Alla EU-linkki aihepiiriin:
Eurooppa hyvin riippuvainen muista:
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Esimaku valttikorteista, joita Kiinalla on kriittisissä mineraaleissa.
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Hypromag USA:lle tarjotaan rahoitusta:
HYPROMAG USA RECEIVES “MAKE MORE IN AMERICA” DOMESTIC FINANCE LETTER OF INTEREST FOR UP TO
US$92 MILLION FROM US EXIM BANK
London / Vancouver: June 12, 2025 – CoTec Holdings Corp. (TSXV: CTH; OTCQB: CTHCF) (“CoTec”) and Mkango
Resources Ltd. (AIM/TSX-V: MKA) (“Mkango”) are pleased to announce HyProMag USA, LLC, a Delaware corporation
(“HyProMag USA” or the “Project”) has received a Make More in America (MMIA) domestic finance letter of interest
(“LOI”) from the U.S. Export-Import (“EXIM”) Bank for its first integrated rare earth recycling and magnet making
facility in Dallas-Fort Worth, Texas.
In terms of the letter, EXIM may be able to consider potential financing of up to $92 million of the project’s costs
with a repayment tenor of 10 years.
Julian Treger, CoTec CEO commented: “We are very pleased with EXIM’s interest in the Project. The Project is
strongly aligned with EXIM’s “Make More in America” initiative, which provides beneficial financing terms for U.S.
companies facing oversees competition to ensure the United States reshores certain critical export areas, including
the domestic manufacturing of permanent NdFeB magnets. We believe that the Project could be a major contributor
to the United States’ targeted permanent magnet independence and the speed at which HyProMag USA’s
capabilities could be deployed distinguishes the Project from potential competitors.”
Will Dawes, Mkango CEO commented: “The HyProMag USA development will be transformational for rare earth
supply chains in the United States, and we are very pleased to see this reflected in the interest from EXIM. With the
detailed engineering phase for the project well underway, HyProMag USA is well positioned to create a major new
domestic hub for recycling and magnet manufacturing, and a platform for further growth in North America.”
The issuance of this LOI is aligned with Executive Order 2421 of March 20, 2025 “Immediate Measures to Increase
American Mineral Production” which includes near-term actions to be determined and implemented by the
agencies to fast-track permits, mobilize capital for mineral producers, and create offtake agreements for strategic
stockpiling for minerals critical to the United States’ defense, technology, and energy.
HyProMag is commercializing Hydrogen Processing of Magnet Scrap (HPMS) recycling technology in the UK,
Germany and the United States. HPMS technology was developed at the Magnetic Materials Group (MMG) at the
University of Birmingham, underpinned by approximately US$100 million of research and development funding,
and has major competitive advantages versus other rare earth magnet recycling technologies, which are largely
focused on chemical processes but do not solve the challenges of liberating magnets from end-of-life scrap streams.
In November 2024, HyProMag announced an independent Feasibility Study which includes a Dallas Fort Worth
recycling and magnet Hub, and two pre-processing facilities located in South Carolina and Nevada respectivelyi
. In
March 2025, HyProMag USA announced the expansion of the detailed engineering phase to include three HPMS
vesselsii and that it was initiating concept studies for further expansion and complementary “Long Loop” recycling
The DFW Hub’s annual production is expected to be 750 metric tons per annum of recycled sintered NdFeB magnets
and 807 metric tons per annum of associated NdFeB co-products (total payable capacity – 1,557 metric tons NdFeB
within five years of commissioning) over a 40-year operating life. It is expected the production facility will provide
significant optionality to supply the U.S. market with additional NdFeB alloy powder while assisting in revitalising
the U.S. magnet sector with the creation of 90-100 skilled magnet manufacturing jobs.
In March 2025, HyProMag USA announced the results of an independent ISO-Compliant product carbon footprint
study which confirmed an exceptionally low CO2 footprint of 2.35 kg CO2 eq. per kg of NdFeB cut sintered block
product.iv
20250610_cotec_mkango_exim_letter_of_interest_final_clean (1).pdf (257,9 Kt)
.
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June 2025 HyProMag Technical Bulletin.pdf (1,3 Mt)
Tekninen bulletin julkaistu magneettien kierrätyksestä. kaupallinen tuotanto pitäisi alkaa tänä vuonna UK:ssa ja Saksassa.
3500 magneettia valmistettu kierrättämällä. ZF group ja GkN automobile käyttäneet ja testanneet näitä.
Palaute ollut positiivista ja kommentteina ollut että lähes alkuperäisen laatuisia ja performancessa ei ole havaittu eroja alkuperäisiin verrattuna.
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MP materials sekä muut sektorin yhtiöt ovat performoineet todella hyvin verrattuna Mkangoon.
Varmaan kaikista suurin isku palleaan Mkangoa omistavalle on Critical Metals Corpin saama rahoitus ja siitä seurannut kurssinousu:
Tanbreez projekti sai käytännössä aivan samanlaisen rahoituspaketin kuin MKA ja osake nousi parhaimmillaan 70 % muutamaan päivään sen seurauksena. Toki nyt on palauduttu takaisin aiemmalle tasolle.
Tästä voi tehdä muutamia johtopäätöksiä. Yhdysvaltojen hallitus näyttää rahoittavan projekteja nopeaan tahtiin joten sijoitusidea näyttää olevan elinvoimainen. EU tulee aina perässä, mutta MKA:n EU projektien tuenta erilaisin apurahoin on jatkuvasti todennäköisempää.
MKA treidaa lontoon listauksen takia aivan järkyttävästi. Tämä tua toki sen mahdollisuuden, että osakkeen arvo on kasvanut hinnan pysyessa paikallaan joten osake saattaa ottaa kiinni sektoria viiveellä.
Todennäköisesti tällä hetkellä MKA miettii mikä järki heidän on listata spacilla Pulawy & Songhill kun arvo ei halua purkautua LSE listauksen takia. Saattaisi olla järkevää listata yhtiö kokonaisuudessaan Nashdaqiin ja miettiä vasta sen jälkeen projektien spinnausta erillisiksi yhtiöiksi.
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Mkangolta uutisia koskien listausta:
The LOI, which was entered into on 7 January 2025 and amended on each of 23 March 2025, 29 April 2025, and 22 May 2025, contained an exclusivity provision through 30 June 2025, during which time Lancaster Group and CPTK agreed they would not engage in discussions or negotiations with any third party regarding alternative transactions to the proposed merger contemplated by the Business Combination Agreement (the “Proposed Business Combination”). Pursuant to the latest LOI amendment, dated 30 June 2025, Lancaster Group and CPTK extended the exclusivity provision through 3 July 2025 (the “Exclusivity Expiration Date”) in order to provide additional time for the parties to complete negotiation of certain documents ancillary to the Business Combination Agreement.
Paljon lyhyempi päivämäärän siirto kuin aikaisemmin josta voisi olettaa neuvottelujen olevan loppusuoralla. Sijoitustarina saattaa alkaa vihdoin tarkentumaan viikon sisään.