Member Info for Mikey279

Did say..... £100m mcap short term as would be £500m+ in USA if they did a DOD/MAG7 deal

MOD/MAG 7 for critical digital infrastructure is peanuts, MOD deals will be in 2-3 digit range with lots more

All IMO

Lets not be ridiculous here.... £100-£200m is a more realistic target short term

All IMO

Sometimes you just get huge sentiment moves on name drops/parties involved alone long before revenues, this is one of them IMO

This would be £500m + across the pond, mag7 + MOD is no joke

All IMO

Collab with mag7 and for mod…. Should just run and run

100m mcap in short order

All IMO

And so it begins, folks need to wake up to happening here, the share tidy up/warrant acceleration, usa news, large buys, macro shift on rare earths

Commercial extraction is usually viable when gallium grades are 30–80 g/t (0.003–0.008%) in processed ores or tailings.

Coiled spring

All IMO

Patience required here, you only need to see the positioning happening over the past few days - USA and drilling news will send it, no way this shouldnt be at least 30m mcap comparing to peers and macro's

All IMO

For examples sake:

Altona (REE)

NPV/share: £158m / 229m ≈ £0.69 (

Upside: Current share price ≈ 1.6 p → implied upside of ~43×

Pensana (PRE)

NPV/share: £1,613m / 299m ≈ £5.40

Current share price ≈ 110 p → implies upside of ~5×

Mkango (MKA)

NPV/share (conservative): £530m / 327m ≈ £1.62

NPV/share (max): £607m / 327m ≈ £1.86

Current share price (TSX‐V ~0.78 CAD ≈ 50 GBp) → implies upside of ~3×–4×

All IMO

No way this stays at 4m mcap with USA government funding..... MKA at 120m PRE at 320m, MP MAT 12BN on USA DOD investment

Rare earths is hotter than AI/crypto currently, no reason why this doesn't at least 10x from here

All IMO

TR1 - donald trump incoming ;)

Another 4.5m at 1.9

some serious stakebuilding here, would not be surprised to see a £20m+ mcap in the coming weeks

All IMO

Wow 3m buy?

Nothing better to do but spread FUD over the weekend, probably same chap as Brewster, 8.5% of mako on a free carry funded by the government, 4m mcap

No brainer to me

All IMO

And if them adding 5x their holding since 18th July isn’t bullish then what is ?

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All speculation as even dates can be inaccurate with delayed tr1s (ie it’s completely possible they didn’t file on time, they were selling but are now adding due to the mako prospect which has around 0.6-0.9p potential on a sale, that’s 10-15x from here and I suspect this gets sorted before production

All IMO

All IMO

A close here would be completely bullish for the coming weeks IMO

Looks absolute ripe for a breakout after 5 weeks of consolidation....first target .21p then .4p, Nortrust adding being the match the light the fire

All IMO

Quite irrelevant really, that was prior to GSA that will be fully funded by the state, we've got 10% here on a free carry and fully funded now at 0.08p

just a matter of when not if

All IMO

Surprised of the pullback, but Northern adding over the past few days is bullish, if you've been here historically, a sae of the 10% in Mako was always worth in the region of 0.6-0.9p, looks ready for the next leg towards those levels now

All IMO

They won’t host a presentation for no reason, suspect the big deal will close by then

CFO also bought at 27p post TU likewise pent upped their stake

All IMO