Member Info for DetiMr

I very rarely post on LSE forums, but I'm making an exception today for RBW because of the last article by Hallgarten & Co., 'Monthly Resources Review', from two days ago.

They refer to 'Yttrium' and what it means for RBW. Here's an excerpt:

"We have had Rainbow Rare Earths (AIM: RBW), the London-listed REE developer in our Model Resources

Portfolio (MRP) for some years now. We had been on the verge of kicking it out, lately, due to a feeling

that it was dragging its heels on getting Phalaborwa in South Africa going. Our logic is that one must get

ahead of the tsunami of REE projects or get drowned by it.

Then in recent times the company made a release about the project’s Yttrium attractions. They started

off by noting that, according to data from Argus Metals, the price of Yttrium oxide 99.999% CIF Europe

started the year at ~US$6/kg, but it had risen to current levels of between US$220/kg to US$320/kg (the

large spread is due to differing pricing contracts). This surge in pricing is due to the issues around export

of the metal from China further to the imposition of export controls in April which have led to major

supply chain disruption and shortages in the market.

Rainbow chose to highlight this as Yttrium is now included in the Phalaborwa resource and the project is expected to produce ~213 tonnes per annum of Yttrium oxide as part of the high-purity, mixed SEG+

(samarium, europium and gadolinium plus) product. It went on to state that the price surge has had a

material positive impact on Phalaborwa economics, with the “potential addition of +US$30mn to the

project’s EBITDA” at the current lower range of the European price, based on a conservative SEG+

payability of 70%.

So, Rainbow lives to fight another day as a LONG position in the MRP with a 12-month target price of

GBP£0.30.

On a final (bizarre) note we might mention we saw on linkedin mention that Adonis Pouroulis had “gone

into space”. No comment."

My Comment: I've been a long-term holder of RBW since the days of 10p, and I'll remain so even above 20p.

I mostly keep my investments active on ASX forums, but today I wish all RBW investors a happy, prosperous, and especially profitable New Year 2026.

Good luck all here from Germany.

see: https://hallgartenco.com/wp-content/uploads/2026/01/Portfolio_December2025.pdf

Hi smiller,
if you are interested in a real company, earning millions, and not only 'hopefulls', you should have a look at Grange Resources (GRR).
View, what they pay on dividends, you would be astonished, but that only my humble opinion. I'm a holder for over ten years.

I was about to post to post the link, but was busy making my own post on autralian boards thereof.
This part caught my attention:
"Ben Yearsley of Shore Financial Planning suggests the Amati Strategic Metals Fund, which owns gold and silver, but also less glamorous metals: 'Its holdings include Atlantic Lithium, which is drilling in Ghana. The fund's total exposure to lithium is 9 per cent.' "
please see: https://www.thisismoney.co.uk/money/share-investing/article-10528527/Clamour-lithium-power-portfolio.html

It's worth to read the hole study
http://www.alignresearch.co.uk/align-research/align-research-top-10-conviction-calls-for-2022/

One of those calls is CORO Energy !
Maybe this explains, what's going on Coro in the recent past.
So all punters here have a healthy and prosperous new year 2022.
(a shareholder from Germany)

"Ganfeng Lithium, one of the world’s top lithium producers, said on Friday it would sell around HK$4.9 billion ($630 million) in new shares to boost capacity and fund potential investments."
https://www.reuters.com/article/us-ganfeng-lithium-placement/chinas-ganfeng-lithium-to-sell-630-million-of-shares-to-fund-expansion-idUSKCN2DM2U0

Wonder, what do they need the money for ???

Hi all,
found this today in relation to Techmet to know, who it is:
https://www.reuters.com/article/us-techmet-funding-idUSKBN2C22J3
" Mining investment firm TechMet, which counts the U.S. government as its largest investor, said on Thursday it had closed its second round of funding at $120 million, roughly 50% higher than initially expected.
The U.S. International Development Finance Corporation, part of the U.S. government that invests in overseas development projects, is TechMet’s largest investor.
TechMet, which is an investor in Brazilian Nickel and U.S. Vanadium, said it plans a third round of funding for later this year with a goal of raising at least $250 million."
Maybe some peanuts of that raising will come in to support RBW further !

Techmet's Investments in early stage opportunities "RBW" was posted before by
@fulmar29

I love it, that President Biden in indirectly Interested in our rare earth vehicle
RBW !
So good luck all !

Perhaps this is, what you all want to know:

The Company considers that the cancellation of the admission to trading of the Company’s ordinary shares on AIM and then seeking readmission to trading on AIM for the enlarged entity following completion of the Acquisition, Public Offer and reinstatement to official quotation on ASX is in the best interests of the Company as delisting from AIM gives the Company the best opportunity to complete its reinstatement to official quotation on ASX by the target of
mid June. This timeframe would not have been possible if running the ASX and AIM processes concurrently due to differences between the requirements of the ASX Listing Rules and the AIM Rules for Companies and the general chronology, processes and requirements of the two stock exchanges.
The Company notes that the costs of a readmission or a new listing on AIM are materially the same.
The Board considers a dual listing on AIM is beneficial as the Company has built a very strong profile in the UK evidenced by stronger trading volume from the UK market and there is also a lack of PGM focused companies listed on AIM so the Board considers an AIM listing as beneficial in continuing to promote the Company and in particular the Panton PGM Project.

Doubled my position today. Hope it bears fruit, with or without take over.
Only on Goldman Sachs expectation, said in a report titled “Copper is the new oil”.
The 2020s are expected to be the strongest phase of volume growth in global copper demand in history, as per Goldman Sachs last statement.
Goldman Sachs has argued that the critical role copper will play in achieving the Paris climate goals cannot be understated.
"Leveraging our equity analysts' carbonomics analysis across EVs, wind, solar, and battery technology, we quantify this demand in a bottom-up model, estimating that by 2030, copper demand from the transition will grow nearly 600 per cent to 5.4Mt in our base case and 900 per cent to 8.7Mt in the case of hyper adoption of green technologies", Goldman Sachs said.
The copper market as it currently stands is not prepared for this demand environment !

Demand is greater than supply and demand will continue to rise imo
I see no particular reason.