Don’t hire folks like this to fail a few weeks later, v bullish #mka
@MkangoResources (AIM/TSX-V #MKA) Have filed a revised F4 for their Nasdaq listing 🇺🇸 note the new US directors Mr Steven Biegun and Ms Mary Howell.
Stephen E. Biegun: Upon the closing of the Business Combination, Stephen E. Biegun will serve as a Director of the Company. Mr. Biegun currently serves as a Partner of Macro Advisory Partners, a strategic advisory firm for corporate clients, which he rejoined in October 2026 after serving as a Senior Advisor to the firm from 2021 to 2023. Mr. Biegun has more than thirty years of experience across diplomacy, global regulatory engagement and Fortune 100 industry. From 2023 until his retirement in June 2025, he served as a corporate officer and Senior Vice President of The Boeing Company (NYSE: BA), where he supported commercial operations and cross-border industrial partnerships. From 2019 to 2021, Mr. Biegun served as U.S. Deputy Secretary of State, overseeing major geopolitical portfolios and U.S. engagement with Europe and Asia. He has also held senior national security roles, including U.S. Special Representative for North Korea and Executive Secretary of the National Security Council. From 2004 to 2018, Mr. Biegun served as a corporate officer and Vice President for International Governmental Affairs at Ford Motor Company (NYSE: F), where he led global regulatory, trade and government-industry engagement across Europe, Asia, Africa and the Americas. Mr. Biegun serves on the boards of several non-profit organizations, including as Co-Chairman of the U.S.-Russia Foundation and Vice Chairman of the National Endowment for Democracy, and as a director of the International Rescue Committee, the Atlantic Council and the German Marshall Fund. Mr. Biegun holds a B.A. in Russian Language and Political Science from the University of Michigan.
Ms. Mary L Howell: Has served as Chairman of the Board of Directors of V2X, Inc. (NYSE: VVX), since its formation through the merger of Vectrus, Inc. and Vertex Aerospace in July 2022. She served as a director of Vectrus, Inc. from 2014 until that merger. Since 2019, Ms. Howell has served as a director of Astec Industries, Inc. (Nasdaq: ASTE), a manufacturer of infrastructure and construction equipment, where she chairs the Nominating and Corporate Governance Committee. She was a director of Esterline Technologies Corporation, a specialty manufacturer serving the aerospace markets, from 2011 until its acquisition by TransDigm Group in 2019, and served as its Lead Independent Director from 2017 to 2019.
Ms. Howell previously spent 29 years at Textron Inc. (NYSE: TXT), a multi-industry aircraft, industrial, and finance company, which she joined in 1980. She served as an officer for 24 years and as Executive Vice President from 1995 until her retirement in December 2009. As Executive Vice President, she was a member of Textron’s management committee and was responsible for government affairs, the company’s aerospace programs, and its international growth, particularly in China and India.
Ms. Howell has also served as a director of FM Global, the National Association of Manufacturers, and the Aerospace Industries Association. She is a Lifetime Director of the Atlantic Council and a director of The Phillips Collection. She holds a bachelor’s degree from the University of Massachusetts Amherst.
We believe Ms. Howell is qualified to serve on our board of directors because of her extensive public-company board leadership, including service as board chairman and lead independent director; her experience overseeing mergers and strategic transactions; and her more than three decades of executive experience in aerospace, government contracting, and international operations. investegate.co.uk/announceme…
ChiswickFox retweeted
@MkangoResources (AIM/TSX-V #MKA) Have filed a revised F4 for their Nasdaq listing 🇺🇸 note the new US directors Mr Steven Biegun and Ms Mary Howell.
Stephen E. Biegun: Upon the closing of the Business Combination, Stephen E. Biegun will serve as a Director of the Company. Mr. Biegun currently serves as a Partner of Macro Advisory Partners, a strategic advisory firm for corporate clients, which he rejoined in October 2026 after serving as a Senior Advisor to the firm from 2021 to 2023. Mr. Biegun has more than thirty years of experience across diplomacy, global regulatory engagement and Fortune 100 industry. From 2023 until his retirement in June 2025, he served as a corporate officer and Senior Vice President of The Boeing Company (NYSE: BA), where he supported commercial operations and cross-border industrial partnerships. From 2019 to 2021, Mr. Biegun served as U.S. Deputy Secretary of State, overseeing major geopolitical portfolios and U.S. engagement with Europe and Asia. He has also held senior national security roles, including U.S. Special Representative for North Korea and Executive Secretary of the National Security Council. From 2004 to 2018, Mr. Biegun served as a corporate officer and Vice President for International Governmental Affairs at Ford Motor Company (NYSE: F), where he led global regulatory, trade and government-industry engagement across Europe, Asia, Africa and the Americas. Mr. Biegun serves on the boards of several non-profit organizations, including as Co-Chairman of the U.S.-Russia Foundation and Vice Chairman of the National Endowment for Democracy, and as a director of the International Rescue Committee, the Atlantic Council and the German Marshall Fund. Mr. Biegun holds a B.A. in Russian Language and Political Science from the University of Michigan.
Ms. Mary L Howell: Has served as Chairman of the Board of Directors of V2X, Inc. (NYSE: VVX), since its formation through the merger of Vectrus, Inc. and Vertex Aerospace in July 2022. She served as a director of Vectrus, Inc. from 2014 until that merger. Since 2019, Ms. Howell has served as a director of Astec Industries, Inc. (Nasdaq: ASTE), a manufacturer of infrastructure and construction equipment, where she chairs the Nominating and Corporate Governance Committee. She was a director of Esterline Technologies Corporation, a specialty manufacturer serving the aerospace markets, from 2011 until its acquisition by TransDigm Group in 2019, and served as its Lead Independent Director from 2017 to 2019.
Ms. Howell previously spent 29 years at Textron Inc. (NYSE: TXT), a multi-industry aircraft, industrial, and finance company, which she joined in 1980. She served as an officer for 24 years and as Executive Vice President from 1995 until her retirement in December 2009. As Executive Vice President, she was a member of Textron’s management committee and was responsible for government affairs, the company’s aerospace programs, and its international growth, particularly in China and India.
Ms. Howell has also served as a director of FM Global, the National Association of Manufacturers, and the Aerospace Industries Association. She is a Lifetime Director of the Atlantic Council and a director of The Phillips Collection. She holds a bachelor’s degree from the University of Massachusetts Amherst.
We believe Ms. Howell is qualified to serve on our board of directors because of her extensive public-company board leadership, including service as board chairman and lead independent director; her experience overseeing mergers and strategic transactions; and her more than three decades of executive experience in aerospace, government contracting, and international operations. investegate.co.uk/announceme…
ChiswickFox retweeted
Both live in zone 1 council houses
You are paying tax so foreign terrorists can live in areas you could never afford
The UK needs a right wing dictator
ChiswickFox retweeted
The UK is done
6 brand new vans. Full front ends stolen Inc engine, gearbox, Ecu's and bsi. Cctv clocked them 45min job in and out at Leeds Citroen dealership
ChiswickFox retweeted
The disparity between the current #mka mcap against the TAM just became even more preposterous. At this level they are a sitting duck.
HyProMag USA pre-feasibility study outlines future options to quadruple capacity, indicating incremental NPV of US$1.85 - 2.06 billion. This is in addition to US$723m for the first Texas plant - commissioning expected in mid-2028, with initial magnet finishing in 2027
#RareEarths #MKA @CMA_Minerals @REIA_global @unibirmingham @EITRawMaterials #CRMA @Share_Talk @DFCgov tools.euroland.com/tools/Pre…
ChiswickFox retweeted
#MKA market cap approx £100m.
Songwe Hill DFS: $340M NPV, 24% IRR.
Pulawy: $779M NPV, 40% IRR.
Combined project NPVs >$1.1B.👀
Both EU CRMA strategic projects + US DFC funding for Songwe FEED.
SPAC (CPTK) implies ~$400M value for Mkango’s stake in the mine + separation assets alone!!
Now positioned across the full REE chain (mining, separation, short/medium/long-loop recycling & magnet manufacturing in UK, Germany & USA).
HyProMag plants commissioning with customer interest (Siemens, JLR). Cash $13.6M at end of June.
Financing path: SPAC + PIPE (private investment in public equity), strategic offtake partners, or development finance/debt.
DYOR
ChiswickFox retweeted
Sorry this does say £21 a year saved on shopping? 😂A year?!
That’s not a typo?
Thank you so much Andy Burnham😂🤦🏻♂️
🚨 NEW: Andy Burnham has announced five "everyday fixes" ahead of the Budget
1. Carer's Allowance will be changed so carers no longer lose their entire benefit when they earn over the limit - instead, their support will reduce by £1 for every extra £1 they earn
2. Import tariffs will be removed on more than 100 products, including baked beans, chocolate and gherkins, to save households up to £21 on their food shop a year
3. Tax-free mileage rates for workers using their own cars will be made permanent at 55p per mile for the first 10,000 miles, with the rate for additional miles rising from 25p to 35p
4. Parental pay will be extended to over 150,000 more parents a year, including self-employed fathers and partners
5. Hundreds more Post Office drop boxes will be rolled out to save people queueing at branches
Lots of good detail coming out from this, heavy hitters on board #mka
Amendment no 4 for the F-4 for the MKAR SPAC
Hopefully the last one required
#MKA
#MKAR
sec.gov/ix?doc=/Archives/edg…
ChiswickFox retweeted
Amendment no 4 for the F-4 for the MKAR SPAC
Hopefully the last one required
#MKA
#MKAR
sec.gov/ix?doc=/Archives/edg…
ChiswickFox retweeted
In 67 days, the Pentagon’s restriction on NdFeB magnets will cover the entire supply chain, from mining of neodymium, iron and boron through production of finished magnets.
Today it covers melting and the later stages of magnet production.
From January 1, 2027, Pentagon contractors may not deliver covered material mined, refined, separated, melted or produced in China, Russia, Iran or North Korea.
The same change reaches back to ore for samarium-cobalt magnets, tantalum and tungsten. The clause allows exceptions, including a nonavailability determination by the agency.
The US-China truce suspending China’s October 2025 rare earth export controls was extended to January 10, 2027, nine days later.
Source: China Briefing
