Member Info for MisterPositive

Next few days could be interesting here.

Their potential customers could be all the major US Defence companies:

Lockheed Martin

Northrup Grumon

Raytheon

Nvidia would be nice also.

Key Applications of Gallium:

Semiconductors & Electronics: Gallium is indispensable in the semiconductor industry. Gallium arsenide (GaAs) is used in high-speed, high-frequency circuits, including mobile phones and satellite communications. Gallium nitride (GaN) is crucial for blue/violet LEDs, laser diodes, and power amplifiers in 5G base stations.

Optoelectronics & Solar Power: GaN and GaP (gallium phosphide) are used to produce LEDs for lighting and display panels. Gallium arsenide solar cells are highly efficient, often used in space probes and satellite technology.

Medical and Pharmaceutical Use: Gallium compounds are used in imaging as radiopharmaceuticals to detect bone lesions and tumors. Gallium alloys can be used in dental applications.

Alloys and Special Applications: Due to its low melting point (

or

), gallium is used as a non-toxic replacement for mercury in thermometers. It is a key component in Galinstan, a liquid alloy of gallium, indium, and tin used in high-performance cooling systems.

Aerospace & Defense: Used in high-performance radar systems and specialized electronics.

Scientific Research: Gallium is used in neutrino detectors.

Wikipedia

+7

It is important to note that because of its vital role in modern technology, gallium is classified as a critical mineral by governments in the US and Canada.

Will be very interesting if the mystery Semi-conductor customer turns out to be NVIDIA...

Great work guys. Truly astonishing figures.

Gallium price is bit out...

"As of March 2026, the gallium price is approximately $2,100 to $2,300 per kg, driven by a significant, over 30% surge in early 2026 due to limited supply and high demand. Experts suggest this high valuation reflects a sharp increase from previous years, with prices potentially doubling during 2026 due to tightening market availability."

Yep. Looks like last lot of warrants being flushed through. More CASH comes in.

Better to get them all flushed out before MRE for a proper rise without any overhang.

Also with Cedric in the US currently, could we also see a USTDA grant for the GALLIUM project lets say another $2m - $2.5m ?

On top of the +$1.875m grant for RARE EARTHS.

USA wants to secure supplies of both Rare Earths and Gallium for next 20-25 years (non-China).

MRE imminent. With only 384m shares around, actual Free float is even smaller. Many willing to hold for DOUBLE figures.

MRE could trigger a very SHARP re-rate higher.

You can tell by the fast and dramatic move higher when this is on the move.

Janiax.

Picked up your tip on Altona (REE) board.

Not sure what's going on here. From the RNSs all I can see is their operations been suspended and shares suspended in Indonesia & Australia.

Nevertheless bought a few in anticipation of restart of Operations here at some point this year.

REE with their MRE imminent is prime to 10 bag.

Good to have you on board REE also.

Very best of luck to all holders here.

MP

Altona CEO currently in the US.

Could he be working on Strategic Investment deal from IDFC for a similar $50m investment in Altona (like RBW) for its Rare Earths project OR Gallium deposit (expected to grow substantially).

IDFC made a strategic investment of $50m in to RBW rare earth project back in 2023. RBW recently hit MCap £205m.

Based on analyst forecasts as of March 2026, Altona Rare Earths (LSE: REE) has a 12-month average price target of approximately 8.90 GBX, indicating a significant potential upside from its current trading range of 2.90–3.78 GBX.

Projections for the stock range from a low of 4.16 GBX to over 10 GBX, with 2030 predictions reaching up to 36.50 GBX.

Investing.com UK

+4

Correction:

SML hit MCap £178m ( at 6.30p)

2.82 billion shares

RBW hit MCap £205m ( at 30p)

685 million shares

Total shares in issue:

SML 2.82 Billion

RBW 685 million

Altona (REE) 384m

Janiax.

There will be strong follow up tomorrow and rest of the week here ahead of the MRE.

SML went to £170m MCap

RBW went to £175m MCap

Altona (REE) is next to replicate same.

Current MCap £14m only ??

Bid - Ask both jumped on OTC

5.12 now to Buy

Not surprised keeps going to NT and auction.

Only 384m total shares in issue.

NT on Barclays also.

No shares about.

We only covered 40% of our acreage so far.

60% still to come.

If Zeus Capital have assigned +8.9p (for 40%)

Then additional 60% would be +13.35p

For 100% acreage (8.9+13.35)= 22.25p

Assumption: Similar high grades and mineralisation for the other 60%.

This should re-test 4.45p intra-day high we touched just last month today or tomorrow en-route to +5p

Think some of the last remaining 2.50p warrants being flushed through today's volume keeping this in a range temporarily just for now.

Later today / tomorrow morning could see a big move higher towards 5p soon as they done.

On the plus side, Altona been getting lot of CASH coming in the bank + the US$1.875m US grant.

At this rate Half of the current MCap would just be CASH...which is insane !!!

Last time i witnessed this kind of situation (around 10 yrs ago) with a company sitting on strong CASH balance, that stock 10 BAGGED in only 6-8 weeks.

De Ja Vu.....