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I'm convinced that the US will fall out with Chinese soonish. I'm also convinced that it will more serious than Trump continually bickering over the price of steel, or whatever else his bugbear of day happened to be.
They are bound to get stuck in over human rights, democratic freedoms, Myanmar, Urgurs, Hong Kong maybe..or in.some other way hector and lecture to say our way is the only good way. to run a nation. Just like they have done in Iraq, Syria, Libya, Afghanistan etc...
All in the fullness of time..
Alot of goods can't get out Myanmar at the moment. NDPR price has taken abit of a fall, and some usual MM schnanagan.
Give it a couple more weeks I suspect a supply squeeze will be imminent as China stock pile dries up. Then it will be perfect time for Rbw to announce profitability. Fingers cross
https://www.defensenews.com/opinion/commentary/2021/03/09/the-rare-earths-crisis-requires-more-than-free-markets/
Interesting read, Pentagon clearly not happy with laisse fair economics trumping national security. The US govt should have thought of that when they let MP go to the wall. Free Market Capitalism, red in tooth and claw is almost a religion in the US but not necessarily always in the national interest.
Don't know if anyone has seen the film War Dogs but advocating free market bucaneering in the middle of a war isn't a great idea.
You may as well do.one Sunset boy, lover of president Biden. Sleepy Joe, what a muppet, couldn't even remember Trump's first name...senile warmongering old girl. Can't believe we've got a mug in charge of the free world who carries a rosary. 3 Hail Mary's and an act of contrition as you kill Syrians.. Couldn't wait to start murdering people could he? Same with the Angel of Death Obama in Libya.....
Back.to RBW...Our price isn't going down to allow you a bargain entry point...so you.may as well do one.
Wait and see
Over the next 12-18 months we plan to deliver the financing to execute our exploration strategy, upgrade our Exploration Target to JORC compliant resources, and complete a technical study on a modular development initially targeting 5,000 tonnes per annum of rare earth concentrate.
Sunset-"pitiful and weak minded " would not be an insult to you.
So POD now you might be wrong and you were just looking for a reaction ! What a lightweight, Filtered !
Thanks all for your 'constructive' feedback. Hey, there's nothing like 'playing the man rather than the ball'... Anyway, it's not about me - it's about the company, and it's prospects as an investment. If I post something vaguely controversial, then maybe I get a response that tells me something I didn't know before, or somebody else gets an insight that they hadn't considered previously. Of course, what I really should have done is to post a few dozen messages into the echo chamber about how well the share price is doing - LOL.
Look: maybe I'm wrong, and the company can get cheap, no-strings debt financing on the basis of its current prospects. In that case, maybe I'd get a bit of told-you-so, but I'd still be quids-in when it comes to RBW.
@lovelyboy: the CPRs are positive from what I've seen, but I don't recall seeing anything about Probable Reserves or Proved Reserves (happy to be corrected), which is what lenders would want to see, which brings me back to my original point.
Does PoD know sunsetsupper? It's a positive sign when the derampers show up to try to gain lower entry.
Wow
Now PoD is using really big words at the tail end of his 1634 post.
Unfortunately for him/her, GENUINE LTH's were already attuned to his abject stupidity following his first posts. Clearly to dense to even read and/or understand the company's projects in full.
Stupid ****womble!
P of Doom = Stupid Cabbage
I think PoD's agenda is clear.if he was to be interested at all he would know how we raised cash in the past and would not be so flippant about the "bit" of machinery-another chancer on a board-well I never ! If he were being objective he would have half an idea of what is in existance and what is needed and not come out with bland all encompasing but dumb statements like "the equity market as a whole knows it" Blah ! Blah ! Blah!
PoD
I think you have missed some important points in your analysis of RBW. You make it sound like the BoD have sketched this out on the back of a pack of 20 Rothmans.
For starters you may want to take a look at the two CPR's by Maya and MSA available on the co website. Cracking reads IMO.
'....just a Burundian hole in the ground' lol - that actually made me laugh.
I'm going to hold for a couple more years. Actually a bit of dilution doesn't phase me one bit.
Cheers.
ATB LB
Prophit, thank you for your concern. You would have been welcome with constructive input but you are clearly more interested to prove to everybody what kind of jerk you are. Good thing is, people like you will come and go. Good luck with your investment... oh wait...
ATB
Monarch
fulmar29: my "sad little objective" - thank you for the low-grade abuse - is to inject a little objectivity into the proceedings.
Campomar: "Blue jay mining announced a big loan effectively from the US government at a pittance rate" - this does not sound like a loan done on arms-length commercial terms, which is what I meant. RBW may be a beneficiary of some similar largesse (perhaps in exchange for say preferential access to output), but let's not fool ourselves if that happens.
Monarch: OK, fine it's a "pile of gypsum" with some REEs.
I'm sorry you all can't handle the cognitive dissonance of alternative perspectives.
Barlew, because it went UP 6% yesterday. Low volume...
Prophit, good first post... adds a lot of credibility. You almost had me on the "pile of gypsum" until i realized that they announced to have great grades of Rare Earths in it... you know, that stuff that is increasing in value by the week.
ATB
Monarch
So Profit, 1 post and you know the lot- I wonder what your sad little objective is objective is ?
Not correct. Blue jay mining announced a big loan effectively from the US government at a pittance rate of approx 1.5% as they want to gain an interest in Greenland. They are even more keen on Rare Earths. Issuing shares to fund the Company is by no means certain, but even it was, if the end result is to harvest the massive reserves of rare earths then it would catapult the share price to many multiples of where we are now.
Regrettably RBW is still just a Burundian hole in the ground (regardless of how interesting it might be), a JV on a pile of gypsum in South Africa, & some machinery, with some business plans attached. A bank is very unlikely to lend on that basis - banks want tangible asset security, and RBW does not have that.
RBW is going to need to issue more stock to fund these various plans, and the equity market as a whole knows it. Hence (among other reasons) the relatively low share price.
Why has it gone down over 6% today? Just asking.
Way before that if they announce to be profitable already. They have 2 projects with expected continuous news flow and if that is all positive, 40p will be gone in no time...
ATB
Monarch
This will head for 40 - 50p for JORC