Member Info for GaiasKidney

SE

It will be interesting to see which of these light RE to pure metal oxide project comes online and when. Any or all will be good for RBW.

https://investorintel.com/markets/technology-metals/technology-metals-intel/lifton-on-biden-and-the-security-of-the-supply-of-rare-earths/

" Pensana envisages that this initial development will attract further interest as a rare earths processing hub for other rare earth projects globally in the medium term. "

This within the submissions for planning consent for Pensana's TRIO to Nd oxide processing plant in the UK.

Rainbow will soon hasve multiple destinations for REE. Distorting monopoly will end, with demand projections offered TRIO price will have to rise

" Pensana envisages that this initial development will attract further interest as a rare earths processing hub for other rare earth projects globally in the medium term. "

This is part of what I wanted to see.

Docs so far:

https://newplanningaccess.eastriding.gov.uk/newplanningaccess/applicationDetails.do?activeTab=documents&keyVal=QMXKUXBJICX00

New capacity is moving more and more towards offshore - larger is more efficient, wind offshore is better, visual blight lower, bird strike lower. All this important in the West. Offshore maintenance is very costly, the likes of GE, Siemens will pay a lot more than present Nd pricing to keep providing their DD magnet turbines if they have to I expect.

Pensana will generate by far the largest proportion of its value added from the UK separation plant not at the mine. I hope they install high capacity (10kt/y+?) at Saltend for wind and EV demand ahead and also take third party TREO as well as from Angola.

Joe.

Historicly most wind generation is via gearing up designs, they use far lower amounts of Nd per MW capacity than the modern, high output, predominantly designed for offshore and critically direct drive turbines you flagged. Offshore needs relyibility, gearing up is out.

Presently offshore is around 10% of new intsaltion globally. So if say there is to be 1/10th of 70GW ie 7GW of new offshore per year installed and each direct drive MW requires say 500kg of Nd then you need 3.5kt/y of Nd supply. It will likely go higher.

Direct drive design/build GE:

https://www.ge.com/news/reports/where-ge-makes-haliade-turbines

ATB.

"Our major shareholders will be adding again on the pullback.. ".

Will hold off for sub 9p and a bit of settling on that. Time? Feb reckon.

GLH.

See RNs 24/4/20. 53m. Then take off those since exercised, some 4m. Holders are it seems in no rush.

Present share issue approx 124m.

Afternoon Nick. You? Idiot? I don't reckon m' laddie!

Decided to root through CH as was a bit miffed by the lack of info in that RNS re Pluto - 'how much were Pires getting for their money?' and IMO now-a-days it's about time the FCA, AIM etc did treat this form of exchange as a money transaction as if using fiat currency and so the same disclosure rules should apply. OK got that off m' chest.

I struggle with the jargon in CH filings even now but FMU PIRI seem to have got 5m Pluto and they have 51,250,000 in total issue. Value now? Hmmm.. just seems to be moving so fast!!

Once on CH I had a nosey at Mr Downes' illustrious carreer. Our fortunes it seems are very much tied to his. I reduced a bit the other day but am still - just - a proud 1% er.

ATB.

$YOP broken $1, Pires's $200k paper value from De Tech and Pluto now ~£6m.

Pires maiden stake in Pluto around 8 to 10%, so Pluto paper value around £15 to 19m.

I expect this to take a breather for a while. There has been a fast (and realistic) rerate in just 3 short weeks and by some 300%. some healthy consolidation post this rise is reqired.

I topsliced 1/4 today as it's just about one year since taking a position. The rest will be held as I anticipate in time this has significantly further to go. All the highly prospicious investments have yet to prove their worth. Next 12 to 24 months (not the next 3 hours) should be very interesting.

Good luck holders - old and new.

For information
https://yopfi.medium.com/bridging-communities-with-pols-yop-launching-on-polkastarter-ido-uniswap-6f181113158c

https://m.youtube.com/watch?v=xoD5sY1QYYE

https://www.kitco.com/strategic-metals/

Yep, new high.

I doubt there is any cash issue for some time, there are sme 49.75m outstanding 4p warrants to go, providing ~£2m in cash to the co. They may find an investment that is so attractive they issue paper to get it, but then again this year I would expect there will be chances to cash some of the investment in. IPOs are looking to be all the go this year.

Rerflate economies to zero carbon future is an overwhelming driver for miners exploring/developing/producing non substitutable new energy commods.

PRE/PM8 only goes higher.

2020 how did they do?

RBW in at no 4

https://investorintel.com/market-analysis/market-analysis-intel/rare-earths-looking-back-at-2020-and-26-companies-with-a-17b-market-cap-at-year-end/?utm_source=rss&utm_medium=rss&utm_campaign=rare-earths-looking-back-at-2020-and-26-companies-with-a-17b-market-cap-at-year-end

Tnx to Skipants ;-)

Yaqub...…. I reckon.

Informative 'coin'ers' blog on YOP

https://bitcointalk.org/index.php?topic=5276541.0

Not until a decent profit is certain. 2.5p and above I would expect.

Yes that's how I see it.

Western govs have finaly grasped the political imperitive re carbon and have (EU & UK, US to do so) set up the structures to turn both transport and electric generation carbon nutral. With this choice the industry OEMs are saddled to Neodymium. They have to break the PRC's hold on the M-M chain in order to suceed with this.

I would venture Rainbow would be well advised to do the same when they can. Once their product goes to China there is no way it will come back out to the West if the authorities 'suggest' they want it domesticly.

The West put them selves in a stupid place. Have they learnt?

ATB.