Member Info for jollygoodya

Sansavatar, it's not what the market knows and we don't. All investment cases by investors are what information is actually in the domain and where we see the value uplift. Which the market will not account for until it happens. I.e. some stocks marked down for poor results and then investors expect a turnaround and get in early before the market places a value to it. I.e. value trading etc.

In our case, we know the value driver news is coming, e.g. uplift to 70% from 51% interest in MM, so I expect the sp to go up and buy before the announcement and the market placing a value on it. As surely we'll have more of the assset and bigger slice of the NP. Which makes us more valuable. We take the risk that it may not happen, but we know it will ;)

The uplift in NPV will come bases on multiple factors :-

1/ higher price per tonne

2/ Much higher production tonnage, 2023 used 15,000. MRE shows higher.

3/ multiple critical minerals, back in 2023 we didnt have the deeper breakdown we now have. We have a wider basket of rare earth components now than ever before.

Agree with much of your posts MRP.

Meantime accumlation mode, as REE is being steadily advanced and primed for a strong move imo.

Rather be in now and sit in patience. Don't know what the future holds but i'm pretty confident, let's see.

Think, we'll have a positive outcome soon, one thing that looks more likely is that it'll be an American strategic partner, given the importance they place on th USTDA approval.

Quite a bit of near term news inbound all likely to be value drivers.

Agree Gaude, let us rejoice ;)

Mr P Ty.

MARCO..

TY Marcus.

Visit to US in a couple of months, could result is in significant news.

Strong interview performance by Cedric.

Key takeways:-

1/ Poss HREE MRE, if not enhanced exsiting MRE, direct impact on valuation in due course.

2/ Cost synergies mean HREE extraction minimum cost max profit!

3/ Advanced strategic partner discussions!

4/ USTDA worflow partner/s tenders under review.

5/ Frankfurt conf, more meetings scheduled

6/ Back to US in a few months

7/ Last but massive, almost complete sufficient work progs/costs to earn in to 71% ish, anyone? (cant remember %) from 51%. That is a direct uplift in our valuation and is likely announced this month!

Very good.position to be in. Sp looks attractive right now, given the incoming value drivers, heck imo where lowly priced for where we are now even!

This is part of what the website states:

The Board is currently assessing a number of other Critical Raw Material opportunities in line with the above strategy, focusing on low entry cost, potential for rapid value addition through exploration, and clear valorisation and exit strategies. The Board has identified copper, lithium, niobium, and their associated minerals as the most suitable to implement this strategy.

Lithium would be fantastic.

Niobium is used to strengthen steel in pipelines and bridge, critical alloy for suoerconductors in MRI and advanced lithium batteries.

If we secure assets with above, we'll have a nice spectrum of core materials for critical components.

Any opinions?

Willy, I know we're not on aim. But aim is a good reference point and REE gets played like it's an aim Co, but thank you!

💯 pacman, we can see from all other stocks on aim, finance, finance.

Using momentum signals on minnows is futile as very few have income.

However key stages of progression will always create value.

Finance is the only real challenge.

It's a short term challenge which whether we like it or not will be satisfied by the growth facility, together with the USTDA grant and the income from the warrants. Once we start production in 2027, we should be self funding.

Not concerned about how popular someone's post is or not, fact of the matter is sitting silent in the background doesn't mean nothing nor adds anything. It's a BB and people post their views. What statistics have you got to prove what you say? Funny how when the sp is finally climbing back up, so called 'sane and wise' people turn up.

USE THE FILTER.

I enjoy what Marco posts and also MrP amongst others.

I'm all ears for willy and yours and others ideas or input.

Willy the sp is up 🤣😂😂🤑

Willy, by the same token you must be watching the price daily too and by the looks of it with a lot of observation.

What's bugging you? Use the filter or dont check the BB daily.

Unsurprisngly not a peep from you when the sp was falling but now it's rising your crying and acting like a good samaritan. What's your game?

Tumbleweed.

A Cerdric/CB hybrid person would be ideal, lol.

No worries 400, CB loves razmatazz, very excitable, a bit like Vegas imo. He knows a thing or to and is very adept. But been burned in XTR in the hype, so I keep away.

I prefer Cedric's approach tbh.

Cedric is an excellent geologist, has a phd in geology and was head geologist at Sogerem fluorspar mine and has been involved in critical raw materials for many years with over 25 yrs experience in mining, according to the website.

So he knows his oinions in geology. Finance should be the CFO?

Nice one Marco.

Cedric is a pretty clued up CEO.

Haha, just sit back in the background tumbleweed style and roll in the wind direction.

But never post any of your so called mining expert knowledge. Only put negative slants, many have seen the type, pretence of being "level headed or based" but contribute nothing.