Member Info for Ytrewq1212

Great post from will this morning ;

https://www.linkedin.com/posts/william-dawes-50881352_rareearth-rareearth-rareearths-activity-7383386611633541120-6yec?utm_source=share&utm_medium=member_ios&rcm=ACoAAB2nN90B86xlC1HlClSpRPQBtkaJOBDjVIs

Mkango Resources Ltd. - against a turbulent backdrop for global #RareEarth supply chains, stars are aligning for Mkango and its partners - advancing multiple strategic projects and building partnerships across the #RareEarth supply chain to supply rare earth carbonate, oxides, alloys and magnets, critical for many industrial sectors

Songwe Rare Earth mining project, Malawi & Pulawy Rare Earth separation project, Poland:

✅ Advanced stage #RareEarths assets with very few projects to have reached this stage globally

✅ Songwe Definitive Feasibility Study completed - July 2022

✅ ESHIA to IFC standards for Songwe approved - January 2023

✅ Mining Development Agreement (MDA) for Songwe signed - July 2024

✅ Songwe recognised as Strategic Project by European Commission in June 2025

✅ Pulawy Pre-feasibility Study completed 2022

✅ Pulawy recognised as Strategic Project by European Commission in March 2025

✅ Business Combination Agreement signed with Crown PropTech Acquisitions in July 2025, Songwe & Pulawy to be listed on Nasdaq

✅ U.S. International Development Finance Corporation funding of US$4.6m for Songwe, September 2025, also considering a direct loan of US$100m

Rare earth magnet recycling and manufacturing to produce NdFeB magnets with a minimal carbon footprint:

✅ UK - First NdFeB production runs completed at the rare earth magnet recycling and manufacturing plant, Tyseley Energy Park, Birmingham, being commissioned by University of Birmingham and HyProMag Ltd

✅ Germany - Construction underway at HyProMag GmbH rare earth magnet recycling and manufacturing plant in Pforzheim, Germany with first production targeted by end 2025

✅ USA - Positive Feasibility Study for #HyProMagUSA NdFeB magnet recycling & manufacturing plant in Texas with detailed engineering underway and first production targeted 2027, JV with CoTec Corp.

✅ INSERMA ANOIA SL HDD pre-processing units being deployed across multiple countries to provide a cost effective and energy efficient automated circular solution for recycling of NdFeB magnets and PCBs from end-of-life HDDs, partnership with Intelligent Lifecycle Solutions Limited Intelligent Lifecycle Solutions

✅ Other jurisdictions being evaluated for HyProMag & INSERMA ANOIA SL technology roll-out including Japan, Canada, South Korea

✅ Developments are underpinned by Hydrogen Processing of Magnet Scrap (HPMS) technology developed by the Magnetic Materials Group at the University of Birmingham with US$100 million of previous R&D funding, together with INSERMA ANOIA SL pre-processing technologies

Will Dawes just liked this on LinkedIn!

Elemental got €1 billion for its Polvolt project in Poland – the only other Polish CRMA project – recycling lithium, cobalt, nickel, copper, and precious metals. Mkango’s Pulawy plant is the other one in Poland. Europe is backing rare earths, and Mkango is right in the middle of it.

https://lnkd.in/p/eZNg8w-E

Source?

Today’s TR-1 isn’t Newton suddenly dumping stock. The reason given is “warrant exercise/share issue” – Mkango’s share count went up, which pushed him just under 3%.

He still holds 10m shares. The small reduction (from 11.8m) could’ve been sold weeks or months ago when the price had already moved up. Perfectly normal profit taking, not a red flag.

Mkango has issued new shares from warrant exercises, increasing total shares to ~336M. Stewart Worth Newton’s holding is now 10M shares (2.98%), down from 3.62% of the company due to dilution — not due to selling. This signals more shares coming into circulation, but also cash entering Mkango from exercised warrants.

Https://tradingeconomics.com/commodity/neodymium

Exactly — EXIM loan already confirms US support, and the silence from the company here is only positive. Feels like the DoD investment is the natural next step.

Https://tradingeconomics.com/commodity/neodymium

Https://tradingeconomics.com/commodity/neodymium

*last purchase on friday.

I am up nearly 500% on my holding here (S&S ISA and SIPP) and I am still buying (DCA since 2021 with my last purchase Feb this year). I will be holding for a minimum of 18 months. This really feels like that right place, right time stock… for from the typical AIM slop. Loving the community and comments we have here too - GLA!

Https://tradingeconomics.com/commodity/neodymium

Surprised more people didn’t pick up on this yesterday following the Cotec update…

They’re literally building a bigger Texas plant, locking in feedstock, and lining up two more US sites plus a long-loop facility—setting up to triple capacity from the original plan.

“The department’s Office of Manufacturing and Energy Supply Chains (MESC) intends to offer up to $500 million in funding to expand US critical minerals and materials processing and battery manufacturing and recycling.”

HyProMag USA’s HPMS technology is exactly in this wheelhouse — domestic rare earth processing, recycling, and magnet manufacturing. Already backed by a US$92M EXIM LOI and shovel-ready for H2 2025, the fit here couldn’t be clearer.

https://www.mining.com/web/us-announces-1-billion-in-funding-for-critical-minerals-materials-sectors/

+3.44%

https://tradingeconomics.com/commodity/neodymium

Chat GPT analysis below…

Mkango/HyProMag’s existing core patents cover HPMS – a physical process using hydrogen to demagnetise and break down scrap magnets into alloy powder for reuse (short-loop recycling).

The newly published patent (US20250223185A1, 10 July 2025) goes further, protecting the chemical downstream steps:

1. Leaching HPMS powder with mild carboxylic acids.

2. Using alcohol precipitation to produce high-purity rare-earth oxides.

Key difference: HPMS patents cover liberation of magnet material. The new filing covers conversion of that material into purified oxides. Together, they form a full vertical IP chain from scrap magnet to liberated powder to saleable rare-earth oxide, giving Mkango stronger control over the recycling value chain and more licensing and commercial options.

Still pending, but if granted, this strengthens Mkango’s competitive position in Europe, US, and Japan.

Exactly — MP doesn’t have any known “cutting-edge” recycling tech, so Cook’s wording is interesting. HyProMag’s HPMS is the only proven, patented method out there, and their US arm (Mkango/CoTec) is setting up in Dallas–Fort Worth — close to Apple’s Texas ops and not far from Mountain Pass.

A link-up would make sense, especially if MP needs to fast-track a solution. Wouldn’t be surprised if HyProMag’s tech is behind it and just hasn’t been publicly named yet.

With the upcoming MKAR SPAC listing on Nasdaq, is there a chance the valuation there could end up being out of sync with how MKA trades on AIM? Has anyone seen something like this before or know how these usually play out?

Mkango / HyProMag Featured in Key UK Government Circular Economy Report (July 2025)

A major new report from Innovate UK, “Rare Earth Permanent Magnet Manufacturing – Innovation Landscape” (July 2025), has just been released — and it's highly positive for Mkango.

Key takeaways:

- HyProMag is the only UK-based rare earth magnet innovator highlighted in the report.

- Their 400kg sintering facility at Tyseley Energy Park is being developed with Mkango as the commercial partner, scaling by the end of 2024.

- The report backs HyProMag’s HPMS rare earth recycling technology as a critical enabler for the UK’s circular economy strategy.

- The UK is aiming to reduce reliance on China (which currently controls 94% of global REPM production), and HyProMag/Mkango are at the centre of this national effort.

- The report supports HyProMag’s model as globally replicable, suitable for decentralised magnet manufacturing near key industries like EVs, wind, aerospace, and defence.

Bottom line: This report acts as government-level validation that HyProMag and Mkango are not just building capacity — they are building the framework for a rare earth supply chain that is local, secure, and sustainable. A major de-risking moment for the global rollout.

https://iuk-business-connect.org.uk/wp-content/uploads/2025/07/IUK-Climate-Circular-Economy-Report-TW-D4-compressed.pdf

MKA have just retweeted the article… I am now 100% confident JT was in that meeting.

https://t.co/bhupPGBaVG