Member Info for Chinasyndrome

Serial Pest, Have you still not found any meaningful employment? or are you now barred from the finance industry after Graham discovered you are not one for: Truth, Honesty or Trust. I personally would not leave anywhere near a computer or a blockchain data-base, perhaps the FCA will think likewise.

You are correct in saying that it is Coola that that statement refers to, re drilling, trenches, you miss the point that Coola has already been extensively Geologically mapped by Geraldine and her team back in 2020? They therefore have a very good understanding of the probable size and extent of the deposit. ARR's Geologists had no qualms about declaring a massive JORC compliant Resource based on mapped geology and a handful of initial drill results.

SP aka Dumbo, Peter W......

Finally, you have addressed your own personal situation. You are now out of work so naturally you need to liquidate your dreams. And dreams were all you have ever had, even IF RBW manage to sort out their problems, by the time they get into any meaningful production, China will have done what they did with Lynas in 2012, dropped their RE prices to below cost, so unless SA leaves BRICS the shipping cost from Durban to Tianjin will quickly send RBW broke!

I think your problem is that you are unable to recognise reality, and you are certainly unable to analyse anything beyond what GB and Chris tell you.

"Built REE plants before"? "The richest RE mine in the World" what a joke. The only plant at Gakara, was a conveyor belt installed so that local women could hand sort the very rich but very limited amounts of vein hosted RE's., and yet, even then GB could still not make a profitable operation out of it without stiffing the host Government.

You clearly need to update your research on other players, that you choose to Troll, Pensana, Arafura and Mkango are all "full steam ahead". That mud site you refer too at Longonjo, has been fully sheeted and is now ready for the foundation to be poured, prior to installing the modular processing plat that is currently being fabricated in SA, finance is all sorted and all of the "non-binding MOUs" have now been consolidated into a single MOU with VAC under the auspices of the EXIM bank.

IMO, enjoy your retirement, forget about what 'could have been' and go back to Train spotting because nobody in their right mind will ever employ you as an Analyst with your track record, even TREO maintain some minimum standards.

On a plate ? Not until Equinor build the H2 plant which was mothballed till 2028 or beyond.

The UK Government had it on a plate, and dropped it.

A not-so-subtle plug for your new friends SP ! Will George now be using GITI to arrange an offtake ?

SP, what has any of this got to do with Pensana ? The US/West now needs every ton of Rare Earths that it can secure. It is only a pity that Rainbow will not be able to contribute until it can establish: a process route, a viable project and then raise enough finance George's salary while he continues to prevaricate in testing all of the other combinations of alternative process path that he can think of. Good luck getting that gig with Chris at REO you will fit in nicely.

Hi Tony, as always, my apologies in advance. However, I thought you may appreciate a heads up. We are beginning to suspect that Peter Dumb, aka Smartpunter, has finally become disillusioned with George and Rainbow's seeming inability to progress past where it was two years ago! From what he is now suggesting it sounds as if RBW still has no process route, no viable project and no future finance lined up once K-tech call it a day = no hope. It would not surprise me if he is getting ready to jump ship, as he now seems to be aligning himself with ie sucking up to, the Chinese. You can't but notice that he is also expanding his dribbling's to include several other Western developers MKA, ARA, LYC etc. perhaps he has joined up with Jack and Chris's Singaporean based propaganda group? One thing for sure, once he does jump ship it will not be long before he starts dumping on RBW? and as ever he will undoubtedly get his facts totally wrong!

They should start with an investigation into Xi/China's market manipulations of the RE Sector for the last 15 years.

There is only one player with the stated intent of maintaining its Monopoly and the capacity to manipulate the whole Sector, as has happened this week.

Sour grapes Peter, If you think this is not legitimate why not get Captain Zero to lodge a complaint with the FCA, while he is there verifying his current personal holdings in RBW. Expedite vs Ongoing test work, I know which term suggests progress.

Kenso, you raise a somber warning; Xi's initial goal in this current RE war, is the subjugation of Taiwan. It has been stated twice this week "On Saturday the 25th there was a conference “Commemorating the 80th Anniversary of Taiwan’s Restoration” and today on REO. How much time do you think Donald's acquiescence would buy ? Then how long would it be before China turns its eyes on restoring all of its pre 1689 lands, Outer Manchuria?

I totally agree with you that RE sector SP's are correlating quite well with the REMX, why shouldn't they as it is pretty much set by those same SP's. The danger as I see it is in the 27% of stocks in that Index being Chinese producers. Just have a look at the current financials for two of those Chinese companies, Shenghe and China Northern.

Both are at near all-time SP highs despite showing that their Revenues / EPS etc are at a 5 year low.

Even blind Freddy could not expect China/Xi/CCP to not retaliate to Donald's efforts to break their Monopoly. These Export bans are already having an effect on the SMM price of RE's, once Shenghe/China Northern go into the red their SP's are going to plummet, and unless Van Eck remove them from their Index it will probably drag the whole Western sector down with it.

Leaving these companies in the Index is stupid and counterproductive to Western aspirations.

Hi Tony/George, sorry for the intrusion but I thought you might be interested to know that SmartPunter is back on Pensana, making himself a nuisance yet again.

Only this time he appears to be slagging off RBW! and in the process confirming what I always suspected ie that there is a big problem with colloidal gypsum.

His words:

"K-Tech, for instance tested REE extraction from Phosphor-gypsum 'successfully' and Rainbow licensed it. In practice it obviously wasn't commercial, requiring by 3 years of further significant redesign of the entire flowsheet. The MREC as produced could not be separated economically, the precise composition of the non-REE content is critical and it will vary depending on the ore body."

Yet another informative post Hogsnipe; great work.

Yes, there is certainly somebody using High frequency Algorithmic Trading to manipulate the Market, and yes, it is not just the LSE and Pensana. They are also doing it on the ASX with Lynas and Arafura both being attacked by exactly the same tactic over the last few days.

As for the REMX, IMO it is currently a highly distorted Index, 26% of its value is linked to Chinese shares; whose price is unashamedly being controlled by the CCP, which dictates the volumes and the prices that Chinese miners are allowed to produce at. Any computer trading algorithm that uses the REMX is now being falsely skewed.

As for Dumbpunter, Smartpunter, Aimforcrims, Peter the Pole . he changes his story as often as often as his mates Chris Ecclestone and Jack Foley, changes their allergenics. Now that Peter has lost his job, it won't be long before we see him regurgitating his delusions on the REO Chinese propaganda machine, I see that he is already hinting that RBW may have no option but to sell to Shenghe as SA is firmly in BRICS.

Last time I looked two years ago, they had paid it down to under US$14B.

The reason why so much money is still needed is because "made by China" railways started falling apart before it was even finished!

"Murky" That has to be the understatement of the century!:

Indian Ocean Rare Metals Pte Ltd:- Singapore

Directors in common with LCM:

Mr Grant Hayed-Smith

Mr. V.Subramanian

Mr. Jegadeesan Muthurajan

Directors in Common with V.V.Minerals

Mr. J.Chenthil Rajan

Mr. V.Subramanian

Mr. Jegadeesan Muthurajan

Mr. V.Vel Murugan

IORM was setup in Singapore in 2015 specifically for the purpose of buying LCMG Ltd (100% owner of Less common metals Limited) from Great Western Minerals Group, as part of a court ordered asset sale . The actual buyer (with IORM being nominee) was Australasia Minerals and Trading (S) Pte ltd. (AMT) the owner of AMT is Grant Haydyn Smith, an Australian national and resident. He is also a director ( actually the chairman) of Less Common Metals.

A Special CBI court sentenced S Vaikundarajan, managing partner of Chennai-based VV Minerals, to three years imprisonment, one Subbulakshmi to three years and the then Deputy Director with the Ministry of Environment and Forests (MoEF), Neeraj Khatri, to five years’ imprisonment in a corruption case.

Which just goes to show that nobody in the US seems to do any research into a Company, its Assets or its Ownership history, before diving in head-first!

MAA, I can't see them getting onto Nasdaq much before the end of Q1, even with an early AGM ~ Notices have to be put out within statutory time frames, from memory there was a 60 day period after SH approval before the ASX-LSE listing could go ahead. IMO There will be plenty of time for the SP to get a lot closer to the $4 minimum requirement, especially if we get a flood of construction 'News" in Jan-Feb.

Hi Novice, Smart Punter is recently unemployed. So, now he has too much time on his hands and is trying to reconcile his decision back in 2020 to buy RBW instead of Pensana.

Well spotted by a member of the Pensana Investors Telegram Group.

Taking place today 22nd September in New York is the U.S.–Africa Critical Minerals Roundtable – “Mines to Markets: U.S.–Africa Partnerships for Critical Minerals”.

The U.S.–Africa Critical Minerals Roundtable on 22 September 2025 is designed to strengthen partnerships between African governments, U.S. agencies, and private sector leaders across the critical minerals value chain. Its aim is to move beyond simple resource extraction by fostering investment in responsible sourcing, local processing, and industrial value addition, while promoting sustainability and transparency. With panels, ministerial dialogues, and a dedicated “Deal Room,” the forum seeks to unlock new trade and financing opportunities, align U.S. and African interests in securing reliable supplies of minerals vital for the global energy transition, and ensure African nations capture greater economic benefits from their natural resources.

Panelists include H.E. Diamantino Pedro Azevedo (Angola - Minister of Mineral Resources, Petroleum &Gas), Dr. João Baptista Borges (Angola - Minster of Energy and Water), Ben Kincaid (ReElement Africa).

Previously Azevedo has emphasised that Angola does not just want to extract raw materials, but also to develop processing, refining, industrialization, value-addition within the country. This includes downstream capacity for critical minerals (which would include rare earths) rather than exporting only raw ore.

The agenda explicitly includes a “Deal Room” and a Sponsors’ Lunch Spotlight, which are designed for companies and governments to announce or sign partnerships, MoUs, and investments.

Has been for weeks.