Mattitus

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Mattitus

Mattitus

@Mattitus

Markets🇬🇧

Katılım Nisan 2010
519 Takip Edilen1.6K Takipçiler
Mattitus retweetledi
Daniel Hannan
Daniel Hannan@DanielJHannan·
Our financial services were world-beating; Labour taxed them. We are surrounded by oil and gas; Labour banned drilling. Our private schools drew students from every continent; Labour hit them with VAT. We used to attract wealthy businessmen; now we attract illiterates.
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Rupert Lowe MP
Rupert Lowe MP@RupertLowe10·
Alastair Campbell has just accused me of having 'extreme views'... Starting an illegal war based on a pack of lies causing the unnecessary death of so many British soldiers is the extreme position, in my view. I just want my country back - there's nothing 'extreme' about that.
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GB Politics
GB Politics@GBPolitcs·
🚨NEW: The number of people on Universal Credit has hit 8.4 million, up 63,000 in a single month, according to DWP data published today
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Allison Pearson
Allison Pearson@AllisonPearson·
Please don’t be fooled by Rachel from Accounts trying to blame our terrible growth forecast on Iran. IMF says UK’s “reliance on imported energy” is our biggest problem. Effect of war is “modest”. Labour has pushed us to the brink of financial catastrophe. @RachelReevesMP
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Myles McNulty
Myles McNulty@MylesMcNulty·
A gloriously timely precedent transaction for $CTH and #MKA’s HyProMag USA and its impending NASDAQ listing - likely also via SPAC merger, and likely to be announced in the next few months, possibly weeks. It validates the predictions of many us holders, that HyP USA could be valued at (well) north of $1bn, at its IPO price. And as you state - this precedent transaction also provides a very punchy read-across valuation for the ex-USA HyProMag businesses. H&P’s 240p target price by Christmas this year suddenly appears eminently achievable…!
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Andrew Neil
Andrew Neil@afneil·
I’m going to file this because no way will there be 400,000 new ‘clean energy jobs’ between now and 2030 — unless the definition is so wide as to be meaningless. So let’s set the base. How many ‘clean energy jobs’ are there now, early 2026, what’s the definition and the breakdown? Then we can monitor progress, or the lack thereof.
Ed Miliband@Ed_Miliband

Five new clean energy Technical Excellence Colleges will help train thousands of young people for the industries of the future. With 400,000 clean energy jobs set to be created by 2030, we’re investing in the skills needed for the next generation of jobs in our communities.

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Garf
Garf@glr_1990·
WTF! REEcycle, a RE magnet recycling company, with ambitions to produce 50tpa of NdFeB magnets, sets it sights on a de-SPAC valuation of $600m USD For reference, HyProMag #MKA is already producing 25tpa and will likely be ~3-400tpa by Y/E from JUST UK 🇬🇧 and Germany 🇩🇪
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Share_Talk ™
Share_Talk ™@Share_Talk·
@MkangoResources (AIM:TSX-V #MKA) is also developing the Songwe mine development project in #Malawi with U.S. International Development Finance Corporation support, and the Pulawy separation project in #Poland, both Strategic Projects under CRMA - providing a one-stop-shop solution for primary and secondary #RareEarth products Mkango Resources Ltd. subsidiaries HyProMag Ltd and Mkango Rare Earths UK to collaborate in major new grant funded project DRIVE35! Development of recycled magnets for high grade automotive applications - REACT UK, funded via Department for Business and Trade Advanced Propulsion Centre UK Innovate UK ✅ HyProMag Ltd’s portion of the Project cost totals £3.2 million of which £1.5 million will be grant funded. Mkango UK’s portion of the Project cost totals £2.3 million of which £1.1 million will be grant funded. ✅ The Project aims to establish and deliver a full circular UK supply chain for rare earth neodymium-iron-boron (NdFeB) magnets used in the automotive sector ✅ The Project will deliver automotive magnet grades by combining different recycling methods, maximising efficiency and sustainability whilst minimising cost. ✅ The consortium comprises HyProMag Ltd, Mkango Rare Earths UK, EMR, JLR, LESS COMMON METALS LIMITED and University of Birmingham The Project will use Hydrogen Processing of Magnet Scrap (HPMS), developed at the University of Birmingham and exclusively licensed by HyProMag Ltd, to liberate NdFeB magnets from drive motor assemblies as a demagnetised NdFeB alloy powder, which will then feed multiple nodes of the supply chain. 🔗 Read the full update here: share-talk.com/mkango-resourc…
Share_Talk ™@Share_Talk

@MkangoResources (AIM:TSX-V #MKA) has secured UK government backing for its subsidiaries, HyProMag and Mkango Rare Earths UK, which have been awarded a combined £3.2 million grant under the wider £6.5 million REACT UK project. Under the funding structure, HyProMag will receive £1.5 million toward its £3.2 million share of project costs, while Mkango Rare Earths UK will receive £1.1 million of its £2.3 million allocation. The REACT UK initiative is focused on developing recycled rare earth magnets for automotive applications, with the goal of establishing a fully circular UK supply chain for neodymium-iron-boron (NdFeB) magnets. The project is expected to strengthen domestic manufacturing capabilities while advancing sustainability within the automotive sector. 🔗 Read the full update here: share-talk.com/mkango-resourc…

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WarMonitor🇺🇦🇬🇧
Trump is absolutely right here the UK needs to start drilling in the North Sea this net zero agenda is killing us.
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First Squawk
First Squawk@FirstSquawk·
TRUMP ON TRUTH SOCIAL: Europe is desperate for Energy, and yet the United Kingdom refuses to open North Sea Oil, one of the greatest fields in the World. Tragic!!! Aberdeen should be booming. Norway sells its North Sea Oil to the U.K. at double the price. They are making a fortune. U.K., which is better situated on the North Sea for purposes of energy than Norway, should, DRILL, BABY, DRILL!!! It is absolutely crazy that they don’t… AND, NO MORE WINDMILLS! President DJT
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Sky News
Sky News@SkyNews·
BREAKING: Britain's economic prospects have been downgraded more than any other major economy in the International Monetary Fund's (IMF) latest update on the state of the world. trib.al/LhyFrlA 📺 Sky 501 and YouTube
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Allison Pearson
Allison Pearson@AllisonPearson·
IMF warns the UK faces “highest inflation in the G7” and one of the lowest increases in living standards. How’s that growth thing working out, Rachel? @RachelReevesMP
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Talk
Talk@TalkTV·
🚨"In the Ministry of Defence, there are more diversity and inclusion groups than working Challenger tanks." Ex-British Army Colonel Tim Collins says the best thing Britain could send to deter a Russian tanker was a resupply ship, i.e. a "bin lorry". @JuliaHB1 | @tim_324
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Politics UK
Politics UK@PolitlcsUK·
🚨 BREAKING: The IMF has downgraded the UK's growth forecast to 0.8% - the biggest drop of any G7 nation
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Polymarket
Polymarket@Polymarket·
JUST IN: Iran reportedly may pause shipping through the Strait of Hormuz to respect the blockade & avoid jeopardizing U.S. talks.
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Garf
Garf@glr_1990·
#MKA Upcoming near term newsflow ✅ FID for HypoMag USA ($150m USD) ✅ F4 publication for $MKAR SPAC and eventual SPAC date ✅ Feasibility grant for UK scale 1000tpa via EV motors and partners ✅ German rare earth magnet acquisition 🧲
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GB News
GB News@GBNEWS·
Blackout fears as Ed Miliband's solar power push threatens to overwhelm electricity grid gbnews.com/money/energy-s…
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Share_Talk ™
Share_Talk ™@Share_Talk·
@MkangoResources (AIM:TSX-V #MKA) £2.40/sh target valuation, 515% upside ⏫ We derive DCFs of US$1,142m (attrib.) for HyProMag, US$328m for Songwe Hill and US$698m for Pulawy. We apply a blended P/NAV of 0.68x, to give a target valuation of £2.40/sh (pg. 18). The planned SPAC deal to list MKA’s upstream projects in the US, as well as a mooted listing of HyProMag USA, could bring forward strategic value yet to be reflected in the parent market cap, in our view: a 14x multiple, in line with US recyclers, would imply a 2030 EV of US$0.91bn (attrib.) for HyProMag USA alone.
Share_Talk ™@Share_Talk

@MkangoResources (AIM:TSX-V #MKA) has successfully completed a fundraise, securing £12.5 million (before expenses) through the issuance of 37,878,788 new common shares at £0.33 each. The proceeds will be allocated toward advancing the company’s growth strategy, including a potential acquisition in Germany, capital expenditure across its UK and German operations, and general working capital requirements. The company also confirmed that its interim CFO participated in the Retail Offer, subscribing for £150,000. 🔗 Read the full update here: share-talk.com/mkango-resourc…

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Martin in Monmouthshire
Martin in Monmouthshire@MartinMonmouth·
@Keir_Starmer We will remember that you stood in Downing Street and tried to smear the public, lying about it being a far right plot and then prejudiced trials by saying anyone involved would be made to 'live to regret' being involved. Judges obliged.
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