Member Info for Monarch

fulmar, i continue to look for flaws as i'm generally a cautious person but the more i search, the more excited i get. The company is not even getting the full value from Gakara as the off take agreement with T. Krupp (although validating the commerciality) is at a discount to market prices. Once that is re-negotiated and we increase output, we have Gakara and Phalaborwa, 2 high grade RRE producing sites, at what Mcap?

ATB
Monarch

Thanks fulmar. I especially like that last sentence! "The value of the resulting mixed rare earth carbonate will be significantly higher than a mineral concentrate, such as that produced at Rainbow's Gakara project in Burundi."

ATB
Monarch

AOPK, it's a very good question which i'm not able to fully answer. However, given that the Phalaborwa area is apparently a well developed mining area with good infrastructure in place, i assume that some of the required equipment is available.

Maybe our friends from FlagStaffIR can help us getting the required answers on this?

ATB
Monarch

Whoop Whoop. Can somebody take out their spread sheet again and do the maths? I have 35.000.000 tons @ 0.5 TREO equals to 175.000 tons oxide. A third of that being NdPr oxide, so say 50.000t @ USD 70.000/t equals to approx. USD 3.5 Billion. And that is just the NdPr. Please feel free to provide constructive feedback...

ATB
Monarch

sunsetsupper, you missed to mention the great demand for shares from 1.45 all the way up to 10, 11, 12. All while the company is progressing and the market they are in has a great outlook for the near and long term future. You say you are long but complain about a sp movement over the last 2 weeks... Either you are not true to yourself or you have an agenda.

ATB
Monarch

sunsetupper, you need to make up your mind... you say "talking of mm is nonsense" and then you talk about them by saying "atm they're holding it up...". Just saying...

Monarch

I'm not going in the guessing if it is a buy or sell but whatever it was, it was a huge order that took time to be filled by the market makers. That much is for sure. sunsetsupper is either a suspicious or cautious person with his comment but i guess we are all waiting for the news to drop...

ATB
Monarch

persimmon, will I ever get to see your promised details on the future of RBD or was that just hot air as believed by many here? I wanted to give you the benefit of doubt but I start to believe, you really are not as good as you want us all to believe...?

Monarch

Hi persimmon, saw you posting today here and was looking for your detailed explanation of what you believe is going to happen next, as per our chat from a couple of days ago, but couldn't find it. Have i missed it? Apologies if you have posted it but i can't see it here...

Monarch

Just have a look at the orders being filled after hours (or better over the day). MM's getting the job done...

Monarch

persimmon, don't worry to bore me... i have plenty of time. Thanks

Monarch

persimmon, given that you are still invested and like it, i assume you believe in a raise in the sp and therefore your investment. Given your knowledge and continuous interest, what do you believe will happen next and what is the up- and downside to the current state of the company? Certainly interested to get your detailed view as a fellow investor in RBD...

Monarch

https://qz.com/1962580/china-is-insecure-about-its-global-rare-earths-dominance/?utm_source=YPL

In other words: Prices will continue to go up!

Monarch

Rollercoaster, 4Mio means about a 10% dilution in order to achieve the targets... considering the prize, I can live with that easily.

BTW, good 1st post...

Monarch

https://www.yahoo.com/finance/news/biden-plans-replace-federal-fleet-224800214.html

Monarch

persimmon, great response...I have no doubt you are a true winner in real life... you know, the one away from the keyboard.

ATB

Monarch

persimmon, i see you reply to about anybody EXCEPT the ONE that pushed back... and i wonder why... well, not really...

ATB

Monarch

persimmon, it's not "just" Federal land... it's Federal land adjacent to a declared natural reservoir which is meant to be protected. But sure you know that and you weren't just "bending" the boundaries in order for it to fit your agenda. Oh well...

Monarch

Thank you for the interview. Always good to have an engaged CEO who wants to have the market informed and up to date. Looking forward to have such updates/ interviews on a regular basis.

Monarch

Dear FlagStaffIR, thank you for the article posted.
Could you please verify the comment on page 8 of the company presentation where it states that both projects "are already economic viable and supported at current NdPr pices"? The presentation states to be from January 2021 but the price chart on page 8 seems to be outdated, still showing a forecasted (2020f and 2021f) price for NdPr oxide in the range of USD 40-60/ kg while the latest prices i can find for NdPr oxide are around USD 100/ kg. That would mean that Rainbow would more than double it's economic viability!? Can you please clarify that statement and which prices should be used as reference?

regards