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On the Rutile maybe in future there can be a JV with Rio Tinto backed Sovereign Metals who are developing the massive Kasiya Rutile deposit in Malawi. The likes of Rio Tinto want massive scale so adding a second Malawi mine may be of interest.

We will see, now the focus on REE

You are right I see the link now and it does not include the link to Nkalonje. Strange

See the link below

https://www.proactiveinvestors.co.uk/companies/news/979096/mkango-resources-identifies-two-drill-targets-at-nkalonje-hill-rare-earths-project-in-malawi-979096.html

EU has no choice, they have to support and invest in their own REE supply chains, just as Trump has done.

Songwe and Pulawy will be strongly supported. Same with expansion of German magnet recycling

Https://www.proactiveinvestors.co.uk/companies/news/1075349/cordiant-digital-infrastructure-syndicates-20mln-stake-in-datacenter-united-1075349.html

A reminder that MKA has a second REE prospect in Malwi, Nkalonje Hill. This is close to Songwe and gives plenty of exploration update, with good neodymium resource. Potebtial to improve project economics and extend mine life thereby significant increasing NPV

With all the focus on REE, i tend to forget that MKA also has Uranium in Malawi. In the past the company was looking for a partner to develop the Uranium assets.

AI and the data centers that come along with that create a huge energy need which cannot be covered by Solar, Wind and oter renewable forms of energy. Demand for Uranium is coming back, fueled by energy needs from the AI drive.

In Malawi Kayelekera Uranium mine re-commissioning has been accelerated, so sleeping investments in this sector are starting to wake up

There could be allot of further value in the Uranium side of MKA business

Https://www.lse.co.uk/ShareChat.html?ShareTicker=MKA&share=Mkango-Resources

MP is the first step in US independence from China. Clearly allot still needs and will be done, including cooperation with partners (Ruwanda mentioned) and recycling.

For sure EU, Japan, South Korea, India not just sitting around but also critically looking at their supply chains

MKA is in a unique position right now with mining, refining, recycling . Songwe may be smaller scale than MP but their magnetic materials are really needed and i not only see quick steps to get this into production post Nasdaq listing but also signifcant funds being made avaialable for the drill out of Nkalonje whet surveys indicate a large Neodymium resource

In parallel to Songwe/Pulawy, MKA and its partners will be rolling out low emission, low cost recycled magnets in multiple countries and are key to the China independence push

In such situations and with MKA in the right place at the right time, mcap increases in multiples can take place over a very short period of time

Good analogy

I won NVDA as well

Peter, where you running off to. I’m just warming up!

MP is much bigger scale than Songwe, granted. But…,

- MP market cap $ 10 billion. Songwe plus Pulawy valuation $400m with upside on financing, construction and exploration of Nkalonje hill. Things in perspective, MKA had massive upside from today sp and still we can be much smaller scale than MP

- Then there is Hypromag. This puts MKA in a totally different class to MP with a profit margin multiples higher and in the most environmentally friendly way. That technology is unproven and all that bla blah blah is nonsense, UK is now in commercial scale and ramping up. Allot to follow

Wakanda forever, MKA forever!

Ohh you make me laugh even more.

MP have almost no HREE abd dominated by LREE and non magnet material.

MP have massive environmental costs and very high production costs,

Singwe may have lower total grades but good magnet material and in value terms a good HREE mix

The REE material is not bulky so shipping costs limited with separation costs in Poland much lower than US

You know all this but writing your narrative to fit your agenda.

You want me to sell my Mia, then offer £2 and you have until Monday otherwise my price goes up

ha ha ha ha this won’t be getting my shares, you hit to offer me £2 per share for me to get remotely interested.

low grade, *******s. songwe has a good mix of magnet and hree rare earths. those deposits “high grade” you refer to are mostly full of non magnet and lree, so much less strategic.

the more you post, the more all holders should understand this is a once in a lifetime oppprtunity.

I'm filling in for Peter today

We are both waiting for MKA sp to hit £3 in the near term and then will short the hell out of it!

Ha ha ha ha

Not only restrictions, there is very strong demand building up driven by AI data centers, EV's, Drones, High Tech weapons, Wind Turbine motors and so on. The demand growth in all these critical areas is the real story and game changer compared to the past

Https://www3.nhk.or.jp/nhkworld/en/news/20250722_B2/

HPMS far superior, no furnace, no chemicals! Japan is logical next recycling jv

Https://www.visiontimes.com/2025/07/21/us-launches-rare-earth-pricing-push-as-e-waste-recycling-gains-momentum.html

Https://www.cruxinvestor.com/posts/government-backed-recycling-technology-unlocks-premium-pricing-in-fragmented-rare-earth-markets

Not about MKA but allot about the case for magnet recycling, geographic diversification, technology moat and so on..........

Https://www.tipranks.com/news/company-announcements/cotec-holdings-completes-13-5-million-private-placement

"The oversubscription indicates strong investor confidence in CoTec".

Https://fox2now.com/business/press-releases/ein-presswire/832632644/rare-earth-elements-supply-chain-resets-as-u-s-and-europe-move-to-re-independence/

Magnet recycling is a big thing right now and MKA have the "king" of recycling technology in HPMS

1. If your logic were applied nobody would spend money to develop new medicines and vaccines, as they only have a limited period of patent protection

2. I don't know where you get 5-6 years for, the patent protection is there for at least another 12 years

3. The need to move away from China reliance starts here and now, not in 12 years.

4. AI, data centers, defence spending, drones, renewal of aging wind turbines are all in massive expansion right now

5. There are millions of annual sources of feed-stock being shipped around the world as well as stockpiles of old materials waiting for recycling. You specifically mention wind turbines, were exactly the first motors installed need to be renewed and modernised

Your arguments are flawed

Now if it is shorting you are interested in, yes profits can be made by shorting when the sp runs 10-20% and then will come back down and stabilise until the next leg up. There you can make money with the risk that on news-flow it doubles while you are holding a short.

Peter, now lets break your argument apart;

1. They don't own the IP

- Yes they don't own but they have an exclusive license for commercial exploitation, which is very normal for intellectual property. As far as there is no public information at all about the duration of the exclusivity and expiry/renewal terms, so you are taking a guess.

- The UoB will have patent protection over a period of 20 years from registration so for that period they would have the right to protection over the commercial use of the HPMS technology. A party like Cotec would not take this technology into a JV with Hypromag and also provide loan funding, if the IP arrangements were not rock solid. EXIM would event be stricter on this as part of their due diligence.

2. They don't own any assets

- Yes they do as they have raised funds and invested in developing the German operations. There will also be clear commercial arrangements for the use of assets at TEP.

- yes they will, JV assets of Hypromag USA

- This is however a technology business so the value is in the income streams from the commercial roll out of the technology and not from the NBV of the production assets

You sound like the old arguments on how could a technology company be worth billions when its not making a profit. Well we all know how wrong that thinking has proved to be

Continue playing your shorting game, that's fine. Your arguments however are nonsense

Yes Peter, its to the moon that MKA is going. The recycling tech is worth billions as it gives a cheap and environmentally friendly way to reduce magnet reliance on China.

MKA should be valued as a technology company!