Member Info for Chinasyndrome

Hi NdPr: For those who have not yet worked it out, Pensana and several other 'advanced stage' RE Companies, have for quite some time been experiencing "Interference" in their development. Mostly evident through the destruction of shareholder "Sentiment" and the spreading of FUD throughout various Media channels.

Initially I suspected it was being orchestrated by Lynas, being the Company most at risk of loosing Market Share. However for at least the last two years a number of observers have noticed that most of the FUD is initiated out of a Singaporean entity REO who run a thinly disguised Pro China anti West RE blog. Looking a little closer at REO, we can trace its funding back to Chinese Magnet manufacturers ie SOE's. Now Theo for one seems to get a lot of his drivel directly from REO's blog as do a number of his other posting alias'/mates, in fact if you look closely you can even detect an occasional Chinglish slip-up in many of their posts !

Make no mistake, Pensana's SP is dropping because Xi is now frantic to maintain China's RE Monopoly, we already know for a FACT that he uses Market Manipulation to control the RE prices. It is then only a small step to realize that he is also probably Manipulating the SP directly through BOT's and strategic short selling. Done professionally they can even make a profit from it thru milking a companies market cap ~ their methods might be illegal and violate all "Free Market" principles but hey, they are Chinese and don't need to respect such norms !

It is time that the West started to fight back, first blow - cancel China's MFN status

https://oilprice.com/Energy/Energy-General/Is-China-Using-Cyberattacks-To-Maintain-Its-Rare-Earth-Dominance.html

As for China's economy being robust, that is another Furphy,

https://www.ft.com/content/68286d3b-cd80-45f6-937d-7bd4dd7bd273?fbclid=IwAR0MCqeaizSv-wiCzDuaAWtAoiQ4qmZkgPZ3Gqcsb2NQKC7SW_ovC2e6wrA

Xi is rapidly approaching Bankruptcy, both Morally and Financially. The UN now have proof of his persecution of the Uighurs', his SOE's are supporting illegal mining operations in Myanmar under the protection of the PLO, and the Chinese economy is about to collapse following the FAILURE of his past economic leadership ! That he is now looking for a scapegoat / distraction is a real worry, emulating Putin's "Expansionist" philosophy will only end in chaos !

Hi Tony, A very interesting development indeed ! and I don't think Neo are fully aware of the can of worms that they have unleashed. Their News release has no mention of Hastings or Twiggy ! Probably because Neo's current success is down to their very cosy relationship with China ~ Chinese Courts have found in favor of Neo on some very questionable Patent issues, and China is obviously currently supplying Neo with their Raw Materials; just how Xi wanted it to remain ! But too late Xi, your hirelings missed this one, while they were busy dumping on Pensana, Neo has gone and stabbed you in the back !

Writing on the wall ~ This placement will change the whole dynamic of the Rare Earth Industry and will be a severe if not fatal blow to Xi's hopes of maintaining his Monopoly. Neo will now be able to ditch their reliance on China and instead source its feed stock from an ESG certified source, Twiggy gets his toes in the RE water and Hastings will have access to a fully integrated production chain. I wonder where the poison pill sits, three way deals seldom last ?

Thomas, Theo, 'Shead and all of their mates at FUD Central are going to have their work cut out. There is now another RE Project that needs to be stopped asap; if you ask me it's already too late, the dam they were supposed to look after has sprung yet another leak and it is now only a matter of time before their Boss recognises their failure and disposes of their services ! Is Xi vindictive, I wonder ?

Badger, Do you really want to get classified as a Troll ?

Great news for Pensana ; Bloomberg are reporting that Angolans have voted for another four years of stable and progressive Government. Only two weeks to go now before we know the UK's fate,

G'day Hogsnipe, A pretty accurate summation of the 'State of Play'. You could have added that the Chinese producers, especially Shenghe are currently experiencing supply issues, due to an unprecedented drought in Southern China, which has severely restricted the Hydro-Power generation used by the local Industries. .

Now we know Xi would like to maintain China's monopoly on Rare Earths, he has even stated so. Not only that, but on a number of occasions he has also threatened to "Embargo" RE's to the West, as he did back in 2011. He knows that the control of Rare Earths is a 'Cold war' weapon, that he has and we (currently) don't !

Consequently, I am pretty sure that your conclusions :- " This suggests China is seeking in the short-term to temporarily depress world RE/magnet metals market prices," and that "China's strategy is to freeze out nascent RE supply chain investment across the rest of the world through price manipulation". are correct.

Which on the face of it, should make all of us Western RE Stakeholders, very worried if not depressed ?

However, I think that Tony's preceding post has already identified Xi's Achilles heal, "China's strict adherence to Hierarchal command" ! A philosophy that has in the past caused Millions of deaths throughout China :- The Cultural Revolution The great cabbage famine , The Banqiau and other dam collapse's etc. All caused by the disconnect between Central Government who set Policy and those at the 'Coal face' who actually know what's going on, but who are not allowed to contradict !

Considering the Metrics, Xi will not be able to maintain these price cuts much longer. Rumours of unscheduled production shortfalls, missing Stockpiles, regional pollution and the coming Winter; combined with the meteoric increase in demand will undoubtedly result in dramatic price reversals. firstly in RE prices and then Company SP's

Theo, either a Chicom plot or you were stupid enough to get your own Posts removed along with everybody else's !

Theo, It looks like I have finally hit the nail on the head ! you took the effort to get my last post removed, Now was it because I made your minion look stupid or was it because I called your Pay master into question ?

Lets repost the Xi bit and see if you are so paranoid about his response that you will get this one removed as well ? By the by if you don't like the following, you had better get busy, it has been copied across numerous Web pages :)

"Now this whole discussion is not so much about Pricing, but about Xi. He thought he could stop the West from developing it's own RE Industries, by cutting Rare Earth prices, while maintaining his own Industries' profit levels by moving those margins to his Magnet Makers. In the West that is called "Manipulation" or "Price Point Transferring", and it is serious breach of the Fair Trading rules that the rest of the World are expected to adhere to. Now don't try to squirm out of this by saying it is up to the manufacturers to charge what they want. China is NOT a free Market and nearly all of the Companies involved in this scam are State Owned Enterprises who do what Xi and the Party tells them to do !

It is time for the West to tell Xi that his dreams of a RE Monopoly are over, if he won't listen then the US should cancel China's MFN status."

I wish we could use Emoji's on this site ! I would certainly be using that "rolling around laughing" one !

Badger, using your Philosophy you should have been buying GGG they are up 50% over 8 weeks !
Or here is another good one that fits your sanctimonious preaching, IXR they are coming off a bottom

Your not wrong Badger, your constant whinging has a definite stink to it
What are you scared of, have you made a bet with somebody that ARU will be in production before Pensana ? Well you might as well pay up now because ARU still has to work out what it is going to do with their Thorium; If you think Lynas, and Hastings have a problem, yours is four times worse !

Theo, Lets not keep up the pretence any longer ~ Pensana and every other ROW RE project are deliberately being targeted by Xi; as is evidenced by yesterdays manipulation of the NdPr price. That such a price cut is completely FAKE is proven by his prior increasing the price of Magnets to compensate his SOE producers.

Now in the past we have not been too sure of your motives, but now with your continual and mindless support for Xi's actions, I can only conclude that you Thomas, Jenny, 'Shead etc are in fact Chicom agitators.

It is about time that the West start fighting back, If Xi wants economic warfare we should show him it works both ways, Starting with a Boycott of Chinese manufactured products and a reversal of their "Most Favoured Nation" Status ~ The Chinese have clearly demonstrated that they have no respect for the Western business practices, we must now return that favour !

Sorry TDav, I am afraid I can not follow your reasoning ! I can not replicate your £2.89 even under a worst case scenario !

How do you manage to connect a $50K NdPr price rise with the CR issue ? they are totally time independent of each other ! Yes a Price rise will effect the SP and it will ultimately be dependent on how many shares are out on issue it will also be dependent on the Industry PE ratio at that time.

Now as I said earlier every additional US$50k/t will generate US$225-250 Million of extra revenue. or US$150-175 M ex- Tax ( if it is after the 3 year Angolan Tax holiday). So undiluted it is worth $1 per share, or fully diluted about $0.30c per share. Then take into account the PE ratio ~ Sector minimum is 15:1 and the maximum is 50:1 which now gives us a range of SP from US$5 up to US$50 per share ie If you are a pessimist a minimum of £4.23 and for those optimist's out there the sky is the limit !

TDev, noted on the feedstock but I beg to differ on the dilution ~ We currently have 245M issued so doubling that will put us around 500M or a 50% dilution. Not that I am in anyway saying that that will be the case, but anything that gets us producing and generating income is not a Fail.

And there is no way I would assume a CR price of 50p, once Finance is announced there is a high probability for a re-rate before a CR is required.

Further you can't work the PE ratio out on current SP's PE = SP/EPS neither of which is know at this time.

Lastly, RE prices may be in contraction at the moment as Xi is desperately trying to discourage Western companies from obtaining Finance ~ however he cant keep it up as his own producers are already haemorrhaging and he has stated that he wants a 25% increas in production this coming year. Add to that the Northern Hemisphere winter starts on November 19th when most of China's power is diverted to Beijing to keep the population warm ! Prices will rise again.

Besides which, Xi has increase the price for RE Magnets, which has more than compensated for the NdPrO decrease; the NdPr contained in a N52 magnet is now worth US$180,000/t ! prices have not dropped, they have been shifted !

So given the projected increase in demand and contraction in supply I would not be surprised if MP & LYC PE ratios go back up closer to 50:1 again !

My apologies to Robbie and TDav for mixing you up, I am sure you know who's who !

Hi Robbie, I suspect that you have made a slight error in your methodology:

Assuming that we have reached a point where NdPrO prices cover all costs etc: (break even)
Then for every US$50,000 increase in NdPrO prices will generate around US$225-250,000,000 of raw profit
Which at the current registry level equates to about US$1 EPS
So assuming a further 50:50 Equity/Finance ratio ie with 500M shares issued, the EPS would then be 50cents
That is the Earnings per Share ~ before tax; so let us assume 30% lost to tax will then provide 35cents
Now comes the good bit: PE ratio ~ Lynas and MP have been Yoyo'ing around a PE of 30:1 !
Which would indicate to me that for every US$50k/t above cut-off the SP should increase around US$10 or £8.50 ?

Note: the above does not include any allowed revenue from the additional 8,000t of TREO concentrate that Saltend will be producing.

We all chant your name as well Theo. So for your sake I hope that you are an Atheist or you will certainly be going to Hell, by popular demand.

Now I take it that from your failure to answer my simple question: ie Name a Rare Earth Company that has achieved more ? that you are indeed unable to ? Which implies that your constant down-ramping is merely a ploy to try and get us LTI's to sell our shares on the cheap, why ? so that your employer can buy them.

I make two inferences from that, Firstly that your employer actually sees considerable value in Pensana's assets (why else would anybody persist when they are not achieving results ?) and secondly your Employer is a cheap skate; so is probably American or Scottish (no offense intended to the Scots, it is just in their nature) !

It is called "An up yours China" :) Anybody who can analyse the supply / demand side of RE's can see what Xi is up to; Manipulation, ie drop the price of RE's in an attempt to make Western operations uneconomic ! Problem is his own producers are getting hurt more, so he jacks up the price of Magnets to compensate ! Shooting himself in the foot twice and only showing Pensana that they are on the right track with their Mine to Magnet philosophy.

By the way; Don't blame Myanmar ~ their elected Government is dead against these PLA miners, the pollution in the Irrawaddy will soon reach Yangon ! How long then before China has to send in a "Peace Keeping" force to secure Northern Burma ? and give themselves a Port on the Indian Ocean ?

Well put LewisW', fingers crossed that TT's prediction might also be on track.
Theo, still waiting ?

TT, IMO you are way too forgiving ~ Unless you noticed Astro and Eloro sing from the same Hyme book both claim Chinese ancestors ! Both of them and Prenut jump on this Page whenever Pensana releases an RNS and they all dump highly repetitive FUD almost to queue ! They are not Shareholders or Traders, their only agenda is to damage the Sp and Pensana. The only one missing last night was Armless, who has probably realised that he can make better money at the Golf Course change rooms ! Phoebus nailed them all in one ~ paid provocateurs or X-Sprots ?

Now as for Theorist he also belongs to this illiterate group as he can't or won't answer a simple question so now also has reverted to abuse and repetition of unfounded and already disproven bulls**t .

Astro, or should I call you the eternal pessimist, I just had a look at your posting history, everything you write has a negative slant ~ ie as pure a FUD as I have ever seen !

That would be the first question asked, and she would want to see some evidence; so IMO all settled.

Of Course the Village Idiots are going to come out with more FUD but none of them are anywhere near as qualified as Alison AND non of them have seen the real data. So Theo, my question still stands but before you answer it now please provide some evidence that demonstrates your opinions are valid and not just **** in the wind ?

RAFTaff, Well spotted and a good response.