Member Info for velcrofajita

Agreed patience is relative

Many have held these shares for years at sub 10p cost and I for one had a period where I was losing almost 60% on MKA. October to now is a very short space of time for resource investment but yes I fully understand that it is frustrating to see investments down 50% and deadlines missed.

In the words of Rick Rule, most of the investments on which he made 5-10x or more return over the full hold period, where are one stage giving unrealised losses of 50% or more

12 months ago I was down more than 50% on an ASX listed copper miner, now I have almost 2.5x return on investment

If you believe in your initial investment thesis, hold for the re-rate. Where any funds do become available top up. If you no longer believe in your initial investment thesis, then time to go as and when you get a better sp

Esduk,

I do see the shutdown as being a factor as during the process there is bound to be initial applications, clarification requests and so on that could not be answered.

More to the core of the problem, I would see that Alex and Will can no longer micro manage this, the scale has increased significantly and additional competent and senior full time decision makers need to be brought in. It is a balancing game as this costs money and needs to be funded by sources other than cap raise. The Nasdaq listing will go a long way to support on cash needs with sell down as needed, while UK/Germany moving into production and ramping up will also support future cash flow

Esduk, not talking about the December miss which I agree did impact on the cap raise. The reasons as i stated i see as the US government shut down and management under estimation.

Now I do not see a big issue if we list Q2 or Q3 and do actually consider that this is a better time with the major shift back to EV/Renewables driven by the closure of the Straight of Hormuz. If we pass Q3 and no listing then sure it starts to get problematic

Esduk,

Dont see anything could be materially wrong with our application and like you I have given up guessing on timing of the listing

This is new funds to be raised from the listing and no it is not the reason for delay

I see the reasons for delay

1. The initial US shut down which included the SEC that has created a backlog

2. Underestimation from management on the timeline for the Pulawy feasibility study

It does not matter, June, July, August or September. It is inevitable that it will happen and drive value. The correct question is "how patient are you to realise the value of the listing"

Biffa, appointment of executives is not a hurdle once you have the money to pay up or soon to have t through listing/Pipe financing. The same for a website and PR

Personally would love to see JT on the board of MKAR as well

REA forms a good benchmark of what we can expect with the MKAR listing. The appetite for REE shares on Nasdaq is huge and 50-100% sp increases over a few weeks after listing is definitely possible considering the fairly low mcap at listing price. To be clear, MKAR is more advanced than REA as there is a construction ready mine at Songwe while it also has the processing angle at PFS stage which REA does ot have. On top they are both EU strategic projects. The listing is a reality, it is coming, question is when and not if. It is inevitable!

Then we need to consider what a Hypromag USA listing will bring, this is something in higher tech and commands a further premium to REE mining. Here I would not expect a listing value of less than USD 1 billion, again with the strong upside in the first weeks of trading. REA has the promise of exploration targets, Hypromag will have a plant either complete or in final stages of construction as well as fairly short (for resources) time to expanding from 1 to 3 Hubs.

Also it is when and not if when it comes to UK and more so Germany capacity ramp up, with or without an additional German acquisition.

All the above underpinned by clear reality on how much the world is dependent on oil/gas from volatile areas and the entry into a new technological age where humanoid robots will become mainstream.

In my opinion, the longer MKA sp remains range bound sub 50p, the more explosive will be the re-rate when the multiple factors fall into place. Also once all this Nasdaq value is in place, nothing stopping MKA to look for a London main board listing and move away from the AIM club.

Rider,

For me Lynas (ASX listed) is one of the better long term REE stocks with a strong existing business even when the US was fast asleep in REE. The share price has however risen strongly

Another ASX listed company you may wish to research is Iluka. Traditional mineral sands business but constructing a large REE processing facility in Australia and has a large Monazite store which it will process. This SP is depressed although recovered of late, owing to mineral sands business being linked to construction. REE processing is the X factor

On both don't expect multiples of sp appreciation.

IBAB, if they want to streamline and reduce mgmt overhead they need to limit the portfolio of metals they are in as well as the jurisdictions.

SVML is a great opportunity but possibly they prefer to allocate capital to where there are clear synergies and economies of scale. I expect their first priority is copper to be honest as they can build a bulk portfolio there to match what they have in Iron ore. We will see

IBAB, good to see different views on Rio position on SVML. We will see what comes but either way I see it will bring allot of upside to shareholders.

Kat i understand but i see no place here to discuss and promote / compare one against the other. As far as that person you refer to, he is not promoting anything on AVCT here so no comment from my side, while on MKA yes it is interesting to read his views irrespective of what he wishes to achieve. Kat that is the same for you i read your views and accept that it is with a trading focus so i don't really concern myself one way or the other

I do not see why there should be any comparisons between AVCT and MKA. These represent two totally different investment proposals with their own set of distinct risks and opportunities.

I have not invested in AVCT so not following what is going on there but good for those who are making money there.

I also do not follow the trading philosophy to pile into what has momentum at this point in time, my investment style is that of a marathon runner and not a 100 meter sprint.

No issue with people sharing tips on other shares here in short posts but really don't like emotional comparisons and victory speeches when one stock performs better that another at a certain point of time

Https://www.mining.com/rio-tinto-boss-pushes-cost-cuts-with-jobs-in-focus/

I see this as a further strong confirmation that Rio will not move to acquire SVML. There focus is on reducing management costs and expanding, generating more cash flow on the identified core areas, copper, Lithium, Aluminium and Iron Ore. Rio did move this year to restart their Richards Bay (South Africa) mineral sands operations but I am now seeing this as a step to re-build value there ahead of a disposal of this business. I see similar moves with Kasiya, prove up the Monazite, build partner offtake network and look to sell off their large share in the project possibly as part of a wider JV type arrangement for Kasiya involving a player that has a core interest in the critical minerals space

As for Malawi processing there is already extensive local processing in the DFS, with ores being processed into high grade natural rutile and flake graphite. I do not see any further value add in Malawi from there and there us no legal need for it

Drantley,

I have SVML for both Titanium and Graphite

MKA and Iluka (ASX) for Rare Earths , although Iluka is more mineral sands and Zirconium for now

On copper I have Hot Chilli Mining (ASX listed)

Stock, I have positioned medium-long term portfolio to be able to take full advantage of the next age in human development where humanoid robots, drones, etc will become part of daily life, including military operations

They key areas of new metal demand from the robot age I see as;

1. NdPr magnets

2. Copper wiring

3. Titanium metal

I prefer to invest in the metals "picks and shovels" rather than the robot producers but will see with likes of Unitree IPO in China/Hong Kong if this is something I want to later get into

Tokyo airport has started a test program to employ robots for ground handling

This is gaining traction

Esduk, absolutely on energy security and economics

Esduk, first cataract op done on Wednesday and all went well. I will only really see the big difference in 3 weeks when I can again wear the needed contact lens. 2nd op 3rd June.

I have adjusted to my situation so even through vision still impaired I am managing through changed laptop settings, glasses and dimmer lighting

Https://www.globaltimes.cn/page/202605/1360578.shtml

Clear trend with Humanoid robots adding scale, bringing down cost and driving further uptake