Rainbow Rare Earths Share Discussion Threads

[snowyflake] 23/9/2021 14:00

Thank you guys.

[peanut100] 23/9/2021 13:18

From around 11 minutes is interesting

[marktime1231] 23/9/2021 13:14

Something stirring. A new international investor coming on board to secure its interests in the supply of critical resource?

[napoleon 14th] 23/9/2021 13:11

Added a load more...

[fulmar29] 23/9/2021 12:24

[...] Meyer on RBW [...] won't paste-look on VOX

[asdb9] 23/9/2021 11:38

https://youtu.be/vFx_NymTPAM

[snowyflake] 23/9/2021 11:19

Can anyone provide a better (direct with a click) link to the interview please.

[lasata] 23/9/2021 11:12

32Campo....listen to the interview.....GB confident about the news which will be forthcoming.

Obviously he could not be too explicit....but his smile gave it away......

[32campomar] 23/9/2021 10:55

Hopefully. Crazy that it's priced at these levels, it's my best long term holding!

[luffness] 23/9/2021 10:50

Or just a realisation that Phalaborwa could generate annual revenues of $160m+

[lasata] 23/9/2021 10:49

If you look at the rare earths ETF in USA one can see it is the place to invest for next few years.

RBW in the right place at the right time.......

[32campomar] 23/9/2021 10:37

What's going on here then? Must have been tipped

[astubbs67602] 23/9/2021 10:35

Is there good news on the horizon or do we just think rare earth is due a recovery after been battered recently?

[lasata] 23/9/2021 10:26

Positive interview with GB

[fulmar29] 21/9/2021 15:02

hxxps://youtu.be/vFx_NymTPAM same theme but more info,more upbeat and more content

[perfect choice] 20/9/2021 12:34

On funding, RNS states "Rainbow is not required to make an upfront payment for the Technology. A licencing fee of up to US$5.5 million will be paid for each project at which the Technology is deployed as part of the construction capital." So its more a question of funding the overall construction budget, for which this is now part.

Thanks ASDB9 for that link to today's interview. Some nice further detail mentioned there like 20-30% increase in retained revenue for RBW, much simpler process down to 3 steps I think was mentioned, thus significantly lower capex/opex and so higher retrained profit for RBW, also mention royalty now likely to be around 2% (as a chemical process project) instead of 3-4% for a typical mining project, 1-off licensing fee of US$5.5M also reduces by $1M as the fee for each further project, down to $3M as a minimum per project. The one bit of news less welcomed is the expectation that the Preliminary Economic Assessment will now be end November instead of October, all down to impact of Covid on the Australia labs.

[asdb9] 20/9/2021 12:08

Video re. RNS https://youtu.be/_0MhcvjPojM

[thelung] 20/9/2021 11:47

Glasswala, you're a broken clock

[glasswala] 20/9/2021 11:43

But what about cost of funding this??. This will mean a placing i believe!

[perfect choice] 20/9/2021 08:34

Agreed and subject to achieving a successful Preliminary Economic Assessment currently underway at Phalaborwa, this presents considerable upside to RBW.

Some key comments in that RNS includes "realise a higher value from the separated rare earth products compared to the sale of a mixed rare earth carbonate as originally envisaged at Phalaborwa" and " the IP will enable Rainbow to participate efficiently in the downstream separation process, allowing us to capture the full rare earth oxide price for our material." So basically I read that as RBW gets more money for its output, owning the downstream element themselves.

Also notice "for use on the separation of rare earth elements from phosphogypsum opportunities across the SADC region in Africa for an initial period of four years." and "excited to be in a position to utilise the Technology to secure an interest in other rare earth phosphogypsum opportunities in the region, where we believe tremendous value can be unlocked." So RBW looking for other prospects in the region outside of Phalaborwa?

[32campomar] 20/9/2021 07:07

Excellent news, should give the share price a nice lift this morning !

[snowyflake] 10/9/2021 17:39

Thank you PC.

[perfect choice] 10/9/2021 17:34

This is it Snowyflake, brief comment but confirms what wiganpunter posted: