Paul

95% of my tweets are about rare earths

[Paul @SmallCapBuyer]

Hindsight is a wonderful thing but looking back, $KEN.PLC was just as obvious a multi bagger back a few months ago. No surprise its now at a A$64m market cap. Incredible run @TRAVmoneyofmine

[Paul @SmallCapBuyer]

Kendrick Resources PLC exercised an option over two carbonatites in Namibia. one where from 300 rock chips samples, 50% were over 2.7% TREO. Visible carbonatite from satellite, similar diameter to Lindians or Aldoros. £6.5m market cap. This will follow the same path as ARN IMO

[Paul @SmallCapBuyer]

$KEN.PLC announce a non jorc estimate of 14mt ABOVE surface with the jorc estimate to come. Drilling ongoing.

[Paul @SmallCapBuyer]

$OCN (A$73M) – Serra Negra
• 10km carbonatite complex
• One of the largest in Brazil
• Acquired 100% for ~$10.3M

$AKN (A$42M)
• 5km ring complex
• 6 hills, 1 drilled

$KEN (A$22M)
• 8.14% TREO over 21m
• Peak 10.7% TREO
• EOH still mineralised at 6.09% TREO

[Paul @SmallCapBuyer]

$AKN
• Large-scale system, minimal modern drilling
• Targeting maiden resource with upcoming program

$KEN
• High-grade zones already defined
• Drilling showing mineralisation persists at depth

[Paul @SmallCapBuyer]

Carbonatite watch:

$AKN.AX (A$42M) – Tundulu
• 5km carbonatite ring complex
• 6 hills (only 1 drilled)

$KEN.PLC (A$22M) – Twyfelskupje
• Multiple carbonatite targets
• Active drilling + strong early results

[Paul @SmallCapBuyer]

$AKN
• Carbonatite-hosted REE + phosphate
• ~13% HREO basket
• ~2.5% Dy + Tb (high-value metals)

$KEN
• Fluorcarbonates + monazite dominate REE
• ~95% of REEs hosted in these minerals
• Strong primary + hydrothermal enrichment

[Paul @SmallCapBuyer]

@SamsonLi7 $VMM potentially the most undervalued ionic clay project worldwide now imo. At least $MEI is above $400m market cap meanwhile $VMM sub $250m

[Paul @SmallCapBuyer]

I still can't wrap my head around why $TSK would sell the very promising Tundulu REE project to $AKN as opposed to continuing with the exploration themselves. Why give up such a promising asset, and not even for a great deal?

[Paul @SmallCapBuyer]

@wallstengine $MEI and $VMM must be worth a fortune now if Serra Verde is selling for this much

[Paul @SmallCapBuyer]

@TRAVmoneyofmine Kendrick Resources PLC announce that they are not expecting the 6.1% TREO grade at end of hole TWDD001 to decrease in grade at depth, and the hypothesis is 'suggesting the high-grade persists at considerable depth'.

Market Cap: £8.69m

https://t.co/UPwio02EWD

[Paul @SmallCapBuyer]

@TRAVmoneyofmine stock of the year incoming when a large carbonatite intersects these kind of grades from its first drill hole. Could be Pensana's Longonjo all over again but the maiden drill hole grades are twice as good. $SGQ level off the first hole ending in 6% TREO too..

[Paul @SmallCapBuyer]

• Major drilled a handful of exploratory holes for additional veins, no material hits
• Same major identified multiple untested targets
• The exhausted vein is narrow/variable, real risk of discontinuity
high-risk / high-reward DM if interested me.

[Paul @SmallCapBuyer]

Any small-caps willing to take exploration risk on a bonanza grade epithermal system?
• USA
• ~130koz historic production
• ~450 g/t) avg grade during production
• Single narrow bonanza shoot mined
• No down-dip continuation potential unfortunately, vein is exhausted

[Paul @SmallCapBuyer]

$ARN sitting at $100market cap with their Kameelburg deposit also in Namibia. Meanwhile Twyfelskupje 'can easily exceed 200Mt'.

[Paul @SmallCapBuyer]

Channel samples above 5% TREO

[Paul @SmallCapBuyer]

26°52'05"S 15°46'07"E