#MKA

This week I watched the EU announce RESourceEU as part of its economic security doctrine, and I was extremely pleased with how serious the EU is becoming with critical minerals.

I was even more pleased to see how extremely focussed they are on recycling

1/...

The announcement contained a 3bn commitment from EU banks, for the FY 2026. Likely for strategic projects although this was not confirmed (New projects to be added in January, likely HyProMag)

The report could not be any better, if it were written by HyProMag themselves

2/...

The EU CRMA states that member states must produce critical minerals from recycling, 15% by 2030. 

But the new report went further, it said that it will also ban (mid 2026) the export of e-waste, which is the feedstock for HyProMag. Crucial to the investment case

3/..

Not only that, but the report also said that any permanent magnets that are used, must contain 'shares of recycled material', and all products must be correctly labelled. Thus adding even more feedstock

Recently HyProMag GER released a new 'flythough' 

4/..

Which contained what looked like two HPMS plants, multiple sintering furnaces and four separation units (+ Inserma HDD machines)

The operation is huge, the resulting MKA rns stated 750t/pa 

5/...

Remember HyProMag can be scaled anywhere in the world, it is not a mine, it is a technology. 

HyProMag is also estimated to be the lowest cost (currently) in the world, as well as extremely low Co2

Many argue the EU is over regulated, this is a good thing for HyProMag

6/...

HyProMag ticks every box

- Low Co2
- Low Cost
- Recycling / Green Clean
- EU CRMA aligned
- REsourceEU aligned
- Proven (NOT POC)

7/...

After watching the presentation and the resulting report, I was blown away.

I always had the US as the biggest market, I never had the EU as potentially MUCH bigger.

Remember, by law, every state MUST recycle.

8/...

Two new laws may be passed in 2026

The ban of e-waste containing RE's AND magnets that are used must contain recycled material

In other words, this week HyProMag in theory became EU LAW. 

This also creates a huge moat, the ladder has been pulled up behind HyProMag.

9/...

New competitor technologies could take years, and might fall at the final hurdle. HyProMag is making magnets from electronics, EV motors, hard drives, the future of technology and AI / Robotics. 

HyProMag in the EU could end up having multiple hubs similar to the US

10/...

The US NPV per plant is likely to be in the region of $700m (magnet prices are rising) 

3x US plants = $2.1bn (40% owned)
3x EU Plants? Potentially 90% owned? 

This is before we get to Japan, Korea, Canada and of course the UK (which is where it all began)

11/...

This tells me to be both patient in the short term, but incredibly ambitious in the medium term.

With HUBS in the US, EU, UK and ASIA, HyProMag (or Maginito) could carry a valuation of many billions of dollars. We could be talking an IPO of $4-5bn USD in late 2026.

12/...

And if we fall short?

Even 10% of that is 2x the current market cap of #MKA $MKA.V

And 5x the market cap of $CTH.V

@MkangoResources 
@CoTecCorp 

13/...

When your company becomes law, and two of the biggest economies in the world are committing billions of dollars to your cause and technology where you have a 15 year head start, the market will eventually take notice

You don't stay at $100-150m market cap for long.

14/.

GLR

GLR