Member Info for Probb

This is one of my favourites too and could be producing the important fluospar from the end of 2027 relatively cheaply (10 million dollars) and thus de-risk its larger rare earth and gallium deposits.

Also the USTDA grant reduces the need for dilutive equity raises plus the management have a large number of shares. Oh I nearly forgot their resources are very important in the green transition!

Am I being overly optimistic?

Will the current demand for tungsten help us? The below clip succinctly explains the current situation.

Allied Metals is reopening an old tungsten mine in Northern Portugal at Borralha. Brandenberg is more polymetallic and less tungsten rich than Borralha but with all our other assets it would be nice to see a comparable share price increase.

https://youtu.be/1BAE3kj5NNc?si=iJKQAKFfyetGYesP

Why isn't the share price responding positively. I just bought some at 45.5p. I know about MM creating liquidity but shouldn't this news blow the demand fairly quickly. Am I missing something and am just too positive?

I'm with HarChris and SM on this share. I'm a fairly recent investor here, having cut my teeth on Solgold many years ago.

The company has transitioned from a speculative "lottery ticket" explorer into a junior gold producer. All credit to them.

If the revenue builds up from Raglan and then Blue Mountain, further funding may not be necessary.

The potential of Lolworth could make this a very lucrative share. Of course there will be up and downs in the journey but who knows what could happen. The joy of the share price rising substantially day by day is a very enjoyable experience.

I do share some of the excellent thoughts today and previously, thanks.

Slightly different angle is to compare us with Atlantic Lithium (ALL) and Savannah (SAV) on the lithium front. Ok we are 3yrs plus behind but once we get our JORC out we can compare sizes. NB their higher and similar market capitalisation (each £120 million plus).

Of course we have other eggs in our basket and in my mind we are much more compelling investment. Currently invested in SAV(smaller) and previously in ALL. Atlantic might be on the second cycle of the Lassonde curve and SAV, although frustrating, must go into production if the EU is serious about making Electric cars.

Here is the link re the Portuguese government grant for lithium refining. They are serious about lithium. Happy days

https://www.reuters.com/business/energy/portugals-lifthium-wins-210-million-grant-lithium-refinery-2026-01-20/?utm_source=perplexity

Hopefully European car manufacturer will prosper. The need for lithium in Europe grows and we manage to go into production. I feel safer in this investment than I did in Berkeley Energia (Uranium in Spain) which is struggling for similar reasons. I was once very bullish for BKY but the Spanish government seems to be intent on destroying a once good nuclear powered country. I am feeling the Portuguese government are more positive with lithium and do not want to encourage any criticism from right wing sources. I am currently in Madeira and the Presidential elections are interesting the right wing candidate is in the run off and is very unlikely to win but his sentiments seem to resonate strongly here.

Perhaps people are worrying about a gallium problem? Some great information here

https://youtu.be/wYfe7ARFab8?si=5QDFnTtyouTTkhc0

Hope the below link adds to people's understanding of a very complex situation

https://www.sinicapodcast.com/p/trivium-china-podcast-what-china

I'm an ex Metallurgist from Birmingham, unfortunately in Special Metals not Rare Earths. Enjoying the journey and learning lots.

I guess people don't realise how difficult and costly it is to process gallium. A small amount from aluminium and zinc processing.

I guess people don't realise how costly and difficult it is to get

Just gets better and better. It is interesting to compare Boland with the Ema project (EMR) in Brazil. Very exciting....

Been invested here for some time and reduced my average to 4. I'm increasingly confident that this will be a good investment. Profitability imminent, output increasing, strategic partner, and growing resource in a potential important sector. Their debt may present some challenges but overall this could end a mid tier very profitable mining company. I'm very glad I'm invested here.

Interesting article on how important batteries could be in the start up after a power failure

https://arstechnica.com/science/2025/04/why-restarting-a-power-grid-is-so-hard/

Interesting article suggesting that we will have periods of less wind in the summer.

https://www.bloomberg.com/news/articles/2025-02-17/global-warming-could-be-making-it-less-windy-in-europe?leadSource=uverify%20wall&embedded-checkout=

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Could help IES

The 1000 trade recorded earlier at 19.8p as a sell was my buy.

On Interactive list of most traded shares this morning! Never seen that before.

Container cost coming down. Should help profitability
https://t.co/lP2rctQ811

Will Dawes just been on TV. Short clip on magnet recycling being led from Birmingham!

Also my thanks to Trek.

His intelligent comments on Directs Plus led me here. Thought I had sorted my income investment strategy out for awhile by accumulating here! Alas no more, but appreciate a nice little earner.