Member Info for Laura2022

One gone above 30%

Has to be a takeover ?

FDR and REE most undervalued rare earths

Judging by this from Monday it looks like next week for US funding

CEO

"I expect to be able to report significant progress to our shareholders shortly "

Mikey

If thats the case regarding comparative rare earth resource

PRE = £555mln

REE = £5mln

"I expect to be able to report significant progress to our shareholders in the very near future "

Thanks Marge

Listen to this clip with the CEO. Especially the last 10 seconds where the CEO essentially tells us that US funding is coming

https://x.com/markejfairbairn/status/1977690284625375647?s=46&t=jtMP7_tPtySEYmc-tixUaQ

Mark Davies

1d

Great to be able have the chance to share some thoughts on the role for Model Informed Drug Discovery #MIDD together with my colleague Hayley Close.

👉 In the article we introduce some of the high level concepts and applications for what MIDD can do for Physiomics plc customers.

We also look at some of the recent global initiatives for encouraging greater utility and harmonisation in modelling approaches, and how this offers an opportunity for BOTH modelling and non-modelling practitioners to gain greater insight of how modelling is conducted and how it will be subsequently used.

That would be great Mikey

Mikey

Yes, and broken the recent 2yr price cap of 2.2p

Live from Monte Muambe. Second drilling rig delivered to site for simultaneous DD and RC.

#Fluorspar and #Gallium resource statement on the way...

@AltonaRareEarth

#REE

Interview CEO from 5 weeks ago

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 f0r rare earths

Recent article

The US government is in talks to set up a multibillion-dollar fund for overseas mining projects with investment firm Orion Resource Partners, as Washington seeks to counter Chinese dominance of critical minerals.

The US International Development Finance Corporation and New York-based Orion would each invest $600mn or more in the new fund — potentially alongside other sovereign investors and US agencies, said people familiar with the talks.

US rare earths funding any day

Plus fluorspar

Drilling at Monte Muambe has already commenced, and an operational update is anticipated to be released in the coming weeks.

 

This volume is insane

Now NT again at 3.4p

Mikey

I agree

I have also bought FDR for their rare earths and gold too

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

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

Others rare earths values at huge multiples

Broken the 2yr ceiling at 2.2p

Now nearly 100% up on my first REE buys back in April