Member Info for Kiwi_

NOW 3 vs 1 ,looks set to tick up again

2 vs 1

KDNC tick up

SUPER REE-RATE on the cards similar to RBW or our March SUPER SPIKE?

I think we may see another spike similar to March over there shortly due to their Yangibana REE project in Australia

Ironic, fully agreed on that mate. I am in both, if you have read the news over the weekend regarding REEs Australia and a few other countries talked of stepping up the permit process to help the US etc out

KDNC spike back in March over 400% in a day

KDNC Cadence Minerals is just starting to turn as of today from an all time low, I may be wrong but I think we could be in for a re-rate here to.

The Yangibana Project hosts extensive rare earths-bearing ferrocarbonatite/ironstone veins that have been evaluated by drilling in the 1980s and by Hastings in 2014 and 2015. The Project also has the potential to host larger, carbonatite-hosted rare earths mineralisation at depth but this target is yet to be assessed.

To-date efforts have concentrated on the ferrocarbonatite/ironstone-hosted mineralisation. Results have shown that the rare earths mineralisation is enriched in rare earths that are utilised in the high value and growing rare earths magnet sector, being neodymium, praseodymium and dysprosium.

Yangibana Project comprises

Two Mining Leases and one Mining Lease Application, Ten Exploration Licences and three Exploration Licence Applications, and four Prospecting Licences, that are 100% owned by Hastings, and
One Mining Lease and Six Exploration Licences within the Yangibana – Cadence Joint Venture, which is managed by Hastings and in which Hastings holds a 70% interest.

KDNC Cadence Minerals is just starting to turn as of today from an all time low, I may be wrong but I think we could be in for a re-rate there to.

The Yangibana Project hosts extensive rare earths-bearing ferrocarbonatite/ironstone veins that have been evaluated by drilling in the 1980s and by Hastings in 2014 and 2015. The Project also has the potential to host larger, carbonatite-hosted rare earths mineralisation at depth but this target is yet to be assessed.

To-date efforts have concentrated on the ferrocarbonatite/ironstone-hosted mineralisation. Results have shown that the rare earths mineralisation is enriched in rare earths that are utilised in the high value and growing rare earths magnet sector, being neodymium, praseodymium and dysprosium.

Yangibana Project comprises

Two Mining Leases and one Mining Lease Application, Ten Exploration Licences and three Exploration Licence Applications, and four Prospecting Licences, that are 100% owned by Hastings, and
One Mining Lease and Six Exploration Licences within the Yangibana – Cadence Joint Venture, which is managed by Hastings and in which Hastings holds a 70% interest.

There is another REE just like RBW and it is at an all time low, soon to be producing

No my friend, it is called SkyNews or Sky News if that makes you feel better ;)

Anyone see the PFP RNS?

https://www.ft.com/content/6dd3e4cc-83d5-11e9-9935-ad75bb96c849

Many are worried that Beijing might also restrict exports of rare earths, which are commonly used in technology such as electric cars or drones, and which are overwhelmingly produced in China.

Jim Litinsky, co-chairman of MP Materials, the only US rare earths mine, said his company had been contacted by more than one multinational company asking how quickly it could ramp up production should imports from China be squeezed.

He added: “We are increasing production as quickly as possible. But if China were to do that, it would be a dramatic escalation of the conflict — the beginning of cold war 2.0.”

US tech groups scour supply chains for China risks
Companies try to identify which businesses could be hit by Trump’s trade offensive

https://www.ft.com/content/6dd3e4cc-83d5-11e9-9935-ad75bb96c849

10% of shares in issue traded on Thursday and Friday.

;)

So that is two now, 1 x 20% and 1 x 10%. This is something institutional investors look for ,especially pension funds. Plenty of further news to follow here. Watch this space for the next holdings RNS.

;)

DegsyAlmond,

Yes mate, Lynas lincene in Malaysia is on questionable grounds and may not renew leaving RBW as the only via option outside of China.

Australian retail-to-chemicals company Wesfarmers had approached a vulnerable Lynas Corp with a A$1.5 billion ($1.1B) takeover offer that, it said, provided the financial means and political experience needed for the miner to solve its crisis in Malaysia. Lynas, which has a mine in Western Australia and an $800 million processing plant in Malaysia, is facing problems getting licence renewals for the plant due to concerns over waste storage.

Lynas' Malaysian operating licence is up for renewal in September and new, tough conditions recently imposed by the Southeast Asian country pose a regulatory hurdle for the company.

Westfarmers' offer carried significant conditions, including that the transaction would be subject to “ensuring that relevant operating licences in Malaysia are in force and will remain in force for a satisfactory period following completion of the transaction.”

The bid did not appease shareholders of the retail-to-chemicals conglomerate, and they dumped the company's stock in Tuesday's session on concerns around Lynas' processing plant in Malaysia.

Blearyman, under these conditons with China's most recent rhetoric I think may just see a takeover bid sooner than people realise. Moreover as we are the only compny other than Lynas I would expect counter bid offers, that is the way I see it. I could be wrong, but how much deeper will this rift between the US and China go? I think there is far more to go and clearly under these circumstances and holders of REE outside of China's control are going to be winners, China could easily limit supply and drive the REE prices wild as they did in 2011 in their rift with Japan. (see the Bloomberg chart I posted last night).

Wesfarmers $1.1 Billion USD takeover bid rejected by Lynas March 2019

http://www.mining.com/web/australias-lynas-says-no-wesfarmers-1-1b-takeover-bid/

52-Week High 20.300
13.214 38.2% Retracement From 52 Week High
11.025 50% Retracement From 52 Week High/Low
8.836 38.2% Retracement From 52 Week Low
8.346 3-10 Day MACD Oscillator Stalls
Pivot Point 2nd Level Resistance 7.067
Pivot Point 1st Resistance Point 6.833

https://www.barchart.com/stocks/quotes/RBW.LN/cheat-sheet