Rainbow Rare Earths Takeover Rumours (RBW)

Yes, & I don't want a takeover... A LTBH can guestimate that just Phalaborwa and Uberaba alone could turn this into a dividend payer of some 15p/share - today's share price! If Mosaic go full tilt with their other gypsum stacks, the dividend could be higher still, so I've taken a 5 to 10 year view on RBW and hope for the best, which on that basis is the easiest thing to do! In fact, as funds come thru' I might add another very thick slab @ c. 15p...

Uberaba wlll be 3 times Phalaborwa assuming production continues for 30 years. Mosaics incentive to keep/expand phosphoric acid will be increase with its share of RE processing. Takeover will be very difficult as insiders and Techmet own near 50%

It is an inventory exercise. Techmet will have a percentage interest in the inventory shipped from phal that is then refined and sold.Techmet at this stage will not have a percentage of other sources of sulphate going through that process (that has not even come to the table yet, not just rainbow sulphates)However technet do benefit of course from their additional stake in rainbow parent through shareprice and potential dividends.I am also sure that techmet may invest more and quite frankly potentially takeover rainbow.There will also be others akin to techmet with a strong interest when ktech process is proven (they must know by now too, as do techmet)Just a no brainer for me.