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Rare Earth Minerals Share Chat (REM)


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news
Posts: 15,614
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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
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"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: 15,614
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"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: 15,614
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"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: 700
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Opinion:Hold
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RE: memory lane
8 Jan '18
G L A
Bannor
Posts: 4,483
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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: 3,482
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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
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RE: You can still post here
5 Sep '17
padrian
Posts: 2
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JustAThik
5 Sep '17
Bannor
Posts: 4,483
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RE: RE: You can still post here
10 Aug '17
LoL..... agree with that.... :-))




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