Overnight

Small caps investor. Acting on macro trends. Tweets not advice, do your own research

[Overnight @canterscad]

#SFOR Interesting. Something to shout about at S4 Capital perhaps? 👀

[Baron Investments @baroninvestment]

#SFOR S4 CAPITAL getting some love again.

They have told the market they "expect to be close to net debt free next year". That's huge even if the market is asleep to it right now. Let's not forget this figure was nearer to £200m at the end of 2023!

It just validates the size of free cash flow that's coming in and highlights the kind of trajectory that may be on offer.

And with that balance sheet inflection, one can expect a material uplift to the dividend (which is already very decent). Shares too cheap on a 5x multiple.

[Overnight @canterscad]

@glr_1990 Knocked the steam out of my view of it, unfortunately. The gallium could be the golden goose but will depend on the technicals as to what extent it can be extracted.

[NeoTerra Group - Previously Altona Rare Earths @NeoTerraPLC]

Altona CEO Cedric Simonet, commented 💬

“The publication of the Monte Muambe fluorspar and gallium MREs represent an important and transformative milestone for the Company. The results fundamentally revalue the
project.”

🔗 https://t.co/Uq2zNuD6xw #REE #Fluorspar #Gallium

[NeoTerra Group - Previously Altona Rare Earths @NeoTerraPLC]

Altona Rare Earths is pleased to announce the JORC-compliant Mineral Resource Estimates for fluorspar and gallium at its Monte Muambe project, reporting 3.48 million tons of fluorspar at 20.6% CaF₂ and 11.73 million tons of gallium at 54.7 g/t Ga₂O₃.

Read more: https://t.co/3uZbRawFRF #REE #Fluorspar #Gallium

[Overnight @canterscad]

Altona Rare Earths #REE Errr what? 82p paid?

[Trader Joe @FundTrading]

#Gallium and #Fluorspar are classified as critical minerals by the USA and EU. They're essential for high-tech applications, including lithium battery electrolytes and nuclear fuel refining, placing @AltonaRareEarth at the center of critical supply chains.
$ANRCF #REE ⚙️🇺🇸📈🇪🇺🔋

[David Burton ⭐️⭐️ @DavidBurton1971]

🇺🇸 BIG STEP FOR #REE

@AltonaRareEarth now trading on OTCQB (ANRCF) from today 🔥

✔️ Direct access to US capital
✔️ Builds on $1.875m USTDA backing
✔️ Positions at heart of US critical minerals supply chain

Meanwhile…
📊 Monte Muambe progressing → MRE underway
🧪 #Gallium + fluorspar test work advancing

US strategy + rising rare earth & gallium prices = serious leverage

Eyes on partnerships next 👀

Well played @CedricSimonet 🙌

#REE #RareEarths #Gallium #CriticalMinerals

https://t.co/2MyDlMMlPn

[Overnight @canterscad]

Drone/missile interceptions is a key feature of the Iran War. The move from traditional platforms such as Patriot to directed energy weapons (much cheaper) will require #gallium as the backbone of solid state lasers. China controls 98% of the market, a chronic US vulnerability 👀

[Overnight @canterscad]

The US is going to be needing a lot of extra #Gallium for AESA radars, missile guidance, EW systems, emerging directed energy weapon systems & laser guidance. No wonder USTDA gave a grant for #Altona #REE deposit. #Gallium is the key for the re-rate to a 6p+ floor 👀

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT.

Details include:

1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles

2. The rapid depletion of weaponry includes advanced long-range Tomahawk missiles, sources say

3. The Pentagon is set to request $50 billion in additional spending for the military

4. Pentagon officials told Senators that the war had cost more than $11 billion in the first 6 days of strikes

Costs of the Iran war are rapidly mounting.

[Overnight @canterscad]

Further, the NDA mentioned 12/6/2025 RNS indicates discussions 'with a leading international critical mining industry group for potential strategic investment in the Monte Muambe rare earths and gallium project'. It's all about the #gallium grades & amount, public in a few weeks

[NeoTerra Group - Previously Altona Rare Earths @NeoTerraPLC]

Rare earth supply chains remain a strategic focus. Reports suggest the US holds ~2 months of REE stockpiles for military use, highlighting reliance on Chinese supply. Diversifying sources is increasingly important as global supply chains evolve.

Read more: https://t.co/np3LrdpoVF

#REE #Gallium #Fluorspar

[Overnight @canterscad]

#REE #Altona 'Gallium is a particular concern' 👀

[Overnight @canterscad]

#REE Already has US Government engagement through a direct grant 👀 #Gallium #Altona

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

THE U.S. MILITARY ASKED MINING COMPANIES ON FRIDAY TO HELP BOOST DOMESTIC SUPPLIES OF 13 CRITICAL MINERALS USED TO MAKE SEMICONDUCTORS, WEAPONS AND OTHER PRODUCTS

The scramble for minerals in full force.

[Overnight @canterscad]

#Gallium price up 5.54% overnight. Very good for #Altona Rare Earths #REE $REE More assay results due any time

https://t.co/aQAtvGRLvn

[Overnight @canterscad]

@glr_1990 Nice selection.

#REE #Altona has #gallium which is crucial for the US Patriot anti missile system, amongst other high end radar defence use. Firm US commitment already onboard & signed too, more assays being released any day. Worth a good look at in the current climate for entry

[lewis @lewisthetrader]

Updated from Zeus, 8.9p broker target 🎯 #REE

[David Burton ⭐️⭐️ @DavidBurton1971]

🚨 BIG NEWS for @AltonaRareEarth

🇺🇸 USTDA Grant Agreement SIGNED for Monte Muambe 🇲🇿

Well played #REE CEO @CedricSimonet ⭐️

Altona’s subsidiary has formally executed a US$1.875m non-dilutive grant with the U.S. Government via USTDA — signed at the United States Embassy in Maputo.

This is NOT just funding…
This is strategic US alignment 🤝

🔥 What it funds:
🛠 Metallurgy & process engineering
🧪 NdPr separation work (magnet rare earths)
⛏ Targeted drilling for metallurgical samples
🌍 Environmental & commercial studies
🤝 Engagement with potential US off-take partners
📊 Updated financial model

💰 100% grant funded
❌ No dilution
✅ Major de-risking

Rare earths = defence 🛡 EVs 🚗 wind turbines 🌬 advanced tech 💻

USTDA backing signals Monte Muambe is strategically important to US supply chains.

This elevates the project from exploration story ➡️ serious Western magnet REE contender 🧲

Momentum building.
Geopolitics aligned.
North American capital markets in sight 🇺🇸

https://t.co/h3Tgb6y6N6

[Overnight @canterscad]

@rangersno_1 If it is a position that someone's taken then things could be about to get very interesting indeed

[Overnight @canterscad]

👀 Could be final warrants clearing, could be some *serious* buying (£350k x 2 there! 🤯). Either way tomorrow could be interesting for #Altona Rare Earths #REE Broker has it as 8p+ 🧐 #RareEarths