Mkango Resources Share Discussion Threads

[andrbea] 04/8/2017 10:07

so shareprophets has its cannon aimed at mka, echo and entu

all rising very well today...

mka 14, echo 20, entu 80

[defcon3] 03/8/2017 15:14

Not good news for MKAhttps://www.bloomberg.com/amp/news/articles/2017-08-03/noble-group-sinking-iceberg-says-after-trader-profit-warningNoble Group Ltd. received a fresh broadside from Iceberg Research as the trader's long-time foe predicted that the commodity company will probably fail, while telling executives that the anonymous commentator won't be silenced by being sued. The trader's shares fell."Noble is sinking in a perfect storm," the researcher said in a report on Thursday. "The company is walking toward bankruptcy and liquidation. Its cost of fund is prohibitive. Noble is losing the confidence of its counterparties and of its banks. Key traders are leaving."

[cyan] 02/8/2017 19:41

Very negative comment here;

[andrbea] 21/7/2017 10:37

is this the year that rare earths really take off?

July 17, 2017

Rare earth prices

After a long period of consolidation through 2016 rare earth prices have been on the increase since the start of 2017.

For the magnet metals such as neodymium, praseodymium, terbium and lanthanum the price increases have been significant.

Using January 1, 2016 as a base, the price of terbium oxide is up over 40%, the prices of lanthanum oxide is up nearly 30% and for praseodymium and neodymium oxide up around 20%.

Rare earth supply

China established its dominant position in the RE processing industry on the back of a secure and abundant domestic source of rare earth raw materials.

Over the last decade the Chinese Government has taken a number of strategic steps to protect the dominant position of its domestic rare earth industry.

Due to a number of Chinese Government initiatives, a general tightening of the supply of rare earths is now occurring.

China’s 5 year plan

In October 2016 China issued its Rare Earth Industry Development Plan for the period to 2020.

The key objectives of the plan are to:

- Limit rare earth mine production to no more than 140,000 tonnes per annum;
- Reduce separation plant capacity by a third;
- Ensure that 90% of rare earth operations are in compliance with increasingly stringent environmental regulations; and
- Ensure that the proportion of rare earths exported as raw materials is significantly reduced.

Once implemented the plan will restrict rare earth production from domestic raw materials and will further restrict rare earth raw mineral exports.

Looking ahead

Commentators on the rare earth market are forecasting significant long-term growth with forecasts typically suggesting compound annual growth of around 5% for the long term.

Significantly, it is becoming increasingly the case that global rare earth demand is inextricably linked to government policies and regulations.

The link between forecast demand and government policies adds confidence to expectations for demand growth over time.

Well-positioned

Greenland Minerals is well-positioned given its strategic relationship with leading Chinese rare earth company Shenghe and its rare earth exposure through Kvanefjeld.

Kvanefjeld has a number of key attributes that, when integrated with Shenghe’s downstream processing technology and capacity, can provide the potential to play an important role in new supply networks.

These include:

- Scale – largest core‐compliant rare earth resource;
- By‐product revenue streams to strengthen project economics;
- Composition – ideal production profile across key rare earths;
- Advantageous processing that has been extensively pilot plant tested; and
- Favourable country and project location with direct shipping access.

[scyther] 21/7/2017 00:19

Won't these guys need cash soon?How long does $450k last an exploration company

[andy] 19/7/2017 22:47

stan40,

They managed to do a placing (which they said they didn't need!), which would have been a challenge, if not impossible in Canada, IMO.

[stan40] 19/7/2017 15:33

What was the point of these moving to English market cos they've done zip

[andrbea] 12/7/2017 14:42

published InvestorIntel-07 Jul 2017

//

At last, rare earth prices are approaching, are at or have passed the 2 year high point. And the news out of China is for further increases. This is very positive territory indeed. That is except for dysprosium and yttrium. My contacts are saying that dysprosium is still in good demand and prices will improve. But yttrium will need close scrutiny. Last month I asked for feedback as to why you feel that those factors that are present to give rare earths in general a positive trend are not being reflected in dysprosium and yttrium.


this is written foot of page at

[aim chaos] 10/7/2017 18:25

Rationale behind my decision to invest heavily in the rare earth elements space - especially MKA. Now holding just shy of 5% of company.

aimchaos.files.wordpress.com/2017/07/rare-earth-elements-time-to-invest.pdf

[cyan] 14/6/2017 09:38

Thanks to a LSE poster for this link;

[cyan] 13/6/2017 17:57

An interesting video linked from above;

[cyan] 13/6/2017 17:55

This article may interest MKA holders. An article that covers the demand for rare Earth elements and their great value;

[andy] 11/6/2017 22:21

Zubes,

Well it's not obvious from Friday's trades.

Volume value was low as well, and buys/sells looked reasonably balanced.

[zubes] 11/6/2017 12:33

I think a short was closed.

[andy] 09/6/2017 12:20

My bet is it has been tipped somewhere.

[andrbea] 09/6/2017 12:11

no news since 25.5.17

here's a sector article, June 2

The important thing in recent years has been survival in the space and Arafura has passed that test. As we have noted before the trigger for a Rare Earth renaissance will be a firming of prices, more than a surge, and the first signs of an improvement are becoming evident. In pursuing the Korean “option” the company is not wrong. This is obviously fertile ground while adding a phosphoric acid to its circuit gives it by-product credits and a product line that is always in demand from the agricultural sector.

[cyan] 09/6/2017 11:57

Has there been any real news andrbea , or is the rumour mill being peddled ?

[andrbea] 09/6/2017 11:46

Once bought some at 4.98p/share

so not excited, just yet ;-)

[andy] 07/6/2017 19:22

Placing o'clock?

2p maybe?

[cyan] 07/6/2017 14:59

Rather large spread now.

Share needs positive JV news.

[zubes] 05/6/2017 12:24

Thanks for the heads up. I don't follow said individual but will look out in future

[cyan] 05/6/2017 11:31

You may do VERY well and make an absolute fortune out of MKA Zubes. It is possible, maybe. Its a maybe.

Problem I have is that some have previously swallowed the drivel and deceptive postings of CO at enormous costs.
He is a dishonest man. He has a recorded history of telling his 'followers' to buy whilst he was dumping. There is no self serving lie that man will not say. Some of his lies are funny like 'his' castle ; others are not . He is a disgrace.

He has unscrupulously led many into financial disasters over the years; LHD, MOIL and SER to name but three .

Time will tell what happens here.

[zubes] 05/6/2017 10:45

Very fortunate to have such caring and charitable individuals on this board looking out for the unsuspecting. Show of kindness that's rare in this game.. ...