Member Info for schlemiel

Yes, invoice factoring though some would argue a sign of fiscal stress. Not a cost-free service from a factoring company (2 to 5% of the sales invoice value). It all still feels like a hamster's wheel of an operation. Annoying considering SEE's world leading tech. We need more volume sales, higher margins. Easier for me to say though. Hopefully time will resolve the convertible debt issue which stands in the distance like the Grim Reaper.

I'm sure SEE know what they're doing,.

Behind paywall

The Future of Interior Cabin Monitoring: Scalable, Modular, and AI-Ready

https://www.magna.com/stories/blog/2026/the-future-of-interior-cabin-monitoring--scalable--modular--and-ai-ready

NM

'Recent assays for @AltonaRareEarth have redefined the #Gallium potential at Monte Muambe. With consistent grades of 63g/t over wide intercepts, results have significantly exceeded internal expectations, marking it as a standout strategic asset. $ANRCF #REE #CriticalMinerals '

https://x.com/FundTrading/status/2037144596623368493

Edgein

Are you holding a position in Altona?

ta

Exciting stuff. Even more exciting that is fully backed by the US Gov. What do the USTDA see at REE's MM asset?

About the Study

The objective of the Study is to derisk the metallurgy and process engineering components of the Project through an evaluation of the technical, economic, and financial viability of the production of mainly four rare earth elements—neodymium, praseodymium, dysprosium, and terbium. The Study will involve sampling and characterization of rare earth deposits, metallurgical testing and process engineering, engagement with U.S. offtakers and suppliers, economic and financial models, a preliminary Environmental and Social Impact Assessment, and a development impact assessment.

end

Business Opportunity Overseas

Monte Muambe Mining Ltda (the “Grantee”) invites submission of qualifications and proposal data (collectively referred to as the “Proposal”) from interested U.S. firms that are qualified on the basis of experience and capability to execute a pre-feasibility study (the “Study”) for the development of its rare earths mining and processing facility in the Moatize District of the Tete Province in northwest Mozambique (the “Project”). The Proposal submission deadline is at 4 p.m. Central African Time, 10 a.m. Eastern Daylight Time, on May 4, 2026. The U.S. firm selected will be paid in U.S. dollars from a $1,875,000 grant to MMM from the U.S. Trade and Development Agency.

Prospective Offerors may submit questions related to the content of this RFP to: RFP@ustda.gov. The deadline for submitting questions shall be April 20, 2026, 12:00PM EDT. The email subject line must read: “RFP Question: Monte Muambe Rare Earths Mining Project; 2026-11004A.”

CONTINUED.........

https://www.ustda.gov/business_opp_oversea/mozambique-monte-muambe-rare-earths-mining-pre-feasibility-study/

And still some to go.

The technical market reminds me of GGP pre 2p in which the share price was anchored due to a slew of warrants exercises. Of course once the warrant weight had been lifed the price flipped back into an almight ascent though I'm not implying that that scenario would play out on REE

Very promising -

''Outlook

During the course of 2026, the Company intends to focus its activities on:

1) Progressing the development of the Monte Muambe rare earths project in conjunction with the USTDA.

2) Continuing to assess the potential viability of the Monte Muambe fluorspar project, initially with an MRE, followed by a scoping study.

3) Reviewing potential pathways for the extraction of gallium from fluorspar ore

4) Assessing and generating potential business opportunities with respect to Monte Muambe with US (or allied) entities arising from the OTCQB listing, the USTDA grant, and the current geopolitical context around rare earths and gallium.

5) Continuing the implementation of the Company's diversification strategy though the acquisition of a pipeline project meeting the Company's specifications including a low acquisition cost and a short timeline to production and cash flow. Several opportunities have been identified and are at an advanced stage of technical review.''

Nm

Yes, warrant drag ala GGP

Inpex boosts Ichthys LNG with Beetaloo move

Japan's Inpex is buying stakes in several key areas of the onshore Beetaloo sub-basin in Australia’s Northern Territory. In addition to domestic supplies, Inpex expects to supply natural gas for processing at its Ichthys LNG plant in Darwin, including a potential expansion with a third liquefaction train.

The Mobileye contract is an extension of ADAS with an existing customer rather than a new customer.

ALDI & Guardian: Global truck fleets adopt technology to tackle driver fatigue

ALDI supermarkets share how Guardian is helping to enhance safety for their drivers and operations, while Professor Mike Lenné explains how Seeing Machines combines technology and human intervention to detect and manage fatigue and distraction risk in real time.

https://seeingmachines.com/aldi-guardian-global-truck-fleets-adopt-technology-to-tackle-driver-fatigue/

Tamboran Resources Corporation and Daly Waters Energy, through their joint venture Tamboran B2 (TB2), are inviting Expressions of Interest for Conceptual Engineering Services to support the planned Beetaloo Field Development (Phase 2) in the Northern Territory.

The Beetaloo Joint Venture holds Exploration Permits EP 76, EP 98, and EP 117 within the Beetaloo Sub-basin and is progressing a major unconventional gas development to supply energy to both Australian and international markets. Project approvals are anticipated to commence in Q1 2026, with final approvals targeted for late 2027.

This scope seeks suitably qualified engineering consultants to deliver technical studies, engineering design, and field development planning to achieve AACE Class 4 cost estimate maturity.

The scope of work includes conceptual engineering and planning for infrastructure and field development systems, including:

- Gas gathering, production and compression infrastructure

- Well pad facilities

- Water supply, storage, processing and handling systems

- Electricity generation and distribution infrastructure

- Access tracks and roads

- Construction and operations philosophies and strategies

- Logistics planning, including airstrips, warehousing, supply and equipment storage

- Field layout development and phased project planning

- Cost and schedule estimation

This work will support four key project objectives: technical optimisation of production systems, capital efficiency through modular design approaches, regulatory alignment for environmental approvals, and establishment of a financial baseline to support project commercialisation.

Closing Date: Friday, 27 March 2026.

Shortlisted respondents will receive a detailed Request for Proposal (RFP) in April 2026, with the successful consultant expected to commence work by the end of Q2 2026.

https://www.linkedin.com/posts/tamboran-resources_tamboranresources-tbn-eoi-activity-7442000732322471936-vITC?utm_source=share&utm_medium=member_android&rcm=ACoAABMXyDsB9Ifw2nQTaGy3W5ZQ7hLIj1YkTNU

Interesting news from Mobileye in the USA

20 March 2026 - Singapore: Jadestone Energy UK plc, a subsidiary of Jadestone Energy plc (AIM:JSE) (the "Company" and together with its subsidiaries, "Jadestone"), an independent upstream production and development company focused on the Asia-Pacific region, has mandated Arctic Securities and SB1 Markets as joint bookrunners to arrange a series of fixed income investor meetings commencing 23 March 2026. A new 5-year senior secured bond issue with an initial issue amount of US$200 million may follow, subject to, inter alia, market conditions.

The Company's largest shareholder, Tyrus Capital, has subscribed for and will be allocated US$25 million in the bond issue.

The net proceeds will be applied towards refinancing of existing debt and general corporate purposes.

''Fund exploration activities in Ethiopia, including the planned phase two expansion of Tulu Kapi via underground mining, where there remains significant potential high grade, high value, upside at depth, and wider exploration activities focused on highly prospective, but under explored, areas of Ethiopia''