Member Info for Monarch

How much rare earths go into an EV again? Tesla is securing raw materials. https://pulse2-com.cdn.ampproject.org/c/s/pulse2.com/tesla-tsla-signs-partnership-in-nickel-mine-deal/amp/

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Monarch

Nick, revenue doesn't equal Mcap and RBW doesn't own 100% of Phalaborwa... that's just to start with. Although lot of potential (in the range of what you have calculated), a JORC is needed to confirm the REE values and then financing will need to be secured to get a plant being build. While it all looks great so far and management has only provided positive updates to meet and exceed expectations, it's a little to soon for popping the champagne. I'm very optimistic but also cautious as this is far from a done deal. Potential is huge though!

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Monarch

It’s happening...

https://www.yahoo.com/news/president-biden-hopes-build-500-133655027.html

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Prophit, thank you for your concern. You would have been welcome with constructive input but you are clearly more interested to prove to everybody what kind of jerk you are. Good thing is, people like you will come and go. Good luck with your investment... oh wait...

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Barlew, because it went UP 6% yesterday. Low volume...
Prophit, good first post... adds a lot of credibility. You almost had me on the "pile of gypsum" until i realized that they announced to have great grades of Rare Earths in it... you know, that stuff that is increasing in value by the week.

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Monarch

Way before that if they announce to be profitable already. They have 2 projects with expected continuous news flow and if that is all positive, 40p will be gone in no time...

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Monarch

Big numbers traded today. And since the sp has rather increased, I assume this is a great sign of what’s to come. 19p had a lot of volume which now have changed hands and created a new base.

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Campomar, if that would be true, it would reduce their holding from 7M shares to just 2.7M (which is exactly the amount of share they got in the last announcement). Whatever it was, it's now "priced in" at 19p and we can move forward.

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Easiest Sales job around... just sit there and see your product sales price increasing by 7.5% week over week. Beautiful...

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

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Nico, let’s not go there... in war everybody loses

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Thanks Campomar. After the 30p, what’s next? I know it’s just hypothetical but would be good to understand? So far Zak Mir certainly had a great run with the bulls...

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Campomar, where do you see the bull flag lead to? Is 28 on the cards next? Always curious to hear from experienced charters“

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https://www.google.ch/amp/s/www.forbes.com/sites/willyshih/2021/02/24/it-might-take-a-long-time-for-the-us-to-become-self-sufficient-in-rare-earth-materials/amp/

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Monarch

Gaias, is this (partially) addressing the potential bottleneck of Western separation plants? I guess (hope) it is but would like to get your confirmation given your better understanding of the whole process. Thanks

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Steam, without pretending to know all the details, here are my thoughts with regards to availability of supply. First of all, there is currently a shortage of supply and it will also take some time to ramp up production to meet THAT demand. Any FURTHER supply for FURTHER demand will not only need to be ramped up but first of all resources need to be either discovered or prices will need to increase dramatically in order to make some of the resources identified commercial viable. That's the beauty currently when the say Rare Earths are actually not that rare, they are just difficult (expensive) to be mined... so in order to get more Rare Earths, you either need to find more resources (5 years plan) or make current commercial viable (hike prices so that business cases become commercial viable).

So RBW can ride that wave perfectly while having an already producing asset (which will increase output as we speak) and another one that will start to produce soon on a small scale until the production is fully ramped up in RSA. All of that while demands are increasing globally and prices are increased in order to encourage investments.

The green targets will not go away as they are essential for the next generations and politicians know that... how quickly we get there depends on the availability of Rare Earths for which Trillions will be spent over the next decades.

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John, it’s actually good news because China would need to increase dramatically it’s own mining which they don’t have the capacity to easily do within a 6 months timeframe... so these „ores“ need to come from somewhere in order to get to oxides!!!

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This is so much fun to read...

https://qz.com/1971108/chinese-rare-earths-giant-shenghe-is-building-global-alliances/

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Thanks SE! Great feedback, really appreciated. I'm not from the industry so getting some rational helps a lot. I like your comment around the possible pay back in just 6 months... which is along my thinking that any needed financing should not be a problem.

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Thanks OAPK. Maybe it’s just word smithing but when I read „pilot plant“, I either think of a very small unit or it means that multiple plants will be needed to process the 35 Mio tons. On the other side, GB mentioned in one of the last interviews additional 4-5 Mio will be needed to get this all up and running which is a lot less then here stated 75 Mio. Would be good to get clarity on it. Anyway, we are still looking at a Billion Mcap either way and that is at current NdPr prices... they will jump a lot higher!

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fulmar, agree on „the ore already been mined“ but the plant is just a trial plant and will not be able to process the 35M ton... for that an industrial plant will need to be build. However, the finance for that will be easy to get if the resource is confirmed! Also, as prices for NdPr continue to rise, that will be all additional profit for RBW!

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