Member Info for Forensic505

Have a look at ALK feed on "X" today.

It literally has in flashing lights "FID APPROACHING" :-)

Buckle up !!

And some chunky buys coming through. Looks like FW are looking to take their stake to 29.99999999% !

Great post @TargetPractice

I agree 100%. I think 475p seals it. 400p is simply not a flyer.

Very interesting time ahead.

FID and full funding committed will be formally announced any day now.

Last chance to pick these up in the 400s. Tick tock..

Lol

3.8p being devoured.

Think we’ll be at the Zeus target price if 4.8p next week.

I remember when Zeus were (always conservatively) calling it at 1.9p before the excellent drill results, the sp traded up to 2.2p. Then the drill results started coming in and Zeus raised their forecast to 4.8p. Wouldn’t be surprised if same happened again and we tickle 5p before the MRE drops.

You know what I mean 4.00000 pence sterling

Ok ? 😂

Strong opening.

We could jump 400p again today.

This share seems to be slowly but steadily slipping into hit 500s.

I sold soon after Bogart and Molot sold. They jumped at about £12.50. I hit flukey and bailed a couple of months later at £18.

The model looks very sad now.

This share needs no ramping whatsoever.

(I know that’s a backhanded ramp but you know what I mean).

Another excellent and well balanced research note issued by Zeus this morning.

Yet again, they conclude that this latest drill result underpins their current 4.8p fair value assessment. They will update that (I suspect pretty radically higher) once the MRE is completed in the next 3 weeks.

Many thanks @bluegrass - Major delayed trades. That bodes well. Hopefully we’re starting to pop up on the institutional radar.

I agree with the recent excellent posts here, the recent drill results haven’t really moved the share price. However, from a more technical standpoint, the drill results have been very important in confirming past findings as well as opening up new possibilities e.g. the recent tin finding.

Again, I think Zeus are doing a very good job covering the stock. Their conclusion following the drill results of the part two months has been to reiterate their share price target of 4.8p per share with now very high levels of confidence. Indeed, they describe the 4.8p as fair value, which is an appropriate choice language ahead of the final drill result and indeed the MRE.

This has a significant proportion of my portfolio. I have been adding. I feel perfectly comfortable with my position.

Same. Topping quite actively at these levels.

Zeus near term price target (based on current information only) is 4.8p. So current share price here looks very attractive on high quality asset.

Exactly @BerettaDT11BLACK !

For any doubter please just read the 3 Feb 2026 RNS.

That very conservative £150m equity value.

THAT IS JUST FROM TRAIN 1.

Train 1 is already 40% sold to Glencore….

The mid term plan is not one Train.

The plan is four trains.

So:

Market cap today = £43m

So on Train 1 only = 3.5x return. That is a share price of £14 per share (1,400p).

Paul Atherley CEO believes that £14 will be £17-20. I think that’s conservative.

Final step:

4 Trains will be market cap of £600m. That will equate to ALK processing just 12% of forecast European Lithium market demand.

Equating to a share price of £56p (5,600p).

ITS ALL IN THE 3 FEB 2026 RNS

Class out.

Is this really even a business?

Manyana, manyana while the executive directors rip out literally £millions every single year from shareholders pockets.

‘Kin joke.

Oil price can go as high as it likes.

ALK’s FEED design is based on 100% clean energy.

MNG and its peer group (understandably) nose dive a lot harder when markets take a big hit.

We’ve a stunning run these last 6 months. Gonna cash in and hopefully buy back a lot cheaper once the storm abates.

GLA 🙏

When markets drop, LGEN tends to throw itself off the Empire State Building ☹️

Hanging on tight….might just go for a round of golf in the morning, where there’s no cell phone reception

Paul Atherley is on record saying that ALK should own 50-60% of TVL. With Private Equity funder owning the balance.