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Some good PR this weekend from a well respected stock analyst. Please see the link below 👇

https://thatstocksguy.substack.com/p/african-summer

Some good PR this weekend from a well respected stock analyst. Please see the link below 👇

https://thatstocksguy.substack.com/p/african-summer

In summary -

Key points from the article on SWT / Switch Metals:

• Market context: Market cap has grown to ~£16 million, showing increasing awareness as the company shifts from planning/exploration groundwork to active execution (drilling). 

• Issia project progress: Grid-based pitting, soil sampling, and wash plant processing completed. Now in final stages of data interpretation and geological modelling, leading to the maiden Mineral Resource Estimate (MRE-1). 

• Next phase — drilling: Transitioning from shallow placer resources to hard-rock drilling (~2,500 metres of scout drilling planned). High-priority targets include:

• Kabore: Significant spodumene-bearing lithium discovery.

• Zraty: Some of the highest-grade tantalum in the portfolio. 

• Technical and commercial strengths: Solid surface data underpins targets; capital secured; methodical management focused on production path. Low-capex Phase 1 (~$5 million) leverages gravity separation for early cash flow. 

Some good PR this weekend from a well respected stock analyst. Please see the link below 👇

https://thatstocksguy.substack.com/p/african-summer

In summary -

Key points from the article on ATN / Aterian:

• The company is transitioning from prolonged target generation (mapping, geophysics, geochemistry) to actual execution and drilling.

• They have completed a joint venture with Lithosquare, providing a fully funded exploration programme across nine projects in Morocco and Botswana. This avoids heavy dilution for shareholders while accelerating activity (Lithosquare earns 15% interest via expenditure). 

• Morocco (Agdz and Azrar): ~1,500 metres of drilling planned after mapping, trenching, geophysics, and AI target refinement. High-grade surface results already exist (e.g., rock chips up to 26.5% copper and 484g/t silver), with prior drilling confirming mineralisation at depth. Goal: test if surface high-grades extend into a larger system. 

• Kalahari Copper Belt (Botswana/KCB): Progressing five licences with geochemistry, drone magnetics, IP, and EM surveys ahead of ~1,200 metres of scout drilling. Aterian holds a large land position in a highly prospective district with major players (MMG, Sandfire, BHP) active nearby. 

• Additional positives: Rwandan trading division showing improving cash generation (Q1 2026 gross profit ~$306k, up from $145k prior quarter), helping reduce reliance on equity raises. 

Non-Executive Director, has acquired 500,000 ordinary shares worth circa £50k……nice to see them buying on the open market!

I think we see 20p this year 😉 DYOR

Yeah, really good results which will be utilised in the JORC in the coming weeks.

Another snippet from the RNS that people may of missed is the pending acquisition 👀

It’s worth noting that one of our acquisition properties, which we expect to close shortly, has copper mineralisation outcropping over at least a 10m interval.

Exciting times being a CMRS shareholder.

Https://x.com/blockenergyplc/status/2047659302299557958?s=46

Seems like they have confined the information 👀

Nice buy just gone through from earlier today. Expecting this to be north of 2p in the coming days.

Bloe have put excellent ground work in and investors will start to reap the rewards. DYOR

Ticked up ✅

MM’s are in trouble today!

BLOE is undervalued at 3-4p never mind 1.5p 👀

5-6p would put us around the £50m MCAP which is definitely accessible if the JV is with BP!!

Silver is bouncing tonight, should see some nice volume here tomorrow.

Expecting an RNS for the 2nd payment for Silverking and an ops update 💪

We can have a good run at 2p tomorrow.

If the project 3 farm out arrives in the morning then 3-4p could be achieved.

A nice rise today but I am expecting much more tomorrow. The MM’s were trying to control the rise by constantly not allowing any buying for long periods.

They have no stock and are in a pickle!!

The markets will be bouncing tomorrow and a lot of people have been sitting on the sidelines with cash waiting for this moment.

Do not sell your shares on the cheap. DYOR

I think £100m cap isn’t doing it justice.

The broker target is 19p and I expect it to be be £50m cap after the announcement of the phase 3 farm out.

Just keep adding where you can and this will be a share talked about for years.

The Next Six to Twelve Months

Ferro-Alloy is approaching key de-risking milestones.

• FEED completion and finalised engineering

• Advancement of financing discussions, potentially with strategic partners

• Progress on CBS commercialisation and potential pilot production

• Updates on Phase 2 scoping and further resource definition

With Vision Blue Resources (associated with Chairman Mick Davis) holding a significant stake and providing ongoing support, alignment is strong.

The current £39 million market cap ascribes almost no value to the US$749m+ NPV Phase 1 alone, let alone expansions, CBS upside, or cost savings.

We’re in an era where critical minerals supply chains are being restructured for security, cost, and ESG compliance. Vanadium fits squarely in that narrative - vital for infrastructure and energy transition, yet supply remains tight.

Ferro-Alloy Resources is building exactly what the market needs: one of the largest, lowest-cost vanadium producers globally, from a stable jurisdiction, with phased development, strong by-products, and now a promising new CBS revenue line.

Proven management, strategic Chinese partnerships for construction and financing, and a feasibility study that ranks in the global bottom decile make this hard to overlook.

The maiden Mineral Resource Estimate remains on track for delivery in Q1 2026.

Weeks away from some very exciting news 💪

Totally derisked and primed for explosion! FAR is on the cusp of becoming THE dominant global vanadium powerhouse – the largest AND lowest-cost producer in the world!

🚀 Feasibility Complete – ~$1 BILLION NPV CONFIRMED!

🚀 Funding locked in and accelerating with major Chinese state-backed partners powering the project forward!

🚀 This is JUST Stage 1 – Stage 2 is projected to be 4X BIGGER, unleashing exponential growth!

🚀 Clear pathway to dominate as the world’s top low-cost vanadium giant – unmatched scale and economics!

🚀 Fresh high-grade CBS material ready at ZERO extra mining cost – pure profit booster!

🚀 Global vanadium demand set to TRIPLE in the next 5 years, driven by steel and exploding VRFB energy storage boom!

🚀 Ready-to-go infrastructure and transport links – fast-tracked to production!

🚀 Tight share structure: ~50% owned by just 4 major shareholders

🚀 Largest shareholder: Vision Blue Resources, backed by mining legend Sir Mick Davis (ex-CEO of Xstrata) – elite pedigree guaranteeing success!

🚀 Main listed on LSE – institutional appeal growing

I’ve taken a few more today. I am expecting a huge 2026 so taking advantage where I can!!

Have a great Christmas gents

• The company’s Bush Ranger copper asset in Australia contains 1.3 million tonnes of contained copper.

• This asset previously drove the share price to 7-8p a couple of years ago.

• With copper prices now exceeding $12,000 per tonne, the asset has become profitable again and is “now in play,” potentially worth $50-150 million (minimum $50-75 million).

I do feel that something is close for Bushranger and expect the news to be worth considerably more than $20m for shareholders.

Looking forward to seeing the results of the phase 2 drilling of the Silverking Project, which should see us move towards 3p in the coming weeks.

Copper is only currently going one way so just need some patience, the issues ARCM are facing will be resolved and the herd will be back.

Similar to XTR, excellent copper results at it's Silverking Project (Zambia)

24.1m @ 5.99% Cu and 40.2 g/t Ag

• 29.7m @ 4.15% Cu and 42.91 g/t Ag

• 54.1m @ 3.18% Cu and 40.32 g/t Ag

Expecting it to multibag from 1p. DYOR