Member Info for MisterPositive

I have penciled in +30p by or before end of 2026

With 429m shares 30p will be just £128m MCap

Rainbow hit +£205m MCap at peak 30p coz they have lot more shares.

4.15. Closing high

4.45 intra-day high

Forget both ..this will make NEW Highs soon.

4.50 on the way....

Think warrants are done.

4.15p re-test of FEB 2026 coming up.

Break past that and +5p should arrive real quick today or tomorrow.

Zeus Capital price target of 8.9p from end of last year looking obsolete now....

given the recent RNS and discovery of Wide spread, High grade GALLIUM and now HEAVY Rare Earths also today.

Zeus Capital will have to UP their price target.

Expect US Strategic Investment deal/partnership announcement soon similar to the US Govt backed $50m investment by Techmet in Rainbow rare Earths few years ago.

Especially now with discovery of HEAVY rare earths also in addition to the Wide spread, High grade Gallium Discovery at Monte Muambe which is getting bigger and bigger and highly more Valuable $$$ each day.

Revised MRE incoming any time in APRIL.

Altona on track for £100m MCap & higher in 2026

"Based on the October 2023 Scoping Study for the Monte Muambe Project (operated by Altona Rare Earths), the 13.6 million tonnes @ 2.42% TREO resource represents a significant, high-grade deposit with a high proportion of magnetic rare earth oxides (NdPr).

Total Revenue: The total life-of-mine (LOM) net revenue was estimated at approximately US$3.19 billion based on 18 years of operations, processing 750,000 tonnes of ore per annum."

US$3.19 billion net revenue over 18 year LOM estimate is absolutely HUGE.

Fast forward to today:

At current prices and big increase in resource size compared to 2023, we probably looking at over US$5 billion revenue figure in my opinion.

Altona is poised to provide some jaw dropping gains this year as we move ahead in 2026.

Daltry.

4p / 5p will mean nothing when Altona hits 30p+ while you stuff that big fat turkey on the Christmas dinner table this year 😁

Watch how this goes in 2026.

Can only describe this in 2 words:

"Mind Blowing"

HEADER describes the MASSIVE UPSIDE here and the trajectory ahead of where ALTONA is headed.

MCap of £100m / £200m this year would just be the start before heading to even higher bracket.

Large spread does not bother me. Provides a great opportunity to accumulate while warrants are churned through.

This will do more than +100% when MRE is in.

This spread and price will be HISTORY.

That would push prices even higher.

There is already supply deficit building for Gallium which is supposed to trend even higher over coming years.

95% of Gallium is used in semiconductors, 5G electronics & Defense radar systems.

US tech companies are going to be in a pickle to scramble for all the Gallium & Rare Earth metals they can secure for next 10-20 years.

ALTONA sitting on a HUGE resource.

Right time & Right place comes to mind 🙂

Added few more in the pot. First one at 3.50 second Buy jumped to 3.52 within 5 seconds.

Shows you how quickly this can move on small Buys and this is on a quiet day 😁

Imagine the rush to get in when MRE comes in and volume spikes upwards.

This would Open much higher on the day.

3.48 are Buys.

They just put them below the 3.50 mid price.

MMs on share grab by the looks. Must be low on stock.

"On Friday, China Northern Rare Earth Group said it had set its rare earth concentrate transaction price for the second quarter of 2026 at 38,804 yuan (about $5,390) per tonne, excluding tax, based on material containing 50% rare earth oxide (REO).

The Inner Mongolia-based company added that this price will adjust by 776.08 yuan per tonne (roughly $108) for every percentage point change in grade. The adjusted price represents a 44.6% increase over that of the first quarter, and is more than twice higher than this time last year."

$5,390/ tonne......wow 😳

Think Monte Muambe is a monster High grade deposit covering all 3 products that are in Super Hot demand. (Rare Earths, Fluorspar, Gallium).

USA and Europe simply want to secure supplies outside of China for next 25 years +

Discovery of Gallium: Following 3 key words have really caught the attention of many here.

1) Wide spread mineralisation

2) consistently HIGH GRADES

3) From surface to depth

They only drilled 40% of the licence area so far.

Just how BIG is Monte Muambe deposit ?

Incoming MRE should provide a glimpse/preview

Next week should be very interesting.

Still under the radar. Wider Market still asleep 😴

GLA

And they happy to accumulate at a premium !!

Just added few more myself @ 3.65

Should be in 4's next week ahead of the MRE. If RNS lands on Mon/Tue then this should rocket to 10p+ in a hearbeat.

Does not take much to move this share with such a small number of shares around.

Schlemiel

ALTONA could very much attract similar US$50m Strategic Investment from US Govt backed TECHMET when they took equity in Rainbow rare Earths for their South Africa project. RBW went to hit peak MCap of £205m earlier this year.

Similar strategic investment (backed by US Govt) would be TRANSFORMATIONAL for us.

ALTONA has already started the RFP process .

Altona Rare Earths is one of the cheapest Rare Earth stocks with one of the lowest MCap and the Biggest Upside this year.

With only 429m total shares £50m MCap would only be 12p

This should go much higher than +12p

Zeus Capital 8.9p price target was originally based on JORC 13.6 million tonnes @ 2.42% TREO

Even Zeus waiting for the REVISED MRE and now with the addition of GALLIUM also which currently trades around $2500/kg

Expect a NEW price target from Zeus after the MRE

Picked up more @ 3.50

Think warrants are done.

Expect this to be over +4p soon. Retest 4.15 and move much higher this time with MRE incoming

Marco.

Great articles posted today. Well done 👏

Going Overweight here before MRE comes in.