Member Info for dg222

Mullins have a very good day.

Have you noticed that so far today someone has sold £160 worth of shares. I don't know why the negative posters are worried about what is posted here. :)

GLA

Https://rareearthexchanges.com/news/the-pentagons-rare-earth-ultimatum-ban-on-chinese-materials-by-2027/?utm_source=nextinvestors.beehiiv.com&utm_medium=newsletter&utm_campaign=the-sunday-wrap

Kendrick has REE and has recently done a placing that was above the share price.

GreenRoc also has potential for Alba/Arkadian.

GLA. Have a good weekend.

On page 47.

"Economic and social benefits:

Based on the selling price GreenRoc anticipates for the finished product, annual revenue is expected to be between

DKK 2.5-3.6 billion. However, the price of graphite is volatile, so revenue is subject to significant uncertainty"

1gbp = 8.6 dkk

https://cipfonden.dk/wp-content/uploads/2026/05/Investment-catalogue-English-final.pdf

Stefan..

"Glad to have EU officials visiting Amitsoq-and also nearby Nanortalik and understand local logistic, environment and culture "

Roberto Estellés Team Leader at Greenland, Institutional Relations with the OCTs & Global Gateway Investment Agenda at European Commission.

"From graphite to gold, a recent mission to South Greenland offered a unique opportunity to see first-hand what responsible raw materials development in the Arctic looks like. Visiting the Amitsoq graphite project and the Nalunaq gold mine highlighted both Greenland’s significant resource potential and the expertise, innovation and commitment required to develop mining projects in one of the world’s most challenging environments."

https://www.linkedin.com/feed/update/urn:li:activity:7465017007969697792/

Greenland Mines GRML listed on Nasdaq and mcap of 43m$. They partner with NEO on TSX. GRML then look for american funding. They have also joined European Raw Materials Alliance recently.

https://www.newswire.ca/news-releases/why-a-35-million-greenland-rare-earth-deal-just-put-one-small-cap-on-every-investor-s-radar-853909319.html

"Until now, the company's flagship asset was the Skaergaard Project in Southeast Greenland -- one of the world's largest undeveloped palladium-gold-platinum deposits, with an NI 43-101 Mineral Resource carrying a gross undiscounted in-situ metal value of roughly US$68 billion at February 2026 metal prices, calculated on an illustrative basis and before any technical or economic factors.

The Sarfartoq deal adds a second world-class project on the other side of the same country. Greenland Mines is going from a single-asset developer to a multi-asset critical minerals platform covering both precious metals (palladium, gold, platinum) and rare earths (neodymium, praseodymium) in a stable Western-aligned jurisdiction."

https://investgreenlandmines.com/wp-content/uploads/2026/03/260312-Greenland-Mines-Corp.-Corporate-Presentation-Q1-2026.pdf

This linkedIn post shows that Stefan from GreenRoc is aware of Greenland Mines buying Sarfartoq from Neo.

https://www.linkedin.com/feed/update/urn:li:activity:7464586070131658752/

Copied from other board....

"iceagefarmer 24 May '26 - 09:49 - 10617 of 10626

Greenland Mines buys rare earth project from Neo Performance for $35M

Neo Performance will receive offtake rights on up to 60% of future ore or mineral concentrate production from the Sarfartoq project.

So Alba's greenland assets could be a sitting duck for a buy out soon..watch this space"

This was another part of the gpt reply...

"The rebranding from Alba to Arkadian Strategic Metals (AKN) is a deliberate structural move to solve the "identity crisis" that has kept institutional money away. Specialist critical metal funds—particularly those backed by Western policy initiatives like the EU's Critical Raw Materials Act—are explicitly barred by their own mandates from investing in small, speculative Welsh gold explorers.By pivoting the entire corporate identity toward Motzfeldt's high-grade Niobium and Rare Earths, the company can now pitch directly to institutional ESG and strategic resource funds."

Amaroq mcap is about 100 times Alba's, and this is from AMRQ's rns on the 4th Nov 2025.

Also I don't think Amaroq is ahead of Alba in REE.

"Next Steps and 2026 Work ProgrammeFollowing these results, Amaroq’s technical team will assess the Ilua Pegmatite Zone REE prospect while planning for scout drilling as part of the 2026 exploration programme. The immediate next steps involve detailed data collection and analysis, to determine the scope and economic potential of the mineralisation.

Detailed Sampling: A systematic sampling campaign will be designed to quantify the grade and distribution of REEs across the pegmatite outcrops. This will likely include channel sampling of exposed pegmatite bodies and targeted grab samples of mineralised zones for assay. The aim is to establish average TREO grades and identify any high-grade lenses within the broader pegmatite.

Mineralogical Studies: Comprehensive mineralogical and petrographic analyses are being planned on collected samples. Understanding the exact mineral hosts of the REEs (confirmation of monazite, presence of any accompanying minerals like allanite, xenotime, or bastnäsite), will be crucial. The results will guide preliminary metallurgical testwork, to evaluate how the REE can be extracted."

From chat gpt...

"Company-Making Asset: Motzfeldt is too big and strategically significant to give away to a spin-out company.

The Rebranding Strategy: Instead of floating Motzfeldt off, Executive Chairman George Frangeskides decided to rebrand Alba itself into Arkadian Strategic Metals. This shifts the entire company's identity from a "small Welsh gold miner" to a major, Western-aligned critical metals player.

Dual Exposure: By keeping Motzfeldt inside the main company, shareholders retain 100% of the upside of the 0.73% Niobium at the Merino target alongside direct exposure to Clogau's gold production"

"George Frangeskides' 7.9% Stake ("Skin in the Game")The 7.9% figure refers to the aggregate board holdings following a pivotal RNS on 14 May 2026, when the Greenland Government officially approved Alba’s acquisition of a controlling 51% majority stake in Motzfeldt"

Amaroq is going to start looking for REE at Ilua near Motzfeld. Also has several other sites very near to Motzfeld.

See pages 45,46 and 49.

https://wp-amaroq-minerals-2024.s3.eu-west-2.amazonaws.com/media/2026/05/Capital-Markets-Update.pdf

Jeremiah99

Posted on Alba just now, and then checked Greenroc. See you have posted nearly the same(:

Motzfeld is 10km from Narsarsuaq.

"US officials have floated an arrangement in which the three new military bases " in South Greenland.

"The two sides have not formally agreed to anything yet and the final number of bases could change, the sources said. One of the new bases would likely be located in Narsarsuaq, on the site of a former US military base that housed a small airport."

https://www.bbc.co.uk/news/articles/cx21669452lo

From AI. Intersting difference in value to Motzfeld.

"The Tanbreez rare earth project in Greenland is valued at approximately $3 billion (USD), based on a Preliminary Economic Assessment (PEA) that evaluated only a small fraction (about 1%) of its total 4.7 billion tonne resource."

Interesting comments on Morrow company site on LinkedIn. (click on more to read each comment)

I hope their knowledge will not be lost.

https://www.linkedin.com/search/results/content/?keywords=Morrow%20Batteries&origin=SWITCH_SEARCH_VERTICAL

Tesla is interested in vertical integration. Morrow were building advanced batteries. Motzfeld would also be a good fit. Rare earth anode coatings.

Still hopeful that Alba are still looking for veins and have also now come across sulphide that they may have found in chippings on the floor of level 4.

I was travelling in the uk, but not able to reply. Not very good on phones. Have a very good trip.

https://www.cnbc.com/2026/05/06/elon-musks-spacex-chip-fab-in-texas-to-cost-up-to-119-billion.html

Jeremiah99 Do you think the gold may have been recovered partly from sulphide, and that is why it was left on the floor. More difficult to recover the gold.

RNS 26/03/2024

Only just got back from travel.

( Maybe Samsung or Tesla will buy Morrow and Groc...small change. Only joking. )

Well said Marc001. About £50,000 worth of shares traded yesterday and more buys than sells, but the share price fell over 15%.

Albas Motzfeld is valued at less than £1m. CRMLs Tanbreez is valued at 3bn$. I am being told to stop writing positive posts.

GLA.

https://www.stocktitan.net/news/CRML/critical-metals-corp-s-tanbreez-valued-at-3-billion-with-irr-of-180-cs8hw16zml4l.html

Alba is valued at £4.73m and GreenRoc is valued at £15m. Alba owns 25% of GreenRoc. That is worth £3.76m. If you take the GreenRoc portion away from Albas mcap, you are left with just under £1m for the rest of Alba. You also have to consider that GreenRoc is undervalued.

GLA.