Member Info for B_Positive

Truly excellent

Wow damn what a grab and at such a bargain price.

OVERVIEW

· LOI to acquire 100% of the 6,656.2 hectares high grade Molly Gold Project in Brazil

· Over 2,800m of historical drilling completed with intercepts including:

o 3.0m @14.4g/t

o 6.5m @ 10.5g/t

o 5.07m @ 8.6 g/t and

o 1.0m @ 200.0 g/t

· Initial JORC (2004) Inferred resource of 130,000 oz Au from 2.1Mt @ 2g/t, independently estimated in 2010

· Identified gold mineralisation extends from near surface to depths of c.150m and over a c.400m strike length

· Data indicates that the identified mineralisation, where the initial resource is located, represents a small part of a much larger system

· Mapping and geophysics indicate that the mineralised structure continues for at least 500m west of the current drilling, beyond the defined 400m resource strike length

· Payment of US$5.00 per ounce of total defined Indicated Resources (JORC or NI 43-101 equivalent), payable 50% in cash and 50% in shares

All paid through the warrant cash raised.

Major Brazil based gold player in the making here.

Hefty jumps for both WCS and GTM overnight

This is going to fly to a £1BILLION+ market cap again isn't it.

Even £5BILLION+ not a stretch now with this 12TRILLION arctic deal

Yes and drill campaign will probably be about 100% complete this week.

Excellent time for me to build a larger position here.

Assays, JORC upgrade, exploitation licence and more to come without a moments notice.

Silver considerably up vs a few months ago with a global shortage and undersupply of physical stuff making Elizabeth Hill an extremely attractive asset for the big boys. Just in Janurary it hit $120, which smashed the 2026 year end forecasts of $100 by 20%, 11 months ahead of schedule.

Worlds best silver assays just came in.

HUGE PGM resource coming at GTM with an upgrade and MRE planned this quarter.

Link not copying, but scroll down to the bottom of this substack and you will see a breakdown of the value of Alien's exposure to both West Coast Silver, Greentech metals and also both the silver and PGM projects is stated to be around £35m market cap right now and over 0.3p a share.

https://thatstocksguy.substack.com/p/alien-metals-3b0?utm_source=podcast-email&publication_id=1504413&post_id=185313981&utm_campaign=email-play-on-substack&utm_content=watch_now_button&r=1qo2az&triedRedirect=true&utm_medium=email

However that does not factor in the following:

1. Further upside in West Coast Silver

2. Further upside in Green Tech metals

3. Growing asset value in Elizabeth Hill

4. Growing asset value in Munni Munni

5. Alien's cash of around £2m

6. 90% owned Hanc0ck Iron Ore Project and an 8mt JORC and further upside

7. Vivash iron ore project

8. Brockman iron ore project

9. Future projects, such as gold

10. Rising commodity and metals prices

11. Premium for Australian assets, the best and safest mining jurisdiction in the world, even with a lefty Government

Thus factoring in everything you can see that shares should be 0.5p and over right now.

Once you then factor in the growth you can get see how Alien can soon be 1.00p+ again quite quickly.

Producing 20,000oz per annum as Paulo wants, here's some basic rough number crunching.

The recent RNS reinforced this is all about defining an open pit for early production using the existing resource and upcoming JORC upgrade

Assume some conservative numbers of

AISC = $1,500 per oz (adjacent mines sub $1,000 per oz)

Gold price = $4,000 per oz (now $5,100 and forecast over $7,000 this decade)

That's a margin of $2,500 in a conservative scenario.

*Regional Tax Reduction (Amazon Region): The Paranaíta Gold Project, situated in the Legal Amazon in northern Mato Grosso, Brazil, is eligible for a 75% corporate tax reduction.

$2,500 x 20,000 = $50,000,000mil

Half of that is JAN's so $25,000,000mil (assuming they don't find a path to get 100%, which may happen).

*The average P/E ratio for gold mining companies generally hovers between 20x and 30x, with recent industry data indicating a weighted average of approximately 28.15 for major industry players. Individual company valuations vary widely, often ranging from roughly 15x to over 30x for established miners, while sector-wide, the average is roughly 28.9.

Let's be ultra conservative and go with 10.

10 p/e x 25mil annual earning = $250mil market cap for JAN's share.

In this conservative scenario you get over 20p+ a share for JAN.

Then factor in a lower AISC, higher gold price, higher P/E ratio, more resource upside and much higher production rates down the lines and you can see why yhe upside is so enormous here.

You can see JAN trading over 30p a share.

CEO is keen to get open pit production started at 20,000oz per annum.

He has huge clout from Anglo American.

These results are all pointing towards a low cost, high grade, easy open pit gold mine, in a gold mining region.

Clearly end of the road here for the war.

All major sides, US, Russia and Ukraine are calling it in, and can't really afford to carry this on further, especially Ukraine with their cripped energy infastructure. Both sides also struggling to recruit willing participants.

There are dire economic consequences now for dragging this on into another Winter or into 2027, so I'd expect the framework agreed by or in early Spring, they're close now. Then a ceasefire and then the rest to end shortly after.

Sub 10p right now is a gift for me personally so I'm glad I can add a few more here.

400, Serabi Gold is another Luis driven gold junior in Brazil which is starting to surge. He's backed many winners.

JAN next and now rising from an even lower base which means incredible upside and all comes together

No raise anytime soon, drill campaign fully funded and massive warrant cash coming in.

The reason for the drop is the market had waited a while and expected the motherload in the first proper update, whilst we only got a tease. Causing a few to exit. But that creates a great opportunity for newbies looking and at a great time considering there's so much to come now and come faster it shall with this initial update finally done.

Overall signs are very bullish indeed going forward in my view. Even OMI has similar sell offs early on and now look at it.

I believe this can be trading north of 10p this year

Further assays coming shortly. A lot of them.

· Remainder of drilling assay results expected in February 2026;

· Exploration results reaffirm Company view of Paranaíta's ability to materially expand on existing open-pitable JORC Resource of 210,000 oz Au @3.165 g/t.

High grade and very shallow mineralisation

The trenching programme, while primarily focused on identifying geological structures, returned encouraging gold grades from soil samples. When combined with previous results and historical artisanal mining data, the trenching programme confirmed a NE-SW trending mineralised structure extending over more than 800m in strike length and up to 100m in depth at the TP-02 target.

Preliminary results are meeting expectations and confirming the Project's potential, with several additional promising targets having been identified for future exploration.

JORC+ Resource upgrade coming shortly

Assay results from the remaining holes from the drilling programme are expected this month. Once received and in tandem with GE21, detailed geological modelling will take place to ascertain the next step of resource delineation, following which the remainder drill holes of the programme will be planned with the aim of strategically expanding the current mineral resources.

Open pit mining, previously mentioned 20,000oz production per annum.

Jangada CEO, Paulo Misk, said: "Supported by the current favourable gold market conditions, initial results from Paranaíta reinforce our confidence in achieving the objective of defining a shallow open-pit mining opportunity at the Paranaíta Project.

· The fully funded MB01-N drilling programme is now approximately 70% complete, with over 2,000m drilled in ten holes.

They were 46% complete two weeks prior.

So going by this pace, they will be knocking on 100% complete now of the drill campaign :D

Decent buying into the close.

Drill campaign must be about 100% done now going by the last update.

So more assays to come and a barrell load of news.

Exploitation licence, resource upgrade and other tidbits

About 0.13 now, it was 0.09 but am happy to add under 0.2p as I see fair value now at 0.5p and over for the reasons specified below

If it is then it shouldn't.

ORR is valued at about $20 an ounce right now.

Even if gold dipped $2000 down to $3000 ORR would be overwhelmingly incredible value for me.

No holding firm.

Multiple stunning projects some of the best you'll find all being advanced so fast going to drive up Alien hard and fast too.

0.35-.0.4p here would reflect the value of both JVs in UFO right now. 30% ownership in each + the £7,000,000 stock value and holdings at the PLC.

Then include the £2m cash here and fully owned Iron portfolio with JORC compliant resources and further upside and the current Alien share price value is well north of 0.5p right now.

US markets have turned up and so has the gold price.

Now that we need a high gold price here to make the most of this growing resource.

Even $2,000 would suffice.

Yet gold is $5,000.

Massive margins

Yes that's right JAN already has over $1b of in ground gold confirmed BEFORE the upcoming JORC Mineral Resource Upgrade.

CEO talking about open pit mining already.

Full assays to come next.

Then the PEA report

Then the JORC MRE.

If the gold price was $2,000 per oz let alone over $5,000 as it is now (with talk of $7000-8000 this year,) I'd still see tremendous value in JAN even at $2k.

Priced at a £10mcap vs over $1billion of gold resource already and soon growing this quarter. Gold also looking ready underpinning an even larger pricing discrepency.

So much to come this quarter:

*JORC report

*Resource upgrade coming to around 350,000oz

*Providing a 10-15 year LOM already at this stage

*High confidence existing gold zones will bring in over 1,000,000oz

*20,000oz annual production economic study coming

*Paulo keen to get producing

*Adjacent mines with AISC under $1,000 vs $5,000+ gold price

*Mining rich region with multiple gold and metals producers surrounding the project

*All infastructure in place

*Fully funded development phase

*Warrant cash funds next phase

*Advanced Vandium project, fully owned also make awaken in this metals climate

*Management here has delivered massive gains at Serabi Gold in Brazil. Check their share price.

10-20p+ and more OMI style rise very possible. This trades at a fraction of the mcap.

I believe this can be trading north of 10p this year

Further assays coming shortly. A lot of them.

· Remainder of drilling assay results expected in February 2026;

· Exploration results reaffirm Company view of Paranaíta's ability to materially expand on existing open-pitable JORC Resource of 210,000 oz Au @3.165 g/t.

High grade and very shallow mineralisation

The trenching programme, while primarily focused on identifying geological structures, returned encouraging gold grades from soil samples. When combined with previous results and historical artisanal mining data, the trenching programme confirmed a NE-SW trending mineralised structure extending over more than 800m in strike length and up to 100m in depth at the TP-02 target.

Preliminary results are meeting expectations and confirming the Project's potential, with several additional promising targets having been identified for future exploration.

JORC+ Resource upgrade coming shortly

Assay results from the remaining holes from the drilling programme are expected this month. Once received and in tandem with GE21, detailed geological modelling will take place to ascertain the next step of resource delineation, following which the remainder drill holes of the programme will be planned with the aim of strategically expanding the current mineral resources.

Open pit mining, previously mentioned 20,000oz production per annum.

Jangada CEO, Paulo Misk, said: "Supported by the current favourable gold market conditions, initial results from Paranaíta reinforce our confidence in achieving the objective of defining a shallow open-pit mining opportunity at the Paranaíta Project.