Member Info for MisterPositive

3.5p back in Nov 2025 was a superb entry price.

Well done to all who took advantage of the dip to enter a fresh position OR averaged down.

Agree 100%. Outlook here has improved significantly. Volatility will always be there because of Oil price fluctuations.

But all changed with this war and direction of Oil going to be significantly Upwards.

Tullow is highly leveraged to the Oil price and with forecasts of $150 - $200 defo in pole position to generate very strong cashflows.

There are risks with every investment, e.g Oil explorers have different kind of risk compared to Oil producers.

Best to balance your Portfolio in 2026 according to your own risk appetite.

I would rate Tullow as a STRONG BUY taking everything into account.

Wow....Massive Upside.

This is significantly undervalued.

One of the lowest MCap....only £12m

HREE has around £27m MCap

Altona at £27m MCap = 7.12p

Can see this jump over +10p near term with 90% of remaining assays due anytime.

Based on an independent assessment announced in late 2025, the 13.03 billion barrels (P10) of gross un-risked recoverable prospective oil resources in the Jameson Land Basin (East Greenland) represent one of the largest untapped, "in-ground" oil potential developments globally, with significant, but speculative, valuation.

Energy, Oil & Gas magazine

+1

Gross Resource: 13.03 billion barrels (P10) of recoverable oil identified.

Total Potential Value: 80 Mile PLC Executive Director Roderick McIllree suggested that if all 13 billion barrels were sold at US$60/bbl, the gross in-ground value could theoretically exceed US$780 billion, according to ArcticToday.

Above is just theoretical valuation for total Resource. Take 30% which is 3.9 billion barrels.

Apply COS % etc.

At Brent, $103 potential Resource value is $1.34T

Altona Rare Earths PLC (LON: REE) is widely considered by market observers and retail investor communities as a prime takeover target for a major mining house, particularly due to its strategic positioning and backing by the United States government.

Key Reasons Altona is Considered a Takeover Target:

US Government Backing: The U.S. Trade and Development Agency (USTDA) signed a $1.875 million grant in February 2026 to fund metallurgical and process engineering studies for the Monte Muambe project in Mozambique. This backing suggests the project is highly strategic to Western efforts to diversify the rare earth supply chain away from China.

High-Quality Asset: Altona's Monte Muambe project is a 25-year mining licence holder (granted December 2024) with a maiden JORC Resource Estimate of 13.6Mt at 2.42% TREO.

Dual-Commodity Strategy: In addition to rare earths, Altona is fast-tracking a high-grade fluorspar project at the same site, which is expected to produce cash flow by 2027, reducing risks for the company, and providing a "safety net" while the large rare earth deposit is developed.

Strategic Location and Development: The company has a 25-year mining licence for the project in Mozambique and is targeting future production of NdPr oxide, which is highly sought after for EV motors and renewable energy.

Low Market Cap: As of March 2026, the company has a low market capitalization, making it an attractive and affordable acquisition for larger mining companies seeking to add advanced-stage rare earth projects to their portfolio.

Share Talk

+3

Current Status:

While the company is often discussed as a potential target, as of March 2026, it is focused on advancing the Monte Muambe project to a prefeasibility stage with the US funding, as well as advancing its Sesana copper-silver project in Botswana. However, the strategic nature of the project (NdPr oxide production) means it fits the profile for acquisition by major industry players once it advances further.

Expect this to crack +5p

As rest of the 90% assays start coming in surpassing previous 4.15p close this month.

So with Brent at $102 our share of Jameson Valuation just jumped another +70%

Should be trading over +3p on GLND listing

With acute Critical Minerals supply shortage.

13.4Mt resource is going to become even more valuable....Highest bidder please

Resource is also going to get bigger.

90% assays on route.

This has had good solid consolidation now.

Hopefully timed it right.

More Alarming though was news I came across yesterday which totally shocked me.

USA has ONLY got two months Critical Minerals supply left in stock.

At $100 oil we looking at cashflows $350m PA

Between $100 - $150 oil you looking at $500m+

I believe there also another Tranche of $40m to come through in the future.

Capital Economics have penciled in $100 or higher for rest of 2026.

Tullow would DOUBLE their cashflows at $100

At $150 oil cashflows would be TRIPLE.

Asia gets 60% of their Oil from Strait of Hormuz.

They not getting any.

20% of Global oil supply comes through the Strait of Hormuz.

Analysts warning of "Chronic Oil shock" implications for rest of 2026 and beyond.

Trump is full of it....it's actually the opposite.

Iran has said Strait of Hormuz will stay shut.

They are going to target any oil tankers. Just like yesterday when that New Jersey tanker tried to move past and was struck.

May be someone had a Margin call elsewhere and needed the cash. Each to their own.

OR market markers trying to grab cheap shares before taking it back up.

Buy the dip....nice gift. Adding few more.

Iran missile downed US Military refuelling aircraft.

Going to get worse over the weekend. Iran has warned to get ready for $200 oil.

Tullow on route to generating STRONG cashflows

22p is just a matter of time. First stop.

This dropped from 40p last year on refinancing concerns. With refinancing deal done now, this should get back to +40p and higher.

Especially with $150 oil tailwind could go higher.

Wow....4M traded in first 15 minutes 😳

Should be back in the 20s next week by the looks

This touches 15.50p just last week.

Going to break past the 15.5 en-route to +21p

Jmax quote:

"When I said at the expense of SP growth - the SP was over 20p."

Now that refinancing has been done, and that was a good deal I must say....surely we are now headed back to over +21p

Add to the mix current Oil price which is now over $100 a barrel and forecasts of $150 or $200 (take $175 as average) we should get to anywhere between 50p - 80p....

Can see this testing 15p tomorrow ahead of next week.