Member Info for velcrofajita

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

Https://www.magfine.ca/blogs/general/humanoid-robots-neodymium-magnet-supply-2026

To dare NdPr magnet demand is driven by EV's and Wind turbines (both of which have a renewed focus following the Iran war and closure of the Straight of Hormuz). The 3rd major pillar of demand is developing from a low base but as robot roll-out accelerates over the next decade, this will further drive demand and prices for NdPr products.

MKA has the major disruption technology for effective NdPr magnet recycling. The trend is clear and I expect the money will be there to support the execution

Jimzi, accounting rules are as you know. The impact will be on the reval. reserve/balance sheet. Profits will be booked if the share in MKAR is sold down.

Kat, I really do not follow the 5p vs 50p argument. If you bought in at any rice for short term trade you are in and out based on your trade signals. If you bought for long term value creation then you hold and wait for developments. Little pieces of news along the way do not change the investment thesis., where there can be short term paper kissed before the value creation kicks in

Yup, who cares!

Why selling - cash in on the weekly profit. Most people today are traders, not investors. ts mch easier, you dont have to know much about the stock you are investing in and use tools to guide when to buy in and when to sell

Investors on the other hand need to do allot of hard week and keep funds exposed to risk long term

Sigas10, MKAR is as of now a much better investment thesis than REA.

Songwe has a finalised DFS and mining arrangement with Malawi. Exploration potential as well comig from Nkalonje Hill.

Pulawy is at PFS stage in a historic production region of Poland and strategic optionality with Azoty

From my perspective discussions about announcement of German acquisition, exact timing of Nasdaq listing are only relevant in the very short term and totally irrelevant for the long term value creation thesis I have for MKA.

German acquisition, other than clear confidentiality arrangements, no seller will give exclusivity on an M&A unless they have solid confirmation that the funding to close on the transaction is in place. The acquisition may or may not go through following the needed due diligence required warranties and possible conditional part of the transaction price. Nothing will occur without proof of funds. If the transaction falls through this is not a loss of the funds raised which can be diverted to move towards pforzheim capacity expansion

As for MKAR Spac/Nasdaq listing, the process will take how long it takes and some delay to first indicated timelines is not unusual at all. The key is that there is USD 400 million of initial value which is only partly included on MKA current market price and will be a key step for share price re-rate and access to liquidity to fund MKAR mine and process strategy. Good things come to those who wait!

Looking further ahead, we know Hypromag USA is also planned to be listed which again in my mind can unlock value of USD400-USD500 million that is not reflected in current market value. CoTec do not play around on unlocking value and JT has proved this on many deals

UK and Germany are already in production and a prolonged ramp phase based on feedstock needs, product verification and customer relationships.

Over and above, the general macro environment for rare earths is hugely positive while the Hypromag story is based on a major technological advantage. We can be looking at a major disruptor in the rare earth magnet space.

I have no idea nor do I care where the sp will be in the next few weeks, but what i see is a very compelling value creation story that will take place step by stop over the next few months and into 2027/2-28

Esduk, fully agree here, I see no chance that for £2.5m production will go from 25tpa to 1000tpa. MKA is talking about 100-300tpa and that needs both purchase of the UoB equipment and moving to 2nd shift model. For sure also significantly more feedstock arrangements. The funding is now in place for this step up to 100-300tpa

I also fully expect the German business to be significantly larger than the UK business and would see this getting to 750tpa per annum well before the UK, especially where the acquisition goes through.

Being a conservative CFO I am not one for rapid expansion but more measured step by step expansion which can be managed hands on and ensure positive cash generation, building of long term relationships, customer satisfaction, staff development and avoid management becoming over streached