Rainbow Rare Earths Share Discussion Threads

[kingston78] 05/12/2024 09:10

Many English and Chinese language media channels are talking about ban and restriction by China of export of rare earth materials, especially political and economic forums. Words will spread to the general public, and when more people know about it the situation will become more acute. So far as I can ascertain, the US has stockpiles of antimony lasting until mid-2025. All hell will break loose because the US military will not produce many weapons without it. The US will hunt for rare earth materials everywhere.

[bbd2] 04/12/2024 13:29

Yes it’s because they have Germanium present in their Zinc deposit. Just shows you the potential here, once we fully get going, and rare earth prices spike further; due to lack of supply.

[snowyflake] 03/12/2024 14:17

Thank you bbd2 and kingston - events are positive for RBW.

[bbd2] 03/12/2024 12:39

Interesting thanks. Let’s see what else they ban when Trump takes over. All good for Rainbows future though and increased impetus for US funding.

[dumbpunter] 30/11/2024 14:34

K Tech have tested the process on coal, the low concentration make economic recovery difficult.

[bbd2] 30/11/2024 09:28

No, not at all viewed as a threat but was wondering if it was a significant opportunity for RRE and if there was a read across to our developing technical process.

[napoleon 14th] 29/11/2024 21:27

Interesting, bbd2.
IMHO no short term threat to GB's plan for RBW to produce by 2026.
No doubt GB's eye is on this as it could respond to our tech, (co-patented with KTec).
I just hope he's well networked in that area, or just cold call anyway.
Comparing coal to gypsum? There's plenty of profit in it for refiners either way.

[fisherman16] 26/11/2024 17:12

What does this mean for RRE?

[dumbpunter] 24/11/2024 08:42

800k shares bought. Of course the price goes up. Market Makers have to have £20k depth, so £90k of sales is going to swing their holdings.

[bbd2] 22/11/2024 19:07

Low volume, with 19 trades all day; three of which were UT’s and the price is up 4.5%?

[napoleon 14th] 22/11/2024 16:11

From 03:15

[perfect choice] 19/11/2024 16:07

Thanks, noticed GB stated (around 8 minutes into video) combined pilot plant with everything moved from the USA should be up and running Jan/Feb 25 so we know that, then time to run to confirm 99%+ purity and prove final stage preparation. In mean time we have interim financial report followed by start of funding negotiations.

[meanreverter] 19/11/2024 14:03

Latest presentation:

[napoleon 14th] 16/11/2024 22:57

wait for the panic to grow....

[bbd2] 15/11/2024 10:58

Yes either the buyer has finished or they are trying an almighty shake as they don’t want to pay over a specific price. Can’t blame some taking profits though.

[perfect choice] 15/11/2024 10:26

Yes some pull back but it happens. If you listen carefully to GB's last video, he does say on this interim report that it will be by end of the year, so covers it slipping into December from being by end November before. We've also had a consistent buyer recently whose buy order appears to have ended now so can impact on prices without that demand. RBW will always be a sentiment value driven stock until it becomes a producer and revenue earner in 2027, so volatility will always be there, despite the excellent potential fundamentals we see for RBW.

[cp42kx07] 15/11/2024 08:50

Disappointing price moves here over the last few days with a steady stream of sells negating much of the recent recovery. I hope it's not a leaky indicator of news of further delays or poor figures in the interim report due soon.

[kingston78] 07/11/2024 08:02

Get into rare earth companies now before their shares shoot up on more sanctions and trade wars happen.

[kingston78] 01/11/2024 06:40

In a geopolitical turbulent world it is wise to invest in rare earth companies.

[archie222] 29/10/2024 10:57

A bit more info on the crystal ball gazing by Adamas (GBs Robots / VTOL).



"To close the widening supply gap, Adamas calculates that China will need to increase production at its famed Bayan Obo rare earths mine in Mongolia by five-fold, "massively depleting the country's reserves." To fill the rare earths shortfall outside of China, the research firm estimates that it will require the development of 20 to 30 modest-scale mines, above and beyond those already in the pipeline.

I would think that progress amoungst most current mines in the pipeline may be stuttering due to an estimated requirement for breakeven of $80/kg RE pricing (AR24). This plus any surprise pick ups in demand could usefully spotlight RBWs short term delivery potential (after sorting out 99.5% purity).

[bridggar] 25/10/2024 10:49

https://news.sky.com/story/how-china-is-using-its-power-over-minerals-we-need-for-every-day-technology-as-leverage-with-the-west-13240360