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Wow. Nice article Aboya.

Let's hope they all hatch! :-D

Apols if this has been posted before but I found this that sets out that EIB funding (probably the same info as the linked-in article but on an actual website) for another rare earth in central Greece, Gallium "EIB backs Europe’s first gallium production investment with €90 million financing to METLEN in Greece"

https://www.eib.org/en/press/all/2026-011-eib-backs-europe-s-first-gallium-production-investment-with-eur90-million-financing-to-metlen-in-greece

Must be imminent. "A second drill rig is expected to be in operation sometime during January 2026."

the fact that that buffoon is trying to take over greenland and her resources and god knows where else, we in europe will need these rare earths and zinc for e.u and uk security and not rely on potentially hostile powers. we don't want to be held over a barrel when the **** hits the fan.

Just retesting the 50 day line. Healthy. (I think!!)

What are all those volume of 2 trades at close of play?

Welcome aboard. I just bought in this week too. My rationale were the Institutions piling in, in the recent raise and directors with big skin in the game, also taking part in the recent raise.

The World is becoming increasingly more dangerous and with the U.S becoming more hostile to her traditional allies and can no longer be relied on I think home grown defence companies such as this are needed now more than ever.

Thanks for the reply. Yes, I did a quick google prior and saw that wafer "remedy" but didn't really go too far into it. On my watch list now. Will add later in Jan.

I'm interested here, watched the latest presentation, and might take a nibble. It all sounds very exciting but what I am unsure about is surely this approach has been taken before by introducing an already approved drug at the tumour site directly in a slow release "capsule" immediately after the tumour has been removed? Are there any competitors out there doing similar? And if so, couldn't they do the same for the unmet SOC for glioblastoma? What's the USP? Genuinely interested. I like the fact that the directors have skin in the game and also they added in the recent placing so that is a very positive move also the chart doesn't look too shabby at the mo. Cheers.

Let's not forget that upgrade news for plateau is due anytime too.

"A sample has been collected for testing. The results will be included in an updated resource model for Plateau, due late 2025."

https://www.ajbell.co.uk/news/articles/rockfire-resources-stock-rises-gold-and-silver-found-australia

A little mention on Rockfire at the end of the article.

https://www.thisismoney.co.uk/money/markets/article-15269543/SMALL-CAP-MOVERS-Asiamet-investors-share-spoils-Indonesian-sale.html

I thought in an RNS they said the lab was a 3-4 hour drive away? Because someone commented on here why would they need to be so specific.

"So, it took around three years for FAR’s experts to produce the estimates in the feasibility study. Now, just four weeks later, they are saying the ‘Funding required to get into production’ estimate in that study was wrong by 40%."

"Could this have been somewhat planned Andy? Put out the sky high figure so as that the CC6 costs look small in comparison?"

Well it's certainly given people a chance to load up cheaply. 15p to 5p in a month. Hmmm...

Nice one. Thanks for posting coot. It's all getting exciting.

I thought I heard in an earlier interview (probably the one around covid time) that the capex was going to be around £150m so the 500m was a bit of a kicker!

In the same interview though, Nick did say that there is so much vanadium here that they could solely provide ALL the world's needs for 5 years!!!

Also I don't understand why the other ore bodies haven't been explored and included in this FS. They've had enough time!

"The company's CBS innovation provides three key advantages: cost efficiency (priced at $500/ton, half the cost of traditional carbon black), minimal CO₂ emissions, and performance capabilities. Testing shows CBS can replace up to 10% of traditional carbon black in tire sidewalls without performance loss. The Phase 1 project aims to produce 220,000 tons of CBS annually, potentially generating $110 million in revenue.

Ferro Alloy's strategic location in Kazakhstan positions it well for diversifying vanadium supply away from China and Russia, key considerations given current geopolitical dynamics. The company's project stands out for its potential to be the largest and lowest-cost vanadium producer globally, with significant expansion potential across seven ore bodies.

The investment thesis centers on dual exposure to vanadium's growth potential in steel and energy storage markets, coupled with the innovative CBS opportunity. The CBS revenue stream could provide a hedge against vanadium price volatility, while the project's low-cost profile and strategic importance enhance its financing prospects.

Looking ahead, the completion of the feasibility study will be a crucial milestone, providing detailed economics for Phase 1 and insights into the broader resource potential. The company's approach to both vanadium production and sustainable CBS manufacturing aligns with global trends toward renewable energy and reduced emissions, particularly in steel production and energy storage."

"3,861 views 18 Feb 2025

Interview with Nicholas Bridgen, CEO of Ferro-Alloy Resources Ltd.

Recording date: 14th February 2025

Ferro Alloy Resources is developing a significant vanadium project in Kazakhstan, positioning itself as a potential leader in both the vanadium market and sustainable carbon black production. Under CEO Nick Bridgen's leadership, the company is advancing toward a feasibility study, expected by June 2025.

The vanadium market, currently at 125,000 tons annually, is characterized by significant price volatility, with prices ranging from $30 to $5 per pound in recent years. While steel production remains the primary demand driver, accounting for 85-90% of consumption, the emerging vanadium redox flow battery (VRFB) sector presents substantial growth potential. China's announced VRFB projects alone could require an additional 100,000 tons of vanadium.

A unique aspect of Ferro Alloy's project is its carbon black substitute (CBS) co-product. The company's vanadium-rich ore contains 8-14% naturally occurring carbon, which can be concentrated to 40% purity through a low-energy process. This CBS offers a sustainable alternative to traditional carbon black, a $20-30 billion global market where conventional production emits approximately two tons of CO₂ per ton of product."

Probably posted before but it's always worth watching this crux interview. The guy interviewing Nick is one smart cookie and knows his stuff and unlike other interviewers such as proactive etc that just feed questions with no comeback or very little understanding this guy pushes back and has follow on questions. Nick handles it brilliantly and you can see there is a lot of mutual respect. Really illuminating interview.

https://www.youtube.com/watch?v=T2_IQ3042ec

He tends to look at things solely on a charting perspective or reaction to an RNS announcement. He doesn't always have the full picture in terms of catalysts that could launch the share price.