A few remarks only. Songwe Hill project also got EU CRMA designation last spring as one of 13 projects geographically out of Europe. Thus Mkango is the only I heard about to have two EU CRMA designation in paralel. Also: DFC loan around 100m usd is under consideration for the Songwe Hill project. (Showing interest and backing from the US and EU at the same time. Direct and indirect stakes on HyProMag US is around 60/40 % for Cotec and MKA.
I really missed elaborating the MKAR spac merge Nasdaq listing story, which may be a huge value driver in the near future.
And a few words about the personal and institutional interconnections within this industry (from Cohen &Co (dealt with other listings such as USAR,CRML, EMAT, to Mr. Manadou (ETM, EMAT etc).
But I think your piece is a useful read for anyone to get familiar with this excelent opportunity
Thank you Akos, great points! I overlooked the EU CRMA Designation for Songwe Hill and will add it to the article shortly, plus the US loan backing. These are indeed important details as you say.
The MKAR SPAC Story: This is perhaps the biggest oversight in my piece. The upcoming Nasdaq listing via the SPAC merger is a major catalyst and a key value driver for the near term. In the interests of brevity (the article is already quite long) I left this out because it would have required another section. I'll be sure to elaborate on this in a follow-up however.
Thank you again for the feedback, there is a lot more here in Mkango than meets the eye for sure.
Actually some on X highlighted your article with a remark praising its clearness and focusing on addeable values.
I agree MKAR listing must be a huge milestone, once emphasing the miserable AIM valuation vs closest peers in the US. This Nasdaq listing should narrow the large gap.
Meanwhile a few of our competitors are publicly scolding each other,.whats more suing each other (MP... USAR..) while we are silently building our vertical businesses.
Stay in tune, FID on HyProMag US and MKAR listing is expected to boost MKA-s valuation.
A connected idea: search a bit on Cotec Holding also, worth a substack writing thats sure. Similarly: sum of parts NPV.s are mindblowing vs current market cap.
Thanks for the article!
A few remarks only. Songwe Hill project also got EU CRMA designation last spring as one of 13 projects geographically out of Europe. Thus Mkango is the only I heard about to have two EU CRMA designation in paralel. Also: DFC loan around 100m usd is under consideration for the Songwe Hill project. (Showing interest and backing from the US and EU at the same time. Direct and indirect stakes on HyProMag US is around 60/40 % for Cotec and MKA.
I really missed elaborating the MKAR spac merge Nasdaq listing story, which may be a huge value driver in the near future.
And a few words about the personal and institutional interconnections within this industry (from Cohen &Co (dealt with other listings such as USAR,CRML, EMAT, to Mr. Manadou (ETM, EMAT etc).
But I think your piece is a useful read for anyone to get familiar with this excelent opportunity
Thank you Akos, great points! I overlooked the EU CRMA Designation for Songwe Hill and will add it to the article shortly, plus the US loan backing. These are indeed important details as you say.
The MKAR SPAC Story: This is perhaps the biggest oversight in my piece. The upcoming Nasdaq listing via the SPAC merger is a major catalyst and a key value driver for the near term. In the interests of brevity (the article is already quite long) I left this out because it would have required another section. I'll be sure to elaborate on this in a follow-up however.
Thank you again for the feedback, there is a lot more here in Mkango than meets the eye for sure.
I am glad if I can add anything.
Actually some on X highlighted your article with a remark praising its clearness and focusing on addeable values.
I agree MKAR listing must be a huge milestone, once emphasing the miserable AIM valuation vs closest peers in the US. This Nasdaq listing should narrow the large gap.
Meanwhile a few of our competitors are publicly scolding each other,.whats more suing each other (MP... USAR..) while we are silently building our vertical businesses.
Stay in tune, FID on HyProMag US and MKAR listing is expected to boost MKA-s valuation.
A connected idea: search a bit on Cotec Holding also, worth a substack writing thats sure. Similarly: sum of parts NPV.s are mindblowing vs current market cap.