Rainbow Rare Earths Share Discussion Threads

[croasdalelfc] 28/9/2017 10:55

https://goo.gl/Yww4F4

[croasdalelfc] 28/9/2017 09:47

https://www.businesslive.co.za/bd/markets/2017-09-01-rare-earths-praseodymium-and-neodymium-are-back-as-call-for-e-cars-increases/

[purple11] 27/9/2017 14:20

theres buyers too

10.93 45,292 13:41

[shakeypremis] 25/9/2017 23:44

That is a serious increase in demand. Just a projection though and if it proves to be correct or there abouts it was just a good guess!

[croasdalelfc] 21/9/2017 12:09

SP - yes I misread the June RNS which was referring to overburden .They should manage to mine a couple of hundred tonnes before the plant is complete

[shakeypremis] 21/9/2017 07:28

They've only just started mining the ore Croasdalelfc. Still, they've got about a month and half to stockpile the stuff. Should be plenty of time to dig it up and pile it up ready for processing before the plant is finished.

[croasdalelfc] 20/9/2017 09:02

They have been stockpiling since April - probably got 2k tonnes to process - the processing plant is the hold up to production and sales st the mo.The road to the processing of Kant has been upgraded and they have the transport

[purple11] 20/9/2017 07:51

The rare earths price chart is a thing of wonder.wooooOSH!
Sah36
Posts: 85
Off Topic

Opinion: No Opinion
Price: 11.25
Production ramp-up brought forwardTue 20:42Management previously referred to 22 months of 'trial mining' before ramp up to 5kt pa. They are now looking at ramping up to this by the end of 2018. Will be throwing off cash at current RE prices.

[goldguru2017] 19/9/2017 13:12

Kestrel Gold (TSX Venture Exchange symbol KGC.V)

Please allow me to bring your attention to this low-market capitalisation, high potential gold/copper exploration company that has assets in the ‘Eye of the Storm’ – the White Gold Area in the Yukon, Canada.


- Recently acquired acreage in one of Canadas most prolific gold areas – the ‘Eye of the Storm’ White Gold Area in the Tintina Gold Belt.
- Easily accessible, excellent infrastructure, safe jurisdiction.
- Sampling just finished, funded drilling programme about to commence
- >100g/T Gold sample from Clear Creek – excellent potential
- Peak values of 12,400 ppb Au from soil sampling on Val Jual
- Relative low market cap – CDN$4.2 million
- CEO with proven track record of growing public companies share price by multiples
- Leading Canadian gold geologist, Jean Paulter, running drilling campaign
- Nearby to discovered goldmines (Coffee, Golden Saddle)
- Val Jual /10 Mile Creek acreage surrounded by active 2017 programs by other companies
- Drilling news flow expected before year-end

Please do your own research on the Company before investing. Thank you for your time.

[giantpeach2] 19/9/2017 09:22

Just joined the party, showing as a sell though!!!

[croasdalelfc] 19/9/2017 09:07

The next news should be Full year results - that should also give a more in depth operations update - cash at the end of June and an indication of whether this has enough cash until first sales. Hopefully they would give a clearer indication of net sales after Discount and opex.It should be in the next two weeks

[runthejoules] 19/9/2017 08:46

Yep Bigboots, had expected a bit more movement on this, though, you know... Burundi. SHARES tipped it at IPO so they may update on it on Weds midnight, you never know...

[bigboots] 19/9/2017 08:20

As i said last month this is one hell of a cheap stock, should be trading on multiples of todays price

[sian] 19/9/2017 08:03

Pleasing update....We should now see some momentum in the share price as plans come to fruition here.....

The increase in the price of RE's is a real good indicator of the potential of this venture...

GLA....

[croasdalelfc] 19/9/2017 07:58

It's fully funded and scheduled to bring in $5m in the first 3 months.

[croasdalelfc] 19/9/2017 07:49

Negatives are Burundi political unrest.Fuel shortages might delay things a few weeks.It's a one trick pony - no blue sky - no much exploration - though I think that will come next year.Life of mine update and update on total resources would be good as well.From a financial perspective it's a no brainer

[shakeypremis] 19/9/2017 07:31

I really don't think they are going to need to dilute. What would they dilute for? Perhaps to ramp up production or something? They might be able to fund that sort of thing from cashflow after a while. Even if they did do a placing it would surely be a value adding placing. The CAPEX here is so low.

I like this line:

"Rare earth prices continue to strengthen - Rainbow basket price up 80% YTD"

That just throws all my calcs I did when investing here at the start of the year out of the window. That's a huge increase in the value of this project. The basket price will likely rise further still. Perfect storm anyone?

[croasdalelfc] 19/9/2017 07:30

I would say they could get $10 a kg at present prices $18 - discount - costs.That's $25 in the first year

[purple11] 19/9/2017 07:20

even if they doubled the amount of shares between now and end of 2018 this should be min of a double from here.

if they don't dilute this looks like a 4bag min

or am I missing something?

yes. ore prices could reverse,there could be delay,s the runrate may never hit 5000tpa ,a war may break out and the project manager sold off his holding(although the BOD hold a substantial amount).

But Still, this looks good right?They are doing what they say they would do.On time and on Budget.gl