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Big development today as the US and China agree to a 90-day reduction in tariffs. Markets expected to react positively — Nasdaq should see a pump, which is well-timed for HyPro’s upcoming listing.

Interestingly, China’s Foreign Ministry spox Lin was asked directly about rare earth export curbs… but dodged the question. No sign of reversal on REE restrictions.

At the same time, the U.S. continues to ramp up efforts to secure domestic rare earth supply. REEs are now firmly recognised as materials of national importance, with increasing federal support for refining, separation, and magnet production onshore. This structural push is exactly where companies like HyPro and Mkango fit in — enabling a Western-aligned REE supply chain at scale.

Yes, however this is AIM…

I am expecting a serious move upwards over the coming weeks and months as news gets out and the wider market (UK&US) sees just what MKA are sitting on…

Crown PropTech, the SPAC merging with Mkango’s REAlloys, has made sure the merger can go ahead. They’ve arranged deals to keep enough shares in place, ensuring they meet the $5 million cash requirement needed for the merger.

With about $5.84 million in the trust account and 83% of shares committed not to cash out, the cash side is secure. They’ve also locked in an extra 200,000 shares to guarantee the $5 million minimum.

The vote to extend the merger deadline was already a sure thing. Now, the next step is to file the Business Combination Agreement (BCA), which should happen within the next week.

Once that’s done, the merger process will be officially underway. It’s all looking positive for Mkango shareholders.

This is very good to see…

Https://www.tipranks.com/news/company-announcements/cotec-holdings-reports-2024-financials-and-strategic-progress

“The current CoTec market capitalization does not reflect the potential value of our HyProMag USA and Maginito investments.

“We believe that the market is not yet pricing in the transformational potential of HyProMag’s technology across multiple jurisdictions.”

“We are confident in our strategy and believe these assets will deliver substantial value to shareholders.”

“We expect HyProMag USA to play a key role in securing North America’s rare earth magnet supply chain.

Good stuff for Mkango — speaking at Parliament about building responsible rare earth supply chains. Right themes (sustainability, security of supply) and the right people there. Adds credibility at a time when these topics are getting serious attention.

Https://www.cnbc.com/2025/04/24/trump-weighs-investments-in-critical-mineral-companies-burgum-says.html

Trump admin plans direct investment in mining companies producing critical minerals.

• Goal: reduce U.S. reliance on China, which supplies ~70% of U.S. rare earth imports.

• Equity stakes, risk insurance, and stockpiling all being considered to support non-Chinese suppliers.

• China is manipulating prices and restricting exports, putting pressure on Western supply chains.

• Mkango well-positioned with a rare earth project in Malawi and strong Western partnerships.

• Recycling operations in the UK (via HyProMag) offer a second revenue stream and strategic edge — aligning with U.S./UK circular economy goals.

• Multiple strings to the bow: primary production + recycling = resilience, sustainability, and broader appeal to investors/governments.

• Policy shift could unlock major funding and support

To summarise how important this news is…

• Microsoft & WD moving into rare earth recycling = serious validation of the space

• Focus is on magnets from hard drives — exactly what HyProMag’s HPMS tech does

• Mkango already has patented, proven tech — others are still in R&D

• Backed by UK govt and selected by the US-led Minerals Security Partnership

• Plants underway in UK & Germany, US expansion coming

• Few viable competitors in the West with scalable tech

• Makes MKA a clear candidate for partnership, licensing or eventual buyout

• Still completely under the radar — market hasn’t caught on yet

All eyes will be on magnet recycling in the coming months — we’re sitting right in the sweet spot.

Western Digital and Microsoft just announced they’re teaming up to extract rare earth magnets from old hard drives. Why? Because they know the future of clean tech, AI, EVs, and data centers depends on secure, sustainable access to neodymium magnets — and mining more isn’t the answer.

Enter Mkango.

While these giants are only now figuring out how to get magnets out of hard drives, Mkango’s HyProMag subsidiary has already cracked the code with patented HPMS (Hydrogen Processing of Magnet Scrap) tech, developed at the University of Birmingham. It’s already operational. Proven. Scalable.

Unlike chemical-heavy processes others use (which require breaking magnets down into raw elements and rebuilding them), HPMS extracts ready-to-use magnet alloy powder with far less energy and environmental cost.

Let that sink in:

• 88% lower energy use than traditional mining

• Direct feedstock for magnet production

• Backed by the UK, EU and US governments

• Selected by the Minerals Security Partnership as a strategic global supply chain project

Western Digital and Microsoft are making headlines — but they’ll need proven tech to scale it. And that’s where Mkango becomes a prime acquisition or licensing target. Why reinvent the wheel when HyProMag has already built the Ferrari?

Add in the Maginito-GMET synergy, pilot plants already online in the UK and Germany, and US expansion in motion — MKA is sitting front row for a multi-billion dollar global recycling wave.

Undervalued? Massively.

This article just confirms it: big tech’s coming, and Mkango is holding the key. Not if, but when the market wakes up.

https://www.cnet.com/tech/computing/western-digital-microsoft-target-rare-earth-metals-through-hard-drive-recycling/#google_vignette

Here you go… Will be released by MKA tomorrow when market opens, however as COTEC is US listed they have released today.

https://www.crweworld.com/article/news-provided-by-access-newswire/3631005/cotec-and-mkango-appoint-lead-engineers-pegasustsi-and-bba

After today’s RNS, it’s clear Mkango is entering a massive growth phase. Here’s why:

1. U.S. Government Backing:

The HyProMag USA project has significant U.S. government backing through the Minerals Security Partnership. This initiative is designed to reduce U.S. dependence on China for critical rare earths. The U.S. is offering financial, strategic, and possibly expedited permitting support to ensure domestic supply chains for vital minerals used in clean tech and military applications. This is a huge boost for Mkango as the project moves into development.

2. Solid Valuation:

The project is now valued at up to $503M. Mkango’s 40% stake means a £127M value just from HyProMag USA. Not to mention the SPAC listing on the horizon, which could add another £192M.

3. The Timing Is Right:

The demand for rare earth magnets, especially for clean tech and electric vehicles, is exploding. Mkango is positioning itself as a key player in a critical supply chain — and they’re ahead of the competition.

4. Undervalued Stock:

The current market cap of Mkango doesn’t reflect any of this potential. At 19p, we’re looking at at least 5x upside based on fair value. The market has seriously underestimated the value of these developments.

5. Long-Term Upside:

Mkango is not just riding the wave of rare earth demand — they’re positioning themselves as a leader in sustainable, U.S.-backed, green mining. This isn’t just a short-term spike — it’s about long-term dominance in an industry that’s only going to get bigger.

With all these factors in play, I think Mkango is on the verge of a huge breakout. This isn’t just about the share price — it’s about market leadership in critical minerals that will power the future.

Https://www.crweworld.com/article/news-provided-by-access-newswire/3631005/cotec-and-mkango-appoint-lead-engineers-pegasustsi-and-bba

Another good article explaining the current situation / makes for fantastic reading for us!

https://www.bbc.co.uk/news/articles/c1drqeev36qo

…

$USAR up nearly 40% too

“ China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies “

Neodymium is heavily used in both military applications and electric vehicles (EVs)!

Mkango very well positioned now given China #RareEarth export controls - lots of plans and opportunities for growth in the pipeline, watch this space!! #RareEarths @REIA_global @CMA_Minerals #CRMA #MineralsSecurityPartnership @Securing_Energy #RareEarths @EITRawMaterials @Share_Talk @DFCgov

I’ve asked ChatGPT to analyze the Blackboxstocks–REalloys merger and compare it with Mkango Resources (MKA) to assess where we stand. Below is the analysis, along with a fair value and bullish value for Mkango.

⸻

Blackboxstocks–REalloys Merger

• Deal Value: $400M (REalloys valuation)

• Assets: Hoidas Lake REE deposit in Canada.

• Strategy: Build a fully integrated mine-to-magnet supply chain in North America (critical for U.S. defense).

• Market Position: Positioned to tap into U.S. national defense stockpiles & reduce dependence on China for rare earths.

• Ownership Split: Blackbox stockholders will own 7.3% post-merger; REalloys stockholders get 92.7%.

⸻

Mkango Resources (MKA)

• Current Market Cap: £50M (~$63M)

• Assets:

• Songwe Hill (Malawi): $559M NPV from a fully permitted project.

• HyProMag (UK): Developing magnet recycling, with commercial production starting April 2025.

• Maginito: 79.4% stake, strategically positioned for REE magnet supply in the EU/UK.

• Strategic Advantage: Integrated mine-to-magnet business similar to REalloys, but ahead on recycling and EU market access.

• Growth Catalysts:

• HyProMag UK production start (April 2025)

• Nasdaq listing potential

• Strategic partnerships and offtakes

• Fair Value Estimate: $300M–$400M, 5-6x upside from current valuation.

• Bull Case: $600M+ with strong growth in magnet recycling, REE demand, or acquisition.

⸻

Key Comparisons

• REalloys’ deal value is $400M, with one mine and no recycling operation, while Mkango has a $559M NPV project, a recycling arm, and strong EU/UK positioning.

• Mkango’s current market cap of $63M is underpriced compared to its assets, and it’s targeting a 5-6x valuation increase with key upcoming milestones.

• If Mkango achieves its growth targets (production start, Nasdaq listing), its valuation could outperform REalloys’ $400M value.

⸻

Mkango has much higher asset value than the Blackbox-REalloys merger, making it a potentially much larger opportunity at current prices.

Doesn’t matter what happens with tariffs or trade wars — the U.S. just can’t count on China for rare earths anymore.

We’re in the perfect space right now. Check this out:

“The U.S. and EU are scrambling to boost domestic rare earth production. On March 31, 2025, Blackboxstocks Inc. (NASDAQ: BLBX) announced that its merger target, REalloys Inc., acquired PMT Critical Metals Inc., locking down an Ohio facility that produces rare earth metals and NdFeB magnets for the U.S. Defense Logistics Agency and Department of Energy. Combine that with REalloys’ Hoidas Lake project in Canada (2.153M tonnes of rare earth oxides), and you’ve got a serious North American supply chain for defense, robotics, and electric aviation—right in line with Trump’s critical minerals push.”

BREAKING: Trump threatens that the U.S. will slap a 50% tariff hike on China starting April 9th unless China reverses its 34% increase.

How will china react… Complete ban on REE exports would cause this to go crazy….