Member Info for Laura2022

TUN and GMET have received $mlns in US support recently

US recently approached REE (see August 18th Rns)

See also GLR90 excellent summaries

Also Trump said :

Trump Plans To Invest Billions In US Rare Earths To Cut China's Grip

Industry insiders, analysts and lawmakers have warned for years that America's dependence on China for critical minerals - a list of 50 minerals that includes 17 sought-after rare-earth elements - is a national vulnerability.

The hard-to-pronounce elements are needed in smartphones, wind turbines and robots as well as missiles, submarines and fighter jets.

"Our national and economic security are now acutely threatened by our reliance upon hostile foreign powers' mineral production," an executive order from Trump declared in March.

It was not until Beijing rolled out export restrictions on several rare earths in April - leading to a temporary halt of Ford's electric vehicle production - that "the problem that for over a decade seemed far away hit close to home," said Gracelin Baskaran, director of the Critical Minerals Security Program at the Washington-based Center for Strategic and International Studies.

For the various replies

Smkr

Certainly seems that was given that the US Gov engagement with $$ funding from 18th August should be "within weeks"

Wonder if that coincidence is also due with the drilling and potentialy DFS funding

Looks exciting

And only US based asset rare earths on UK market?

Can USA investors buy REE please ?

GLR mentioned 2 other companies in the rare earths sector

MKA 6p to 42p in last 6mths

PRE 30p to £1.10p in the last 6mths

Cedric Simonet, CEO of Altona, commented:

"I welcome the renewed engagement with the US Government, which highlights the strategic importance of Monte Muambe in the global critical minerals landscape. Securing long-term support from a partner of this caliber would not only validate the potential of our project but also place Altona in a stronger position to advance discussions with other strategic stakeholders across the value chain.

"Rare earths, gallium, and fluorspar are all recognised as essential to defense, technological development, and decarbonization of energy sources. With its diverse geology and commodities, Monte Muambe is uniquely positioned to contribute on all three fronts

As part of the funding they blended 20mln warrants too

They, to my viewing were all flushed through over the last 10 days , particularly Friday with about 6-8mln+

Thanks GLR90

And I'm led to believe the warrants as part of the placings are the large trades you see on Friday and earlier in the week , would expect when theyre gone (if not already done so) then it could be even harder to buy REE shares

Probably the best post on here for weeks, as you say, why are people spending 99% of their time on share they dont hold , dont want to hold or in some cases where they are bitter because they sold at a loss

From your excellent post :

"Since formation in 2020 this company has grown sales each year except this one and has been profitable, this year's dip is mainly down to spending reviews and some finances now falling into 2026. They are working on obtaining new contracts and diversifying the business, they have a healthy cash balance , they have employed a new sales manager to work on leads and converting them to contracts, they are in talks with a tier 1 company with regard to a major contract. Free float is 35% if you take off institutional holdings that reduces to about 15% in private investors hands with current market cap that's about £1m. Markets are based on future predictions and I personally think that this will be valued much higher in the coming years. The PI world is hard enough without everyone fighting with themselves. Pump and dump not really sure it is that's mainly for exploration and juniors stocks with no revenues with low mcaps and no revenues, this is a business in a sector which has billions spent in it every year , a new business trying to carve their % out of this lucrative market, some players turn over huge amounts in this sector. They have got preferred supplier nominations signed with key players and have links to others that haven't transpired to revenues yet. If you are trying to save people from loosing their money that's great but maybe you are trying to deter people from making money or looking for a cheaper entry not sure which it is. But I see opportunity here, massive gap on the chart too, there are some red flags but they are limited and the upside is good from here if the company pull their socks up, this is not going bust anytime soon as they have plenty of cash and rolling cash contracts. So as I say in life everyone is calling their own book, do the due diligence , the research , they have 3 upcoming investor meeting you can attend to ask questions and then make an investment decision it's your hard earned cash , I would let the raving of people on bulletin boards make your decision for

A super summary from a clearly adept investor GLR90

From last week ( hope he doesnt mind me posting as probably lost in weekend disruption)

When MKA was starting out in 2016, it was mainly the chinese who were buying everything up (hence our current holder TR1 talaxis)

The only suitor for a takeover was Lynas, who had a market cap big enough to swallow up MKA.

Now you have MP Materials $12bn, USAR $1.6bn, NioCorp $800m, Ucore etc.

+ The entire force of the United States

Other companies as well vs REE, Mkango £150m, Pensana £300m

These companies have paved the way for REE so to speak, the blueprint is there and demand wont be gobbled up for at least 10 years.

If they could expedite the DFS and get some funding H2 2026, then yes you could be looking at a lovely 10-20x in the next 12-24 months and who knows 100x if they ever get a lovely NSDQ listing

I only invest in companies with a logical path to 100x and this fits the bill, even if the hurdles along the way will be extremely challenging, sometimes you can fall short and still make a decent profit.

REE gets my stamp of approval!

Good summary

Its been an awful IPO thus far, BUT at current levels and arguably higher it offers good value should they turn it around , which they seek to be doing judging by their LinkedIn posts ..eg relationship with Bab Int

J5

Well said

These people are totally unhinged

The anger and obsession + 95% posting on shares they dont own

Banned IDs

New IDs

Disgusting

EMAIL

info@lse.co.uk J5

The amount of vitriol from people is utterly ridiculous

The facts are as stated and of course you have to take off any money spent up till August

Mr Cautious what on earth warrants a response like yours

Phron

These are quality my calculations but you'll need to double check

Financial

The current cap is £30mln

Net assets as of Dec 2024 of £8.6mln

Cash after placing £3mln + £0.85mln from before

Plus £6mln from cash warrants and probably £4mln+ from the now completed pre paid warrants.  This would mean MET1  currently has about £13mln cash as of August

Wow

What utter nonsense

So now I'm about 6 different people according to the 2 people (Satan's and MegRS300 who have.come back under new IDs)

I can now another 2 people to my apparent list of IDs to go alongside Pedro and others I was accused of last week

The level of unhappiness you all must have must be worrying .

Let your imagination run wild until Monday when LSE will no doubt ban people

Completely unhealthy behaviours

Sadly these strange ones come out at night and weekends when LSE are not on the ball

But hopefully by Monday he'll be gone

He had 100s and 100s of hate/race filled posts + abuse of other LSE members like James Simon ,myself and otter's

See my comments earlier

Its MegRS300

Excuse the re incarnation of MegRS300 who posted the most race related, abusive , sickening content over the last 6mths .

He was banned by LSE this week and no doubt his posts could be considered hate crime /fuel

Please report the new account (mine but with an 'O" not a zero in tje digits

Report to

Info@lse.co.uk

In the.top right LSE , see black box saying "members "

Click on that

Search for MegRS300

It will come up with:

Page not found

We're sorry but this page no longer exists.

Please click here to return to our home page.

In the.top right LSE , see black box saying "members "

Click on that

Search for MegRS300

It will come up with:

Page not found

We're sorry but this page no longer exists.

Please click here to return to our home page.

Excuse the re incarnation of MegRS300 who posted the most race related, abusive , sickening content over the last 6mths .

He was banned by LSE this week and no doubt his posts could be considered hate crime /fuel

Please report the new account (mine but with an 'O" not a zero in tje digits

Report to

Info@lse.co.uk