Stock research and investment ideas, not financial advise.

Joined January 2021
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#REE $ANRCF @AltonaRareEarth Today’s MRE confirms Monte Muambe as a multi-commodity powerhouse. With JORC resources for #Fluorspar & #Gallium unlocking an estimated $650 — $1 billion in-situ value alongside the #RareEarths
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Trader Joe retweeted
#REE looking better. Still holding these. These are too cheap.
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Trader Joe retweeted
🚀 My Friday leaderboard…you can keep your @SpaceX 👀 This little lot looks far more exciting to me to follow over the next few weeks… 🪙 #VULT 🌍 #REE 🥇 #GMET 🎈 #QHE ⛏️ #ATM ❄️ #GLND 🇬🇱 #80M#STAR 🔶 #ACG 🥇 #ECR Critical minerals, helium, copper, Tungsten gold and Greenland … what’s not to like? Plenty of news flow due and plenty of potential catalysts ahead 🕺
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Trader Joe retweeted
🇺🇸US backing. Non-dilutive funding. Four critical minerals for #REE Why is @AltonaRareEarth starting to turn heads? 👀 ✅ US$1.9m USTDA grant ✅ Potential stake in Monte Muambe rising 51% ➡️ 70% ✅ Rare Earths Fluorspar Gallium Heavy REEs ✅ Growing strategic US supply chain interest ✅ Multiple catalysts still to come in 2026 As CEO @CedricSimonet highlights, increasing ownership alone could have a “direct mathematical impact” on intrinsic valuation. 🎥 Catch @TMSreach and @copytaster’s interview to hear why US support could be a major catalyst for the project and what’s next for Monte Muambe. m.youtube.com/watch?v=q6EZ2Z…

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Trader Joe retweeted
#ree #ken #hree #rbw #pre #cobr #mka The story in rare earths is not finished, it's just begun..... Capital will need to flow in the sector to develop a western based industry capable of bypassing #china Position accordingly As usual some names are better than others 😉
China's rare earth export controls are driving prices sharply higher: Yttrium, used in defense, aerospace, and chipmaking, has skyrocketed 14,000% since April 2025, to ~$1,100 per kilogram. Terbium, used in permanent magnets for electric vehicles and wind turbines, has surged 350% over the same period, to ~$4,500 per kilogram. Dysprosium, used to strengthen magnets in electric motors and defense systems, has risen 450%, to ~$1,450 per kilogram. The surge has been fueled by China's export licensing requirements imposed on April 4th, 2025, covering 7 rare earth elements, including terbium, dysprosium, and yttrium, in retaliation for President Trump's tariff increases. As a result, exports of yttrium, dysprosium, and terbium are down -50%, -60%, and -50% respectively since April 2025, compared to the 12 months before the controls. China’s export controls are holding back some key rare earths.
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Trader Joe retweeted
[𝗠𝗜𝗡𝗜𝗡𝗚 𝗜𝗡 𝗠𝗢𝗭𝗔𝗠𝗕𝗜𝗤𝗨𝗘] While @AltonaRareEarth is undertaking metallurgy work at its Monte Muambe rare earths and Monte Muambe fluorspar and gallium projects, it is prioritising the latter. 𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲: bit.ly/4g3qsq8 #REE #fluorspar #gallium
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Trader Joe retweeted
'One Project. Four Critical Minerals. US Government Support. Why Altona Rare Earths is Turning Heads in 2026' Watch the full interview where Altona CEO Cedric Simonet speaks to @copytaster @TMSreach delving into the latest news & how 2026 is shaping up to be a transformative year for the company. Watch here: youtube.com/watch?v=q6EZ2Z7g… #REE #Gallium #Fluorspar #HREE
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Trader Joe retweeted
#REE. Altona Rare Earths. £12 million market cap. Northwest Mozambique. The 200 SMA held as support earlier this year. That kind of level doesn't hold by accident on a stock with this RS. It acts as a base, and that's exactly what it became. The story at Monte Muambe has been building in layers. First there was the rare earths resource, 13.6 million tonnes at 2.42% total rare earth oxide, and a 25-year mining licence secured in late 2024. Then in February 2026 the US government stepped in. USTDA signed a $1.9 million grant to fund the prefeasibility study for the rare earths component. Washington doesn't spend money on African junior miners without a reason. Neodymium, praseodymium, dysprosium, terbium. These are the metals that go into EV motors and defence systems. The US wants supply chains that don't run through China. Then in May came a second resource estimate. Fluorspar and gallium this time. 3.48 million tonnes of fluorspar-bearing ore, enough for a 9.5-year mine life at 50,000 tonnes a year of acid-grade product. And underneath it all, heavy rare earth enrichment that wasn't previously recognised at the project. Three commodities. One licence. US government backing. Mining concession valid until 2049. The chart is Stage 1. Still forming. RS vs SPY at 15%, which is modest compared to #BZT. But the squeeze is building, 3 bars in. And the base is sitting right where it should. Not a setup yet. But worth understanding before it is. Not a trade rec. Do your own work.
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miningreview.com/news/fourth… 'Wide significant Xenotime intercepts' #REE $ANRCF @AltonaRareEarth The "Holy Grail" mineral for heavy rare earths has been found at Altona's Monte Muambe project #Xenotime 💎 #Dysprosium #Terbium #Yttrium #RareEarths
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#REE $ANRCF @AltonaRareEarth 📣The company is "now close to achieving the earn-in agreement's minimum expenditure commitment." Legally advancing Altona's ownership of the flagship Monte Muambe project from 51% to a 70% majority stake. 📈🌍 #Fluorspar #Gallium #RareEarths
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Trader Joe retweeted
#REE big news last week with those grades. Very undervalued in this sector. Agree easy few bags from current price.
Jun 5
I only own a very small amount which is silly but Altona #REE has a very good chance of doing 5-10x in 2 years and a small outside chance of actually doing 50-100x May do a detailed post when I get time but thought it was worth mentioning nonetheless
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One Project. Four Critical Minerals. US Government Support. Why @AltonaRareEarth is Turning Heads in 2026   “…this will have a direct mathematical impact on the intrinsic valuation of the company…” #REE CEO @CedricSimonet explains all to @copytaster 🎙️ total-market-solutions.com/2…
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10 bags very realistic #REE @AltonaRareEarth
Jun 5
I only own a very small amount which is silly but Altona #REE has a very good chance of doing 5-10x in 2 years and a small outside chance of actually doing 50-100x May do a detailed post when I get time but thought it was worth mentioning nonetheless
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Replying to @glr_1990
I’ve quite a chunk in Altona. Bit surprised at the recent drop off, but as you say, right stuff right place. Happily, still very much above water, and if x5 from here is achievable, I’ll be a happy chappy!
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Trader Joe retweeted
Altona Rare Earths Identifies Significant Heavy Rare Earth Potential at Monte Muambe @StockBoxMedia caught up with @AltonaRareEarth (LSE: REE) CEO Cedric Simonet following their most recent news. “The 2025 drilling campaign has given us a much better understanding of the geology and mining potential of the fluorpsar deposits.” Catch up on the news: altonare.com/announcements/7…
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Trader Joe retweeted
#REE if sellers done could build quickly Chart just poised, could make a nice move Over 2.8p first needed
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Trader Joe retweeted
#REE move through the 100ma and close above the 20ma resistance. Now needs to test 50ma resistance. Upside. Looking good. DYOR
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Replying to @Riccardino999
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
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Trader Joe retweeted
Altona is pleased to share the latest research note from Zeus Capital. 📝 Heavy rare earths have been confirmed at the Monte Muambe Fluorspar Project, with significant HREO grades highlighting further potential to enhance project economics. Read the full note here: research-tree.com/companies/… #REE #HREE #Fluorspar #Gallium
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Trader Joe retweeted
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
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Trader Joe retweeted
🔥 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 londonstockexchange.com/news…
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