RE: Alien Metals major growth coming across high grade Aus portfolio.16 Dec 2025 03:57
Alien looks like a very well placed mining stock now. Some approximates below.
Cash:
*Cash burn very very low due to 30% free carry in two progressing projects and seeking similiar strategy in remaining projects
*£1.8mil cash in
*$500k incoming from JV transaction
*£3million cash in West Coast Silver shares which is trending up
*Will own around 17% of Green Tech so if that gets to £100mil mcap then that's £17mil for UFO
*Debts greatly reduced and now very low and easily managed by excess cash situation
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 10% 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.
DYOR of course. This is just my expectation.