Member Info for MisterPositive

Only £4m MCap ???

seems very low with what's coming up.

Well below April placing price of 2p

I see limited downside but Unlimited Upside from current price.

Around 52 week low.

I think its good time to get in with news imminent

Genie is just warming up 😁

Getting ready to blow

52 week high 5.50p

Could we re-test that again ?

probably lot more than 5.50p this year hopefully

52 week high 0.90

Could we re-test that again ?

probably lot more than 0.90 this year hopefully.

Market is simply waiting for placing to raise funds and at what % discount ?

Will they raise funds at 35% or 40% discount to current price ? No body knows.

Will be foolish not to raise now on the back of recent strength in my opinion.

All small mining companies need funds to move things forward. One of main reason to list on AIM

Current MCap of c £7m is ridiculously insane.

With NEW YORK STATE approval already given and with $500 fee per test....Genincode is perfectly poised for MASSIVE upside.

Only 200,000 tests in NEW YORK STATE alone gives potential Annual revenues of US$100 Million.

Half of current MCap is cash.

FDA approval opens rest of the US states, with potential annual revenues of over +$1 billion.

Tests to be distributed across the USA using ThermoFisher devices, who already have distribution network up and running across the whole of USA and ready to go.

Upside here is simply UNLIMTED.

DFC grant news should be next.

"Discussions are underway with the U.S. International Development Finance Corporation (DFC) regarding a potential initial commitment of up to US$5M, with scope for broader project-level support."

Entering busy Newsflow period on different fronts

Interesting days/weeks ahead

Irishdemon

With due respect, I know a lot about Rare Earths and full mining life cycle and the various stages.

BTW, Harena has both: Heavy & Light Rare earths

Harena just published their PFS in Jan 2026.

Do you even realise how long it takes to get to the PFS stage and how much $$$ funding you need to advance project to the PFS stage and to get "JORC compliant" resource, with lots of drilling to perform before any external validation by independent Consultants ?

KEN is at a very early stage and with c £28m MCap looks extremely rich to me. Good project, yes but will need lots of funding.

Good luck to you.

KEN is trying to raise additional funds I think. Pretty low on cash.

KEN don't even have a JORC compliant resource yet. Just put out internal in-house estimates ???

And future plan....they are so far behind Altona.

Here is the status of Harena’s activities regarding US rare earths:

Acquisition of US Assets (2026 Focus):

On March 16, 2026, Harena announced an exclusivity agreement to evaluate the acquisition of 100% of Paradigm Critical Minerals Limited. This move aims to acquire heavy rare earth and uranium permits in San Bernardino County, California, near MP Materials' operations.

Previous Offtake Deal (2024/2025): Harena previously signed a non-binding offtake term sheet with United Rare Earths Inc (based in Tennessee) in 2024 to supply mixed rare earth carbonate from its Madagascar project.

Current Strategy: The current focus is on combining the prospective California exploration permits (via the Paradigm acquisition) with their existing flagship ionic clay project in Madagascar to supply Western economies.

Bobby.

You timed your entry just at the right time.

Gorge deposit looks highly promising just looking at the historical HIGH grades.

PEL94 Namibia oil farm out will be a BIG bonus.

Hold both KEN and HREE.

Resource size at HREE of 699 million tonnes.

If you think fair value of KEN with 14Mt is c £100m, then what would be fair value for 699Mt for HREE (Harena Rare Earths) ?

As per SP Angel research Note (March 2026)

> NPV +$510 million

> Discussions are underway with the U.S. International Development Finance Corporation (DFC) regarding a potential initial commitment of up to US$5M, with scope for broader project-level support.

The JORC (2012) compliant Mineral Resource Estimate (MRE) for Harena Rare Earths Plc's Ampasindava Project in Madagascar is approximately 699 million tonnes at 868 ppm Total Rare Earth Oxide (TREO).

👆 one of the biggest resource I have come across

SP Angel 9.4p price target seems to be at low end.

This could be well into DOUBLE figures.

Key Analyst/Market Viewpoints (2026):

SP Angel Initiation: As of March 2026, broker SP Angel initiated coverage on Harena with a "Buy" recommendation and a target price of 9.4p per share, driven by strong NdPr/Tb/Dy price expectations.

Valuation Gap: Analysts suggest that as the Ampasindava project advances through DFS, the company's current market cap could increase to reflect its 75% stake in the project better, potentially lifting the valuation from US$13/tonne to over $30/tonne.

Follow the Money....

TR-1 increase

Large BUYs at premium last week

NEW YORK STATE - approval granted already

THERMOFISHER - Manufacturing & Distribution deal ready to go

$1 Trillion market

FDA approval imminent

GENI all set for SUBSTANTIAL REVENUES ahead