Discover and read the best of Twitter Threads about #mka

Most recents (6)

Trading PF update:

#HARL (5.9p entry)
#PREM (0.45p)
#ALK (120p)
#MKA (13.3p)
#BSFA (8.6p)
#CGO (6.40p)
#BOIL (0.13p)

#MMAG (+86%)
#INCE (flat)
#SPEC (+30%)

Reduced (not exited) HARL over past 24h, best return (% and £-wise) YTD.

[Entries/exits in timeline]

Volume returning really nicely to the small cap space, which is creating excellent trading conditions.

My average holding period in the Short-term Trading Portfolio is still around 16 sessions / 3 weeks.

Seemingly contrary to many, I consider trade entries based both on..

...fundamentals (see two recent successful trades in MMAG and SPEC, with rationales for trades founded on earnings metrics), and on stories and associated sentiment (BSFA being most recent example).

I don't subscribe to only utilizing one or the other; the same way as I...

Read 18 tweets
Rare earth elements continue to fly largely under the radar of the investment community.

The reason being that they're used in traction motors of EVs, and not the ever-discussed batteries.

The key REE, Neodymium, is now up 376% since 1 July '20.

Valuation check on #MKA ⬇️

@MkangoResources is due to complete its bankable feasibility studies for each of its rare earths mine in Malawi (Songwe Hill), and its separation plant in Poland, by the end of next month.

Details have been scarce, but #MKA has indicated the intended output of the...

...mine and separation plant - which is more than double that of the output suggested in the 2015 pre-feasibility study.

Presumably with a little guidance from #MKA mgmt, @MkangoResources' broker provided some very basic headline numbers of how the integrated operations...

Read 8 tweets
#ikinciondokuzsüreci 2.
AGARTA(lılar) Dünya ile iç içe yaşar, ancak 4. boyutta olduğu için âdeta bir oyuk içindedirler ve dış dünyadan görünmezler.
‘Sizlerin şu an göremediği, ancak iç içe yaşadığınız, bu medeniyet mensupları (AGARTA) dünya Image
2-insanlarının dördüncü boyuta geçişi sürecinde onları karşılayacak, kendini tanıtacak ve kendilerine en uygun olan o seçilmiş temsilci kişi de etrafında bulunan ona yakın olan dostlarına, onların da farketmeyeceği şekil de bu bilgiyi aktaracak.
3-/ HEYET-İ TEMSİLİYE / yeniden oluşacaktır.
Oluşmaya başlamıştır.
Seçilmiş seçer..

Ergenekondan çıkış!
Ankara, Konya,Karaman,Aksaray dairesidir.
Türk budun,
Anadolu Ergenekon'dan en az iki noktadan,Tengri yardımı ile ERGENOKON'dan GÖKBÖRÜ olup Image
Read 4 tweets
Morning all - a few days off from the markets post GE, for a trip to Clermont to watch @bathrugby (lose with dignity 🙄).

Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
#MKA also beginning to climb back up. The Talaxis / Chinalco MoU is massive: Chinalco is one of China's six SEOs that hold a near-monopoly over the global REE market.

Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
#HZM is also recovering, in line with Ni bouncing. Expecting a busy Q1 there, with major newsflow generated by both projects. Current EV (~£27m) is simply wrong. If it doesn't change soon, I don't think it's unreasonable to suggest a takeover - Orion being an obvious candidate.
Read 9 tweets
Some excellent moves in the PF this week:

ST trades in each of #TRX and #XSG reduced, as they had increased so quickly (~150% and 66% respectively). Balances of positions to be held until ~2p for each stock, but will revise accordingly, keeping a close eye on momentum. 1/12
Two new modest ST trades opened yesterday PM, 200k shares in each: #CIR and #C4XD (both ~17.5p av. entry). Primarily capitalising on community's (and my) recent success in trading up Woodford/Invesco calamities (TRX and XSG!). Both now enjoy solid fundamentals - valuations...2/12
...much more attractive now, with both #CIR and #C4XD SPs having been decimated this year. Moreover, they now enjoy the backing of retail. Fundamentals combined with sentiment = crucial.

ST trade (but happy to hold as a LT investment) opened in #DKL too. Very cheap CPO biz..3/12
Read 12 tweets
#EUA cooling off period was due, although it's not nice seeing negative commentary, some driven by shorting, some by enmity. For the former - there are ways of shorting without being aggressive - @Smudgedann @Blowster85 proved this. For the latter - celebrate, it's great for AIM!
Onto #EUA: both interviews have been terrific. The interviewees could not have been more clear that Monch at the very least will be acquired in the near term.

- Pd has in the past 24 hours hit another ATH. Demand from auto industry is rocketing and supply pipeline is negligible.
- #EUA is the only viable UK listed Co left that offers direct exposure to Pd. A lot of cross ramping flying about on Twitter and BBs about other PGM players. I don't want direct exposure to primarily Pt plays - the market dynamics aren't appealing. Pd, however...
Read 10 tweets

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