Concentrated the portfolio to alot of cash & following positions:
#EPP placing 6p - catalyst gas & hydrogen license
#CTAI revenue model due
#CDL raised cash, advance maiden drilling
#GWMO raised cash, advance drilling - tungsten is hot, could follow #SML#GMET ?
Ref Altona Rare Earths #REE We have been quiet post the nonsense ATM deal struck with Zeus on this end April but this morn's news makes clear the stock is woefully undervalued. Compared to Kendrick #KEN the valuation disjoint is glaring - REE much more advanced and better grades
#REE
Cedric Simonet, CEO, commented: "These results are highly significant. Widespread HREE enrichment in association with fluorspar, combined with the first identification of xenotime at Monte Muambe, opens a compelling pathway to HREE production as a by-product of our fluorspar operation. If confirmed by ongoing metallurgical work and geological modelling, this would meaningfully enhance the project's value proposition and add a fourth strategic commodity to Monte Muambe's already exceptional multi-commodity profile."
(1) HREO is the sum of all rare earth elements from samarium to yttrium, expressed as oxide.
(2) TREO is the sum of all rare earth elements from lanthanum to yttrium, expressed as oxide.
#REE
Altona Rare Earths PLC has announced significant assay results from its 2025 drilling campaign at Monte Muambe, confirming heavy rare earths enrichment associated with fluorspar, with intercepts up to 30m at 2,677ppm HREO and HREO/TREO ratios ranging from 21% to 77%. Notably, xenotime, a heavy rare earth mineral, was identified for the first time, suggesting a potential pathway to producing a marketable HREE concentrate as a by-product of fluorspar processing, which could materially enhance project economics. Individual dysprosium grades reached up to 567ppm Dy2O3, a highly sought-after element for high-tech and defence applications. The company is now assessing whether a dedicated HREE mineral resource estimate is warranted.
#REE (2.2p) RNS confirms the discovery of Xenotime at the Monte Muambe Rare Earth project
This rare element will materially enhance the project's value proposition
#REE shares are down 60% in just one month - hit 4.75p end April - Outstandingly cheap but not for much longer !
🔥 This could be a major value unlock for @AltonaRareEarth 👀
Today’s #REE results confirm that Monte Muambe isn’t just a fluorspar story… it’s showing significant Heavy Rare Earth (HREE) enrichment too. 👀
✅ Up to 30m @ 2,677ppm HREO
✅ HREO/TREO ratios up to 77%
✅ Dysprosium grades up to 567ppm Dy₂O₃
✅ Xenotime identified for the first time
✅ Potential to produce a marketable HREE concentrate as a by-product of fluorspar processing
Why does this matter? 🤔
💎 Dysprosium is one of the most valuable rare earths, critical for EVs, magnets, defence and advanced technology.
💰 If HREEs can be recovered alongside fluorspar, it could create an additional revenue stream at a fraction of the cost of a standalone HREE project.
The market has focused heavily on the fluorspar opportunity, but these results suggest Monte Muambe may be evolving into a much bigger critical minerals story.
⚡ Fluorspar + Rare Earths
⚡ Potential by-product economics
⚡ Strategic critical minerals exposure
https://t.co/ipQ5Z5Vv4K
Interesting announcement today
Effectively the #rareearths could potentially be recovered as a concentrate in the fluorspar mining
Which means production sooner and improved economics
There might still be life in this old dog
Let's see
I hold
#ree#altona
Momentum completely died on this one
With the hot money moving to other names like #ken or #mka
Yet
It slowly slowly advancing the project and could be in production reasonably soon
At £10m cap is also the cheapest of the rare earth plays by a wide margin
@keith59394550@Physiomics@IanBagnall1 My rationale when investing was that the company traded on 1-1.5x revenues. My reasoning for the enthusiasm at board level now, is seeing the foundations of the team really working hard for one another and intern shareholders with a new/fresh culture within #PYC
#NFX
Discussions with number of potential partners
Huge upside on licensing deal
The deals illustrate the potential of NXP002 treatment of IPF PPF
RedX to AstraZeneca/2020 $377m
Galecto/ Galectin-3 to Bristol Myers Squibb $444m
Promedior to Bristol Myers Squibb/2015Roche/2020
$1,250 $1,390