Member Info for Vosgi

major metals commodities supply squeeze
nickel first
palladium now over $3,000/oz (thats up nearly $1000 in 2022)
iron ore demand to continue to be high
Silver now $26/oz
All very positive for UFO
intersting Future Metals (FME) with an Aus Palladium project up the road from Alien up 50% this year

re infiiteamg - not sure that right
companies with resources in the ground especially silver and palladium and iron in western world are in demand
UFO is in Australia - pretty safe place and part of strong alliance partners
the US / AUS/ UK need strategic metals from Aus and reliable countries
stocks are moving in nickel, palladium including explorers are starting to see re-rate
will take time till market works it out

Palladium up 75% this year - must be best performing metal
alien should do very well - safe jurisdiction - US/ Western nations need Australia to start developing key strategic metals
UFO should do very well for those who are patient
massive supply squeeze of key metals to come as Russia exerts its pressure on all fronts to get what it wants

15mt DSO iron ore project is just a minimum
There are kilometres of ridges if you look at the map and the video in the alien presentation
Don’t need Einstein to tell you there’s more iron ore
Can someone explain value differed Beowulf (BEM) £120m. - what is alien project worth ?considering its high grade iron ore very hard to find such projects with such low capex

Excellent interview !
Current resource 10mt (worth ??? $1.4b) with a iron ore price of $140/t
Margin of $70-80/t potential net cash flow $700m at todays prices
Current drill results of 63% - 64% Fe is premium grade and shows this is a high grade direct shipping ore project
The Resource WILL increase based on the details of the RNS And video interview !!

Absolutely right
Palladium not only required for cars
But for semi conductors and hydrogen power
Critical for US and others
And 40% of palladium comes out of Russia

Pd and PGMs consider a critical and strategic metal by the West and australia will become an important new strategic source of PGMs

chart shows floor around 1p mark plus or minus

great news flow, silver eliz hill results , silver mexico drilling , major palladium project reuqired for clean air vehicles and hydrogen energy future.
Plus short term production cashflow - Fe now at $140/t (cash cost $60/t) thats a huge potential profit !!

looks like things moving up

presenttiaon with GGP and UFO on 17th with proactive investors next week

but really its market cap is £50m
some arbitrage funds may take note here stock traded yesterday around 4.4p
london 3.75p
must be some placement funds trading should trade up from here
drilling soon at haverion that will get things excited and alot more people interested
ARV needs to start marketing on LSE webinar and proactive ASAP and tell the market why they are so cheap vs neighbours

GOSH Lse.co.uk says market cap of £0 must be cheapest stock in town! someone has to update the site

Pure steel ?
Amazing video of iron ore potential of AML (UFO)

https://youtu.be/aprNLjsT1VU

Check out the defined resource area is over few hundred metres to 1-2km but note the multiple number of ridges if they all prove up the Hancck project will contain large tonnages of DSO right next door to Gina Reinhard richest woman in the world !

Greenland is insignificant as bill said it was part of larger transaction but they couldn’t get the key assets
Many companies have multiple projects its the key project its the Silver, MM Palladium 2m oz and IOCA over 10mt DSO

Great video on silver mine - be great to see that again
Shows the 8000g/t Ag is right near surface
What about the grades around the mine ??

He has sated in previous podcast matter of weeks to get remainder of EH silver results
Can’t do much more assays are in the lab in perth with 3,000 other companies chasing too
Commodity boom happening

Palladium - a future metal worth more than gold
Iron ore - $148/t today ! UFO cost $60/t thats a margin of over $70/t or over $70m EBITDA per annum!!

Agree with hydrogen

Looks like big end of town buying

There are more results to come from silver, iron ore and also the Pd acquistion - I think its just a matter of time it moves higher - solid results, solid projects and significant cash available to deploy on projects in coming months

Bennelong increases holdings to nearly 8%!
More investors buying shares
Directors buying a good sign too

Research report now out
Previous valuation £80m (2p target) TPI to revalue upwards
High grade silver
High grade iron ore
Potential for major Pd acquisition (2m oz)

Thoughts on potential value but has potential for £100m market cap short term ?

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/34de6268-d4d1-d41b-3d33-588eaff3c930/AlienMetals_28_1_2022_FINAL_BG.pdf

Hydrogen this is amazing news but pls check if this is correct
You may be missing the SG specific gravity of say 2.5-3
So 24m @ 27oz/t
13,800m3(cubic metres) x 27 x 3 = 1.1m oz just in the hole / small area [thats just one hole! DD001
Even a lower SG of 2.5 thats just shy of 900k oz
What about hole DD003?

o 9.7m @ 8,326 g/t Ag (267oz/t Ag) from 15m in drillhole 21EHDD003; and,
o 24.8m @ 829 g/t Ag (27oz/t Ag) from 2m including 11.7m @ 1,735 g/t Ag (56oz/t Ag) and 1.7m @ 19,865g/t Ag (639oz/t Ag) from 23m, in drillhole 21EHDD001

Interesting historical info on UFO website
145kg silver nugget extracted now resides in Perth Mint
Mine production head grades over 2,000g/t Ag (or 70 ounces silver) thats close to 1 oz gold
Today’s results around 2-3 ounces gold equivalent over a number of metres
Would expect to see increase in silver resource in near future
Also need update on underground equipment now being installed - all paid for

Geopolitics wont go away
US and the west will need to find safe and western source of PGMs for vehicles and other industries
SAfrica and Russia dominate Pd/Pt so Aus is a great new source of PGMs for the US/ western europe
FYI check out EUA vs UFO would be good to get some views on the difference in market cap