Vik

#QHE - A seismic day (excuse the pun) on so many levels for @quantum_helium Operatorship approval is massive - taking charge of assets with over 1Bcf of #helium And with Qatar helium production shut down, global helium supply has fallen by 1/3, pushing up costs. Do the math...

🚨JUST RELEASED: Chairman's Interview #ATN #ATERIAN #TANTALUM #WOGEN #MULTIBAGGER For those unaware, Aterian’s Executive Chairman just said something extraordinary. youtube.com/watch?v=c8_jpu… In an interview (53mins in...) released today, at 12:30, Charles Bray looked directly at a £4M market cap and effectively told the market it has lost its mind. His words, not mine. And for private investors sitting on the side lines, this interview is the most direct, unfiltered, and compelling explanation of why Aterian represents one of the MOST ABSURD MISPRICINGS on AIM today. 1️⃣Let's start with the partnership that just went live. Aterian has secured a 50|50 joint venture with Wogen, and Bray is unflinching in describing its significance: "This is one of the world's best, metal-focused trading companies! Wogen is a billion-dollar, London trading house with 50 years of history, and they have chosen Aterian as their exclusive partner in Rwanda.” 2️⃣Bray then goes on to explain the strategic shift: "The Rwandan market has historically had a heavy dependence on Chinese refiners. So for us, this offers the opportunity to increase those margins by broadening the market pool. The result is a funded, scalable platform that fundamentally changes the company's financial trajectory.” 3️⃣What does this mean for 2026? Bray is specific: “The company now expects trading revenues to cover 2026 operational expenses, and in effect, investors will have exploration assets for free." Let that sink in. The entire exploration portfolio—high-grade copper in Morocco, district-scale copper in Botswana, the HCK lithium-tantalum project with Rio Tinto's US$5 million data set—becomes a zero-cost option package funded entirely by the trading division. 4️⃣When asked if this removes the need for equity raises, Bray responded: “I don't see why we would need to go back to the equity markets.” No dilution. No death spiral. Just cash flow funding growth. 5️⃣And the growth trajectory is explicit. Bray outlined targets: "We're looking to increase the gross profit per quarter at approximately 50%. So that for us would mean that in 2026, we would cover our expenses. And 2027 would be, let's say, closer to £2.5M of gross profit!” That is not a forecast. That is a stated target from the Executive Chairman. 6️⃣Then there is HCK, the Rwandan project where Rio Tinto spent US$4.7 million proving mineralisation before walking away because it wasn't Tier-1 scale. For Aterian, it is a company-maker. Bray walked investors through the numbers: "From our preliminary analysis, it's approximately 35% Tantalum and approximately 40% Niobium, and that's virtually the entire hill that you can see." 7️⃣The Tantalum price has more than trebled since Rio walked. Bray confirms: "Last year this time, we could have worked on developing HCK and it still would have been profitable. So we're in a much, much better situation. The company is now in discussions with partners to take HCK into development by the end of this year.” 8️⃣The competitive landscape is equally telling. When asked who else provides fully traceable, conflict-free tantalum at scale, Bray was candid: "If you read the reports by the various NGOs... nobody, just us." 9️⃣He acknowledged Traxys as a billion-dollar competitor, but concluded: "That's our only competition. Aterian IS ONE OF TWO PLAYERS IN THE WORLD, offering what the market increasingly demands: certified, ethical, fully traceable critical minerals.” The demand drivers are accelerating. Bray notes that: “Tantalum is not a niche curiosity; it is the hidden backbone of the AI revolution, and Aterian has a front-row seat.” 🔟The exploration portfolio is also advancing. The EIA approval for Agdz in Morocco has been secured, a milestone Bray describes as "not easy to come by." It de-risks the project and accelerates development. And Lithosquare, the AI exploration partner, has completed its targeting. Bray reveals: "They matched off with what we had prioritised, not necessarily in the same order. The work they did was actually quite remarkable. They did the equivalent of what it would take us probably 20 geologists to do over the past three to four months. The announcement of their expenditure focus is imminent.” 🚨Which brings us back to the VALUATION. Bray's closing comments are the most damning indictment of the market's inefficiency. "Rio Tinto spending US$5 million on HCK1 alone gives you some indication of what Eastinco or the Rwandan business is worth. That's not counting the trading. Lithosquare spending 1.4M Euros across 8 different licenses gives you an indication of what those eight licenses are worth. And that's for 20% of those licenses. I think it just boggles the mind." Then the punchline: "I no longer believe in the efficient market hypothesis." 🚨BOTTOM LINE: For private investors on the side lines, the message is unmistakable. Aterian has a funded, scaled trading platform with a billion-dollar partner, targeting profitability in 2026. It has a fully owned exploration portfolio that includes a project Rio Tinto spent millions proving. It has AI partners spending millions to earn into its licenses. It has a management team that has executed partnerships with the world's best. And the entire package trades at £4m? Bray's bewilderment is your opportunity. One Word: MULTIBAGGER!

Hello, Friday 🕺💃@ZaksTradersCafe Comments on this morning’s “RNS Hotlist” Friday 27th March 2026... Zak’s Announcement Included #IMM #KEN #80M #GROC #EOG #HREE #MWE #88E & #ROAD share-talk.com/rns-hotlist-wi…

The #Helium bull is alive & well $AVN.V & $PLSR.V On absolute moonshots atm. $CH.V & $HEVI.V Your move?