Rainbow Rare Earths Share Discussion Threads

[32campomar] 12/4/2021 16:02

Yes Remember what the CE said in that conference call last week. The share price should be a multiple of what it is. 20p resistance will go at some point, and when it does, it will go quickly.

[lasata] 12/4/2021 15:35

Tim...patience......glass ceiling.....

[timnicebutdim] 12/4/2021 14:55

Kiss of death you are

[lasata] 12/4/2021 13:51

Rare-earth firms in Ganzhou halt production to rectify environmental issues By GT staff reporters Published: Apr 08, 2021 08:03 PM Rare earth Photo: VCG Rare earth Photo: VCG About 40-50 percent of the rare-earth enterprises in Ganzhou, East China's Jiangxi Province - most in the middle and downstream segments of the industry chain - have halted production in recent days to rectify environmental protection issues, industry insiders told the Global Times. Ganzhou is a main production base for China's rare-earths. As the suspension is expected to last until the end of April, industry analysts predict that rare-earth shortages, coupled with logistics issues in shipping rare earths from Myanmar, could further strain China's exports of rare-earth products in April and could drive its prices higher. "One of our rare-earth waste processing factories suspended production near the end of March," a manager at a state-owned rare-earth enterprise in Ganzhou told the Global Times on Thursday. The closures came ahead of the central government's No.4 ecological and environmental protection inspection group's arrival in Jiangxi for a trip that runs from Wednesday to May 7. The group will investigate local environmental protection work. Close to half of the rare-earth producers in Ganzhou have halted operations, according to local industry insiders. Some shut down before the group's arrival to rectify environmental issues. Industry insiders said that the sudden closures were partly due to 24/7 production, which led to "serious environmental effects" such as the discharge of off-standard sewage. "Since October, all rare-earth manufacturers in Ganzhou have been running at full swing to capitalize on booming orders and recoup losses sustained during the coronavirus outbreak. Most of them did not take a break even during the Spring Festival holiday, exacerbating the environmental issue," a manager of a state-owned rare-earth enterprise, who spoke on condition of anonymity, told the Global Times on Thursday. The manager added that most of the suspended facilities are plants specializing in rare-earth waste separation, a key procedure in processing rare-earth oxides that could pollute the environment most. "It is necessary to comply with environmental protection rules in daily work. Those who abide by strict environmental protection rules still operate as usual," he noted. The Global Times also learned from several major rare-earth magnet producers in Ganzhou that their production has not been affected. It is not clear when the factories will start humming again. Some industry insiders expect they can resume work by the end of April when environmental issues are all settled. According to local media reports, the supply of neodymium praseodymium oxide, a key rare-earth oxide for making permanent rare-earth magnets, could be reduced by 1,200 tons a month due to the factory suspension. Wu Chenhui, an independent rare-earth market observer, told the Global Times on Thursday that the plunge in rare-earth oxide supplies will have a "staged impact," pushing up prices in the short term. "But the impact may also spread around the globe if production is suspended for more than a month, exerting pressure on global supply," Wu said. From January to February, China's rare-earth exports surged 28.8 percent year-on-year to 7,068 tons, customs data showed.

[napoleon 14th] 12/4/2021 12:57

20p glass ceiling. I hold, 7% of my PF partly due to 55% gain, & will only add when that glass ceiling breaks; a close of 21p. SP is bubbling but not frothy at all - IMHO, NAI, DYOR.

[newton] 12/4/2021 10:33

just bought in so it'll probably fall now 😒

[timnicebutdim] 12/4/2021 09:35

Pretty much all buys strap yourselves in this is going to get interesting

[lasata] 12/4/2021 08:44

Assay results due before long should be an interesting read too.

[lasata] 12/4/2021 08:43

Thanks MP79....would be interesting to read if someone has the sub...

[mp79] 12/4/2021 07:53

hxxps://www.africaintelligence.com/mining-sector_financing-and-advisory/2021/04/12/juniors-see-european-raw-materials-alliance-as-gateway-to-growth,109657111-ar1?utm_medium=email&did=108316643&aid=1335351&utm_campaign=AUTO_EDIT_VEI&utm_source=AIAToday's article. I don't know details as it is for paid subscription only but I can tell that it has RBW mentioned inside it as I had keyword search on it.

[mirandaj] 11/4/2021 18:50

Podcast (7th April) can be listened to by clicking on the link on RHS https://rainbowrareearths.com/investors/media/ Click on "Listen to the Podcast"

[lasata] 09/4/2021 14:51

Think when 20p seller is cleared out this should motor.......

[32campomar] 09/4/2021 14:36

Doesn't seem able to get through 20p.

[lasata] 09/4/2021 10:45

For those who are new to RBW....this explains it well The Phalaborwa Rare Earths Project, located in South Africa, comprises approximately 35 million tonnes of gypsum resulting from historical phosphate hard rock mining, containing rare earth elements with an estimated average in situ grade of 0.5% TREO, based on previous sampling campaigns and supported by initial assay results, indicating c. 210Kt of contained TREO’s with +/- 30% NdPr in the RE basket. Rainbow and Bosveld intend to jointly develop and process rare earth elements from the gypsum contained in two stacks at the Project site. On completion of the pre-feasibility study, 70% of the Project will be held by Rainbow and 30% by Bosveld. Rainbow’s Gakara asset provides a high-grade (typically 54% Total Rare Earth Oxides (“TREO”)) source of rare earths, with a clear, modular pathway from existing pilot-scale to full-scale commercial production. The Gakara Project in Burundi is currently the only African producer of rare earths and uses a simple, environmentally responsible, gravity process to deliver a concentrate with low levels of radioactive elements, which is suitable for export. The Gakara basket is weighted heavily towards Neodymium (Nd) and Praseodymium (Pr) (together “NdPr”), which account for over 80% of the value of the Gakara concentrate.

[lasata] 09/4/2021 10:17

Chartwise....a break of 20p would be most encouraging. Think the rare earths narrative has legs......

[lasata] 09/4/2021 09:14

GB believes says RBW share price should be multiples of where it is now in the call....i do realise he is slightly biassed!

[lasata] 09/4/2021 08:28

ASDB9...thank you Luffness.......agree and i think GB is safe pair of hands on this project.

[luffness] 09/4/2021 08:05

I liked getting way he described Phalaborwa as a chemical separation and cleanup process as opposed to mining.He is always good value

[lasata] 09/4/2021 07:37

Redhill....GB said financing would not be an issue. ASDB9...i did not hear that. Well worth having a listen to all of the call....on the company website for a week. Lasts about 30 mins

[asdb9] 09/4/2021 00:15

GB said in talks with US energy department I believe, regarding finance

[redhill9] 08/4/2021 17:49

Any discussion of finance? I doubt they would say too much, but was there any indication?

[lasata] 08/4/2021 08:30

Very positive investor call Assay results within next fortnight Scoping July 2021 Pre feasibility study end 2021 Build late 2022 Full production second half 2023

[32campomar] 07/4/2021 16:47

Another Good day on big volume too. Looking forward to tomorrow I'm convinced there will be more buying after the companies seminar this evening.

[2 risky] 07/4/2021 12:50

Breakout from a previous double top a buy signal imo.