Member Info for B_Positive

So with JAN it is playing out well as the next OMI, from a chart and fundamental perspective.

ORR I think could easily be the next KEFI. Taken a proven resource, growing it substantially and then unlocking it fully once the EL is in any week now.

However the jurisdiction is so much better as are the fundamentals.

Yes Alien trades at a 100% discount right now, as per the Charles Archer piece to how much cash it has in both JV companies and the respective value of the 30% interest in each project.

Alien is the one which presents the biggest upside out of all companies

this is one of the best summaries and analysis - ufo value is clear even if you exclude iron ore assets

https://thatstocksguy.substack.com/p/alien-metals-249

alien currently trades at a market cap of roughly £18 million.

yet the implied value of alien’s interests in west coast silver and greentech metals stands at approximately £30.4 million. the han**** iron ore assets are likely worth around a$15–16 million (circa £7.6 million) if disposed of today, giving a core nav of roughly £38 million.

Plus other projects AND more coming shortly. Gold/Copper seems likely.

West Coast Silver (ASX: $WCE) has extended high-grade #silver mineralisation beyond the historic Elizabeth Hill mine, with scout aircore #drilling confirming near-surface growth potential north and south of the pit.

Shallow drilling has delivered standout results including:

• 3m @ 787g/t Ag from 1m, incl. 1m @ 2,340g/t Ag

• 24m @ 28g/t Ag from 2m

• 2.5m @ 80g/t Ag from 1m

• 4m @ 88g/t Ag from surface

Mineralisation now extends 150m north of recent diamond drilling and remains open along strike and at depth — reinforcing Elizabeth Hill as an undervalued, underexplored high-grade silver system.

Importantly, an RC rig will mobilise in Q1 to test the extent and depth of this shallow mineralisation, with results to feed into an open pit resource and scoping study.

With a proven production history of 1.2Moz at 2,194g/t Ag and silver prices materially higher than at the time of closure, WCE is systematically unlocking near-mine and regional upside in one of Australia’s highest-grade silver camps.

High-grade. Near surface. Open for growth.

https://x.com/wcsilver_/status/2026053738750779739

The Bottom Line

Alien has transformed itself from a capital-intensive junior explorer into a leveraged district exposure play. It holds free-carried stakes in two potentially world-class precious metal systems, equity in both operators, and 100% ownership of strategic Pilbara iron ore assets—all while avoiding dilution during the highest-risk exploration phase.

The market is valuing this portfolio at roughly half of its implied NAV.

If Munni Munni crosses the 2Moz threshold, if copper targets deliver, and if Elizabeth Hill continues to extend, Alien could sit at the centre of one of Australia’s most compelling emerging multi-commodity districts.

And right now, the sum of the parts is trading at a deep discount.

Alien is the one which presents the biggest upside out of all companies

this is one of the best summaries and analysis - ufo value is clear even if you exclude iron ore assets

silver on a tear (they own over 36% of it and funded by third party wce) and over 42% of pgm-copper asset (same, funded by gre)

https://thatstocksguy.substack.com/p/alien-metals-249

alien currently trades at a market cap of roughly £18 million.

yet the implied value of alien’s interests in west coast silver and greentech metals stands at approximately £30.4 million. the han**** iron ore assets are likely worth around a$15–16 million (circa £7.6 million) if disposed of today, giving a core nav of roughly £38 million.

in a rational market—where these equity interests and project stakes could be realised at fair value — alien should trade well over 100% higher than today’s valuation.

From Hotcopper

"Truly excellent.

Essentially rich with silver mineralisation even at surface levels.

Some of these surface grades are higher than many silver mines have to drill dozens or even hundreds of metres for...."

Wow massive buys!

Great day, nicely set up for some assays this week and a further surge

This month and next are packed with news and great to see Silver tearing up again this week.

*Thousands of Metres of Air Core sillver result - coming this month

*Munni Munni PGM drilling update - coming this month

*New Australian project acquisition - no date given but mentioned back in December and again by BG in January so something clearly in the works and quite advanced, copper or gold would be mental

*Hanc0ck Joint Venture or sale

*Brockman or Vivash Joint Venture or sale

*Elizabeth Hill production tie up confirmation with Radio Hill - massive moment which has been in the works since October and November last year so update due

Both Elizabeth Hill Silver and Munni Munni PGM have got a heck of lot to report on.

Will add a final tranche whilst it's under 0.2 as we know how quickly this shifts once the herd catch wind of an RNS coming. Worse is when news releases and then it goes up 50% in a flash making it impossible to buy. I think this is going to smash through that high recently of 0.28 this time.

No more placing to drag it back down with £2m cash, minimal spend and £7m in ASX stock holdings and continous big news, including the monster PGM MRE .

Looking great, once these profit takers clear shortly time for anothre move up

Huge mcap disconnect vs in ground resources

Hi Dryboy, not bashing just see it as a good comparison as to the kind of upside this can have even at this stage before production

Once the assays start rolling in, perhaps tomorrow, we are in for 5p and over quickly from here is my feeling.

Present resource before both see increases valued at around $2billion USD.

Many say OMI is considerably undervalued at a £100m valuation with much less gold than JAN.

Meanwhile OMI at a £100mcap with less gold than JAN lol

Yes appears they're very short on stock.

Against not surprised when 3-4 people own 55-60% of the stock and the total shares in issue is so small at 800m.

Majority of juniors have billions and tens of billions

Absolutely immense volume. This week this will be at 4x placing churn literally 1-2 weeks after the raise.

I haven't seen that before EVER.

One person I trust with contacts said they offered £4.2m but the board was happy with a fraction of that.

So my theory that the other £3million would be bought on the open market seems to be holding up.

Plus then you have other retail and new shareholder interest growing significantly

Couple that with 55% of the issued share capital being held by just 3 entities including management and it all makes sense.

Trading at around a 5-10x lower valuation than OMI recently and it has more gold already, two growing projects and potentially a third on the way. Plus a major vandium asset to leverage.

Serious management with a rich history in mining in Brazil.

Assays, JORC upgrade and 20,000oz production PEA all due.

Also drilling has commenced for the new mega gold asset.

Two massive high grade shallow gold projects with close to $2billion of resources already.

20,000oz annual production soon supported at one project resource

Even 15p a share would undercook the valuation and that's before production at which would this can be a 30-50p share company.

Should be at around 13p right now in my estimates, same value as OMI.

Trading at a fraction of OMI and having more gold, with further upside coming sooner than them + the huge management shareholder over 50% I'm not surprised that this is seeing such significant interest whilst priced down here.

This month and next are packed with news and great to see Silver tearing up again this week.

*Thousands of Metres of Air Core sillver result - coming this month

*Munni Munni PGM drilling update - coming this month

*New Australian project acquisition - no date given but mentioned back in December and again by BG in January so something clearly in the works and quite advanced, copper or gold would be mental

*Hanc0ck Joint Venture or sale

*Brockman or Vivash Joint Venture or sale

*Elizabeth Hill production tie up confirmation with Radio Hill - massive moment which has been in the works since October and November last year so update due

Both Elizabeth Hill Silver and Munni Munni PGM have got a heck of lot to report on.

Will add a final tranche whilst it's under 0.2 as we know how quickly this shifts once the herd catch wind of an RNS coming. Worse is when news releases and then it goes up 50% in a flash making it impossible to buy. I think this is going to smash through that high recently of 0.28 this time.

No more placing to drag it back down with £2m cash, minimal spend and £7m in ASX stock holdings and continous big news, including the monster PGM MRE .

Could well break 3p today/tomorrow and then when the assays drop and if confirming what we and the company all suspect then see 5p taken out.

Gold absolutely flying.

Take out the director share subscription from the raise and this has essentially done a 3x churn of the new placing shares in just over ONE WEEK!

Never seen anything like it from recent memory.

55% of stock owned by 3-4 entities. I am not giving away my shares for beer money.

Nice bowl shaped recovery to 10p+ on the 5 year chart.

Then a doubling to 20p+ is what I'm in for.

Trading at around a 6-10x lower valuation than OMI and it has more gold already, two growing projects and potentially a third on the way. Plus a major vandium asset to leverage.

Serious management with a rich history in mining in Brazil.

Assays, JORC upgrade and 20,000oz production PEA all due.

Also drilling has commenced for the new mega gold asset.

Two massive high grade shallow gold projects with close to $2billion of resources already.

20,000oz annual production soon supported at one project resource

Even 15p a share would undercook the valuation and that's before production at which would this can be a 30-50p share company.

Should be at around 13p right now in my estimates, same value as OMI.