Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Well, looks like continued share price drift until definitive news on any front. Still plenty of skepticism out there
Yep, agree. It looks like they've bought themselves some time, but not much. The difference is the MDA is now well and truly in play, if we see the low 9s I'll be buying again.
The issue is that people are focusing on a study without asking how it looks at current prices. Is it actionable at current prices?
Is there any study on profitability of recycling business. If this underpins current market cap the we have a free option ( being the mining business).
No idea why people quote npv of mine when npv is based on outdated forecasts. Just misleading and pointless
It's a strategic vital material that is becoming more strategic which means even if the resource price is depressed due to China flooding the market (strategically) the rest of the world will still want to secure their future-proof supply from elsewhere (strategically))... And the recycling market is getting buoyed by legislation.... Sounded to me from the Webinar that there are plenty of interested parties for every stage of the business....
Lemon:'Something to bare in mind for all our investors, this is the largest commercial investment in Malawi in over a decade' 17.50
https://www.youtube.com/watch?v=TH_VS38ftYA&t=6s
I don't think it is a case of oh we got the MDA kinda RNS it'll come with money attached as well Mkango is a £25 mill mcap company ... they won't be making that biggest in a decade investment with their money.... will they :)
Not really. I am not going to fund a mine that costs me 100 to get something that i sell for 80.
But recycling i am interested in.
You are not going to fund it and that is the interesting question... just who is it that is? as it is probably them that driving the MDA negotiation over the line ...some say the Pentagon...but all to be revealed
Again not being negative.
If you had 30% IRR. When what you sold was twice as high in price......!!
Stock is still an amazing buy if recyling is profitable. And best time to buy is when price of what comes out of mine is low.
Anybody have answer on recycling profitability.
This is all honest posting not deramping. I want to build a position. If anyone can point to presentations studies i would be very greatful
Someone here probably will have the £ answers for you... But Mkango is going to be actual manufacturers of high quality in fact possibly best in class Rare Earth magnets using a mix of prime material and recycled ...
And you get most of the manufacturing plants financed for free... Gov grants are expected in US too...
Can be as negative or not as you like ... I just strategically nibble off shares the lower the better for me... potential dividend payer within 5 years this
I get they have a good tech. If someone can help me with the projections then i will love to join u all.
But i cannot really have conviction without it. Not being negative, if i do not know profitability of underlying business hard to jump in
With recycling i do see wildcard of subsidies in uk and germany. They know they have feedstock and can then secure minerals within country, so all within your own country.
Subsidies for a mining operation out of africa not sure. Bit more of a stretch. Hence less weight placed on mining. As is reflected in price
Just want to clarify again. Not being negative i have starter position here. Any links for info are welcome.
Gallmat, a quick Google of "Rare earths China" will give you a good understanding of how critical these minerals are. It will throw up stuff like China's grip/stranglehold, USA scrambling etc etc etc. I wouldn't worry too much about buying at the bottom...
Is it profitable at current prices?. It is clear are earths are important, but we need to dig it up and sell for profit.
Not sure how not to look at the price of something we are selling?
I can buy tgr. That is graphite, battery mineral. 6x forecast demand growth. Company producing profitably with chance to go.from 30k to 180k output.
I cannot just buy because they are involved in rare earths. We need to be involved in a profitable way