Micro-cap investor/trader. Opinions only. Always do your own research. Pedal to the metal!
Joined November 2022
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#MKA Delighted with today’s news and this really ought to mark the start of a re-rate to over £1 (now 33p). Even that would represent a very low valuation for the HyProMag interests
#MKA $MKAR 🚨
Fantastic news has finally arrived!
The SEC has approved the F4 for $MKAR Songwe Hill Rare Earths Project and Pulawy Processing Rare Earths Project
The biggest hurdle in any $NSDQ listing has been overcome, a monumental step change taking construction ready Songwe to market and developing it into a producing, secure, western supply of valuable and critical rare earths, with processing to take place (in due course) in Poland (with help from Carester)
The next step is a final, approval vote, and conclusion of the PIPE financing (explains the CEOS trip to Korea and Italy in recent weeks)
The listing, when it goes ahead, has a face value to #MKA of ~78p ($397m USD) which makes the recent sell off look even more unusual
This doesn’t factor in Mkangos 79.9% Holding in ‘Maginito’ aka HyProMag, of which a similar company targeting just 50tpa listed in recent months and valuation of $400m (HyProMag already has capacity for several hundred Tpa and expansion plans for low digit thousands Tpa)
Is the the moment #MKA starts to pass peers as the RE market begins its second wave with robotics, AI and magnet demand?
#BRES 700% upside
Cavendish’s target price for Blencowe Resources offers around 700% upside
Cavendish has this week released a multi-page research note on Blencowe Resources, the company developing the Orom-Cross graphite mine in Uganda.
View from Vox
Orom-Cross has so much going for it already, bringing in NASA almost looks like too much of a good thing. There’s DFC money involved, the potential to go to 2-3 billion tonnes of ore, lots of successful testwork to date, several off-take partners in place, and a definitive feasibility study that outlines just how profitable a mine could be. The next big news will be on development funding, and once that’s in place it will be much clear how the company plans to deliver on the value that Cavendish is pointing to.
Read the full article here: voxmarkets.com/articles/cave…
@BlencoweRes @Cavendish_plc
#BRES #Uganda #graphite #mining #criticalMinerals #EV
I don’t see how this can be separated from the question of what happens in Iran. If peace were to break out with full resumption of shipping, there’s no doubt oil goes down. Theories that it still continues to go up are just magical thinking
Martin Armstrong:
- oil to double from $100 to $200 in 1.5 years.
- gold to double from $4000 to $8000 in 5 years.
Logic suggests: buy oil. 😏
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Brilliant news at #HEX. Combine this with the recent news re the Ollie 1 well and the SP could be in for a very good run over the coming days and weeks
#HEX Helix Exploration (HEX) - Rudyard Operational Update investegate.co.uk/announceme…
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#svml $svm @sovereignmetals Good spot this from Chris re World Bank involvement in Kasiya. That’s why the DFS publication was delayed… to take it to Workd Bank standards
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You’ve really got to wonder how people are getting paid to “upgrade” prices that have already gone up and “downgrade” prices that have already gone down. A dog could get the hang of investment bank commodity price target setting
Bank of America downgrades gold price: 🤕
- Q4 2026: from $6000 to $4000
- 2027: from $6500 to $4813
fxbrokertrust.com/insights/b…
#FORG I got 5 replies to the below:
- 1 saying it’s a pump and dump
- 2 comparing it to WSBN (which pumped, largely failed with the drill bit, and dumped)
- 1 saying it’s worth buying short term but with no reasons
- 1 saying basically there be gold in them there hills
😂
Why is #FORG all over my timeline? From a quick scan they’re following up a 2 metre drilling intercept. Is that what everyone’s in a flap about??? Or is this just the latest pump and dump?
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