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REE Altona Rare Earths Plc

1.375
0.00 (0.00%)
Last Updated: 07:47:40
Delayed by 15 minutes
Altona Rare Earths Investors - REE

Altona Rare Earths Investors - REE

Share Name Share Symbol Market Stock Type
Altona Rare Earths Plc REE London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 1.375 07:47:40
Open Price Low Price High Price Close Price Previous Close
1.375 1.375 1.375 1.375
more quote information »
Industry Sector
PHARMACEUTICALS & BIOTECHNOLOGY

Top Investor Posts

Top Posts
Posted at 17/4/2024 08:43 by the count of monte_cristo
INVESTOR PRESENTATION

Altona (LSE: REE), a resource exploration and development company focused on critical raw materials in Africa, announces that Cedric Simonet, Chief Executive Officer, will provide a live presentation relating to Altona's diversification strategy and on its new copper projects, on 17 Apr 2024 at 18:00 BST, via the Investor Meet Company platform.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard until 16 Apr 2024, 09:00 BST, or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet Altona via:



Investors who already follow Altona on the Investor Meet Company platform will automatically be invited.
Posted at 05/7/2023 14:30 by apotheki
This Investor Presentation next Wednesday could well be worth signing up for....

Altona (LSE: REE), a resource exploration and development company focused on Rare Earths in Africa, announces that Cedric Simonet, Chief Executive Officer, will host an investor presentation and Q&A session to provide an operational and strategic update on Wednesday, 12 July 2023 at 10:00 (BST) via the Investor Meet Company platform.

The presentation is open to all existing and potential shareholders. Investors can sign up to Investor Meet Company for free on:

hxxps://www.investormeetcompany.com/investor/companies

Investors who already follow Altona on the Investor Meet Company platform will automatically be invited.

-- Investors are encouraged to submit questions pre-event via the "Ask a Question" function located on the Investor Meet Company dashboard up until 9 am the day before the meeting or at any time during the live presentation.

-- Whilst the Company may not be in a position to answer every question it receives, it will address the most prominent within the confines of information already disclosed to the market through regulatory notifications.

-- Responses to the Q&A will be published at the earliest opportunity on the Investor Meet Company platform following the presentation.

-- Investor feedback can also be submitted directly to management post the event to ensure the Company can understand the views of all elements of its shareholder base.
For more information on Altona and its current mining projects please visit:

www.altonaRE.com
Posted at 13/3/2013 01:24 by uncle john
Have any of you been contacted by a company offering investment opportunities in holding physical rare earth packages to private or retail investors?
I have, and shall be starting some serious due diligence on the offer as it has been described.
So far I know nothing about the company so unable to give an opinion on bona fides.

Any info gratefully received.

john
Posted at 04/3/2013 10:44 by rrr
New Lynas Investor Presentation
Posted at 01/2/2013 13:45 by rrr
New Lynas webcast:
Posted at 15/3/2012 12:18 by jimbowen30
I've posted this on the GWG board

I attended the Objective Capital conference in London yesterday, as Gary Billingsley of Great Western was presenting. Here are my notes/comments.

•GWG have "ownership of the value chain" and this leads to higher expected profit margins.
•Strong global demand for magnets. Permanent magnets (that GWG specialise in) forecast to grow from 26,000 tonnes in 2010 to 40,000 tonnes by 2015 (+54%), NiHm batteries from 22,000 to 36,000 tonnes (+64%) and Chinese demand from 70,000 to 120,000 tonnes (+71%)
•Amongst the Light rare earths, global Lanthanum supply expected to exceed demand by 13% by 2015. Very difference story for the Heavy rare earths – dysprosium demand forecast to exceed supply by 48% and 42% for Terbium.
•Gary described the GWG business model in chronological order – exploration – mining – mixed chloride production – solvent extraction separation – metal making – alloy production – industrial production manufacturing.
•Although GWG has separation (of oxides) Chinese expertise in house they needed the help of GDQ, their Chinese JV partner and they are busy working on separation plant
•Currently 2 drills at Steenskampskraal to confirm the historical data and they are drilling 14 holes to test down depth. Assays are at the lab and the NI 43-101 will hopefully be ready by end of April. They will then focus on drilling other areas and expanding the resource as little historical drilling has taken place.
•Hoidas Lake is still important to GWG.
•Continuing to work on metallurgy to evaluate production potential.
•95% of design work on chloride production plant is completed.
•LCM – profitable since 1992. 60% of revenues come from EU, 30% from Japan, China, Taiwan, and 10% from US. 400% capacity expansion and 6 new furnaces by 2015.
•36% of shareholders are institutions. $5.3m cash – GWG are looking at financing options and debt is the priority. Gary said an announcement will be made soon.
•About 15% of profits will be from South Africa.

Overall, I thought the presentation was very positive and GWG remain on track with timelines. Imo the stock is still not very well understood by investors and is "under the radar" but they will eventually come to value the "mines to market" strategy and the higher margins that this will generate. If all goes well, GWG could be mining rare earths early 2013 so within one year. The bigger picture for me, is seeing the cashflow come in and the inevitable re-rating that will follow

Jim
Posted at 23/2/2012 15:48 by shavian
Interesting article on GGG.au from the Wall St Journal dated 21 Feb:

In one of the world's coldest climates, competition to develop a future source of uranium and rare earths is heating up.

European and Asian groups are circling the Kvanefjeld project on the southern tip of Greenland and talks with the deposit's owner, ASX-listed Greenland Minerals & Energy, on a strategic partnership are already well-advanced. The company-valued at 200 million Australian dollars (US$214 million)-is open to selling equity in the project to raise funds and share future development costs.

What lies between the ice caps on Greenland has long tantalized Western resources companies, which are finding it harder to access many major minerals deposits in countries like Russia and China due to regulatory systems that favor state-owned firms. The impact of climate change has made mining in Greenland easier by melting permafrost, while the island's growing autonomy from Denmark has enabled officials to award more exploration licenses.

In addition, Greenland's southern fjords cut into the island's coastal fringes are suitable as deepwater ports with routes to markets in North America and Europe.

Greenland Minerals & Energy says Kvanefjeld contains rare earths-a group of 17 metals used in high-tech products ranging from Prius cars to iPads-zinc and uranium. The project currently has an estimated mineral resource of 619 million tons, with the potential for this to grow when the size of three satellite deposits are fully assessed.

The government of Greenland late last year amended the company's exploration license to include uranium, the first such permit for the nuclear fuel on the island.

According to John Mair, the company's executive director of business development, an attractive option as a strategic partner would be a consortium interested in rare earths as well as uranium.

China accounts for over 90% of global output for rare earths, but has been tightening export quotas in recent years to the alarm of consumers who have been scrambling for alternative supply sources such as ASX-listed Lynas's Mount Weld mine in Western Australia state.

Production from Kvanefjeld is forecast to begin in early 2016, following a two-and-a-half year construction phase for a mining operation that would include building a new port facility near a processing plant for the ore, Mr. Mair says.

A pre-feasibility study for the project is expected to be completed by early April, and an application for a mining permit is likely to be made late in the year or early 2013.

Mr. Mair says Perth-based Greenland Minerals & Energy may also seek a secondary listing in future, likely tied to a significant capital raising. Toronto would be a natural place to list given investor interest from North America, although the company has also considered Hong Kong.


NB It's a bit lonely over on the GGG thread - anyone care to join me? I think the share price is about to head upwards.
Posted at 02/9/2011 23:59 by a.fewbob
Looks like REE investors are just as rare as the metals!
Posted at 15/2/2011 20:19 by targetrighton
CRITERIA FOR ANALYSIS
DARK CLOUDS ON THE HORIZON
Where should I put my Money before the Storm?
That is the question many investors are contemplating particularly in the Rare Earth Sector. There are literally hundreds of investment opportunities and as always in any sector only a few pay off. Much has been written, presented at road shows, exchanged between executives and discussed on numerous forums.
Yes, we agree that there are Letter News Writers that have touted certain companies and condemned others but there is a motive behind their touting. Some of those touted will not be successful and for obvious reasons and many of the followers of those news writers (so called experts) will eventually realize their dream was a mistake.
It is becoming very clear that that those serious in properly informing investors what to look for in an investment opportunity must take into consideration many factors. We all know what the basic factors are. A scale of 1 to 10 is used in rating each company and from that a metric can be developed grouping of five as survivors.
(1) MANAGEMENT -- How well are they structured and versed in the Rare Earth Sector. Is there personnel with the management team to take the company to the next level and beyond?
(2) INFRASTRUCTURE -- How accessible is the is the property and all the facilities needed to develop the property and continue its production?
(3) POLITICAL ENVIRONMENT -- How friendly and politically stable is the jurisdiction within which the venture will be operating?
(4) MARKETING -- How well has or is the venture marketing their product or are they seeking a market, ie: Off-Take Agreements etc. How is the company being exposed to end users of their products to be produced.
(5) ACCESS TO CAPITAL -- Does the company have the capability in raising the required capital to develop or proceed with the proposed development? How much capital will be required and what is their current share structure and market capitalization. Is further dilution needed or are other means of obtaining capital an option to furthering development, ie joint venturing.
(6) LABOR FORCE -- Is an acceptable level of skilled labour force available within proximity of the development or must they be brought in and trained. Has the company got expertise within the organization to proceed to the production level or must they be recruited. The market for this type of expertise will become very competitive and those companies having that expertise or access to that expertise are definitely going to be at an advantage.
(7) PROPERTIES -- How many properties does the company currently have 100% ownership and joint venture arrangements or has plans on acquiring to compete in the Rare Earth Sector. How advanced in the development of the properties is the company, staking, aerial surveys, drilling, compliance reports (43-101 or Jorg), feasibility studies and commitment to production and construction of facilities.
Not to say that the items I've partially detailed above are not crucial or relevant to the success of the venture, but I must imply that those items detailed below will determine the faith of the venture.
(8) SIZE OF RESERVES --Although this is not the main factor it will determine how successfully the overall chain of supply will be affected by the quantity of rare earth oxides that may be provide from the deposit. How many properties within the portfolio of the company have sizeable reserves. How many have 43-101 or Jorg compliant data . What stages of development are the properties and timelines of development.
(9) GRADES OF THE DEPOSITS -- This is one of the MAIN KEY factors that will spell and determine the faith and how successfully the overall chain of supply will be affected by the company. It has been discussed by analysts and mining executives and it has been determined that any deposit within an overall grade of less than 2% has a slim or none chance of success unless it meets some of the other factors listed below. It has and is still projected that Neodymium (Nd) and Samarium (Sm) along with a number of the Heavy Rare Earths will be in short supply by year 2013/2014 and is projected that China may be importing those particular rare earths by 2014 for their domestic supply. Unless the grade within the deposit is sufficient enough to be able tp produce a substantial supply of these elements the chance of success of that venture is limited.
(10) PERCENTAGE OF DISTRIBUTION -- ANOTHER KEY FACTOR. As stated above certain elements are projected to be in short supply and if the percentage of distribution within the deposits being developed are low or none existent then the success of the company will be affected. No two deposits are alike, varying in grade and percentage distribution of mineralization. The percentage distribution of light rare earths versus heavy rare earths will play a key role in the companies contribution to the entire supply chain. It is also projected that the supply demand for light rare earths, other than Neodymium (Nd) and Samarium (Sm) will decrease substantially (by as much as, currently $50 kg. to $10 kg.) which will have a definitive impact on light rare earth producers.
(11) COST OF PRODUCTION -- Each jurisdiction has its advantages and disadvantages as to the cost in carrying out any enterprise. Within some jurisdictions the operational costs are 50% to 70% less than other jurisdiction. Therefore you must be familiar with sources in obtaining that type of data, which at times is very difficult.
(12) VALUE ADDED CAPABILITIES -- Not many companies within the Rare Earth Sector outside of China have a capability to continue the supply chain from the finished product into the next level of production and marketing. Summarized here is what the chain entails, Link (1) Property Acquisition, Link (2) Exploration and Development, Link (3) Mining and Milling the Ore, Link (4) Production of concentrates, chlorides or carbonates, Link (5) Refine Concentrate into high purity oxides, Link (6) Oxides separated into metals, Link (7) Metals are blended into alloys, Link (8) Alloys used in the manufacture of magnets, batteries and other commodities.
It so happens that the value added capability is the most profitable of all other aspects of the chain. From the high purity link to the alloy producing link between 70% to 80% of profits are realized within a company's bottom line if they have that capability within their portfolio
Posted at 11/1/2011 18:02 by speedy
Rare Earth Investors Brace for Volatility
11:25a ET January 11, 2011 (Market Wire)

In recent months, Wall Street has begun to take notice of the Rare Earth Metals. Rare earth metals are the lifeblood of modern computers, batteries and alternative energies. For example, there are nearly ten pounds of the rare earth element lanthanum in every Toyota Prius engine. In addition, rare earth elements are vital to military technology. The Bedford Report examines the Rare Earth Elements Industry and provides research reports on Molycorp, Inc. (NYSE: MCP) and General Moly, Inc. (NYSE Amex: GMO). Access to the full company reports can be found at:

www.bedfordreport.com/2011-01-MCP

www.bedfordreport.com/2011-01-GMO

North American Rare Earth Miners have been getting a boost in recent weeks following a series of announcements from the Chinese government. In late December, China -- who currently produces about 97 percent of the global supply of rare earth minerals -- said it would cut its export quotas by 35 percent year-on-year for the first half of 2011. American rare earth miner, Molycorp's CEO Mark Smith, said that "Any reductions China makes in its 2011 exports versus 2010 levels will only exacerbate the global supply shortfall of rare earths we can expect in 2011."

China's Foreign Ministry spokesperson Jiang Yu argues that "Other countries with rare earth resources should also develop and exploit their resources and jointly shoulder the responsibility for rare earth supply."

The Bedford Report releases regular market updates on the industrial metals sector so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.

In late 2010, the US Government made efforts to bring more of domestic awareness to rare earths as the US House of Representatives passed the Rare Earths and Critical Materials Revitalization Act of 2010, which supports the discovery and development of rare earth sites inside of the United States.

While the US is making efforts, it is very late to the party. In fact, most mines outside of China are still some time away from production. Additionally, there are no separation facilities for the all-important "heavy" rare earths outside of China. For this reason, many naysayers question how long the boom in North American Rare Earth companies can continue.
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