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ReetTech, hello.
It seems that you are not interested in the fluctuations of the share-price of this company and are not interested in using knowledge to invest when the company is looking to increase mcap, nor taking a different position when it is clear that there are sellers raising cash for their part in the development of the company - this is the way the market works, for better or worse, and is the way many of us interact with the market to make money.
For what it's worth, I personally avoid talking-down a company on BBs when I take a short position, and I avoid talking-up a company when long. I've learnt that it is more dignified to remain factual, or to stay generally silent about my position because believe it or not, for retail investors in small mcap companies, BBs can have a significant influence on sentiment.
What fascinates me (and I'm sure others) about your persona is that you are consistently pessimistic about this company alone and seem to have no interest in working with share price trends as part of an 'investment' strategy, which leads me to believe that you do not, in fact, have a financial interest in the company.
While you do have a moderate and very commendable junior-grasp of the rare earth metals market, you seem a little naive which, in light of the above actually makes your agenda here all the more interesting. While others may disagree with me, I say please do continue posting on the RBW BB because your presence adds to life's rich pageant, and more strength to you ReetTech for that.
However, may I suggest that if you'd like some help finding sources of information or more up-to-date news, you can ask some of the more knowledgeable posters for help and they will surely oblige. I think that it's super that you wish to learn about this sector; I hope that your interest develops and I look forward to reading your posts as you get a better grasp.
All the best.
"reet's friends have been so busy beating the price down to stop mine investment and development they must be sick of rainbow as they cannot and will not keep the price supressed forever"
spot on fulmar, it's almost as if they are so focused on mines they have dropped a major ******* regarding recycling (this is in essence what rainbow is doing). alongside mka this will be transformative in the space
I see Reet the unflushable turd has surfaced again. Always a good sign for Rainbow when he feels the need to make an appearance. I have to say he's sounding a bit desperate and panicky, bless him
Tornadotony,
I don't need your information on the cost of MREC. Especially since you don’t have it.
Opex per MREC production can be easily calculated based on the data presented in the RBW presentations. What I recommend you do.
Reet's friends have been so busy beating the price down to stop mine investment and development they must be sick of Rainbow as they cannot and will not keep the price supressed forever. With our new "green" option available to the market soon and a lot more incoming they must hate the fact that we don't need their processing either and it sticks firmly in their slanty craw...!
Reetech
Why the hurry to find out data? Why all the exclamation marks? Why not write to the company directly and ask for the precise information you want and discover if the RBW wants to share costing data with a competitor company instead of using me as an unpaid expert. I do know the answer to your question and it is up to you to work it out and earn the research money your Chinese pay master has given you. I only answered your previous questions as it helped new investors buying RBW stock. My guess on why you need the info is to try and get a future pricing on MREC and particular REES to sell into Western markets at dump down cost to frustrate Western producers getting finance entering the market. We all know what your game is and all that high grading of rare earth mines and market manipulation in China will not work. In the end tariffs get slapped on to support independent supply lines and secondary tariffs get applied to buyers of Chinese undercut rare earth prices on any product they put them in. Tony
Dear Tornadotony,
send a link to my question!!!
At $33.86 - What is the share of Opex on:
- MREC carbonate production?
- separation of concentrate into magnet rare earth?
At least an approximate!!!
I always find it reassuring when the short side do not bother looking at the company website or visiting CEO presentations.
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?