Member Info for Monarch

Gaias, using your assumptions, I make it £ 1.5 Bio. Is that right?

ATB
Monarch

Where there is smoke, there is fire... or better, once the government orders a review, they know already that they have a problem.https://www.yahoo.com/news/biden-ordered-review-of-supply-chain-to-include-electric-car-batteries-medical-supplies-and-rare-earth-metals-152610673.htmlATBMonarch

Nico, it’s Chinese New Year this week (and maybe also next)... after that, it should provide you updates again.

ATB
Monarch

Just checked the RNS again...up to 85%

ATB
Monarch

lovelyboy, just to be precise, RBW doesn’t own 100% of Phalaborwa. If I remember right, we can get up to 75% depending on our financing of the various stages. It‘s still Billions for us so all good...

ATB
Monarch

sunset, i hope you made it in time to hop onto the train. A pity if not! Let's all enjoy the ride...

ATB
Monarch

vegas, price per ton is not even that important. I would rather focus on margin which will be exceptionally due to the very low CAPEX requirement for similar outputs. That is the real value here!!! It's like little gold nuggets coming down the river and you just need to have a filter to get them out instead of digging a huge hole into a mountain... maybe very simple put, but that's what we are looking at here. Very few machinery and labour costs and a quick route to market.

ATB
Monarch

vegas, maybe Wolfiebill can shed some light on that. I guess one is more "concentrated" than the other and therefore the price per kg is higher (or lower)... maybe good to do some research yourself on it.

ATB
Monarch

Fast track to production, very low capital cost, confirmed flow sheet... music to my ears! Did i miss anything?

ATB
Monarch

Moving further upwards. So much fun...

ATB
Monarch

Will be interesting to see where we go from here. We are so undervalued...

ATB
Monarch

...and skills...

ATB
Monarch

So, instead of being 150% up, you are just 20 or maybe 30% up. All that just to hush a couple of extra % on the way down. At least you recognize the potential now...

ATB
Monarch

sunset, I kind of remember you said this is going to 9p... I hope you didn’t miss your entry point! Supercycle coming...get on board!

ATB
Monarch

Wolf, have a look at the last couple of capital raising rounds. Approx. 30% of the shares are in management hands and they have continuously participated. Considering what they have achieved over the last year and considering that assets they have, those 4-5 Mio will be made easily available to them if external help is at all needed.

ATB
Monarch

Wolf, have a look at the last couple of capital raising rounds. Approx. 30% of the shares are in management hands and they have continuously participated. Considering what they have achieved over the last year and considering that assets they have, those 4-5 Mio will be made easily available to them if external help is at all needed.

ATB
Monarch

Thanks OAPK. Looks like the afternoon buyers want some of the action. Happy days.

ATB
Monarch

Thanks. Any reason you look at it that way? What's the difference? Usage? Based on the 35 Mio tons at Phalaborwa, what's the calculation when doing the maths with condensate instead of oxide prices? Do they correlate? Sorry, too many questions...!

ATB
Monarch

OAPK, agreed, i too don't want to get carried away which is why i will continue to research. I put out those numbers this morning well knowing that it's almost too good to be true, but even half of that would make RBW a Billion $ company and i wait for the point where someone tells me that i'm wrong. Do you have any estimates in your mind?

ATB
Monarch

Dp, in the latest interview, they were saying it will cost USD 4-5 Mio to get this up and running. It has to be said again, they will not need expensive mining equipment due to the previous work done...

ATB
Monarch