Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
With AMC and HZM the main nickle plays I'd thought it would be in AMC's interest to get things moving unless of course they (AMC) know the mine is not comercialy viable after all or unde the Russian thumb.
I don't get it... Adam H brought energy to the stock with his regular interviews and income deal and basically told us the TEO was on track and ready for Dec 20. Then, there was the "wife sale" of stock before the iron dilution (that many on here played that all down with their rosey glasses on. Then all the bull s started with TEO clearly no where near ready, Adam H shown the door and now AMC gone into its own 'lockdown'.
Wtf is happening AMC? I need clarity if I should sell out and jump to HZM as I want a viable nickle play in my portfolio over the next 5-years to mature into. This is no game, peoples time as well as money at stake. I want to be in a decent battery grade nickle play so time show your cards AMC and tell us if it's game on or not.
Sorry, was in a rush earlier.
So what is better... 25% of a £6.2b free carry
Or
70% of a £4.5b low-risk tailings processing (dirt cheap) + 90% of a £210m secondary asset?
Still a no brainer?
RBW's Gakara mine is beer money to RBW.
The real show is the Phalaborwa asset - 35 million tons @ US$147t with virtually no waste. The gypsum it's self is pure clean after and so can also be sold.
I still think MKA's golden nugget is the patent magnet metal recycling technology share.
Like I said, all 3 companies are good.
Cristalball - MKA will have 25% of the mine at most, RBW's mine is the richest NdPr vein system currently going... not to forget 17 years worth of gypsum stacks containing NdPr 9-times more concentrated than China's clay fields... already "cracked" and on surface.
MKA, RBW and PRE are all special in their own ways - hence I hold all 3.
Spacetomatoe - Don't forget the drilling company are supplying an appraisal grade drilling unit at no extra cost to HE1 and are taking some of the wells as pure equity.
Over 3p now... leak about the lab core results?
Good shareholder webinar, thank you.
If some upper-reservoirs (above main Cane Creek reservoir) are commercial oil bearing it's a game changer... Said this so many times I know! ;-)
Looking forward to watching this, thanks.
Third party an independent working in Saltend to keep independent records of PRE's Angolian concentrate results and RBW's Burundi sample results. Everyone stays happy?
Phalaborwa looking good. Slightly lower magnet metal grade still many times richer per ton than anywhere else mining. The additional REE's heat up the basket value very nicely!
Indeed Forrest Gump. It's ironic how tje combustion engine has evolved to be the cleanest it's ever been - yet soon to be rid of. It's ironic how the oil industry has the answer to rdmoving Co2 by filling old oil wells deep under ground with Co2 injection and can be sealed off forever.
The so called "green revolution" will result in the most intense mining of the earth's mineral resources to a degree never seen before soon resulting in issues of its own for future generations.
Something like a mile of copper wire for one electric charging pod - it's crazy with no 'real' answer to the worlds requirements
The facts are that chart predictions don't mean jack when the forward fundamentals may have possibly changed (export ban). £16m wiped off the mc since open on Monday, yet others say the gypsum stacks alone are worth much more. PRE has retraced also. PRE's Saltend project likey relies on RBW concentrate feed stock in addition to its own - yet the Burundi's 'might'have other ideas.
Yes, I know this is negative but I say it like it is. Indeed, the export ban facts are not known but the lack of update from RBW feeds into the negativity.
It wasn't so long ago (RBW at 4p) that many complained about the lack of communication from the BoD. However, GB started rdgular communication and produced some excellent interviews. PRE and RBW are by far my largest holdings so I hate to say negative comments (about RBW) yet it can never all be rosies.
Someone the other day mentioned it's never going to be a walk in the park in Burundi. I respect that, but would like clarity on what's going on with the company.
As each day pases more and more (not me at the moment) will be finding themselves trapped in deeper and deeper paper loses. Yes sell up you say... that's a nice short answer but all we want is some understanding if the export issue can be resolved or if the Burundi project has become a liability. It's not much to ask from investors (not short term traders).
Depends how you look at it. Purchasing at 4p there's a lot of paper profit to lose with the only evidence about the export ban is based on negative reasons. Just saying it like it is... thd markets don't like uncertainty
Expecting a sea of red tomorrow if GB does not issue a "positive" RNS in the morning. A shame as RBW is my second largest holding :-(
Dumbpunter if the Burundi gov wanting a "polluting" concentrate processing plant in Burundi can't be that bad for Burundi... after all, PRE are building their own in Hull, England ready to take PRE and likely RBW's concentrate. If the U.K. allow the plant then Burundi certainly will.
If Burundi gov are going to keep changing the goal posts then it will just get more messy as the scalling up of mining starts.
I thought those topping up after the export announcement without knowing 'why' were pure gamblers. Unless they were here just for the gypsum stacks in SA.
Surely it doesn't matter if 30% or 80% REE's as the licence is to extract ore to sell. RBW give a 54% based surely on an average ton of ore? Some samples will contain more than others. If the Burundi gov want precise content then they should have decided this from the start. Again, shouldn't matter what the % so long as it is above a min % REE baskst content is so long as the customer is happy with their purchase as in agreed min % in each shipment. Some days the customer gains others not so much. Not like we are mining a 1.5% copper ore body that is consistent across the whole ore body.
Has anyone purchased GGP from when it was 'nothing'? Say March 2016... £3k invested at 0.08p was worth £1.38m at the peak
Have they took a look at the smaller 408 + 409 blocks yet?
9 months holding and the sp has done nothing much despite edging closer to 'production'.
Muted sp response.
Talaxis - Hong Kong based offtake leading towards China.
Now we have a U.S. announcement... looks like MKA / Talaxis have muddied the waters and can't decide to go with the West or the East for their customer.
With the political focus around REM's it's not like mining iron ore and sell to anyone. This is a sensitive highly political product that countries want clear ties for reliable source when production starts.