Member Info for MisterPositive

Results of the remaining 90% assays in coming weeks will form part of the overall MRE resource.

Future here is defo bright.

GEO also worth a look hovering at 52 week low with news inbound.

Great time to load up here in my opinion.

This is exactly the right time given the UAE interest plus other Big US Oil majors circling to grab share of Oil licences already in place.

Puts GEO with its PEL 94 licence in pole position to predators like CHEVRON, TOTAL, SHELL etc.

Especially after the most recent 10 billion barrels Oil discovery not far from GEO.

GEO hovering around 52 week low price makes it a STRONG BUY in my opinion.

IMHO, DYOR

Appropriate header to describe where we headed.

Total shares 400m (after warrants exercised)

Very small no of shares in Free float.

£50m MCap......12.5p

£100m MCap......25p

SML did almost 15 bags from 0.30 low to 4.40p in under 6 months.

I think all warrants churned through now over last 5 trading days, with any remaining ones would have gone today surely with the high volume.

I think Jungmana here had better handle on warrants. That should bring in another £1m cash

With recent developments here, would expect ALTONA soon to be covered by more analysts with higher broker price targets compared to Zeus Capital initial 8.9p

Could not resist another Top up at 3.07 😁

Zeus Capital price target of 8.9p is at the low end.

Brokers always put out conservative Valuations to cover themselves. Not sure what date that is from

With US Govt taking a direct interest in Altona's Rare Earth deposit, valuation here is going to be lot higher than just 8.9p

Added some more @ 3p

With so much newsflow incoming this should hit 3.90 - 4.00 in the next day or two.

MCap is so low

I am sticking by price forecasts for Q1 and Q2

31 March........10p - 12p

30 June..........20p - 25p

Upward move here will be dramatic. Stay put.

"As Cédric said there are no JORC defined Gallium deposits in the world. We will be the first."

Looking for amazing UPSIDE here.

Thanks for sharing the link Marco. 🙂

DIFC equity investment Cap lifted to $205 billion by US Congress is superb news for Altona Rare Earths (REE).

Altona sitting on just £9m MCap in pole position to benefit from much higher MCap like RBW rare earths on £125m MCap (touched £180m).

We looking at potential 20 bagger here with already JORC compliant resource of 13.6Mt @ 2.42% TREO which is pretty high grade compared to RBW rare earths.

USTDA grant commitment confirmed. Waiting for initial grant funds amount and formal RNS anyday

Next would be the Strategic Investment in REE similar to the DFC investment of $50m in RBW. Investment in REE could be more than $50m in my opinion. Will just have to wait for formal RNS

Other notable stategic investments by US Govt administration include taking a $400m equity stake in MP Materials + $150m loan back in 2025 and $1.6 billion in US Rare Earths (USAR) more recently. USAR then raised additional $1.5bn from private US investors to match US Govt investment.

Simply cannot stay out of this at anytime.

Rest of the 90% assays will come in coming days and weeks.

US Grant funding also due anytime. Just waiting for formal RNS with amount etc.

This could start moving towards 3.90 - 4.00 in the coming week. Cheap tickets getting sold out.

Next RNS could push this to 5p+

The Monte Muambe Project in northwest Mozambique is a highly valuable, multi-commodity asset (rare earths, fluorspar, and gallium) with a 25-year mining licence secured in December 2024. It boasts a maiden JORC Resource of 13.6Mt at 2.42% Total Rare Earth Oxide (TREO) and a 18-year mine life, with a post-tax NPV of US$283.3 million.

That is £211m

Using 400m total shares (post warrant exercise)

52.85 pence/share

Still in Accumulation mode while still low.

With only 370m shares (400m post warrants), small free float, Upward move can be dramatic.

Just a matter of time with so much positive news ahead and 90% of remaining assays still to come.

10% received already showing very high grades.

US Grant funds to come in.

MRE estimates to come.

Current MCap only £9m ???

Current market dynamics reveal the extent of this strategic exposure:

China controls 98-99% of global gallium supply😳

No wonder USA looking to secure supplies for next 18-20 years from us.

In July 2025, the U.S. Department of Defense (DoD) announced a transformative partnership with MP Materials, investing $400 million in equity and a $150 million loan (totaling $550 million) to establish domestic rare earth magnet independence. This, combined with previous, smaller funding initiatives since 2020, makes the Pentagon a major shareholder, aiming to build a secure "mine-to-magnet" supply chain.

MP Materials

Key details of the investment:

$400M Equity Investment:

The DoD purchased $400 million of convertible preferred stock, making them a significant shareholder in the company to support magnet manufacturing in Texas.

$150M Loan: A $150 million loan was provided for heavy rare earth separation capacity in California.

Objective: The partnership enables the construction of the "10X Facility" to produce 10,000 metric tons of rare earth magnets annually, reducing reliance on foreign, particularly Chinese, sources.

As of mid-February 2026, the price of gallium is approximately $1,800 to $2,080 per kilogram (USD/kg)

Altona Rare Earths (LSE: REE) has identified significant high-grade gallium mineralization at its Monte Muambe project in Mozambique, with grades reaching as high as 1,154 g/t

(grams per tonne) at the Python target.

Recent 2025 drilling has confirmed widespread gallium in the area, with notable intercepts including 100m @ 77 g/t Ga.

Key Findings for Gallium at Monte Muambe:

High-Grade Discovery: Assays have revealed high-grade gallium, with exceptional values up to 1,154 g/tonne at the Python target.

Significant Intercepts: Drilling in early 2025 (holes MM039/MM040) showed consistent gallium, including an intersection of 14.89m @ 141 g/t

Location: The highest concentrations are in Target 6 and the Python target in the northern part of the project.

To produce gallium as a by-product of its primary fluorspar and rare earth mining operations.

4m tonnes @ $480/tonne

Price in 2025 was $480/tonne

Price in 2024 was around $470/tonne

Resource size could get even bigger.

Current 2.35p Price will soon be history.

Looking at many multiples.