Member Info for Laura2022

$5100 again Gold

Peers

PRE - £370mlm

MKA - £200mln

80M - £57mln

HREE -£12mln

ALBA £9mln

REE - £4.25mln ( also has Galium, JORC Flurospar and silver with all prices at 2 to 3yr highs , and in Ga case its 10yr/ATH )

For a buyer or seller please ?

So

My top 2 critical minerals stocks with USA investment were BHL and REE

BHL up 150% and signed JV today

REE next

Out

As I said at 0.8p this was likely to get serious offers for JV

REE next

Https://tradingeconomics.com/commodity/neodymium

All for £17mln

I'll be adding more today

Juen 2025

Altona Rare Earths PLC (LSE: REE), a resource exploration and development company focused on critical raw materials in Africa, is pleased to provide an update on potential strategic investment for the Monte Muambe rare earths, gallium and fluorspar projects.

 

Highlights

 

· Non-Disclosure Agreement ("NDA") signed with a leading international critical metals mining industry group for potential strategic investment in the Monte Muambe rare earths and gallium project.

I have known Jason for 4 years. He is a proven mine builder of both underground and open pit mines and integral to our team to bring fluorspar production back in the US at the earliest time frame possible. Fluorspar is a critical mineral and essential in nuclear enrichment, lithium batteries, and semiconductor manufacturing; all of which are key to exponentially expand artificial intelligence."

Just one part of its operations would be

81,000 oz gold × $5000 at current prices = $405mln (minus costs etc)

Goldplat has a JORC defined resource (see the announcement dated 29 January 2016 for further information) over part of its active TSF at its operation in South Africa of 1.43 million tonnes at 1.78g/t for 81,959 ounces of go

Last year for year ended June 2025 gold price was $2800

Now in last 6mths since then its been $3500-5000

This was my summary from the Sept 2025 interview with REE CEO

Flurospar grades worldwide

Low - 5-10%

Medium/economic 25%

High - REE grades are up to 90% !

Open pit and easy , building on May 2025 work ,

Sept - drilling to get fresh resource estimate and samples then quickly into scoping study for Q12026

Q3 2026 final investment decision/DFS

Q3 2027 production

Aim is for Flurospar to fund other projects and not come back to market

Also mentioned US help for rare earths

There are now 11 pure-play rare earths businesses listed on ex-China public exchanges that are valued at in excess of $500m. All but the top two in the list below are pre-revenue companies (at least, in any material sense).

MP Materials $MP - $17.0bn

Lynas Rare Earths $LYC - $13.3bn

USA Rare Earth $USAR - $4.6bn

Critical Metals Corp $CRML - $2.3bn

Dateline Resources $DTR - $1.2bn

Rare Element Resources $REEMF - $771m

Idaho Strategic Resources $IDR - $724m

Pensana Rare Earths #PRE - $674m

Arafura Rare Earths $ARU - $663m

Ucore Rare Metals $UCU - $591m

Aclara Resources $ARA - $534m

Yes spodulike

Peers

PRE - £370mlm

MKA - £200mln

80M - £57mln

HREE -£12mln

REE - £4.25mln ( also has Galium, JORC Flurospar and silver )

Also a silver project with silver now $115 too

rare earths, fluorspar, and gallium mineralisation. Since acquiring the project in June 2021, Altona has drilled over 7,800 metres, delivering a maiden JORC Mineral Resource Estimate of 13.6Mt at 2.42% TREO, secured a 25-year mining licence (granted December 2024), and published a Competent Person Report and scoping study for the rare earths component of the project (October 2023). The Company is actively engaging with the US Government, through USTDA, as a possible strategic partner to advance the rare earths project through the prefeasibility stage.

 

In parallel, Altona is progressing plans to fast-track the development of high-grade fluorspar veins identified along the western and southern margins of Monte Muambe, with a targeted production of 50,000 tonnes per annum of acid-grade fluorspar over a minimum 12-year mine life. Acid-grade fluorspar is a key input in a wide range of applications, including hydrofluoric acid, lithium battery electrolyte production, and nuclear fuel refining, placing Altona in a strong position to supply this critical material.

 

The discovery of gallium mineralisation, with grades up to 550 g/t identified to date, adds further value to Monte Muambe. The Company has established that gallium will be concentrated in fluorspar production tailings and is assessing its possible recovery as a by-product of fluorspar.

 

Altona's diversified portfolio also includes the Sesana Copper-Silver Project in Botswana, strategically located just 25 km from MMG's Khoemacau Zone 5 copper-silver mine. Situated on a recognised regional contact zone for copper deposits, Sesana represents a compelling exploration opportunity aligned with Altona's growth strategy.

 

With a unique combination of critical raw materials projects, Altona is well positioned to contribute to the global supply of highly sought commodities essential for clean energy, high technology, defence and industrial applications.

 

The gallium alone is what USA /West would pay top $$ for and REE only listed company with a resource as far as im aware

Current Gallium market controlled 90% by

China controls 95% of market and only otjer options are

Germany

Kazakhstan

REE African based Ga assets will become like Greenland has become

SCCOG

Nail

On

Head

Also look at the gallium sector

Aplog9es

OMI is NOT yet producing

When you look that producer OMI is £170mln cap and yet GDP just £17mlm

A few have been speculating about the large jump in trading volumes over January

This was from 2 weeks ago

As soon as either the bid or offer touches it, sellers/buyers pop up.

It's ridiculous really. Balance sheet tangible assets 10.8p + whatever added in 6 months since.

So someone trying to buy the lot for 18p per share would surely be shown the door.

7.2p per share over NTAV is about £12m for the ongoing profitable business and half a billion dollars and rising of JORC'd gold, plus presumably hundreds of millions of unJORC'd gold.

Surely to goodness these are worth 30p plus per share. Buyer gets a bargain, probably a better deal than anything on the market. Shareholders get a bit of a premium and wave bye to the rubbish management. Martin gets a decent return.