Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Really limiting the amount of stock which can be bought online
Currently no stock available online so will need to send a buy to the market.
Anyone got any thoughts as to where the share price might end up? 3 or 4p? More? less? By the end of the year or end of next year?
Good to see the increase in acuity holding, wonder what the holding value in the balance sheet and real value are? Wish they had more of a % holding here.
Really need to find more acuitys to start developing the portfolio, as I've said before a lot of players looking for these types of companies and prepared to pay over the odds so probably not going to happen in the short term.
Interesting to see what happens with the kcr holding, if they hold would like this to be dividend paying to provide some funds to cover costs / provide funds for acquisition. It has risen recently but probably still at a discount to nav.
At the moment seems undervalued, but with such a small market cap and little liquidity difficult to forecast where this will go.
have a feeling that Acuity will be going for a listing soon. That could really put the cat among the pigeons and make for a serious re-rating. Big buyer has been declared and they have just increased their stake in Acuity.
Interesting comment - there's alot of money out there right now looking for interesting/future growth/speculative (but in space that is established) - you could be right. It would also dislocate Acuity from the KCR mess (which might come good, but will take at least 2 or 3 more years to really come good). Hopefully we'll here about further acquisitions too.
That would make a great deal of sense - there's bucket-loads of money looking for innovative (but proven) companies to invest in at the moment and it would also dislocate Acuity from the KCR investment. KCR might come good in a couple of years of course (it's going in the right direction).
I'm baffled by the poor performance of the KCR investment given the huge strength in the property market in last few years.
Perhaps a combination of poor purchases (or rather, good properties bought at the wrong price perhaps?) and overheads (refurbing existing portfolio/staff overheads) too great? They've got an angle (the REIT element) that should see them prosper, if buying the right kit from the right vendors (ie the vendor's situation). I thought it was a no brainer. I think they are sweating the assets however (looking at the air-rights potential of some of their freeholds to perhaps build more units etc etc). I'm sure they'll come good eventually.