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STN - Excellent.

The US will not be able to offer price floors to some entities and others not. All US producers will need to be provided with the same pricing incentives in order to avoid unfair competition.

Https://www.newindianexpress.com/opinions/2025/Jul/31/rare-earth-magnets-supply-link-from-mine-to-magnet

many other countries will follow the US example in order to provide the needed incentive for rare earths mines and processing facilities to be developed. The $110/kg will in time become the minimum price outside China

MKA is in an exceptional position for a small cap share;

1. Demand of Rare Earths and specifically magnet metals is accelerating rapidly from technological advances, green energy and hi tech defense needs

2. China flexing its muscle in these critical materials has woken up US, EU, Japan and others that they have to develop alternative supply chains to China

3. Prices of key Rare Metals will continue to move up so that they can be mined, separated and processed economically outside of China. This will benefit mining/separation side of MKA business

4. Recycling is a key process whereby expensive, scarce or otherwise critical metals can be sourced and Hypromag has first mover advantage on a process that is both very economical and uses low energy, with margins much higher than mining and processing. The capex is fairly limited and very significant capability can be rolled out in a comparatively short space of time, now that the Technology has been proven..

I would be very surprised if in 1 year time I can still refer to MKA as a small cap. The technology and timing is perfect for huge value creation possibly beyond what we can comprehend right now.

Esduk,

For sure Vitol is not holding 20% of MKA in order to make a few million in capital gains, they have no need for that. A much bigger plan for sure

Https://www.openpr.com/news/4125363/applications-of-neodymium-iron-boron-magnets-in-medical

A further angle to the demand dynamics

Magnets are needed to drive the modern way of life in many aspects

Ok filtered the troll. Unlikely anyone will going forward be fooled by his stupid comments. The case for MKA is clear

Ha ha ha Pete boy

What a stupid comment. Revenue will start to be recognised, under equity accounting rules from the date the US operations become operational in 2027. You are confusing dividend flows with Revenue, so clearly not a savvy finance guy.

Also my friend, MKA could get cash from its holding in US at any time once it becomes operational, by taking funding against a pledge of its shareholding , to be serviced from future dividend flows .

The big picture however is that nobody is the slightest interested in these dividend flows, but the huge capital gains that will be driven by the Hypromag US roll-out.

We can be sure the price will go above $110 per kg

The US under Trump does not throw money away. he is a top businessman.

The USD 110 per is a floor so that there is an incentive to produce and expand. Once prices go higher that the DoD shares in the excess profits and this is their expectation!

I am one of those older investors, first got in 2021 at prices just below where we are today.

I was topping up over the years and have built an almost 1% position in the company at about 12p average

Even through the difficult last 3 years I believed in MKA, the future demand driven by AI and green energy and very much liked that directors were careful in spending shareholders money

I am sitting on good paper gains now but have no intention to sell anything. MKA has huge upside over thx next months and years. MKA may be small compared to MP but in terns of potential future sp gains, the company may well be in a better position,

Flundra, no I did not have anything specific just not sure about IP protection in India. Thx for your indughts!

Https://www.openpr.com/news/4121638/neodymium-magnets-market-soars-at-14-cagr-through-2032

Also Pete boy, I believe investors are smart enough to take what is said here as a start point to other one research.

Wrong again, have been CFO for more than 12 years now. In a commodity product with high tech manufacturing,

Green is huge when it comes to financing and Hypromag doers wonders to any lenders sustainability targets, funds will be there for massive rollout

A little caution. I would expect that they wil not intrude the IP in markets where IP rights are not fully protected

I don’t know how it is in India with that. Maybe somebody had more insight?

Peter, you cannot do the math? I have done mine, USD 400m market cap is below the combined project DFS, which any professional advisor / valuation would do. The numbers become mouthwatering building up and over the DoD minimum price, which is where the market will take prices.

You need to take a position on REE magnet material demand going forward. MKA produce a commodity not differentiated from the competition, therefore a price taker.

Price is set by supply and demand forces.

Demand is surging and will accelerate owing to huge data center investments to support AI, sustainable energy investments, defence and future robotics. There has not been a time in the past that demand for magnet material had been brighter

On the supply side, not much at the moment outside China which is using this as a weapon to achieve their goals. So for further non China supply, prices must and will go up in order to bring back equilibrium, this will take time and prices will be driven upwards.

Simple economics

You know Peter, its totally irrelevant what a small PI does here and if they react to your posts or not. There is a massive theme behind MKA and serious investors / the market will step by step take this up to many multiples of where it is today.

Responding to your laughable comments is actually some light relief from my role as CFO of an MNE

No you are so wrong

HPMS is new technology and it takes time to bring a new process into commercial scale production. Seems you know very little about such things

Mining on the other hand is centuries old, piece of cake to get a small depsit (in your words) operational with all permissions and economic agreement with Malawi agreement already in place.

Peter Pan, you trying to save the boys from the pirates again?

The way Ndpr prices are heading, soon we will have the updated combined DFS with a higher NPV than the one for the mine stand alone. Remember that one had a discount for no separation as well as comments that there were significant opportunities for operating cost reduction.

Also MP has a higher operating cost than Songwe, driven by environmental factors and high labour costs. Its scale is massive yes but that does not make Songwe a bad project

US has MP, so what does Europe have in terms of operating mines or ones that can be operational in 2 years. Zero is the answer and for sure Trump is not going to be handing the Europeans part of MP production.

So go to bed Peter Pan!