Member Info for archie2

Perhaps if you’d looked at the share price you’d see what a “no brainer” it is.

I think SS have probably got the message that their card has been marked. I'm not expecting them not to be displaced on the 17th, however, if they revert to taking their small shareholders for granted, I expect the outcome to be different next time particularly if a bid is made at a premium to the share price.

Valuable assets in an undervalued company will always attract interest.

12.1m trades … unusual ??

Apparantly "Investment returns are key for Reabold".

They invested £7.5m in Corallion and got £12.7m back.

Wow indeed.

Think that the UJO share consolidation was something like 200:1

To get to the same No of shares as UJO has currently RBD would need approx 700:1

More dilution? No.

poss, but according to Malcy "it is only the extensive legals that have held the deal up" - sounds a bit (unnecessarily) protracted to me.

Why has the Sprott research note of 8th Feb. got RBW down as owning 80% of Phalabowra when the rns of 19th Jan has got 70%?

Https://www.rainbowrareearths.com/wp-content/uploads/2022/03/22-02-08-Sprott.pdf

Https://www.lse.co.uk/rns/RBW/rainbow8217s-70-share-in-phalaborwa-confirmed-fhdm3vikno5xmvd.html

Https://www.statista.com/statistics/1289301/global-phosphoric-acid-production-by-region/

rns direction?

imv, funding, funding at favourable market rates and terms from Euro banks.

I'm pretty sure that rbw has been in the ERMA for quite sometime now, but previously it hasn't been publicised so the question is why now for the announcement? delays on other fronts? The 1-2wk timeline deadline from the 12th Aug inteview is now long gone, perhaps a stocking filler for the long summer recess?

Victory valuation ~$90m as of 4 months ago - that's about 36m gbp to rbd.
(BNP Paribas Exane)

Well there we go. and there was me, thinking it was a 70/30 split with Bosvelt phosphates.

Why oh why do they keep putting out wrong information in RNS's these days?

Https://www.investegate.co.uk/rainbow-rare-earths/rns/rainbow-s-70--share-in-phalaborwa-confirmed/202201190700068641Y/

Hi Watts, it was all going to be so good too ... plenty of sun, easy wins after raising the price of undervalued and mainly de-risked assets (I think the Co. was going to ride the wave and then liquidate itself at one point early on). Your description though is bang on how it's all turned out in reality (so far share price wise). "Don't stop thinking about tomorrow ..." though.

Expect "31 August 2022" min. Why min? because that's the RNS deadline and if the twice or thrice delayed Daybreak is anything to go by could easily go beyond this to 2023.

Interesting ... and the price seems reasonable given the combo potential (different therapeutic pathways). Suspect that Aion may need the cash / didn't have it to splash on the joint compound development.

so one EMP and they're all walking.

Daily express - yes it's publicity but an express article carries as much credibility as the graffiti on the wall of a public urinal.

It's data that's needed. Not 3D cell culture data, data from real life people showing that APO products make a real difference to their projected outcomes. APO are on the case but it will be some time yet before we hear. Meantime the 2.8p offer price after several months is dipping to 2.6p from time to time.

I kinda think this Co. may have floated a bit early. The repetition of the same twitter information time after time doesn't inspire confidence.

with just over £900k per governmental stake you would have thought they could have invested a little more if they weren't just in jayu for a punt.

Wonder if the Biscathorpe appeal submission will still make the planned Q1 2022?

Corallion has in plenty more offshore projects in its back pocket other than Victory. With a following political wind, and some money from Victory, who knows perhaps some of them might get drilled.

Https://corallian.co.uk/projects

Limited sales seems possible (given Gland permissions). Precedent is the 40kt were sent off to Canada for processing. As they stated at the time ...

“Ship-loading was completed efficiently in less than 3 days, at an average loading rate of just over 19,000 metric tonnes per day with minimal disruption”

As I've previously said on another forum (last year) Jay have, for some reason best known to themselves, opted for a finance consortium (interims) instead of a one stop shop US ExIm finance. I can think of little else practically guaranteed to result in delays.

Jay has for some time acted as a semi private company and have long since ceased making genuine efforts to communicate with its small shareholders. If news on this front happens all well and good but their track record of disappointment in doing things on time (as stated when they were doing publicity interviews) is now well established.