Member Info for MisterPositive

Imagine if 80M strike a $250m 5 year deal with US Department of Defense like ARES Mining for the critical minerals.

LSE website seems to be knackered...

No trades showing since 14:21 today ???

LSE site is all knackered. No trades showing after 2.19pm.....same issue on my other stocks also.

Key Project Value Drivers:

Mineral Resources: 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.

High-Value Minerals: The project hosts high-grade fluorspar (used in lithium batteries) and significant gallium (a strategic metal).

The Monte Muambe Project in northwest Mozambique is a highly valuable, high-grade, multi-commodity project (rare earths, fluorspar, and gallium) with significant potential, highlighted by a post-tax NPV of US$ 283.3 million. Altona Rare Earths is fast-tracking development with a 25-year mining licence secured in 2024, aiming for 15,000 tpa of rare earth carbonate, with strong potential for high-grade, high-value fluorspar production to support the lithium battery supply chain.

We almost there folks...

PELI is a SPAC (cash vehicle basically) not a Trading stock. GLND will be the trading stock soon after it starts Trading on the NASDAQ soon.

MP Materials went from $18 to $100 per share with US Govt taking 15% equity stake.

Just saying....

Especially now that US Govt have set up $12 bln fund for investments in Critical Minerals and REE.

"They increased last year's flourspar drilling campaign by 70% due to what they had discovered. We now await the flourspar and gallium MRE, according to management the first company to announce a gallium resource number. Also the 13.5Mt of 2.5% is REE is not priced in imo. But since its now getting US backing its another coil to the spring. Good to get the start of the recognition for the REE and the flourspar thanks to the US support but there's more yet to come! "

Thanks Ed...like the above statement very much.

Added more ahead of the MRE...any day now.

This will go mental as the wider market piles in.

Small number of shares in Free Float...hence the move Upwards can be quite dramatic.

Can folks avoid replying to the bashers negative threads.

We just giving them unnecessary Air time...

Follow the money....

Expect Baron to increase their stake upwards. Expect TR-1 notification in coming days.

Topped up. Ridiculously cheap. Look at ARES mining deal below:

Key details:

Flagship Project: The Lost Sheep Fluorspar Mine, located in Juab County, Utah.

Key Mineral: High-grade fluorspar (acidspar/metspar), with associated gallium discovery.

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

Infrastructure: Owns and operates a 50-acre industrial site, with equipment and facilities ready for production.

Support: Received $10.5M bond from Utah, federal USDA funding, and a $11M state/CIB grant.

With the backing of the USTDA and a diversified resource base (REE + Fluorspar), the risk/reward profile has shifted significantly in favour of the bulls. This hasn’t even started yet.

Even with this rise MCap only around £4m

That is shockingly low

US Govt multi-billion $$$ Funding program is for both Critical Minerals and Rare Earth elements.

DISKO has both.

USFM Corporation is investing US$30m at DISKO to fast track drilling spring/summer this year.

DISKO alone is a monster deposit lot bigger than what Tanbreez and AMRQ got in Greenland.

AMRQ MCap CA$ 1.04 billion

CRML MCap US$ 1.30 billion ($2.0 bln in Jan 26)

RatchT2 clutching at straws...

Does not even understand how stocks Re-rate.

AMRQ MCap CAD 1.04 Billion is today and has come a long way.

80M plc is just starting en route to US$1.0 bln MCap and much higher. Just depends how long you are prepared to Hold.

Ashton is a big fan of DISKO...so am I after doing extensive research on ALL 80M assets (Previously BluJay Mining). Quality of assets speaks for itself.

PS: Comments on warrants...RachT2 conveniently forgot to highlight the CASH amount raised when warrants are exercised if in the money.

We should see a retest of 2.76p from last year enroute to 5p and 8p in coming days/weeks.

Based on recent analyst coverage, Genincode PLC (GENI.L) has a "Strong Buy" consensus rating, with a 12-month price target forecasting significant, albeit high-risk, potential upside from its current low share price of approximately 1.15p - 1.28p.

Price Target: Analysts have projected a 12-month price target of 11.50p.

Upside Potential: This target represents a potential upside of over 300% to 800% based on recent low share price levels.

Recommendation: The consensus, driven by a single analyst covering the stock, is a "Strong Buy".

Key Data: The company has a market cap of approx. £5.45M and is focused on polygenic risk scores and cardiovascular disease diagnostics

Based on recent reports, the key upcoming price catalysts for Altona Rare Earths (LON: REE) in 2026 center on the advancement of its flagship Monte Muambe project in Mozambique—specifically, the integration of high-grade fluorspar and gallium, alongside potential US government funding.

Upcoming Catalysts for 2026

Assay Results and New MRE (Early 2026):

Following an expanded, 70% increase in drilling in late 2025, new assay results for fluorspar, gallium, and rare earths (TREO) are expected in early 2026. These are anticipated to support an updated Mineral Resource Estimate (MRE), adding tonnage to the current 13.6Mt resource.

USTDA Funding Decision (Early 2026):

Engagements with the United States Trade and Development Agency (USTDA) regarding funding for the Pre-Feasibility Study (PFS) at Monte Muambe are ongoing, with a decision expected in early 2026. This would provide significant validation and financial support for the project.

Metallurgical Results & Scoping Study (2026): The company is currently conducting studies to assess the potential for producing gallium as a byproduct, which could significantly enhance project economics.

Sesana Copper-Silver Project Exploration (Early 2026): Drilling is planned for early 2026 at the Sesana project in Botswana, which is located in the Kalahari Copper Belt.

New Project Acquisition (H1 2026): As part of its diversification strategy, the company expects to acquire at least one additional mineral asset with potential for low capex and rapid development in the first half of 2026.

Key Project Developments

Monte Muambe (Flagship): The project has a 25-year mining licence (granted Dec 2024) and is pivoting to include high-grade fluorspar, with potential for 50,000tpa production.

Gallium Discovery: Recent identification of significant gallium (up to 550 g/t, with some areas higher) added as a byproduct to the, now, tri-commodity (Rare Earths, Fluorspar, Gallium) Monte Muambe project.

Market Outlook

Analyst Target: A recent analysis suggested a potential 120% upside, updating a target price to 3.43p, heavily influenced by the new gallium and fluorspar discoveries.

Strategic Positioning: The company is positioning its assets as critical to clean energy and defence, with a focus on non-Chinese supply chain development.

As of early February 2026, the share price has been volatile, with a 52-week range of 1.05p to 2.76p.

Banzai and RachT2 are like:

Batman & Robin 😁

Https://sg.finance.yahoo.com/quote/PELI/holders/

Major Institutional Holders as at: 30 Sep 2025

Based on recent reports, Genincode's (AIM: GENI) potential price catalysts are primarily driven by the commercialization of its cardiovascular and cancer genetic tests, particularly in the US market.

Key upcoming catalysts include:

US FDA De Novo Approval: The most significant potential catalyst is the expected approval of the CARDIO inCode-Score® test by the US Food and Drug Administration. This is anticipated in Q1 2026, with some reports suggesting a potential for a "10x fold" increase in market cap.

Expansion of US and EU Commercialization: Following a £4.1m secondary placing in early 2025, the company is focused on scaling up, increasing sales volumes, and expanding its presence in the US and EU. Increased sales for LIPID inCode®, CARDIO inCode-Score®, and THROMBO inCode® are expected to drive growth.

New York State Health Department Approval:

The company recently received approval from the New York State Department of Health to market its CARDIO inCode-Score test in that state, which, with a $500 average reimbursement value, is expected to boost commercial revenue.

Partnerships and Clinical Data: Ongoing developments include seeking new distribution partnerships in the US and EU and presenting further clinical data (e.g., from Kaiser Permanente and the European Society of Cardiology) to support the adoption of their genetic risk assessment tools.

Fundraising and Funding Runway: The company has recently taken steps to increase its cash reserves, with a retail offer and placing aimed at extending its cash runway to support US operations.

Key Metrics & Forecasts:

Analyst Outlook: The consensus is a "Strong Buy" with a 12-month target price of 7.50p, representing a significant potential upside from the February 2026 price of roughly 1.15p-1.19p.

Revenue Growth: Analysts forecast that Genincode's revenue could grow by over 35% per annum.

Ok. So, the total number of shares in issue now is around 803 million.

Yes 47% discount from 1.90 pence was bit naughty. Would have thought 25%-30% discount.

Anyway Upside here is still HUGE.

10 bagger to start with at lower end of the price target