Member Info for B_Positive

Wow yes the 1yr and 5yr charts for Serabi gold in Brazil is excellent.

As you say Luis is in this too.

More importantly, JAN is moving of a way smaller market cap of £10m vs £272m there!

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.

ORR chart covered https://youtu.be/HrYMuqPFA20?t=867

1m shares for me. Chump change for many others I'm sure.

But a £10k investment at 1p could be worth £100k very quickly with a single pharma deal from these super low market cap once the shares get back over 10p

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.

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

At the current value of both and project exposure you are looking at a £35million market cap for Alien Metals, which is over 0.3p a share.

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

Thus factoring in everything you can argue that shares should be 0.5p right now.

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

Look at this breakdown:

https://substackcdn.com/image/fetch/$s_!PPaL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc0926c6c-6d1d-484d-ae4c-6c7959ecba5f_1429x233.jpeg

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

Look at this breakdown:

https://substackcdn.com/image/fetch/$s_!PPaL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc0926c6c-6d1d-484d-ae4c-6c7959ecba5f_1429x233.jpeg

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

Not sure but hope it stays down here so I can build a decent position!

Sooner or later they are going to start releasing pharma deals and honestly this can easily be trading north of 10p again and move back to 20p.

All it needs is one contract with Azn or any other sizeable company from this market cap.

The technology is exceptional and has already been endorsed by giants.

Lets get to 1.00p a share again

WCS up overnight.

GTM up overnight.

Garlick going to bring the WCS silver heat to UFO going by this video and long interview and aims to bring major share price growth through JV projects, iron projects and new projects, hinting at gold(?):

https://x.com/AlienMetals/status/2013958665661714464?s=20

Interview: 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

Alien cash about £2m.

Expenditure minimal due to two huge free carry joint ventures, in which WCS and GTM pay for the exploration and development.

UFO cash in stock value on ASX in WCS and GTM about £5m.

Massive capital position around £7m and growing fast

Projects:

*Munni Munni PGM, 30% free carry, own 17% of JV company, proven high grades, large JORC 2012 upgrade coming early 2026

*Elizabeth Hill Silver, 30% free carry, own 7.5% of JV company, proven mine and high grades, large assay wave coming with early production very possible and discussions underway

*Hanc0ck iron, 90% ownership, JV or sale process progressing and can drop any moment, proven high grades with large JORC and massive resource upside, surrounded by BHP, Rio Tinto and other producers

*Other iron portfolio full ownership and being advanced

*Well placed in Australia to grab other world class assets

Metals

*PGM prices soaring

*Silver prices soaring

*Iron prices strong and in high demand

1.00-2.00p very doable with a small about of project advancement.

Australia assets also fetch a big premium compared to Africa. Also not factored into the price yet.

DYOR of course. This is just my expectation.

Looks like 2-3 month gaps between any warrant exercise.

Given the wave of results and incoming jorc upgrade and already rising off such a deflated value the next exercises can be done at a considerably higher price.

WCS up overnight.

GTM up overnight.

Garlick going to bring the WCS silver heat to UFO going by this video and long interview and aims to bring major share price growth through JV projects, iron projects and new projects, hinting at gold(?):

https://x.com/AlienMetals/status/2013958665661714464?s=20

Interview: 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

Alien cash about £2m.

Expenditure minimal due to two huge free carry joint ventures, in which WCS and GTM pay for the exploration and development.

UFO cash in stock value on ASX in WCS and GTM about £5m.

Massive capital position around £7m and growing fast

Projects:

*Munni Munni PGM, 30% free carry, own 17% of JV company, proven high grades, large JORC 2012 upgrade coming early 2026

*Elizabeth Hill Silver, 30% free carry, own 7.5% of JV company, proven mine and high grades, large assay wave coming with early production very possible and discussions underway

*Hanc0ck iron, 90% ownership, JV or sale process progressing and can drop any moment, proven high grades with large JORC and massive resource upside, surrounded by BHP, Rio Tinto and other producers

*Other iron portfolio full ownership and being advanced

*Well placed in Australia to grab other world class assets

Metals

*PGM prices soaring

*Silver prices soaring

*Iron prices strong and in high demand

1.00-2.00p very doable with a small about of project advancement.

Australia assets also fetch a big premium compared to Africa. Also not factored into the price yet.

DYOR of course. This is just my expectation.

Another factor to consider is the last assays were held back by the raise which has now cleared.

I think the next set of gold results can see this trading at over 0.5 and then moving to 1.0p as more feed in this Q1 and also the drill programme wraps up in this quarter as well.

Then also the JORC upgrade and licence drops in Q2 moving from 1.0 to 2.0p levels.

Some finds like these will help speed things up to a fair value too.

12th Jun 2025 7:00 am RNS Mbe - further significant gold mineralisation

11th Jun 2025 7:00 am RNS Mbe drilling - over 40 further gold intersections

Market will be surprised how quickly this can go from here to knocking on 1.00p on the ASK.

Should see some big assays next week and they may well drop in a $5,000+ gold climate.

I think many of us in here see fair value right now being north of 1.00p and that's before the incoming newsflow and further gold reserve increases and licence.

2025 progress here has positioned it for an incredible 2026, fully funded and unlocking the asset values at rapid pace.

WCS up overnight.

GTM up overnight.

Garlick going to bring the WCS silver heat to UFO going by this video and long interview and aims to bring major share price growth through JV projects, iron projects and new projects, hinting at gold(?):

https://x.com/AlienMetals/status/2013958665661714464?s=20

Interview: 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

Alien cash about £2m.

Expenditure minimal due to two huge free carry joint ventures, in which WCS and GTM pay for the exploration and development.

UFO cash in stock value on ASX in WCS and GTM about £5m.

Massive capital position around £7m and growing fast

Projects:

*Munni Munni PGM, 30% free carry, own 17% of JV company, proven high grades, large JORC 2012 upgrade coming early 2026

*Elizabeth Hill Silver, 30% free carry, own 7.5% of JV company, proven mine and high grades, large assay wave coming with early production very possible and discussions underway

*Hanc0ck iron, 90% ownership, JV or sale process progressing and can drop any moment, proven high grades with large JORC and massive resource upside, surrounded by BHP, Rio Tinto and other producers

*Other iron portfolio full ownership and being advanced

*Well placed in Australia to grab other world class assets

Metals

*PGM prices soaring

*Silver prices soaring

*Iron prices strong and in high demand

1.00-2.00p very doable with a small about of project advancement.

Australia assets also fetch a big premium compared to Africa. Also not factored into the price yet.

DYOR of course. This is just my expectation.

And that is all before the massive reserve upgrade drops with drilling entering the end game now.

Gold at $5,000 per oz shortly.

ORR is valued at what, $20-$25 per oz?

The disconnect here is immense. Even if that doubled to around $50 per oz that's still only 1% of the actual gold price which is insane.

Around $150-200 per oz would be much more reasonable right now and a share price well north of 1p.

I hope no RNS tomorrow so I can buy a chunk more JAN at these depressed prices ahead of all of the following:

Gold going to $5,000 shortly. I am going to have to revise up my share price target if assays come back positive as expected.

*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 $4,000+ gold price

*All infastructure in place

*Fully funded development phase

*Warrant cash funds next phase

WCS ready to break higher when news rolls in.

GTM up 11.5% overnight.

Garlick going to bring the WCS silver heat to UFO going by this video: https://x.com/AlienMetals/status/2013958665661714464?s=20

Alien cash about £2m.

Expenditure minimal due to two huge free carry joint ventures, in which WCS and GTM pay for the exploration and development.

UFO cash in stock value on ASX in WCS and GTM about £5m.

Massive capital position around £7m and growing fast

Projects:

*Munni Munni PGM, 30% free carry, own 17% of JV company, proven high grades, large JORC 2012 upgrade coming early 2026

*Elizabeth Hill Silver, 30% free carry, own 7.5% of JV company, proven mine and high grades, large assay wave coming with early production very possible and discussions underway

*Hanc0ck iron, 90% ownership, JV or sale process progressing and can drop any moment, proven high grades with large JORC and massive resource upside, surrounded by BHP, Rio Tinto and other producers

*Other iron portfolio full ownership and being advanced

*Well placed in Australia to grab other world class assets

Metals

*PGM prices soaring

*Silver prices soaring

*Iron prices strong and in high demand

1.00-2.00p very doable with a small about of project advancement.

Australia assets also fetch a big premium compared to Africa. Also not factored into the price yet.

DYOR of course. This is just my expectation.

Looking for an OMI style rerate here. So about 10x from current levels.

Even then cap would only be £150m which is nothing.

Should ORR go into production rather then sell the projects then it's mcap can well exceed that too.

Countless examples of that