RE: Berenberg research saying 1600% rise potential!16 Feb 2026 13:53
Nano capita posted this
15 Feb | Analyst Viewpoint
HIDDEN IN PLAIN SIGHT
How a Tiny London Lister Just Secretly Partnered with a Multibillion-Dollar Giant to Corner the Tantalum Market
https://research.berenberg.com/latest-research
London-listed junior miner Aterian recently delivered what could only be described as a career-defining masterstroke, yet the market appears to have missed it entirely.
The announcement landed in early February 2026 with the kind of understated legalese that typically sends retail eyes glazing over. Heads of Terms signed. Strategic commercial partnership. Working capital solution. Yawn.
But scratch the surface, and what emerges is possibly the most asymmetric setup on the entire AIM market. So let's revisit the numbers, the structure, the hidden partner, and the staggering upside that this tiny stock just unlocked.
In a Nutshell:
Aterian has signed a 50 | 50 profit share with what we strongly suspect is a multibillion-dollar global trading titan, likely Traxys. This isn't just another mining update. It's a financial revolution.
By outsourcing the financial heavy lifting, Aterian has effectively removed the bottleneck from its business model, turning a cash-constrained penny stock into a scalable, cash-generative machine with direct exposure to the red-hot tantalum market.
We are looking at a potential 600 percent to 1,600 percent rerating by 2029