not see that Polish separation plant fits within EIB environmemtal policy goals, but you never know. Gut feeling is that KUKE export guarantee may be more plausible.

As far as I know Malawi is not within the scope of financing of EBRD and I am therefore thinking IFC or ADB

We will know in time

Aldebaran, the funding situation is what sets MKA apart from other small caps trying to bring big projects to market

Hypromag UK

This is fully funded and operationa

Hypromag Germany

Almost complete (by Dec 25) and completion should be covered by existing surplus cash or some warrant conversions

Hypromag USA

There is almost USD 100m of EXIM subsidised financing for which there is a positive letter of intent. This was for one production facility so it can be expected that similar will be offered for additional facilities. The balance of each production facility to be funded by CoTec and also expectation of grants

Mining, separation

With Nasdaq listing the equity element to be raised through the PIPE financing and then with these set as strategic projects i would see the possibility of IFC or ADB financing for Malawi, with Export financing for Poland separation plant

Therefore a unique situation where financing is mobilised to meet strategic requirements with very little dilution to existing MKA shareholders

Great esduk! So much capital appreciation to be realised here!

We are going into a Rear Earths Magnet super cycle that will last for years. The political issues, need for independence from China is the icing on the cake, but the real story is the technological advancement that cannot take place without powrrful magnets

The core drivers of this super cycle

1. AI and the data centers needed to support this[there are articles this week that within 6 months 90% of all software programming code will be written by AI)

2. The roll out of drones impacting every aspect of modern life, now including also food delivery

3. Robot taxis (Road and Air)

4. Humanoid robots

5. Wind turbines and other forms of green energy

6. Hi Tech defense spending.

I would normally tread carefully with NPV numbers but in this specific case we are taling about USD 400m for mining/separation (i expect the real market value after listing will be higher), USD 1.8bn for Hypromag USA and additional for UK and Germany. Who Knows what Japan or South Korea could add

The market cap is very small considering the various drivers. The re-rate potential is mouthwatering!

Https://investorplace.com/hypergrowthinvesting/2025/08/rare-earth-metals-and-the-next-high-earning-big-tech-bottleneck/

Think big on MKA, there is huge potential here especially on the recycling side, when compared to current market cap.

Fever, your statement that MKA need allot of capital is uninformed or intentional to scare off investors and totally wrong.

On the mining and separation plant this will effectively be done at the subsidiary level through the Nasdaq listing, PIPE financing and likely guaranteed or subsidised debt packages.

Then on Hypromag, UK is complete, Germany close to completion and USA to be funded by EXIM, cotec and potential grants.

We have a unique situation here where dilution to shareholders is very limited compared to potential scale of the business.

There is allot in the media now about setting up supply chains with many countries announcing strategic moves. For me there are really two key issues that underpin prospects for MKA massive value creation;

1. The demand for rare earth magnets is in an explosive stage, with no comparison. AI, green energy, robotics, drones, defense. A supercycle that will last a long time and escalate

2. MKA has a unique recycling process that turns past economic realities on magnet recycling on its head and makes it an environmentally friendly and hugely profitable way of producing magnets.

As I am holding for maximum value realisation, I don't really concern myself with the daily movements and trade patterns.

I cannot win with the misses

First it was, why did you invest so much in a small company like this, we wil l lose all our money, aaahhhhh!!

Now its totally turned, you fool, why did you not invest more!!!

I guess that's what makes married life fun, he he he

Esduk,

Yes that's what i see, new base around 50p, stay therefore some time and then next leg up

Stock,

I am all for this slow controlled rise. Will keep away the gamblers, short traders and allot of the hot air that comes with that. As a long term holder I have a strong preference for investors coming in with a longer term time horizon , based on fundamentals of the company and specific industry

Esduk,

My thoughts are that there have been very significant developments since the US$ 400 valuation that have totally changed the dynamics with ndpr oxide. In the last month MPM is up 60%, USAR is up 45%, Lynas is up 30%. I do not see any scenario that MKAR will not have a significant sp increase on its listing debut, taking MKA % of market value significantly above $400 million. My gut feeling $600 million with allot of upside on funding developments, offtake and expansion (Nkalonje Hill exploration)

Then there is the recycling business. This has the potential of significantly larger scale than MKAR as well as much higher margins, across multiple plants and jurisdictions, so also significant reducing operational risks. The value here is a multiple of MKAR but will take a while longer to realise.

The key question then, where can sp go? I had a target to sell out at £2 but with the developments in this space I am now setting the bar higher, at £3 in the next 12 - 15 months, possibly sooner

Https://stocktwits.com/news-articles/markets/equity/mp-materials-stock-jumps-6-on-150-m-do-d-loan-for-rare-earth-expansion/chruyWCRdI6

US will be awash with funds to establish ndpr magnet production. Bodes very well for rapid expansion of Hypromag USA

That's exactly what they don't want to do

The play is all about them getting in big at low price and benefiting from the subsequent rocketing share price. The big institutions with deep pockets are not here to make pi's rich but to make deals at an attractive price that will going forward generate big returns for them. They get their foot in the door but handing out huge sums of money to grow the business scale in multiples

Esduk,

There is something strategic at play, this is not just trading

Looks like a well managed slow uptick in share price which to me smells like some big deal is around the corner, where a rocketing share price is not helpful. Maybe a strategic investment in Mkango? Who knows, but its not by chance nor is it traders.

Esduk,

Absolutely, the global opportunities are there. I also see that German/EU roll out of HPMS recycling can significantly expand

Esduk, I personally see that going with Cotec was very advantageous. A huge company would have allot more negotiating power and they are unlikely to have agreed that MKA gets 40% of the project for the technology delivery while the partner deals with everything else from DFS, engineering studies, funding, incentives negotiation and so on.....

I don't see Cotec being Canadian as an Issue with US administration. They want foreign investment into the US and re-shoring of manufacturing, which is exactly what Cotec/MKA is bringing.