Member Info for Monarch

Tt, i certainly hope so but if this study now takes 6 months and there are no "new news" in between, we all know this will drift further down as ppl take their money elsewhere. RBW says they have a great asset here, the marketing of it has been poor lately however. I'm just disappointed about the lack of detailed communication...

Dp, it was always the goal of that study which i thought did start already... RBW told us months ago that they planned to do the study in order to increase the output. So now the "really started"... but i would have liked to see a high level timeline. Anyway...

I thought RBW "started" that study already some time ago??? So now, this time, we "really start"??? I'm confused and also don't like we can't get a high level time line... will it take 6 days, 6 weeks, 6 months? C'mon, this is poor communication!

ATB

https://qz.com/2031940/chinas-rare-earth-hub-baotou-introduces-massive-subsidies/?utm_source=YPL

Thanks Tt. So if i understand you correctly, you give an asset value of say max. 60p to the Phalaborwa project. That's still considerable value considering we currently sit at 15p. If the Burundi asset gets going again and is allowed to export what they have produced over the last couple of month, RBW should start to build up a nice pile of cash and further projects that they can show to somebody in order to get the projects financed. It will be interesting to see where we will be in 12 months. My gut feeling is that the whole REE market will heat up very quickly which is why i believe RBW will soon have a Mcap a lot higher than currently.

Hi Tt, could i kindly ask you to provide your calculations again? To be honest, i was a little set back by them but you seem to have a better grip on it. Also, what is wrong with the "easy assumption" of $120/t by 38 Mio tons of gypsum ending up @ $4.5 Bio in value to the company. Sure, CAPEX (limited because at surface) will be required and there will be costs, but it seems to me that there is quite a big gap between your calculations and others "expectations". I'm a big fan of RBW and invested but would like to get more clarity on the numbers and you seem to have a good grip on it so would value your input.

thanks

Sebastian Marr (who is an existing shareholder in Attis and who holds 2,850,877 Ordinary Shares in the Company) will be issued with 2,934,308 Ordinary Shares at the Placing Price on Admission (equal to £83,334) pursuant to an introduction fee in relation to the Amalgamation with Attis.

textdriven, looking at your posts, you seem to look at charts and financial research. Both are valid for more mature companies but here we are talking about „early stage“ exploration companies. Pretty sure Rio Tinto and Glencore‘s ratings weren‘t that far off from RBW‘s when they started... important here is to look for the potential asset(s) and project the related Mcap. IMO

persi promised months ago a detailed overview of what’s going to happen with RBD... it never happened. He then quoted the German news paper „Bild“ as a reputable outlet ...it’s far from it. Not sure why people still believe he has anything of value to add...

Wow! A total of 63 trades for the day! GB needs to scream from higher roof tops I guess... :-)

ATB
Monarch

It's really good to see a CEO so excited about his projects and company outlook. He is not even trying to sell it to you because the informations he provides are good enough for everybody to see it themselves. Rare Earths will be key for the foreseeable future and RBW is right there at the forefront. This will be so much fun over the next couple of years!

ATB
Monarch

That’s it, I will throw the house at this! But seriously, GB is like a kid in the candy shop that has stolen mommy’s wallet! If only half of what he says is true, a 2B Mcap will not even be enough!

ATB
Monarch

Shares traded today less than 1 Mio... it's getting ridiculous really...

ATB
Monarch

Phalaborwa is not only A LOT CLEANER, it is ALSO A LOT CHEAPER TO PRODUCE as no costly mining is required.

ATB
Monarch

Enjoy the read...

https://www.fool.com/investing/2021/03/21/sales-double-profits-up-22-times-rare-earth/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article

ATB
Monarch

Afrim, I’m still here although at a reduced holding. Learned my lesson with AST and even look into the candlesticks for entertainment. Into Rare earths nowadays and enjoying Rainbow Earths rise...

ATB
Monarch

Thanks fulmar. I believe there are various steps (for which the market certainly will be updated in due time) and all I’m suggesting is that these „material steps“ on the way to final full production in mid 2023 could be given an estimated timeline already right now. But maybe I’m just asking for too much transparency and just need to be patient. I’m certainly excited so please just take it for what it is...

ATB
Monarch

fulmar, and i'm very happy how the company and new CEO has performed so i'm actually not doubting anything in the RNS. What i'm saying, and i'm sure you are equally interested in, is that it would be great to know more about the expected and envisioned timelines the business has in mind. Is it 1 months, 3 months or 6 months? Sure, it's all estimates and can be kept high level and conservative... but i believe it would be great to get some high level estimates around it.

ATB
Monarch

Dear FlagStaffIR, it would be great if you could ask Mr. Bennett and the company to provide some high level timelines that go beyond the words of "near term" and "far quicker". This is not meant as critique but hopefully will help to provider a better and clearer picture of involved timelines until the Phalaborwa project can be brought into "full production".

Thank you

ATB
Monarch

Anybody any idea on timelines for them to conclude the study? Managing expectations is key...

ATB
Monarch