Member Info for MisterPositive

Sometimes when the general market is down across the board, this is typical sort of reaction.

Seen it so many times. You get a delayed positive reaction next day when things calm down.

Altona is in a really great position with plenty of CASH and still coming in from warrants exercise. Yes can be little frustrating but equally its crazy if almost half of your MCap is made up of cash ??

Stock pickers market. Altona is my Top pick for 2026 given the super strong demand for its products and clear route to market to monetise.

Altona is soon going to be generating huge amount of cash given where prices are now. Flourspar, Gallium, Rare Earths. We got it all.

Altona building full supply chain here.

US Department of Defence running very low on their stock of rare earths.

Will not be surprised if next RNS is on $50m Strategic Investment by US DoD into Altona to fast track things for them.

US wants Flourspar and Gallium also. Altona sitting on a big chunk with Gallium price up +50% this year and expected to Double vs last year price

Key Aspects of the Altona and U.S. Partnership:

USTDA Grant Agreement: In February 2026, Altona's subsidiary, Monte Muambe Mining Limitada, executed a grant agreement with the USTDA.

Funding Purpose: The USTDA is providing a $1.9 million grant to fund metallurgy, process engineering, a 2,000-metre targeted drilling campaign, and the development of an updated financial model.

Strategic Objective: The initiative aims to support high-grade rare earths production outside of Chinese-dominated supply chains, validating Monte Muambe as a critical source for U.S. and allied interests.

Timeline: The project was confirmed to be advancing in 2025–2026, with drilling planned for late 2025 and grant-funded work commencing after the February 2026 agreement.

Beyond Rare Earths: The partnership also highlights the potential for fluorspar and gallium recovery at the site, further contributing to critical supply chain security.

MMs orchestrated the drop to grab any shares from us to sell to US investors and UK buyers. Where else they going to get them ?

Only around 384m shares, Free float is tiny.

Grab 1m - 2m of these and sit on them and watch it Multi-bag this year for a cool 250k - 500k gain when it hits over +25p this year.

SML went from £12m MCap to £120m in 6 months

10 bags here would be 30p

Will be happy with 20p - 25p this year.

Tree shake....

Back at 3p

Bought few more just now after adding at 3.18p

Does not take much to move this higher with only 384m total shares and small free float.

In my view this can DOUBLE from here very fast on next Assays due anyday now.

Given the ongoing war in the Middle East, JAMESON LAND oil is needed more than ever now for the US.

No surprise, when they mentioned Big Oil & Gas companies are very interested. Also strong interest from Sovereign WEALTH FUNDS.

My own guess is JAMESON is probably more than DOUBLE of the 13 billion barrels per Sproule report.

Big OIL - probably EXXON or CHEVRON

Sovereign Wealth Fund - NORWAY may be.

If JAMESON is the geological twin of NORTH SEA, then Norway Wealth Fund would defo want in on US$1 trillion worth of Oil.

IMHO

Brent $114

And rising....could see $120 by or before weekend

Brent crude $109.75

US crude $99.10

Brent could be heading back to re-test $120

Brent crude $108.50

1.70 - 1.80 today/ tomorrow with +2p on Friday or Monday would be nice as we gear up to NASDAQ listing.

Followed most probably by interviews on FOX News, CNBC and Bloomberg etc would be great

Oz

That tip ranks stuff is so out of whack !!!!

So they conveniently left out JAMESON ???

Free carry on first 2 wells.

One of the biggest event happening in 2026, and NASDAQ listing imminent....

LITT

Company thinks we could be sitting on more than 13 billion barrels.

13 billion barrels is in itself a HUGE number. Estimates of circa 4 billion barrels from just first 2 wells is absolutely phenomenal. They mentioned 5 vertical formations.

Breakeven cost of $25/barrel really surprised me in a very pleasant way I must stay.

Robert Price said only Saudi Arabia will have lower cost than us.

Wow....😳

Excellent move by 80M moving to SETS.

Great time to do it just before NASDAQ listing

3 things that stood out for me in the interview:

Robert Price mentioned Sproule report calculated 13 billion barrels from seismic lines only and not the rest.

I have read other estimates quoted upto 40bln barrels. But staying with 13bln barrels for now.

Estimates quoted were:

Well 1......2.9 billion barrels

Well 2.......1.1 billion barrels

4 bln barrels from just 2 wells.

Last one is quite significant:

I think he mentioned Breakeven cost $25/barrel.

Second lowest globally just after Saudi Arabia.

No wonder BIG OIL MAJORS would be keen to take over the entire Jameson field in the future. He could not mention specific names, but dropped hints like Prudhoe Bay and Exxon discovery off Gyuana.

Could EXXON be the one he was hinting at ?

Punter

I initially thought of you as one of the good guys here....but you turned out to be the opposite.

Montmuzard.

Great post. That is exactly what Robert Price was referring to.

Buy Out option will be pegged to GLND energy future price at that time.

GLND was referred to as current IPO company.

If GLND future valuation is $1.6bln (70%)

That would equate to $2.3bln (100%)

Giving 80M future Valuation of $700m

80M could potentially fetch over $1Bln valuation

Punter

I listened to the full interview myself.

That is my interpretation of what he was referring to. Unfortunately some folks put a negative spin on his comments to get in lower after listening to the HUGE Upside.

IPO price for GLND is $10 a share

Does that mean GLND will pay $10 a share to buy out the remaining 30% licence ??

In that case we can all sell our 80M shares to GLND energy at $10 a share !!!

"GLND energy will have first refusal to Buy out 80M plc remaining 30% at the FUTURE prevailing price at the time whenever they choose to execute that option."

This is what he was referring to...folks need to apply bit of COMMON SENSE.....instead of giving into scaremongering by many NEW names.