Member Info for Carribean2029

Enough said

Watched the interview; some nice gentle questions….a friendly discussion.
I sense Rupert was holding back on a couple of points, which was intriguing and encouraging.
Lots of exciting prospects on a multi-resource long term play, with a strategic goal of edging towards development.
Promising

Promising progress ahead, alongside some good data, driving the drill programme forward.
I’m intrigued to know where we stand on the JV, as I’m hoping to see us achieve a reduced cost burden on future development costs

https://www.economist.com/finance-and-economics/2023/02/13/war-and-subsidies-have-turbocharged-the-green-transition

Good article in the Economist; yet it does hold back from explaining the trickledown…..cobra holders, however, are sure to be aware.
ATB
Caribs

Hi Michael
In agreement with you.
Gold and IOCG were my drivers; but got no issues with the added REE in the overburden…..cheeky little (understatement) bonus.
Have a good weekend all
Caribs

Looks like a Bed and Isa, to me. Not a sell.

I’m not sure the spread makes a difference to LTH’s, but I know DT’s will avoid this unless there is momentum. Naturally, momentum and DT’s provide fluidity and liquidity, but I’m not sure we are going to see this until we have more regular news flow.
I’m happy accumulating at these levels, given the timescales we are working towards….the spread hurts, but not in the long run.
Just my opinion.
Caribs

Agreed Calmac,
All looking good. Slow and steady….
Fantastic, unique and unconstrained resources in a jurisdiction that wants to see REE resources developed.
On we go…..
Caribs

MNRG facilitated the original main market listing; I can’t remember the exact DD they helped with, but MNRG took shares at listing…..RG’s job at that point was pretty much over…..

Good question Richy
The structure of the 75% earn in is also a potentially interesting concept, as was raised last week. Perhaps the delays buys time to finalise that side of things before we crystallise our 75% threshold
Good posts BCB

https://www.newsweek.com/china-monopoly-rare-earths-critical-minerals-market-green-clean-energy-1756042?amp=1

Bit dimmed-down, but worth a read on the toilet

Fourth!

It’s the foyer paragraph from the end which is intriguing and foreboding.

https://edition.cnn.com/2022/10/31/tech/us-sanctions-chips-china-xi-tech-ambitions-intl-hnk/index.html

The weakness of sterling should have a potentially positive impact here in the short term, I’m thinking.

Oh Michael, nothing quite so glamorous! I’m running a small team of us repairing certain Care Homes. The sniff test results vary throughout the day. Lovely place though, is Caerfilthy.

Morning Michael
Was having an egg muffin in Caerphilly McD’s but didn’t have my glasses. ;-))
Great RNS. Rupert seems to have developed a formula for their presentation, that I hope he continues.
The re-analysis is turning into a cost-effective way to just keep building this resource, in a Tier 1 jurisdiction, as he states.
Come on you blues.

Not a surprise at all, but a thank you to you for posting.
That global race is already in action, but it’s as though the bulk of investors haven’t yet realised the ‘starting gun went off’ some time ago. It’ll come.

Caribs

I think a raise is inevitable; it’s got to happen if we are to transition to a junior miner/developer. That said, other options are possible. Regardless, we will be looking to either crystallise the JV, giving us a helping hand on funding, or perhaps a buy-out from Andromeda? Who knows. The board are clearly focussed on accretive value-added actions, so I’m staying firmly put as we fast approach a new phase in our evolution.
Caribs

What a cracking RNS.
It’s all there in black and white.