Member Info for MisterPositive

With US Govt setting up US$12 billion fund to invest in Companies with Crtical minerals & Rare Earths....ALBA could soon be in the spotlight.

Gold here could be a nice surprise Bonus.

Time to Accumulate is NOW in my opinion but this takes off.

Have allocated 10% of my portfolio here now.

Andy Butler putting in his own £1.5m was the deal clincher for me. I like Senior management having skin in the game. Shareholder interest aligned now.

Looking good now with recent developments.

We should finally see good traction in 2026 for both Chuditch and Philippines.

From Oct 2025....looks very OVERSOLD

Updates due soon ?

Oz.

20p on conservative basis MCap £70m - £75m

Still will be below RBW MCap £122m but that will come later in due course depending on amount of incoming US $$$ investment whether its $50m or $100m.

Plus our resource could get even bigger than the already huge 13.6Mt after they found further mineralisation extensions. Buy and HOLD.

IMHO.

Rainbow Rare Earths got US$50m grant from US Govt back in 2023. Their current MCap £122m

Altona have a MASSIVE resource 13.6Mt @ 2.42% TREO....this is HUGE.

Especially with 18 year Mine life, no wonder US Govt wants to secure supplies of this High Grade REE deposit.

This will go past Zeus Capital 8.9p price target.

Do NOT miss out on the UPSIDE coming here that is so obvious.

Should see a Re-test of 2.76p this week, may be later today OR tomorrow.

Especially with US investment $$$ incoming, this could Break Out higher pretty fast.

Plus Assay results also due any day now.

Jungmana. Thank you.

Below is what really stands out.

"The project has a maiden JORC Resource Estimate of 13.6 million tonnes at 2.42% Total Rare Earth Oxide (TREO).

Economic Potential: The scoping study indicates a 18-year life of mine (LoM), EBITDA of US$ 1.67 billion, and a 25% internal rate of return."

US Govt and Department of Defense (DoD) want to secure this massive resource.

Above is obvious why US chose Altona Rare Earths

This will follow similar trajectory as Rainbow Rare Earths (RBW) who sitting on MCap £122m

Altona MCap £6.7m only

20 bagger - sitting in pole position.

Breakout above 2.76p (Oct 25) on the cards now.

Another Top up for me. Seems like seller is out.

This price is really a gift. About to shift gears higher.

MCap only around £6.5m

Total shares only 358m. Small free float.

No way near 8.9 p broker initial price target.

"The Phalaborwa rare earths project in South Africa, led by Rainbow Rare Earths, has secured a US$50 million investment from the U.S. International Development Finance Corporation (DFC) via TechMet."

Above is recent example of US investments $$$ coming in to Rare Earth companies in Africa.

How much we reckon coming our way?

US$50m to $100m grant....

Yes. That is correct.

KoBold have AI driven exploration model.

Jeff Bezos & Co are tech guys NOT geologists.

Mineral Exploration is about drilling and proving up. You cannot just run few computer iterations and decide what we got down there.

Example: You not going to get to those 13 billion barrels at JAMESON just on the back of some AI driven computer iterations/ algorithm. We got to Drill baby Drill.....

OldwiseBull...

Smart move. Living upto your name.

Same here. Averaged up. Bought today across a whole range from 2.04 down to 1.85 will add more tomorrow. Time to Accumulate is now.

Some folks on the sidelines will wake up when this goes to 5p and be saying....what did I miss 😁

Whole Critical Minerals & Rare Earth Elements landscape changed with US Govt setting up US$12 Billion fund for investments globally to secure future supplies.

Altona already announced deal with US Govt. Just waiting for formal agreement to be sent and US Investment $$$ figures to be confirmed.

Nice one.

Looks like seller flushing out their last lot of shares.

Better to get them out now.....so their is NO overhang when the formal US deal comes through.

Assays due soon also. Superb buying opportunity

Q1 seems primed for breakout above 2.76p (Oct) en route to Zeus Capital 8.9p price target near term.

Motzfeldt (Greenland) - Assays must be due now

Sweden - assays are also due.

Let's get GLND listing on NASDAQ over the finish line this week so proper Re-rate can start here.

Coming days and weeks will be interesting.

US Government supports Altona’s Monte Muambe Project

The US Government, through the US Trade and Development Agency (USTDA), is supporting Altona Rare Earths’ (LSE:REE) Monte Muambe Rare Earths Project in Mozambique.

Altona says the USTDA’s support is intended to help define the technical and financial pathway for the project’s development, targeting the production of rare earths vital for high-strength permanent magnets, defence applications, and energy transition technologies.

The Monte Muambe Project is a multi-commodity asset located in northwest Mozambique. The company aims to produce 50,000 tonnes per year of acid-grade fluorspar over a 13-year mine life.

MCap here is going to jump 25 x fold as everyone will scramble to get in at whatever price they can get.

That would be £175m MCap ( 50p).

Ares Mining 5 year deal:

Key Contract: Awarded a 5-year, $169 million—potentially up to $250M—contract by the U.S. Department of War (Defense Logistics Agency).