Rainbow Rare Earths Share Discussion Threads

[croasdalelfc] 07/9/2017 10:32

I make Neo prices about $65 a kg and they make up about 15% of a basket of concentrate so about $9 a kg of RBW basket. The whole basket was said to be worth $13.5 a kg back in August. That must be more like $18 by now. Maybe even $20They are targeting about 1500 tonnes of concentrate in the first year. So discounting $18/kg back to $15 a kg and you get $22.5m in the first year. That is £17m GP and the MC is currently £16m

[shakeypremis] 07/9/2017 10:14

Fudgin' eck that's a big rise! Rainbow should make some decent profits if they are able to sell for market prices (or close to them).

[croasdalelfc] 07/9/2017 09:55

Neodymium prices surged by a third in August alone , 81% up in 2017.https://www.bloomberg.com/news/articles/2017-09-07/rare-earth-metals-electrified-by-china-s-illegal-mining-clean-up

[mp79] 06/9/2017 13:27

Croasdalelfc, ok I got Q2 and Q3 presentations. thanks

[croasdalelfc] 06/9/2017 12:42

MP - do you need that one as I'm sure there are later presentations

[mp79] 06/9/2017 09:12

30.01.17 Presentation PDF file appears lost on the RBW website? I am new entrant on RBW. Any guess where can I find it?

[purple11] 05/9/2017 12:07

stage in/out looking for position.
Don't trust half that you see and nothing that you hear.
large sells printing are often a precursor to a large upward move.cos they aint sells theyre buys....same applys with buys vica versa....maybe that's what were seeing.
read the tape only.
small is easy to see big is a different game.
an mm will always look to find traction.letitmovearound.gl

watchlist

[purple11] 05/9/2017 09:24

11.058 for small.

[purple11] 05/9/2017 09:03

nice to see full ask ut.
market starting to leave summer doldrums now.gl

[croasdalelfc] 05/9/2017 08:09

I reckon there will be another operational update at end of Q3 - end September - possibly with results

[croasdalelfc] 03/9/2017 17:58

I think the processing plant is being built now with completion expected by end of Q3.Production has already started with 1100 tonnes of Ore due to be mined by the time processing plant is completed.With the plant running at half capacity it should take 250 hours to work through the Ore.So by end of year we could be looking at 1000 tonnes of concentrate.Take a look at the Q3 presentation slide 20 - trial mine scheduleNB 1000 tonnes @ $13k a tonne = $13m or about £10m.

[eadwig] 02/9/2017 09:19

I added on the 31st @11p. Been waiting for lower, but buyers always move in and I miss out. News of plant arrival/assembly/testing/training and eventually concentrate production all due over next 3 months. Just hope the media pick up on it, I'd like to take some profit and then hold until next summer when I expect a GO decision on further mining to be announced.

Share price then will depend on projected production and really could be just about anything.

[maytrees] 01/9/2017 15:26

Why is the actual buy share price so much below the mid at present- 11.149p for my small top up just now?

[croasdalelfc] 01/9/2017 13:52

Yes RTJ - but a smaller chunk than idp

[runthejoules] 01/9/2017 13:39

Are you in here Croasdalelfc? Not that I blindly follow people but it's reassuring given you've been so informative on IDP, for which, thanks!

[shakeypremis] 01/9/2017 12:55

Look at those grades at the bottom of the document. It's crude I know, but they suck compared to Rainbow's grades.

[croasdalelfc] 01/9/2017 12:19

https://gallery.mailchimp.com/6cc38f730035ae0a04d99359c/files/0c3b9206-595f-4177-baaa-fe68100d185b/HAS_20170831_CREH_MOU_CL.pdf

[croasdalelfc] 01/9/2017 12:19

Here is an offtake agreement signed today for a mine 2 years away from production.Compare this to RBW. The only negative for RBW in comparison is that they are in Burundi and one could argue that RBW will be producing a couple of years before real demand for Rare Earths kicks in

[shakeypremis] 01/9/2017 10:50

Yet another 250k shares bought today. Where is this stock coming from?

[purple11] 31/8/2017 21:17

yes,follow the money gl

[runwaypaul] 31/8/2017 21:14

31-Aug-17 16:22:27 11.375 250,000Buy* 11.00 11.50 28.44kO


31-Aug-17 16:22:22 11.375 250,000Buy* 11.00 11.50 28.44kO


31-Aug-17 16:22:17 11.375 250,000Buy* 11.00 11.50 28.44kO

[shakeypremis] 31/8/2017 14:08

Yep. There has been quite a bit of this over the last few weeks. Q4 and first sales are almost upon us.

[novicetrade68] 31/8/2017 12:51

Larger buyers still happy it seems to pick up stock from bored holders. (325k buy)

[bizz2bizz] 25/8/2017 16:28

They still have to buy them, does it matter what the exercise price is? Correct me if I'm wrong but these are NOT freebies. You can buy shares at 4p less than the options now if you want.