Member Info for Xataxx

Ahh. Alien metals. Belinda, I dont see fit for the role after reading the linkedin profile but she could very well for herself in both cases either by pulling this together or just chairing as a trophy CEO. I would give UFO one more chance to move this in the right direction.

I am surprised that the Market is yet to price in rising silver prices, the scope of Elizabeth Hill. Iron ore projects are nowhere priced in yet. Sp should be sitting somewhere between 0.0078-0.0090p alone on the information available but this AIM baby.

Silver about to touch $40 and Gold is on fire already. WCE JV is becoming more value day by day.

key assets summary

🥈 elizabeth hill silver (30% jv) - ultra-high grade silver up to 10,049 g/t, free-carried to production

⛏️ han**** iron ore (90%) - near-production dso asset, $1b+ in-ground value, anglo american partnership

💎 munni munni pgm (100%) - massive $3.2b+ pgm resource, one of australia's largest undeveloped deposits

🔍 additional projects - multiple early-stage assets across iron ore, copper, nickel, lithium

the portfolio offers diversification across three major commodity classes (precious metals, iron ore, pgms) with assets at different development stages - from near-production (han****) to active high-grade drilling (elizabeth hill) to massive long-term value (munni munni).

this combination explains why the expected share price range of 1.41p-4.80p represents such significant upside from the current 0.28p, as the market appears to be undervaluing this diversified, high-quality asset base in a tier-1 mining jurisdiction.

This is biggest problem. Companies that have developed revenue streams must migrate to higher LSE tiers such FTSE 250 or move to ASX to retain market value.

2. han**** iron ore project (90% ownership)

jorc resource: 8.4mt @ 60.3% fe (updated from initial 10.4mt)

reserve: 1.9mt @ 60.2% fe (maiden ore reserve)

project economics:

scoping study shows usd >$60/t free on board margins

pre-production capex:

key assets portfolio

1. elizabeth hill silver project (30% jv with wce)

partnership structure: 30% free-carried interest through to production decision

partner: west coast silver limited (asx: wce) - 70% operator

recent breakthrough results:

ultra-high-grade intercepts up to 10,049 g/t silver

shallow drilling results: 17m @ 858g/t ag from 5m

native silver discovered enabling gravity separation processing

12 high-priority near-mine targets identified

historical context:

produced 1.2moz silver from only 16,830t ore at 2,194g/t (70.5 oz/t)

operations ceased in 2000 due to low silver prices (us$5/oz)

current silver price: ~$39/oz (680% higher than 2000 cessation)

value contribution: non-dilutive exposure to one of australia's highest-grade silver deposits with significant exploration upside

2. han**** iron ore project (90% ownership)

jorc resource: 8.4mt @ 60.3% fe (updated from initial 10.4mt)

reserve: 1.9mt @ 60.2% fe (maiden ore reserve)

project economics:

scoping study shows usd >$60/t free on board margins

pre-production capex:

share price targets based on expected value

with 8.85 billion shares outstanding, the expected share price ranges are:

conservative target: 1.41p (404% upside from 0.28p)

based on £125m total company valuation

fair value range: 2.83p - 4.80p (911% - 1,614% upside)

based on £250m - £425m total company valuation

aligns closely with analyst consensus of 2.70p

key insight: even the conservative scenario suggests alien metals should be trading at 1.41p, which is 5x higher than your stated current price of 0.28p.

the math is straightforward:

current implied value: £20.36m ÷ 8.85b shares = 0.23p

target value range: £125m-£425m ÷ 8.85b shares = 1.41p-4.80p

this suggests the market is significantly undervaluing the company's asset portfolio, particularly the massive pgm resource at munni munni and the near-production iron ore assets at han****, combined with the high-grade silver breakthrough at elizabeth hill.

I favor steady consolidation over volatile price spikes, as consistent returns align better with my risk tolerance. While Alien Metals has faced management challenges historically, the underlying project fundamentals tell a compelling story.

The company's silver and iron assets demonstrate strong technical merit and revenue-generating potential. As operational clarity improves, we're seeing increased predictability in cash flows and project development timelines. This emerging stability provides a more solid foundation for sustained growth.

I anticipate the share price will establish a consolidation range between 0.0050-0.0075p once the joint venture details for the iron project are announced. This catalyst should provide the market with greater certainty around project development and partnership structures.

Key Investment Considerations:

1. Strong project portfolio offsetting past management concerns

2. Improving revenue visibility and operational stability

3. Upcoming JV announcement as potential catalyst (Iron and possibly Lithium)

4. Patient capital approach required for optimal returns

The opportunity appears attractive for investors willing to take a longer-term view, with the project quality suggesting meaningful value creation potential despite the current share price discount.

It is likely to re rate from here. Iron project is not priced in yet. The news could land anytime. GL and DYOR.

So far WCE has delivered for us which is great. The real shift in the SP will be seen if and when Alien metals management gets over the line on the Iron project. It looks like its going to be a similar deal like WCE where the partner will gain more but Alien will get more without risking much. This way the management gets to add more projects or work on other existing project in the portfolio such as lithium. Whichever model the management uses they need to be on their toes to gain lost confidence. I expect 0.0030 with WCE and 0.0075 with Iron project JV. DYOR.

Clear signs shorts are closing massive £100k trades. 35p to be seen in the next couple of days.

Pantheon Resources Strikes Oil Big in Alaska - Well Exceeds Expectations

What Happened:

Pantheon Resources, an oil company exploring in Alaska, just announced major success from their latest drilling project called Dubhe-1. Think of this like drilling a test hole to see how much oil is really there before committing to full production.

The Big News:

Primary Target Beat Expectations: They found 26% more oil than expected in their main target zone - like expecting to find a 4-foot thick layer of oil but actually finding 5+ feet

Bonus Discovery: They also found oil in three additional layers they weren't even counting on - essentially free extra oil reserves

Perfect Execution: The drilling went flawlessly with 100% success in collecting rock samples for analysis

Why This Matters:

More Oil = More Value: The extra thickness and bonus zones could significantly increase the total amount of oil they can eventually produce

Smart Location: This field is near existing Alaska pipelines, meaning lower costs to get the oil to market (like building a house near existing roads vs. having to build your own)

Proven Success: This removes a lot of uncertainty about whether the oil field is commercially viable

What's Next:

They're now drilling horizontally to prepare for production testing

Results will be shared in a company presentation on September 9th

This could substantially increase their estimated 282 million barrels of oil reserves

Bottom Line: This is like finding out your backyard doesn't just have the gold you expected - it has even more gold, plus silver and copper you didn't know about. For investors and the company, this represents a major win that could significantly boost the project's value.

I am expecting a much bigger rise as for shorts this is opposing their narrative and investment. Excellent news. Happy Monday. GLA.

We are likely to see 35p very soon just by shorts covering. As of yesterday. Shorts needed to buy over £2.3m value to close. Just enjoy the sun and watch this space. GLA

Time to filter the P-rick

Those who have sold at a profit or loss are going to feel twitchy and keep coming back to spread negativity. Been here longer to know common posters. Come on if have sold then move on. Well done and GL. I am in profit and not selling, I believe there is a lot to be made here.

Recent developments have been highly encouraging. Having averaged down to 0.0014p, I'm pleased to see gradual consolidation rather than volatile spikes—indicating more sustainable, organic growth.

The third-party involvement significantly improves our operational framework, combining our management with WCE's dynamic approach. This addresses previous concerns around unrealistic timelines, development inefficiencies, and capital raising challenges.

The Iron JV should provide near-term revenue, giving our board both motivation and financial flexibility to advance lithium and other projects. This diversified approach reduces risk while creating multiple value drivers.

While timing remains uncertain, the fundamental case for significant price re-rating appears increasingly compelling. Whether we reach 2p-5p, current trajectory suggests we're moving toward appropriate market recognition of our assets and strategic positioning.

The combination of improved management dynamics, revenue diversification, and price consolidation creates a much more favorable risk-reward profile for patient shareholders. Special thanks to critics and motivations by LTHs here.

Placement in WCE would impact us indirectly as we have a stake in WCE through shares. Placement means more shares means share devaluing of WCE but this will not impact as much as a result of direct placement by Alien metals. Said that, WCE is raising to reach over the line unlike us just raising and sitting ducks and looking for partners. This is a slow coach but we will get there in the end. I will be pleased if this crosses 0.0070p.

It is likely to cross 60p on positive results and drop to 15p on negative, at the moment upside is more likely. Oil moves pretty quick GLA and DYOR.