Member Info for avinapunt

118p will do me for this year - big jump next year

So the "grantee" reviewing the bids is actually MMM (Monte Muambe Mining / Altona's subsidiary), not USTDA itself. The proposal submission deadline was extended to May 11, 2026 — literally yesterday — so the bids have just closed and MMM is now evaluating which U.S. firm gets the contract. USTDA

The key timeline context: the in-principle commitment was announced in February 2026 by USTDA Deputy Director Thomas Hardy at a high-level forum in Cape Town, attended by Altona CEO Cedric Simonet and Chairman Harvey Sinclair. This aligns with broader U.S. initiatives including Project Vault and the launch of FORGE (Forum on Resource Geostrategic Engagement) to reduce reliance on Chinese-dominated rare earth processing. Club of MozambiqueInvesting News Network

This is a significant milestone for REE — the fact that multiple bids have been received and the deadline just passed means the pre-feasibility study should be getting underway soon, which would be a meaningful catalyst for the share price. Worth keeping an eye on the RNS for the contract award announcement.

Only a couple of hours to see which is correct :)

The U.S. Department of Energy (DOE) does not currently have an active Request for Proposal (RFP) specifically for a Pre-Feasibility Study (PFS) for a rare earth project. The DOE’s Rare Earth Elements Demonstration Facility funding opportunity (Notice of Funding Opportunity DE-FOA-0003587) is focused on designing, constructing, and operating a full-scale demonstration facility, not conducting preliminary studies.

For this DOE program:

Full Application Deadline: The deadline was January 20, 2026 (extended from January 5, 2026).

Status: The application period has closed.

Anticipated Award Date: April 2026.

Isn't the MCap listed in the company stats above this chat accurate? Currenrly showing £114.2M.

Mine is stuck as well

Ivor Jarman has acquired a new major holding in Oriole Resources PLC (ORR), now holding 5.99% of the voting rights, equating to 292,250,000 shares. The notification covers an acquisition of voting rights only, with no financial instruments involved.

Thanks - I was hoping I could get it from a tik tok influencer :)

GLA

"60/40% chance of lifting off the 0.61p in the next 5 minutes.." .. and 5 minutes later,...... just wow (or is that Claude's analysis?)

Where do I start learning about this stuff MCNol?

B_positive - why do you keep posting this?

REE was me - I think it still has a way to go. I'm fairly new to AIM but very interested to follow RKH ((since 2018) and others to see how the Lassonde curve actually affects the sp. Seems to me that LSE boards have great information and I'm feeling pretty good about where you've all helped with RKH, SML, REE and HE1. I believe HE1 was one of yours Supra.... Thanks

Claude's Assessment

These are fundamentally different investment propositions:

ORR = Leveraged bet on African gold exploration with defined resources and institutional validation (serious JV partners). Lower risk of complete failure but longer path to returns.

NTVO = High-risk/high-reward bet on near-term production restart. If it works, could re-rate quickly on cash flow. If execution fails, could drift back toward lows.

Which is better?

FactorWinnerDefined ResourcesORR (1.33m oz vs none)Near-term Cash FlowNTVO (weeks vs years)Partner ValidationORR (BCM, Managem)Jurisdiction QualitySlight edge NTVO (Peru vs Cameroon)Grade QualityNTVO (10-20g/t vs 1-2g/t)Share StructureNTVO (572m vs 4.87bn shares)Market CapNTVO smaller (£3m vs £16.5m)Funding SecurityORR (partner-funded vs uncertain)

My preference:

If I had to choose one, I'd lean toward ORR because:

Defined resources provide a floor - 1.3m oz of gold is tangible, audited, and real

Partner-funded model - BCM and Managem spending their money, not shareholders'

Larger market cap - More liquid, more institutional interest potential

Multiple catalysts - Drilling results, MRE updates, JV news

However, NTVO has a more binary near-term catalyst - if they actually restart production and hit those 10-20g/t grades at scale, the re-rating could be explosive from a £3m base.

Sizing suggestion:

If you want exposure to both:

ORR - Larger position (similar to your SML sizing)

NTVO - Smaller lottery ticket position (similar to your REE sizing)

This gives you the defined-resource play with multiple catalysts (ORR) plus optionality on near-term production (NTVO).

Thanks for speaking for us all Mr Ovets,

Personally, I am very happy to hear of tips within this sector from friends on this LSE RKH board .... and for the few minutes it takes to be interested or discarded, it's less vexatious, more relevant and definitely more profitable than many posts .

Let's call last orders on this specific thread please - it ain't making us any richer!

Regards, Mr. Avinapunt!!

ps... you may want to review some of the non rkh messages you have posted.

SML was a beauty of a tip. Bought in at 0.41. Keep those related tips coming. Much more interesting (and valuable) than some of the posts on this board :)

GLA

I don't think we can blame the investment platforms....When a share issue is oversubscribed, the issuing company or its receiving agent (typically the company's registrar or a nominated bank) holds the excess application monies temporarily.

The interest belongs to the company so a nice little something for nothing!

I'm 'avin a small punt on REE, mentioned by Grok as a potential 1000 bagger from an earlier X video posted earlier today. Made a little already!

FYI

https://rockhopperexploration.co.uk/wp-content/uploads/2025/12/177879-Project-Rec-Open-Offer-Circular-FINAL.pdf

Just checked HL - still no announcement of OO but they are aware.

Announced at Financial Close

Claude's view...

Based on yesterday's FID announcement, here's my assessment of the investment opportunity across timeframes:

Near Term (0-6 months)

Positives:

The FID milestone achieved in partnership with Navitas has secured all necessary approvals and financing rockhopperexploration

Financial close is expected within weeks, which will trigger the $140 million placing and open offer rockhopperexploration

The market cap sits around £550-585m against an independent valuation of NPV10 of $1.85 billion net to Rockhopper at $70/bbl Brent rockhopperexploration

Analyst consensus remains "Strong Buy" with an average target around 88-89p versus current ~91p

Risks:

Shares fell 7.4% on the announcement day marketscreener — suggesting some "buy the rumour, sell the news" behaviour and digestion of the higher-than-expected costs

The EPF (Early Project Failure) support estimate has increased from $40m to $52.5m rockhopperexploration, creating near-term uncertainty

Financial close conditions could theoretically fail (though described as unlikely)

Potential further dilution from the open offer