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EXCLUSIVE: Aura Energy #Aura to IPO Swedish Vanadium prospect


Rare Earth Minerals Share Chat (REM)



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news
Posts: 15,656
Opinion:No Opinion
Price:0.00
REM [Now KDNC]-Will revisit 2025
28 Mar '18
www.cadenceminerals.com/investors/financial-information/
Cadence 2016 Annual Report
"We believe that our 2 primary assets in Mexico and Czech Rep will become important sources of battery grade lithium carbonate FROM 2019 ONWARDS.

Our 2 main investments and joint venture are targeting to produce, in aggregate 55,000 of battery grade lithium carbonate, which based on analysts, projects could represent a SIGNIFICANT 7%-10% of the WORLD*S SUPPLY in 2025."

----Chairman*s statement: Andrew Sucking, Executive Chairman, Cadence Minerals Plc [KDNC, old name Rare Earth Minerals #REM] dated 30 May 2017 for the year ended 31 Dec 2016 A/c*s.

Comment:
Mexico=Sonora Lithium Project, Bacanora Minerals #BCN listed recently only in London [used to be dual Canada]
Czech Rep=European Metals Ltd #EMH listed in London and Australia.

Today, Wed 28 Mar 2018- So it appears that the said Motley Fool article as earlier posted appears correct ie production. KDNC [Cadence Minerals, old name REM share price is 0.23-4p, Mkt Cap �18m+

So I will revisit again in 2025 as per Chairman*s statement. Kiran Mozaria is the CEO of KDNC at this time.
 
news
Posts: 15,656
Opinion:No Opinion
Price:0.00
"Is Rare Earth Minerals Plc
28 Mar '18
Actually Worth 5.9p?"-Motley Fool, 4 Aug 2015 https://www.fool.co.uk/investing/2015/08/04/is-rare-earth-minerals-plc-actually-worth-5-9p/

"There*s no denying that REM has plenty of potential. Indeed, a/c to figures already published by the co,the net present value [NPV] of all REM*s interests in Fluer El Sauz, Ventana, Yangibana and Western Lithium projects amounts to �800 MILLION."

"As REM*s mkt cap is only �70m at present based on the NPV REM looks significantly undervalued."

"However, REM has a long way to go before it can UNLOCK value from any of its mines. It could be YEARS before the mining minnow is able to start PRODUCING lithium from any of its prospects."

"Risk vs Reward- ..one the one hand, if the co reaches it goal of COMMENCING production from owned lithium assets, REM could unlock �800m in value."

Comment: Decided to take a 3rd view on REM ie This is Money Midas 2014, IC 2015 and Motley Fool 2015 to get a consensus of opinion. Certainly the theme appears to be longer term.

A historic revisit.
news
Posts: 15,656
Opinion:No Opinion
Price:0.00
"Midas Share Tip: REM well
28 Mar '18
placed to benefit from big demand for lithium."-18 Oct 2014 ,This is Money
www.thisismoney.co.uk/money/investing/article-2798421/midas-share-tips-rare-earth-minerals-placed-benefit--big-demand--lithium.html

"The co also has 305 of a mine in Australia and another in Greenland. The Australian venture in particular looks encouraging. Recent exploration results showed good grade of neo oxide a mineral with exceptional strong magnetic properties. "

"REM is a true PENNY share and has been buffetted by WEAK mkt SENTIMENT over the past few days. The LONG TERM OUTLOOK is sound however. At 1p, this is an attractive prospect for the adventurous investor."

My comment: This Midas Tip was in Oct 2014 which was earlier than the IC Tip of the Week. So less info in the drills etc.

A historic look at then and now. BCN has now gone on to advanced stages of their Sonora lithium project.
Hence, why I am looking at the Sonora, Australian and Greenland projects.

REM*s report card so to speak of then and now-both Bacanora and REM are still in play on the stock market.

News, 28 Mar 2018
news
Posts: 15,656
Opinion:No Opinion
Price:0.00
"Lithium powers Bacanora Minerals"
28 Mar '18
-Investors Chronicle TIP, Sep 10,2015. https://investorschronicle.co.uk/2015/09/10/tips-and-ideas/share-tips/tips-of-the-week/lithium-prices-bacanora-minerals-bDIDRTHtM4taTQgkVVIXMJ/article.html

"..1.05m toone of battery grade lithium and a further 4.8m tonnes of inferred resources, all attributable to Bacanora. Based on current lithium carbonate prices of $6,000 (�3,925) a tonne the co might well be sitting on resources WORTH $4 - 23 BILLION a f t e r costs. That*s a HUGE PREMIUM to the miners �72m mkt cap."

"Bull points:UK listed play, Large discount to NPV estimates, HUGE lithium resource, Timescale: LONG TERM..."
"Bear points: major capital requirements, production milestone for 2 yrs."

"Fortunately for UK investors, AIM traded Bacanora Minerals represents an excellent way to buy into this story."

Comment:
Since the above IC Tip of the week was dated Sep 10,2015 I thought it was better to post it here under REM as it was their major investment holding then.

I basically came back to check on the current figures after the Bacanora studies have been now more advanced.
The NPV has risen further and in the last few day, Kiran Mozaria, CEO of KDNC [old name REM] said that in China the price of lithium is $20,000 and that it will fall back to $16,000 via Vox Mkt Interview.

I recall our Founder saying that the Sonora Lithium Project which he spear headed etc via Bacanora had a $50 billion value in the ground. So from the above, the price of lithium has risen from $6,000 per said IC article and therefore at $12,000 the max would be $23,000 x 2 [$6k to $12k say] = $46 billion.

This was how REM [now KDNC] started out those early days. I am not posting under KDNC because this is now history.
Wed 28 Mar 2018

My current quest is to try to go through all the old REM investments to see where value may lie further.

If the link does not work, please put the title in the search engine and it will come up.
News.
MJFMSG
Posts: 714
Opinion:Hold
Price:0.00
RE: memory lane
8 Jan '18
G L A
Bannor
Posts: 4,610
Opinion:No Opinion
Price:0.00
RE: memory lane
27 Oct '17
Indeed KHAM & needs to be kept that way - so we have access to all those lovely historic RNS' s
khameeleon
Posts: 3,490
Opinion:No Opinion
Price:0.00
memory lane
14 Sep '17
Ahhh just dropped by here to look at how few (a mere 4bn) shares we had back in the happy happy days of 2014, hell we had some stonkingly positive RNS's back then.

Good to see the ghost of REM is still alive
padrian
Posts: 2
Opinion:No Opinion
Price:0.00
RE: You can still post here
5 Sep '17
padrian
Posts: 2
Opinion:No Opinion
Price:0.00
JustAThik
5 Sep '17
Bannor
Posts: 4,610
Opinion:No Opinion
Price:0.00
RE: RE: You can still post here
10 Aug '17
LoL..... agree with that.... :-))
bobajob2
Posts: 121
Opinion:No Opinion
Price:0.00
RE: You can still post here
10 Aug '17
Oh, for the good old days. Posting here is a bit like being a 'Remainer.' I still liked the old name, and feel that renaming the company was a mistake. A bit like the abortive RTO of BCN.
Phil7390
Posts: 3,191
Opinion:No Opinion
Price:0.00
RE: You can still post here
10 Aug '17
Maybe this could be a "safe space" away from the trolls!
Bannor
Posts: 4,610
Opinion:No Opinion
Price:0.00
You can still post here
10 Aug '17
If you're feeling nostalgic Monkey :-)
MJFMSG
Posts: 714
Opinion:Buy
Price:0.00
Rem
27 Jun '17
Rockinroy, They are now kdnc
rockinroy
Posts: 1
Opinion:No Opinion
Price:0.00
Rem
9 Jun '17
What's happened to REM ?are they still trading , have we lost our money ?
adixxx
Posts: 196
Opinion:No Opinion
Price:0.51
Rem
7 Jun '17
Glad i sold long time ago it looks like going down to 0.10 soon
dandrew17
Posts: 185
Opinion:No Opinion
Price:0.51
wrong board
12 May '17
meant for wrn
dandrew17
Posts: 185
Opinion:No Opinion
Price:0.51
just
12 May '17
checked in for todays update but it seems this weeks news already happened,would of been nice to get some more info today but not really too bothered until the 16th june as the only thing that matters to me is price of newco shares
driftking27
Posts: 1,283
Opinion:No Opinion
Price:0.51
R.E.M v KDNC & BCN
12 May '17
Think we should've ALL run to BCN when director started to buy a stake in BCN...
torchy663
Posts: 9,488
Opinion:No Opinion
Price:0.51
RE: REM
9 May '17
go to the kdnc bb and ask
Timtoes
Posts: 76
Opinion:No Opinion
Price:0.51
RE: REM
9 May '17
Lenigas, previously major shareholder with REM, has no Directorship with Cadence, and Morzania the only other Director of REM, is the CEO of Cadence. This is the only relationship that I have discovered so far.
I'd be interested to understand what happened here.
Timtoes
Posts: 76
Opinion:No Opinion
Price:0.51
RE: REM
9 May '17
It is now known as Cadence (KDNC).
Just come to look at this REM site, as wanted some history and background.
dj230
Posts: 205
Opinion:No Opinion
Price:0.51
REM
9 May '17
Is this company still trading? It doesn't appear on the HL site and there's been no SP movement since end of March...
Mrbigbux
Posts: 360
Opinion:No Opinion
Price:0.51
Look on the bright side
7 May '17
We still have the one man band comedy show to entertain us the one and only southbubble until we realist :)
MJFMSG
Posts: 714
Opinion:No Opinion
Price:0.51
o my it's
4 May '17
Back again he will ruin this share , i will be buying at least 20k over next few weeks if price stays same G L A




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