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Mkango Res Share Discussion Threads
Showing 301 to 322 of 325 messages
its an inevitability
China is buying everything they can outside of china, so the rest of the world has to react or we'll be at the chinese's beck and call.
BUY any REE's outside China. either way, multinationals will grab them to protect their supplies - equally the chinese will try as usual to play dirty and buy up everything they can just because they can!|
|sector taking off?
Call for international governance as demand for minerals for low-carbon technologies explodes
|Looking good here now, Zak mir's all over this like a rash
he's no fool
although just a chartist!!! sorry Zak!
no, he knows his onions ok, but i like fundamentals first.
no doubt about those here.
|Yes possibly dingo, we will see how that plays out for them.|
|RBW different kettle of fish . For one it will be generating profits this year, with off takes secured.|
|Quite dingo, I am still trying to get my head around why RBW came to the mkt with such a high valuation compared to this.|
|Some Numbers to show the v low valuation placed on MKA. And the upside.
Here's a direct comparison with :
Hastings project Yangibana in Western Australia.
7 million Tonne Resource REE
Market cap £30m (A$48m)
MKA Songwe Project
32 Million tonne REE Resource
Market Cap £3.5m
10 times too cheap like for like at the very least considering
MKA have 350% more resource than Yangibana.
Food For Thought|
Moving up a bit now though, may be it's sinking in as to what this company is about and it's potential.|
|Cheap as kettle chips
Songwe Project is a 'world class asset'... mk cap £3m. NPV $350m + excluding the Uranium Project. Won't last...|
|More great news with regards to our rare earths project.
This company is ridiculously undervalued when you compare to it's peers like RBW for instance.|
|dingo I quite agree, when the likes of KOD have been up near 10x the valuation of this on lithium alone with probably very little chance of getting in to production, yet we have a fairly late stage REE project in collaboration with Noble, and that is without the current drilling which could yield some excitement in itself.|
It wouldn't at all surprise me if this was a direct bid target due to the distinct possibility of the Chinese imposing greater export controls of REE's.
In any case a $350m NPV on the Songwe Project and a £3m mk cap is totally out of sync.
5 bagger min|
|Good to see better volume today and a slight tick up. Very undervalued this having already a REE project and high calibre partner in Noble, but if the current drilling yields up uranium, more REE and or lithium then this has a lot of catching up to do.|
|'Whilst uranium (and associated tantalum and niobium) is the primary focus of the exploration programme, Mkango will also evaluate the licence for its lithium potential. The Thambani licence area is host to pegmatite occurrences, which can be a potential host rock for lithium. Furthermore, historical reports refer to an occurrence of a lithium mineral in the licence area. However, these need further geological investigation to determine the significance, and the main focus is on uranium.'|
|Amazing value here, where else do you get an advanced rare earths project in conjunction with a massive company like Noble and drilling for Uranium all for £3m?|
|Very nice update :-)|
|theblackbaron exactly hopefully not too long.|
|Indeed be interesting how much lithium they have found on the license as well as the uranium upgrade.
Added to this reduced capex calculations on the Rare Earth Development.
I note the Rare earth price increase so we should be hearing news on a farm in at some point.
Its a true contrarian investors share big returns when nobody likes it to everyone wanting it.|
|Looking much better today.|
|Is it this Myles McNulty in the holdings RNS:-
|Adding on dips here|
|totally under the radar
an REE asset with an npv of $340m that they could flog for 10% of that and keep an nsr; or do a JV.
Uranium project that has v high grades and widths
It takes no time to get the drill rigs turning.
you cannot find a cheaper Uranium play with Lithium potential and a substantial REE asset for only buttons:- £3m.|