smacks

#AAU Dokwe PFS at $2750 gold had; “The Project’s all-in sustaining cost (AISC) is US$1,144 per ounce.” Be insane what the DFS delivers at $5200

Hasn’t been too many days of blue monitors lately 😭👌 let’s see this war end and some good moves into summer plese

Well, pretty decent week and a bit. Recovered the Trump drawdown & more. #EGT latest star, #AAU back where it was, #BLOE flirting with high again, #ATN popped, reduced but got half for what’s next. #SFOR sorted me mainly, there’s more there but had to take it. #ORCA waiting game

Great to be featured in a @that_stocks_guy article, highlighting our recent acquisition and growth strategy. With 900+ turbines under service, a strong repowering pipeline, and a clear path toward £50m revenue, we’re excited about the future of #EGT. #EnergyTransition #WindEnergy #AIM #Infrastructure

#EGT @EuropeanGreenT European Green Transition is Cathal Friel's newest venture. This is a multi-year hold. open.substack.com/pub/thatstocks…

European Green Transition: Wind Energy Expansion & Pipeline Opportunities @StockBoxMedia spoke to Jack Kelly (CFO) and Dave Broadbank (MD, Wind Energy Services) of @EuropeanGreenT (LSE: EGT), where they discussed strong progress in the company’s wind energy services division

RT @VOXmarkets: EGT Wind Power Pipeline Tops £100m @EuropeanGreenT #EGT #WindEnergy #UKWindEnergy voxmarkets.com/articles/egt-w…

#EGT @EuropeanGreenT Is this company's acquisition the deal of 2026? Green Energy Transition ("EGT") secures profit making critical infrastructure services platform. “this acquisition from Arena capital partners is probably one of the best and most exciting deals I have done

#sfor Breaking out now

10 up days in a row (above previous high) and with less than 2 hours of the trading day done, the volume is not far off the average daily volume (on a no news day) #SFOR

Telling everyone how impressive my first gay bareback orgy was

#OCDO Interesting £1.8Million buy @£2.019

@MBdaytrading Tis looking strong #SFOR

#SFOR looking extremely good !

@Lee_Trades Yeah Wogen will help them scale, like they helped LRV on ASX

#ATN RNS 100% increase on profits since last quarter, presumably should pick up even further with Wogen partnership.

@SmackerAim Finally. Standard Labour U-turn

@SmackerAim @MBdaytrading @Lee_Trades Best value stock on aim in my eyes £10m mcap very near term target #ATN aterianplc.com/activity-updat…

@MBdaytrading @Lee_Trades hopefully! 50p is still cheap

@Lee_Trades Last of the seller ???!

#ATN big print yesterday and getting a wiggle on. I just see it as a binary bet on tantalum which is currently at record highs.

🚨What's Aterian Actually Worth? #ATERIAN #ATN Aterian has 17,684,000 Ordinary Shares in issue. At 23p per share, the entire company (everything it owns, its trading business, its exploration projects, its partnerships) is being valued by the market at just £4.07M. That is the starting point. Now, let's walk through the Executive Chairman's recent interview with Sunday Roast and see what it tells us about the company's actual worth. By the way, this is not speculation. These figures come directly from what third parties have already spent or committed to the company's assets. 1️⃣Exploration Licenses: Lithosquare, a strategic partner, is spending €1.4M to acquire a 20% stake in eight of Aterian's licenses. If 20% is worth €1.4M, then 100% of those licenses is worth approximately €7 million. In pound sterling, that is £6.1M. 2️⃣HCK Project (Rio Tinto Validation): Mining giant Rio Tinto spent US$5M proving-up the HCK project. That's money already in the ground. If we then acknowledge that the 'sunk exploration cost' has real value, this single project is, therefore, worth at least £2M to Aterian. 3️⃣Moroccan Copper-Silver Project (Agdas): Aterian owns 100% of Agdas. It has just secured its Environmental Impact Assessment approval, a major regulatory milestone that materially de-risks the project. While not yet drilled, a copper-silver project at this stage of development with full permitting carries a baseline value. A conservative placeholder is £1M. 4️⃣Tantalum Trading Joint Venture with WOGEN: This is where the story transforms. Charles Bray has explicitly targeted the trading business to deliver £1M in NET PROFIT to Aterian in 2027. To be crystal clear, a profitable, scalable, trading platform with a TOP-FIVE global partner is NOT a speculative asset. Chiefly, in the public markets, a business generating £1M in annual net profit would typically command a price-to-earnings multiple of 10x. That alone gives this division a standalone value of £10M. 5️⃣The Remaining Exploration Portfolio: Aterian's Rwanda, Botswana, and Morocco acreage, with significant exploration upside, is assigned a nominal value of £5M - which is more than reasonable given the scale of the opportunity and the calibre of BIG PLAYERS (£3.6bn mcap Sandfire Resources in Botswana, £7.5bn mcap Managem SA in Morocco, and £350M mcap Trinity Metals in Rwanda), extracting metal within close proximity of the assets. 🚨Adding It All Up: 1️⃣ Exploration Licences (Lithosquare) → £6.1M 2️⃣ HCK Project (Rio Tinto) → £2M 3️⃣ Moroccan Copper-Silver Project → £1M 4️⃣ Tantalum Trading JV with WOGEN → £10M 5️⃣ The Remaining Exploration Acreage → £5M 👉TOTAL FAIR VALUE: £24.1M (136p per share) That's a 6x UPSIDE just to reach the conservative sum-of-the-parts valuation! In a BULL case scenario — where Tantalum prices remain strong, the HCK project moves into development with a partner (as Bray is targeting by year-end), and the trading business exceeds its targets, a fair value of £35M is easily achievable. That would equate to approximately 198p per share, representing an 8.5x return from current levels. 🚨BOTTOM LINE: Boasting a Target Share Price (fair value) of 136p, Aterian represents one of the most compelling, deep-value opportunities in the junior resource sector today.