Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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I don't know why people engage Ree is always fishing to catch one
Bjhesus H, ffs- we've all shorted from 16 and done fine without insiders, or maybe the odd nudge...
But wtf is your game ReetTech?
This is worth a long now, surely- this is not a dead cat bob: the fundamentals are so strong.
I don't understand your agenda.
I've been honest- give me your position please?
Thanks Tornadotony.
"The attached states that front end is going for a carbonate MREC. Opex was $33.86 per Kg magnet rare earth."
At $33.86 - What is the share of Opex on:
- MREC carbonate production?
- separation of concentrate into magnet rare earth?
At least an approximate!!!
The Detailed feasibility Study is to undertaken later this year which gives far better costing analysis.
https://www.rainbowrareearths.com/wp-content/uploads/2024/03/Investor-Presentation-March-2024-1.pdf
The attached states that front end is going for a carbonate MREC. Opex was $33.86 per Kg magnet rare earth.
Thanks Tornadotony.
Could you please tell me what the cost of MREC and MRES is based on the developed technological schemes.
Unlikely to be REE oxides as that would be a back end flow sheet operation in USA. Phalaborwa Flowsheet for MRES and MREC was completed in the pilot phase last year. The project was de-risked in that it was profitable at the MREC or MRES stage at the lower end of market prices.
Dear Sirs, can anyone answer the question - what is planned to be produced at the plant in PHALABORWA? MRES, MREC or REE oxides?
REETECH, That's old news; you know that the price dropped dramatically from the beginning of the Year, having varied from 56,000 on Jan 8th down to 49K in the middle of May. Compared to the quota, China had a surplus of over 6,000 mts last; this year, they are expecting a deficit of slightly less than 1,000 MTs. consequently, the NdPr price has increased to the highest it has been since the beginning of the year. it seems that the magnet manufacturers are stockpiling now as they don't expect the prices to drop less than they are paying now but rather to increase.
Chinese companies see profits from rare earths fall in 2024
https://www.asianews.it/news-en/Chinese-companies-see-profits-from-rare-earths-fall-in-2024-60647.html
Guest speaker:-
https://x.com/RainbowREarths/status/1783497024890945773?t=iu9E21Ynv3Sv3CU-RZELcA&s=08
Nice rises over the week hopefully some news due🙏
The (independent) broker rating was 34p? but that was risked at 50%.
So de-risked (i.e. when the oxides are separated at 99.5%) would be double that.
A very interesting company and with all that American backing and positive mining news this could rocket above broker ratings.
GLA
This morning it was not possible to buy any unless small amount. Not surprised the SP is going up as they try and pull in shares to meet buy orders.
American Rare Earths’ Wyoming project sparks SPAC interest
https://www.miningweekly.com/article/american-rare-earths-wyoming-project-sparks-spac-interest-2024-04-29
The future's bright and the share price reflects it.
Nonsensical drivel, but somehow appropriate!
GLA
Currently Rainbow Rare is my largest portfolio investment outside of cash. May the recovery in SP continue.
George guest speaker at junior inbada. 21st - 22nd May.
https://www.linkedin.com/posts/rainbow-rare-earths_criticalminerals-rareearths-mining-activity-7189261723470548994-NJBe?utm_source=share&utm_medium=member_android
ATB LB
NdPr now over $56K
Https://news.metal.com/newscontent/102728695/analysis-of-china’s-rare-earth-import-and-export-in-march-2024-smm-analysis
Ndpr prices:, and up every week for the last 5 weeks. Might find this interesting https://www.adamasintel.com/wp-content/uploads/2024/04/Adamas-Intelligence-and-Tradium-EU-CRMA_Opportunities-Challenges-Viability-and-Next-Steps-April-2023.pdf