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Kat,

For me your views and trading strategy are ok. I see huge opportunity and upside on MKA but for sure Rome was not built in a day. This will trade up abd down until we get definitive listing date and Hypromag USA inv decision. At that point there should be a very strong push up

Kat, I’m waiting for an answer.

Kat, so where you got your buy limit set. Let me guess 45p and exit 50p ?

Very active today as is the case on down days

Investment view, nothing has changed today. I more to the pint Iran war just adds strength to REE being very strategic

Timelines missed yes but this is rather Normal in the mining space where I am most active.

IC, I would see the DFS numbers, including the Monazite will be significantly higher than the optimised PFS. how much the Monazite will add I do not know but with high HREE and magnetic material content things looking very positive. Also I would expect significant operational improvements driven by the cooperation with Rio Tinto

Would not be surprised that NPV as per DFS is more than 5x of current market cap.

Jimzi, to be honest I like this period of consolidation. The number of holders from the sub 10p days will have been reduced and a shareholder base built within the 50-60p range. The speculation/hot air is now out.

With key news coming in, (which although frustratingly delayed, will come in), the sp should again start a strong upward momentum

Esduk, feelings are mutual, great to have you here as well to debate views and possible outcomes. Fully agree that I don't see Kasiya product going to Richards Bay and it was rather the management angle that I was looking at. With a mining major such as Rio Tinto it is just as much about where management time is allocated as its is for capital.

Of course a new CEO will review everything before developing a strategy. Investing in Richards Bay and existing from Kasiya just does not make sense. As you refer to, yes it could be that they would be looking for a strategic partner to take a share in the project directly. We will know soon enouph

The situation with Iran again focuses the mind on a key fact. Modern warfare is about air superiority, precision missiles and drones. No rare earths means no fighter jets, no precision missiles and no drones. This is a huge tailwind for NdPr, terbium, Dysprosium and Ytrium.

Trump has asked for a meeting with US defence companies, likely to push for an increased manufacturing rate. Availability of REE is likely to be on the table

Https://energycapitalpower.com/rio-tinto-gives-the-green-light-to-rbms-r8-5bn-zulti-south-project/

Rio Tinto very relevant news in South Africa

Esduk, on quality of Titanium I am for sure referring to the market/retail investors not understanding the significance and did not price it in when announced. The sp only moved with the Monazite news.

I basically sold out of Nvidia, Microsoft, IBM and Alibaba in order to buy my 20% of portfolio stake in this. With the rise of about 25% since my purchase this is probably going to about 25% of portfolio

The big question on this one is if Rio Tinto will buy out or not. The key question for them is not the quality of SVML but if they want to allocate capital and more importantly time to Malawi. They do have titanium dioxide and rutile in South Africa at Richards Bay and have today announced a restart of mining there. SVML seems to fit into that and can be managed from a South Africa headquarter.

Hey Esduk, great to share thoughts on a second core shareholding

The DFS is coming soon enough and I expect it will include a number of operational improvements driven by the Rio Tinto team as well as the x factor of the Monazite. We have the offtake for the Graphite and I expect soon enough we will see something similar for the Monazite. Just one example Iluka is progressing on its Monazite separation / processing plant in Australia and would be very interested in this source of Monazite. For sure there will be other

The Titanium metal quality of the Rutile is for me not yet understood =nor reflected in share price. Titanium metal is absolutely essential for aerospace and the new big thing which will be humanoid robots

I like you was thinking this is a s;low burner but getting more excited for the near term now

Esduk, they just did a AUD 40 million cap raise with 50% of it on the TSX-V. This hopefully improved liquidity there

Esduk, certainly. Its Hot Chili Mining (HCH) on ASX. they have the Costa Fuego project and now drilling out La Verde 30km away. In RR classic way, I was down on this at one stage 50%, now 100%+ gain. RR also has a position and has always said that the project needs a near surface high grade starter pit which is what La Verde is shaping up to be

They are also listed in TSX venture if that is easier for you to access, but liquidity is much lower there

Drantley, no specific stock recommendation from me, but rather a general comment that we are now in a commodities upturn and probably we have just seen the first phase of a cycle that can continue for the next 10 years. Commodities had become boring, with investors focused on technology the last decade and more which for sure resulted in under investment in mining/commodities and formed the deep roots of the next super cycle

You need to do your research across the commodities space and decide if you want to jump on what is already hot such as Gold/Silver/Copper and REE or look to build up positions in metals/materials that are likely to pick up in later phases of the cycle when also global growth improves (such as Titanium, mineral sands, vanadium and others)

Esduk, you take Rick Rule position that an investor must work, to a a whole new level!

Back in late 2021 when I was re-positioning my portfolio I was between MKA and SVML. I put my money on MKA and continued monitoring SVML developments. Titanium and Graphite hit a weak period so I took my eye off for some time and did not get in at the lows. Then we had the REE news and share price exploded up but I managed to get in with a significant amount at average of AUD 0.72 (ASX listed shares) so have already seen some good upside.

I see MKA and SVML as two totally different opportunities

- MKA has a mine which is not very large, but has good magnetic material content, with the added value of the Polish separation plant. The recycling business adds big time to the mine, refine, recycle investment thesis and brings a clear technological advantage.

SVML is a tier 1,largest global resource that can even compete head on with China. There is no technology or refining angle but with REE added in huge economic potential from mining.

Just to round off my narrative here - MKA is my largest holding at almost 40% of total portfolio. Second is Hot Chili Mining (low altitude Atacama copper mining junior) at about 30% and third is SVML at about 22%

I have sold out of technology and am at the moment 100% in mining & materials

Kat, personally your posts do not bother me at all. I see you are taking a glass half empty view ona short time horizon. I take a glass half full view and a longer time horizon.

Your views are noted, but I don't adopt them

Nothing more, nothing less

Esduk,

Glad to see that we don't agree on the insignificant things. You could be right, I could be right, we could both be wrong, makes no real difference

Important is that we agree on where this business is likely to go and that this is a huge opportunity.

Esduk,

I personally don't think there is a long term seller looking to exit MKA. The price action is very predictable and repetitive. Swing traders playing on the 50-60p range. The investors are not doing much now, ones with higher risk tolerance are already in and topping up while those with lower risk tolerance are waiting for further risk mitigation such as the SPAC, Germany completion, confirmation of successful commercial ramp up to 100tpa in the UK.

As you follow Rick Rule, classic case of the coiled spring building up further tension. MKA/Hypromag may not be his thing, but his views apply

I watched an interesting video yesterday where statistics were given about the effects of wars and geopolitical instability on stock markets (I think using S&P as basis)

The results, within the 1st week stock markets down minimum 6% but within 35 days of the event, stock markets up by 10% compared to closing before the hostilities.

Https://www.asahi.com/sp/ajw/articles/16386881

The Japanese are looking to develop rare earth mined in Africa. This follows from their big investment in the Malawi transport system.

JOGMEG funding for Songwe together with offtake of pulawy separated REE is for sure also a possibility.

What I also like about rare earths is the cost vs utility factor. The cost of the rare earths / magnet is a minor part of the total cost of the end products they are used in, so even a doubling of the price from today's level will not have a major cost impact on the final product and will not lead to demand destruction or massive R&D to find substitute products