Excellent research Charles. As ever its all in the timing neither SVML nor GMTL are showing signs of bottoming out and given the falls thus far I suspect it won’t be long coming. The whole mining complex is due a re rating is it not?🐻
Thanks Charles an excellent article. Will be interesting to see all of them in one year.
One thing I wanted to add as a MKA shareholder: news on DFC evaluating and additional 100m USD financing for (the also EU CRMA designated) Songwe Hill came out last year. And as an also EU CRMA designated project, the Pulawy REE Separation plant project would probably get finance through EU institutions.
Both project will probably be available to invest directly into after a hopefully succesful Nasdaq IPO (through a SPAC merge) soon under the ticker MKAR (and with a valuation higher than current total market cap of MKA (even with the mentioned HyProMag business).
As we know the potential IPO of HyProMag USA is also under evaluation (at least we may ask again Cotec Ceo in an investor call this week). Cotec is the co-owner of HyProMag.
Excellent research Charles. As ever its all in the timing neither SVML nor GMTL are showing signs of bottoming out and given the falls thus far I suspect it won’t be long coming. The whole mining complex is due a re rating is it not?🐻
Thank you for all the insights, enjoy some nice cheese and wine over your Summer!
"Yes, that’s right. The US sold off its tungsten reserves and helium systems but retains a strategic position in cheddar."
I'll still be laughing into next week 😂
Wait until you hear about the reason why they sold off all the reserves....you can trust China right?
Brilliant article again Charles, thank you. Enjoy your Summer break, I'm guessing Devon/Cornwall ?
Indeed. Home sweet home.
Thanks Charles an excellent article. Will be interesting to see all of them in one year.
One thing I wanted to add as a MKA shareholder: news on DFC evaluating and additional 100m USD financing for (the also EU CRMA designated) Songwe Hill came out last year. And as an also EU CRMA designated project, the Pulawy REE Separation plant project would probably get finance through EU institutions.
Both project will probably be available to invest directly into after a hopefully succesful Nasdaq IPO (through a SPAC merge) soon under the ticker MKAR (and with a valuation higher than current total market cap of MKA (even with the mentioned HyProMag business).
As we know the potential IPO of HyProMag USA is also under evaluation (at least we may ask again Cotec Ceo in an investor call this week). Cotec is the co-owner of HyProMag.
Is Trump not going to get his tungsten from kas resources ?
He wants domestic more than anything else.