MyIas McNutIy

@MylesMcNulty x.com/i/grok/share/d…

China really is cranking up the pressure on Japan. It's a gaping open goal for the company that can recycle - economically and at large scale - the millions of end-of-life NdFeB magnets that are already circulating or sitting in stockpiles in Japan. Recall the #MKA $MKA HyProMag RNS title from over 2 years ago, in June 2024: "HYPROMAG TO COLLABORATE WITH ENVIPRO, A LEADING RECYCLING AND MATERIALS TRADING COMPANY IN JAPAN The collaboration encompasses the following: o  Joint marketing of HyProMag recycling technology solutions and recycled magnets in Japan o  Recycling trials to be carried out in UK and Japan on NdFeB scrap supplied by Envipro o  Analysis of the NdFeB scrap supply market and offtake opportunities in Japan o  Collaboration on potential HyProMag recycling technology development in Japan." ...... Please get a move on with this particular expansion, @MkangoResources!

I am heartbroken. Our beautiful Achilles passed away in the early hours of Friday morning, aged nine and a half. His health had declined rapidly in recent months, and he had been struggling to keep food down for a few weeks. We’ve had a long family getaway to Italy booked for many months – we’re staying in the very south of the country for six weeks. So Achilles and I set off on a 3-day road trip starting at 4am on Tuesday morning from Bath, and our journey took us across England to the Channel Tunnel, and then through France, Switzerland and down the spine of Italy. We stopped many times, enjoyed the spectacular views and countryside together, and as ever I talked to him constantly. [The selfie of us below is from Wednesday night, at our second hotel (near San Marino).] However on Thursday, Achilles’ already fragile health deteriorated even further. We got to the villa, I unpacked the car and had some time to chill out with him in the garden, and then went to pick up my wife and kids from the airport, who’d flown out that afternoon to meet us. When we all got back to the villa, he was overjoyed to see them. But then within an hour, he began spiralling. We ensured our daughter said a big goodnight and goodbye to him. And it seemed to me that once Achilles knew that the family were reunited and the children both asleep, he could finally face the pain. It was then an agonizing few hours, before we were able to find a 24-hour vet about half an hour away, and we were able to get him in the car. An x-ray revealed his stomach was knotted and in a mess. They offered to perform surgery, but I told them to put him to sleep there and then. I was with him throughout until the very end, looking into his eyes, always talking to him. His actions on that final night summed up his noble character. He accompanied me on our mega road trip, he fought through the pain until the family were all reunited, and then only succumbed to it after the children had gone to bed. Achilles was born in April 2016, the very week I quit my job in the City and became a self-employed trader, working from home full time. I collected him 10 weeks later, and he’s been at my side ever since. He was with me as a single man in my late 20s – the two of us lived alone together for a long while. He witnessed me meet the gorgeous woman who would become my wife, and he was there to welcome our two children into the world with us. One of my great friends wrote to me over the weekend that Achilles was “a colossus, in every sense” – which I think was a beautiful description. He was a hothead in his youth, but mellowed with the passing years. Fiercely independent, but equally loyal to the family. A formidable guardian with his physical presence and immense strength, but a gentle giant who let children climb all over him. He became a legend on Wandsworth Common for five years, then Barnes Common for three, and finally in Bathwick Meadows, in his last 18 months (and of course, all the local pubs in those areas!). It would be unusual for us to go on a walk without anyone commenting on him or stopping us to ask questions about him – his size, beauty and gentle temperament. My mother wrote to me over the weekend, “I wonder how many thousands of photos were taken of Achilles by strangers from all over the world, throughout his life?” We have too many hilarious anecdotes of Achilles to count, but I have already started writing them all down the past three days, to share with our children one day. There’s a huge emptiness in our lives that I cannot imagine ever being filled. I’ve lost my best friend, and our children their older brother and protector. But through the grief, I feel such gratitude that I had the honor of raising and spending the most important decade of my life with such a magnificent soul. Thank you for everything, Achilles. You lit up the world and brought joy to all who had the pleasure of meeting you, even seeing you from afar. I count myself blessed to have had you as my companion for so long. Rest peacefully, my beautiful boy.

Outside of the two major longer-term investments in the PF, I've been largely avoiding UK-listed tickers for a while. Potentially AI $AGI #AGI is an exception, and now represents only 1 of 4 UK names in the PF. A startup less than a year old, with a strategy that could potentially genuinely change the AI landscape for the consumer. In short, it has developed a model-agonistic aggregator platform for the emerging AI economy, where individuals and organizations create, protect, and monetize AI-generated content. @that_stocks_guy has published an excellent piece on the company over the weekend, which is a must-read for anyone interested in the stock ⬇️ Listed on AIM last Monday at 5.0p, at 6.1p it now has a mkt cap of a mere £23m. Pre-revenue, even pre-product at the moment. But the pitch is phenomenal, the potential upside really special. If you want UK-listed exposure to the AI trade, Potentially AI is it. Basement level investing at this mkt cap.

Excellent coverage on $MKA #MKA over the weekend by @CoffeeStocksGuy. Ex-UK investors are missing a phenomenal opportunity here. The discount relative to the international peer group should be abundantly clear to all. The long-term uber bull case is simple: HyProMag should actually be trading at a premium to almost all ex-China REE entities, as - given its best-in-class, patented and highly scalable NdFeB recycling technology, which gives it access to feedstock (many multiple “deposits” of a sort!) that no one else can recycle economically - it can become the largest and lowest cost NdFeB magnet producer outside of China. Numerous potential major catalysts could now land at any moment that could help Mkango’s share price begin to close that immense valuation disconnect. A huge few months ahead.

Trump is literally spelling out to us what to invest in next: Rare earth magnet plants, on US soil. $MKA #MKA and JV partner $CTH are building out at least three HyProMag magnet recycling and remanufacturing plants in the US (and possibly as many as seven), which will likely be the lowest cost magnet manufacturing facilities in the world (certainly, outside of China). For Mkango in particular (which owns c.80% of HyProMag), the current valuation is just nonsensical. Its upstream (non-magnet!) business is listing on NASDAQ in the next couple of months at 77.5p per share equivalent (versus MKA's current SP of 39p) - meaning that HyProMag is priced at less than zero, in MKA's mkt cap.

Restocking is done! Fresh snacks, cold drinks and daily essentials are all ready for you—grab what you need on your way out~

New upcycled denim keychains! Cut old jeans, add fabric scraps, and sew a quick charm for a sustainable DIY gift. #DIYCrafts #Upcycle，

Woke up to the sound of waves at this hidden coastal village—sun-drenched streets, fresh coconut water, and zero crowds. Perfect slow travel day ，

Just binged the new indie sci-fi short Echo Station—ten tight minutes of jaw-dropping cinematography and a gut-punch twist that’s been stuck in my head all day. Stream it free on the platform tonight, trust me!，

Just made a quick veggie toast with avocado slices, a sprinkle of black sesame, and a dash of chili flakes—perfect light lunch that’s tasty and filling!

Met our new neighbor’s fluffy golden retriever while grabbing coffee this morning Turned out he’s as much a coffee lover as I am—we’ve already made plans for their weekly neighborhood dog walk!

Just checked in at tonight's variety show recording! The stage energy is insane—can’t wait for you all to see the fun bits!

Busy overtime night at the desk, coffee refilled twice—deadline’s coming but small wins hit different

Today’s small win: 10min of yoga after work and a warm latte waiting at home Feeling calm and ready for a good night’s sleep.，

[Light up the candles, sing carols, and wrap the warmest wishes for this Christmas! May every moment fill your heart with joy ]，

Just wrapped an inspiring lecture on digital marketing! Learned so many actionable strategies to boost brand reach—grateful for the insightful speaker and my amazing peers.