The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I was a lth of IAE, sold out in feb , Get yourselves over to SDX , Excellent company and a good time to get in .
A friend of mine has researched this company greatly , have a nose at this ; I must admit it seems somewhat strange to explain my investment reasoning to a fellow investor but as we all most probably concede, alternative views should be discussed………..I take my positive stance subsequent to the following; Rainbow Rare Earths (RBW) is backed by investor and developer Pella Resources, best known for helping to build Petra Diamonds (PDL) from a small exploration business to become a FTSE 250 multi-project, £840m market cap miner.(Form in building multi-million pound companies) (maybe this is just a hobby project….but I think not, I think this is a man of foresight) Rainbow was transformed from a speculative developer of a mineralised patch of African earth, to a potential miner with signed orders from one of the richest companies in the world. ThyssenKrupp (Remember, they sought out and approached RBW - to my mind this is subsequent to corporate aspiration to secure alternative source) China has a near-monopoly over the supply of rare earth elements. Many non-Chinese end users are eager to mitigate supply risks by actively supporting the development of non-Chinese sources of supply, claims Rainbow. ‘Our average (in-situ) grade is 57% versus 3% average for rare earth projects around the world,’ says chairman Adonis Pouroulis. (Grade divided by average grade x tonnage = scale) Growth aspiration ?: There’s a strong likelihood exploration will prove up more material in time, but overall investors will be expecting their reward in yield as much as in capital growth. Potential to uncover new veins (387 in-situ veins identified to date. Mining and exploration activities have historically uncovered new veins). Considerable upside to increase tonnage of mineralisation by documenting lateral and down-dip continuity of individual REE veins beyond parameters used for tonnage estimation Trial mining success will be monitored on ongoing basis and may allow early production from new mining locations Continued exploration expected to uncover more veins Potential to partner in the build of small-scale separation plant (greater yield p/t) The Gakara basket is weighted heavily towards the magnet rare earths, including neodymium and praseodymium. (coincidence....?? maybe) (BMW, amongst others, has stated that they will only be producing electric cars within 10 years!) Honda’s press release adds that a magnet made of rare-earth metal neodymium is necessary for a hybrid motor, but without the addition of heavy rare earth metals like dysprosium or terbium, the neodymium magnet is susceptible to damage and performance issues from exposure to high temperature. Daido Electronics (a subsidiary of Daido Steel) worked with Honda to develop a neodymium magnet that could tolerate
Hi guys , didnt they say they were well into the final stage 3 of testing the gel a few weeks back ? If so i would imagine the results will be with us any time between now and mid march ?? Does anyone know how long stage 2 trial took please ?
I bet BB was a nightmare as a child , He probably asked his parents " when is santa coming ? " on the 1st jan and every single day up until the 25th dec , ha ha , Only pulling ya plonker BB. Keep up the good work .
Doubler , what price do you foresee for end of march ?
Delboi , many thanks
Hi Fellas , I have just heard of this company , but know nothing about the potential , assets etc , can someone please give me a quick run down please . I have iae for a while now , so i am up to speed on the oil market . Many thanks MAC
Mark , He said the other day somewhere that it was def in the bucket list again , Main player i think he said ,
Stock**** is the missing name below .
Hi guys , i have been in iae for about 18 months now , excellent run company with huge potential. But f*** me do you need patients or what. Interested to read all your comments, Vlad , very well informed and informative , Bench, you just love anything Iae. **** is correct alot of the time , like this latest delay, but doesnt have many fans . I will listen and take on board anything , positive or neg . best way to be . Kev