Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
No worries mate ;-)
Etf2, that's a bit harsh, the Aussies certainly do get it and have been getting it for a long time now. They could easily say the Brits have been slow on the uptake. You only have to look at the HotCopper forum for PM8 to appreciate the depth of knowledge and understanding they have for rare earths down under.
RMM is producing Copper yes. Revenue yes. Profit no.
Current plant design capacity of 1,350 tpd to be increased progressively to 2000tpd by 2022.
Current production 700tpd (down from 1300tpd) been restricted by Covid and workover.
Awaiting latest figures. Board not great on correspondence or buying shares (with their own money).
Could be a great opportunity with Copper prices rising but waiting for a Company update on production before buying any more.
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/011421-new-blow-for-irish-lng-as-plans-shelved-for-floating-terminal-at-cork
In addition to the Cork FSRU project, there are currently two other proposed LNG import projects in Ireland.
"The planned 5 Bcm/year Shannon LNG terminal also suffered a major setback in November when the High Court in Ireland ruled to quash all development consents for the project.
The final project under development is UK-listed Predator Oil & Gas' plans for an FSRU, which the company has said would "not use shale gas as an LNG feedstock."
A similar link, but this article actually identifies Predator as being the last LNG supplier in the frame (after the Shannaon High Court ruling). Keep an eye on this, we could be getting close!!!
https://www.irishexaminer.com/news/munster/arid-40207001.html
Today's NdPr Oxide Price
USD66,867.89
+851.33 (+1.29%)
Pensana - please break ground soon!!!! there's a lot of money to be made.
Slightly different this time as we have drifted up to 4p on no news. Usually it takes a Paul Griffiths interview or a decent RNS.
PRE will have there REE oxide processing site open by then in Saltend (Humber) to feed the battery maker (in Sunderland) and ultimately EV's and wind turbine manufacturers. They will be the number one REE company in the UK, so massively undervalued. Rainbow will do fine, their pile of phosphate tailings are already worth a load more than when they bought them. Just need to upgrade processing and maybe look to do it inhouse instead of shipping to China.
he must have so much confidence in the Company...
To be fair to Zak Mir he did suggest (earlier this week) RBW would break 14p. I'm not a fan of charting but he has been spot on with RBW and PRE recently. Maybe it's easier to forecast in a solid bull market.
"Mr Eason Chen holds 65,000 ordinary shares in the Company". Says it all really.......
How much are we producing? Last I heard it was 750 down from 1250mtpd. Appreciate they are trying to ramp it up to 2000mtpd but it's been slow progress. Would like to see a CEO interview soon, haven't seen anything since 2018... perhaps when they've got some good news he'll turn up.
With REE prices rising daily and RBW actually producing, we are almost in danger of the Company making some money...
I would suggest that someone with deeper pockets who could upgrade infrastructure and labour intensive processes might be interested in our licences. The resources are attractive.
BFS is on track for the end of January.
or Zak's share talk, which suggests £1.60 by the end of February...
https://www.share-talk.com/new-year-eve-bulletin-board-heroes-thursday-31st-december-2020/#gs.peccae
It was a little bit "Rare Earths for Beginners". Might be useful for newcomers, but quite frankly the discussion lacked substance.
Everyone is saying there's going to be a huge rare earth shortage but there are quite a few miners who are setting up. Aside from Lynas, I think Pensana will do well out of this because they should be producing plenty and refining by 2024. Rainbow are an interesting play, but more transparency is required with regard to when they expect to produce meaningful amounts and how it's going to be refined and financed. The gypsum stacks at Phalaborwa are interesting but RBW plans for getting to an end product are short on detail. Perhaps that is something that Flagstaff should concentrate on.
Agree with that meldrew44 plus taking the liberty of holding an online presentation stating no finance required two weeks before a fundraising at 30p.....However, once they can produce a few machines and get them operational, the cash that they spin off will have a big impact on shareprice.
Good evening GRH. When I discussed this matter with someone pretty close to Star Valley I was advised that they were ready to go but were waiting on instruction from Predator.
Predator have said they are waiting for clearance from Moroccan authorities. They also stated that they haven't been sitting on their hands and that they have used the time to complete regulatory / administrative hurdles.
Realistically, I cannot see this progressing until Q1 next year. Perhaps Conoco have put an offer in for our piece of prime real estate....but when Paul says that this is the best prospect he has ever seen, I imagine he would like to drill it.
Monday perhaps, not today.