Member Info for MisterPositive

Glypod

Many thanks for sharing the China/Mozambique deal news. Well done 👏

This is getting more interesting every week.

Rare Earths + Fluorspar + Gallium + Heavy Rare Earths (recently).

Difficult to keep track of things as we keep getting New discoveries 🙂

MRE numbers will keep getting revised HIGHER.

Broker Price Targets will get revised higher also

China/Mozambique deal has changed the dynamics further in our favour in a big way.

That puts even more pressure on the Trump administration to fast track Strategic Investment via IDFC or taking an Equity stake in REE just like they did with USAR. Monte Muambe is a huge deposit with all the critical minerals US needs.

Gallium supply deficit in the coming years going to see further price spikes which should benefit Altona in a big way.

I see NO change in future policies / strategies under any US Govt / administration going forward. US Govt priority is securing Critical minerals and Rare Earth Metals supplies for the next 25 years and beyond.

EU and US are moving away from dependency on China as seen from developments in past year.

Dafad.

That is great news. Very interesting indeed.

Not sure if anybody else noticed this morning, when LSE board was showing 5p on the ASK pre-open.

Briefly quoted 4p - 5p spread !!!

RNS next week Mon/ Tue ?

Spot.

That was funny 😁 I like it 😎

Nutty,

Based on my observations and research on recent 12-24 month share price performance of other Rare Earth stocks like RBW, PRE etc below are my price predictions what ALTONA (REE) can achieve.

Using 500m total shares (fully diluted) basis, share price & MCap forecasts as below:

£50m....10p

£100m...20p

£150m....30p

£200m.....40p

£250m.....50p

£500m....100p

RBW got to over +£200m MCap

PRE £350m current (got to £500m MCap)

I personally see REE anywhere between 50p - 100p in next 12-24 months unless USAR buyout Altona early.

IMHO, DYOR

Glowacki

"Could investors have got wind of a statement coming, of no takeover to happen."

👆 there is always that risk. Retail investors always the last to find out.

Well done to all who made good money here. This has had a stellar run up for sure. Sometimes you just have to be happy with what you already got...less is more, instead of losing all.

Use your own jusgement and common sense.

Follow my username for next 10 bagger.

GLA

Wish we could press the Fast Forward button. Excitement is killing me 😁

Not bothered about the remaining warrants at all. They are very small in the bigger scheme of things and will be gone in 1-2 days when high volume trading days like 200m+ or 250m+ kick in when MRE lands.

Fully diluted basis only 500m shares, which includes approx 50m warrants.

Warrants exercise cannot stop the Re-rate that is about to come here. Zeus 8.9p target will be taken out enroute to 10p+

I would expect Zeus Capital revised price target to be somewhere between 15p - 20p as a guess.

Potential Resource estimates for Fluorspar and Gallium are just awesome.

Given the mandate & ambition outlined by USAR in recent developments over past 6 months and the recent $2.8b acquisition of Serra Verde, could "Monte Muambe" also be on their shopping list?

There are around 2.5m warrants @ 5p that will Expire on 9 June 2026.

Would expect price to be upwards of 7.5p - 8p for the 5p warrant holders to exercise them OR they will expire.

The USAR growth story:

USAR only started generating revenues in the fourth quarter of 2025, bringing in $1.6 million in revenues for the year. USAR recorded a nearly $300 million net loss last year.

USAR’s main project is its Round Top rare earths mining and processing project in West Texas, which is slated to open by the end of 2028—two years earlier than prior projections.

However, USAR has been on a tear since the beginning of the year.

The company’s high-powered magnet manufacturing plant in Stillwater, Okla., opened at the end of March, and will continue to ramp up through 2027.

But the big news came earlier in January when the Trump administration—through the Department of Commerce—invested $1.6 billion in USAR, giving the government an equity stake that could exceed 15% as the White House continued its spree of investments in publicly traded companies.

USAR’s market cap rose 12% on April 20, up to nearly $5 billion, and it’s up almost 90% year to date.

The deal comes with the Pela Ema mine having already secured minimum floor pricing—to prevent exposure to Chinese price dumping—and a $565 million financing package from the U.S. International Development Finance Corporation to help fund expansion initiatives. The mine has a 15-year, 100% offtake agreement with various U.S. government agencies and private capital sources for the magnetic rare earths that are required to make the high-performance, neodymium-iron-boron (NdFeB) magnets that are critical in most modern electronics from electric vehicles to the aerospace and defense sectors.

USA Rare Earth, a Trump administration–backed miner and manufacturer, is expanding into a larger global player through a nearly $3 billion acquisition of the Serra Verde Group, owner of Brazil’s Pela Ema rare earths mine and processing plant.

The April 20 deal—for more than $2.5 billion in stock and $300 million in cash—helps turn USA Rare Earth (USAR) from an American mining and magnet manufacturing startup with little revenue to count thus far, into a key rare earths player with even bigger ambitions.

Https://finance.yahoo.com/sectors/energy/articles/white-house-backed-usa-rare-200331685.html

Altona is in the spotlight with potential US Strategic partners especially after the USTDA $1.875M grant with more expected ahead.

Warrants flushing through and moving into more sticky hands ahead of the incoming MRE.

Market Valuation GAP vs Resource size Altona already sitting on should narrow dramatically.

£50m for starters (minimum).

£100m - £150m by or before end of 2026.

Current £17m MCap is just insane !!!

Only being held back " temporarily " by warrants clearing through. Not many left which can ALL clear in a single day when MRE news lands here and on a high volume day.

Well said Pacman.

Cash balance building up nicely. Warrants should be gone very soon as more CASH comes in.

Should trickle higher towards +5p this week ahead of MRE.

10p+ soon as MRE news comes in. Almost there.

"The launch of Sprott Rare Earths Ex-China ETF reflects growing investor interest in companies positioned to support the development of rare earth supply chains outside China"...

Altona listing on the OTCQB might become highly attractive in coming weeks and months...Hmmm

Another observation on one of the companies mentioned in Ed's post was PRE (Pensana) sitting at around +£350m MCap albeit more advanced with their Angola rare earths project. PRE this week received +$230m investment from Strategic Investment firm backed by Sovereign Wealth Funds.

So one can see the ludicrous Market Valuation Gap, with Altona being one of the cheapest Rare Earths & Critical mineral stock at only £18m MCap