Member Info for Laura2022

Only £17mln with £6mln cash and that cash pile growing

Re instated dividend

Gold at record highs

Cohen

Don't forget REE also has world scarce Galium

See my links last week

Move

Will.moce quickly once US backing comes for their projects

Gold $5000

GDP cash flow will be massive compared to tiny market cap

Breaking 5yr highs

Following recent media speculation, the Board of Spire Healthcare confirms that Bridgepoint Advisers Limited ("Bridgepoint"), and Triton Investment Advisers LLP ("Triton"), are amongst the parties in discussions with the Company in the context of the strategic review announced on 18 September 2025. These discussions remain at a preliminary stage.

During the visit, the Board members will meet with the operating team, review production progress based on early grade observations and meet with a prospective off-taker for gold production from both Raglan and Blue Mountain.

This milestone will coincide with exceptionally strong recent precious-metal prices, with gold currently trading above US$4,988 per ounce and silver having recently moved through US$100 per ounce, providing a highly favourable market backdrop as ECR enters its production phase.

Proposed UAE Joint Venture to Support Scalable Digital Infrastructure Growth

Active Energy Group plc (AIM: AEG | OTC: AEUSF), the renewable energy and digital infrastructure company, is pleased to announce that it has entered into a non-binding Memorandum of Understanding ("MOU") with two existing United Arab Emirates ("UAE")-based partners to explore the formation of a proposed joint venture ("JV") focused on digital infrastructure operations and related Bitcoin mining in the UAE

Raglan Production Plan Underway as ECR Prepares for Initial Gold

ECR Minerals plc (AIM: ECR), the gold exploration and development company focused on Australia, is pleased to announce that it is implementing its production plan at the Raglan alluvial gold project (the "Raglan Project") this week, marking a key step as the Company prepares to enter initial gold production.

Nov 2025 ( see RNS link)

Below is brief summary of assets

Project portfolio: ECR has seven projects including the prospective Raglan acquisition. They

cover a substantial 1,755 km². There are three exploration projects in central Victoria and a

further four in northern Queensland. Southern Queensland hosts the Blue Mountain and

Raglan advanced alluvial gold development projects. Additionally, ECR’s assets include over

A$75m (£37m) of Australian tax losses and a A$2m royalty entitlement.

– Blue Mountain: The Blue Mountain project is based on two exploration permits in southern

Queensland. It is located 160 km southwest of the port city of Gladstone and about 535 km

north of Brisbane. Since the acquisition of the tenements in April 2023, ECR has undertaken

considerable appraisal work. Sampling and gold recovery testing has yielded excellent results.

Using simple gravity circulation followed by cyanide leaching a gold recovery rate of 91.7%

has been achieved. Assay results are pending from the recent drilling programme.

– Raglan turnkey project: Raglan is situated approximately 50 km west of Gladstone and ~150

km north of Blue Mountain by highway. The distance to the nearest highway is around 5 km.

The project includes a mining lease covering 120 ha and 2.9 km of main river creek systems.

The mill has been little used and includes a 60 t/hour wash plant, mining equipment and

supporting facilities. Initial due diligence has been positive.

– Lolworth project: Arguably the most interesting of ECR’s exploration projects is Lolworth in

northern Queensland. This is ECR’s largest tenement at 946 km²and lies about 120 km west

of the historic gold mining town of Charters Towers. An inaugural RC drilling programme has

recently been completed testing the Uncle Terry prospect. Initial observations confirm gold

and silver veins at shallow depths. Assay results should be available in the coming weeks.

Nick Tulloch, ECR's Chairman, commented: "Today's £1.5 million Fundraising is a major step forward for ECR and we are delighted by the backing received from institutional investors. This support reflects confidence in both our strategy and our progress as we establish ECR as a multi-site gold company.

"Our immediate focus is on near-term production. At the Raglan Project, with an operating team now secured, the Board expects initial gold this month. The Blue Mountain Project, which represents a significantly larger opportunity, continues to validate its commercial potential following last year's drilling and wash-plant work, and we are advancing our preparations for development.

"At the same time, we remain committed to unlocking the considerable exploration upside across our broader portfolio - including at the Lolworth Project, which we consider has significant multi-metal potential, and our Victorian projects where our work to date indicates shallow gold and high-grade antimony mineralisation offering further opportunities.

"With this Fundraising, our strong project pipeline and A$76 million of tax losses available to offset future production profits, we consider that ECR is now well-capitalised and positioned to develop into a significant mining and exploration company in 2026 and beyond."

Was only abiut 1mln left into close at the asking price

Could well open 0.38-4

For REE its also the strategic Gallium

Which is now over $2060 which has increased 1000% over 10yrs

As of Jan 2026

Rationale: YTD momentum (+~32%) plus constrained Western gallium availability post-ban keeps support under prices; CRMA execution and U.S. “critical” designation buoy sentiment even if volumes lag.

For REE/Altona from 15th Dec

USTDA engagement for the Monte Muambe rare earths project continues to progress

 

The Company is pleased to report that engagements with the USTDA with respect to possible funding of the rare earths Prefeasibility Study have resumed after the end of the US Government shutdown and are progressing rapidly, with an expected decision in early 2026.

Https://www.reuters.com/business/us-inject-16-billion-into-rare-earths-miner-10-stake-ft-reports-2026-01-25/

Will be massive boost for MKA and REE ( Altona) etc

Https://www.reuters.com/business/us-inject-16-billion-into-rare-earths-miner-10-stake-ft-reports-2026-01-25/

The deal is the latest move by the Trump administration to move into the critical minerals space after taking equity stakes last year in MP Materials(MP.N), opens new tab, Lithium Americas, opens new tab(LAC.TO), opens new tab and Trilogy Metals(TMQ.TO), opens new tab.

A senior Trump official said last month that the administration was planning more "historic deals" with the U.S. mining sector to increase production of lithium, rare earths and other critical minerals used in national defense, artificial intelligence and other related areas.

USA Rare Earth has hired Cantor Fitzgerald, a financial services firm chaired by Brandon Lutnick, the son of U.S. Secretary of Commerce Howard Lutnick, to help with fundraising efforts, one of the sources said.

Financial Times reporting

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US to invest $1.6bn into rare earths group in bid to shore up key minerals

:)

I've been saying this all along

Laura2022

Posts: 15,199

Price: 171.00

No Opinion

Premium takeover12 Jan 2026 08:09

With property assets £1.4mln v £700mln cap, and taking into account debt and liabilities and on x 10 EBITDA ( 10 x £270mln)

It has to be at least x 1 premium from £1.75)

= £3.50

Was 11..6 x SPI EBITDA in 2021 when offer was made and major holders was willing to accept it with 30% support

Current SPI EBITDA from Dec 2025 update is c £270/280mln