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Share Name Share Symbol Market Type Share ISIN Share Description
Rainbow Rare Earths Limited LSE:RBW London Ordinary Share GG00BD59ZW98 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.25 1.64% 15.50 15.00 16.00 15.875 15.25 15.25 1,940,114 11:37:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.4 -2.2 -0.6 - 74

Rainbow Rare Earths Share Discussion Threads

Showing 2901 to 2923 of 3000 messages
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
DateSubjectAuthorDiscuss
28/4/2021
15:56
What is Mike Walter's recommendation record like?
lasata
28/4/2021
15:50
See your point........it gives a decent summary of RBW. I think George Bennett is a safe pair of mining hands.....
lasata
28/4/2021
15:46
It is Mike Walters (c) and should be deleted. It does show that his website has value, but it has not been attributed by peanut100 or even given a modest edit/critical review/comment.
flying pig
28/4/2021
15:39
Off topic for which i apologise......another less rare but valuable commodity tin is approaching blue sky decade high prices and Afritin (ATM)is an active producer due for a run higher
lasata
28/4/2021
15:37
Surely he would be pleased with the wider publicity.......
lasata
28/4/2021
15:28
I would delete that if I were you, it's Mike Walters copywrite
32campomar
28/4/2021
15:03
The assay rns warned us not to treat it as a mineral resource estimate, but they and we have effectively been doing just that. The slight niggle was the reduction in rare earth concentration. I suppose we should wait for the MRE and reports to say how to best execute production, how much it might cost, where that money is going to come from, how might South Africa assert its mineral rights ... many unknowns and risk variables which is why RBW is still valued so cheaply. What would help ... the US and/or a global mining major deciding to make this strategic, investing to secure the critical supply of rare earth minerals other than from China / Russia. I agree though that, accepting the assay in pencil but reminding ourselves not to regard the implied mineral resource as inked in, RBW is currently valued by the market at a huge discount to asset value. So yes it is surprising that the share price has not moved up much. Yet. Doubled up at 17p.
marktime1231
28/4/2021
14:21
As luffness said in post 2879, Rainbow (Phalaborwa only) is valued at $3/t whereas the value of the NdPr and DyTb in the stacks is $147/t So 35M tonnes of material * $147/t = $5.145 Billion $5.145B / 20 years = $250 million revenue per year. All this material does not need to be mined but chemically processed, so there should be a good profit margin. All this is also at current prices with the value expected to increase. Looks good value in my book. Extract from RNS "The overall rare earth basket price was expected to be dominated by the NdPr content, which at current prices is valued at US$111/t gypsum based on the assay values reported. The additional DyTb credit adds a further US$36/t gypsum, significantly enhancing the recoverable value of the rare earths from the gypsum stacks. Together, these high value elements represent over 92% of the total value of the Phalaborwa rare earths basket."
odsjp
28/4/2021
13:44
Take a look at the chart of REMX........RBW mirrors it! https://www.vaneck.com/us/en/investments/rare-earth-strategic-metals-etf-remx/
lasata
28/4/2021
13:35
Shard Agree I would buy the dip if bad news from Burundi negotiations......which is unlikely as you say.
lasata
28/4/2021
12:07
IF rbw lots it's right to mind in Burundi (which is highly unlikely) the current mcap would still be cheap. This play is almost entirely about Phalaborwa. It's amazing how concentrated minds have become on what is basically a side show.
shardview
28/4/2021
10:06
This reminds me of what happened to Churchill mining who were sat on the largest coal reserves, the government revoked the licence on the basis that a key document had an auto signature rather than a hand written one, then did a deal with another company to mine the coal. Just prey this doesn't go the same way!
timnicebutdim
28/4/2021
10:04
That was before the exports were put on hold, if that isn't resolved soon then they will either have to stop production and lay off the workforce or do a fund raise. They must know by now the reason behind the export stop and why haven't they informed the market?
timnicebutdim
28/4/2021
09:38
Glasswala.......if you listened to the interview then you would realise that is not in the pipeline.
lasata
28/4/2021
09:10
Very subdued reaction to this news. Has a fund raise been pencilled in??
glasswala
28/4/2021
08:10
True - it is also the timescale which is appealing - full production possible in 2023
luffness
28/4/2021
08:07
All the early trades are showing as sells, not true as I topped up at 8am
astubbs67602
28/4/2021
08:06
What is not to like???
glasswala
28/4/2021
08:05
Back down again.
glasswala
28/4/2021
08:00
Yes, vastly undervalued doesn't even touch the surface. It's pretty extra-ordinary what the company are sat on.
32campomar
28/4/2021
07:53
Luffness.......interesting!
lasata
28/4/2021
07:25
So ignore Burundi and RBW current market cap ascribes a value to Phalaborwa of usd3/t. Current basket price based on assay results is usd147/t
luffness
28/4/2021
07:18
Liking these assay results
lasata
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
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