Member Info for MisterPositive

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.

Thanks jolly.

That was a " jolly good post" with your recap 🙂

Important thing to note as you also highlighted they only drilled 40% of the surface area. Company specifically pointed to that in the RNS.

Upcoming MRE this month will cover 40% only. Resource is already huge, will only get bigger.

Combined MRE for all 3 will be a very big deal.

Flourspar+ Gallium+ Rare Earths

Gallium Discovery is massive & highly lucrative at current prices.

Zeus Capital 8.9p valuation will need to be revised much higher. That price target was from last year. They just reiterated it again coz even Zeus Capital do not know the size of the new updated MRE like rest of us.

Will not be surprised at all if Zeus Capital revise their price forecast to DOUBLE of that 8.9p

Another Premium Buy @ 3.40 for 2m

We had 1.5 @ 3.30 premium Buy last week also.

Some savvy investors loading up here. No brainer

ALTONA sitting on Resource worth a few Billion $$$ with MCap at only £12m ???

There is a HUGE disconnect here. MCap cannot stay low forever. With MRE due this month, that should change and quickly. How high can it go ?

Has to be atleast DOUBLE figures in my view.

£50m MCap (minimum) would be a good start with only 429m shares about that will be 11.65p

Agree 100%.

Double figures soon as MRE lands this month.

Bit tricky for those still sitting on the fence as MRE RNS could come any day now.

Altona probably sitting on one of the largest Gallium deposit in the world (outside China).

What is Gallium uses for?

Gallium is a critical metal primarily used in the electronics industry (over 95% of consumption) to create semiconductors, LEDs, and power electronics. Its main compounds, gallium arsenide (GaAs) and gallium nitride (GaN), enable high-speed, energy-efficient technologies like 5G, smartphones, and electric vehicles.

USGS (.gov)

+3

Key Uses of Gallium:

Semiconductors & Electronics: Gallium Arsenide (GaAs) is used in high-performance integrated circuits, transistors, and radio-frequency electronics (e.g., in smartphones and satellite communication).

Lighting & Optoelectronics: Gallium Nitride (GaN) is crucial for producing blue/violet LEDs, laser diodes, and high-efficiency power electronics.

Solar Energy: Used in CIGS (copper indium gallium selenide) solar cells and as a dopant in silicon solar panels.

Medical Applications: Gallium compounds are explored for cancer treatments, radiopharmaceuticals, and diagnostic imaging.

Liquid Alloys: Galinstan (a mixture of gallium, indium, and tin) is used as a non-toxic alternative to mercury in thermometers and for cooling computer components.

Wikipedia

+6

Physical Properties Driving Its Use:

Low Melting Point: Gallium melts at 29.76°C (85.58°F), allowing it to melt in the hand.

High-Speed Conductivity: GaAs moves electrons faster than silicon, making it ideal for high-speed switching circuits.

Wikipedia

+3

Current MCap only £12m ???

With MRE due this month, Altona is in pole position with MASSIVE UPSIDE.

Even at 50p the MCap would be only £214m compared to $3.5 to $4 billion+ worth of resource.

HIGH GRADE wide spread mineralisation covering only 40% of the land package drilled so far. ALTONA already sitting on a HUGE resource.

Read all the RNS and do your own research.

MP

One of the cheapest Rare Earth stocks but with the biggest Upside in my opinion.

October 2023 figures/estimates should be revised much higher given the increase in resource size and the huge increase in prices to where they currently trade.

For example, Gallium prices alone have increased 5 folds from $500/kg to around $2500/kg currently

Corresponding NPV should be much higher than the old US$283m (after tax) quoted from 2023.

Annual production being targeted is 50,000 tonnes per annum and then 100,000 tonnes.

With production targeted to commence in 2027, Altona could become Dividend paying stock sometime next year in my opinion.

Current share price does not even remotely reflect fair value but that should change very quickly once the updated MRE comes in this month.

MP

Yep. Best to get all the warrants out before MRE.

Like many others, buying the dip to Double Up here (funds permitting).

Also new Tax year ISA allowance kicks in 6 April

Daltry

You need to go to SPECSAVERS mate.

Price is currently around 3p because warrants are getting flushed through. But more CASH comes in

We have all the RNS, plus the USTDA announcements.

MRE is a huge price catalyst here at ALTONA (REE)

SML increased +1475% between Oct 25 - Mar 26 and went up in the build up towards their MRE peaking at £175m MCap.

For REE to mirror same 6 month SML price performance, we would be at 47.25p

I will be happy with 30p - 40p

Given the geo political backdrop and emphasis on moving away from Chinese dependency for rare earths metals...... timing of Gallium Discovery at Monte Muambe is impeccable.

Connsistent, High grade and wide spread Gallium mineralisation from surface points to a fantastic low cost Open pit mining operation.

Altona Rare Earths is perfectly poised to unlock the Massive potential ahead, while sitting currently on just MCap £12m only ??

Yes. Saw it spike to 3.30 and then back.

Premium Buy. Should do very well.

Even 40m MCap would be low given the size of the resource we already sitting on (about to get bigger). We only drilled 40% of our license area.

I have penciled in +£100m MCap by Dec 2026. Could go higher. Will be very exciting ride.

This could be in DOUBLE figures once MRE is in.

10p minimum in my view.