Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
If a fair wind blows across the open sea of this market in 2022 (ZeroCoaster pun intended!) then I think we will break the £1 mark at some point during the year, but will settle in a range just under £1 until 2023 during which I think we will approach £1.90. That's my glass half full prediction!
Yes belgrano, it crossed my mind too having seen the Croda RNS.
Well, it seems incredibly unlikely the SP is heading much lower. So, if acquisition of SBTX is part of their strategy, you'd think they will be moving sooner rather than later?
Hi Bazzman, yes a RNS would be welcome!
Either way, the fundamentals on this company seem so solid to me:
- Scientifically proven, based on a decade's worth of scientific research, making it credible and compelling to the market and to end users
- IP licensing model for many projects, collecting revenues from established global companies, removing need to build infrastructure, so quick to market and lower cost/risk
- Sheer range of commercial opportunities, multiple applications in each of the main target areas, Cosmetic, Nutrition, Medical, Surface protection and Pharmaceutical
- Strong team - depth of experience, both scientific and commercial, to lead the company into an established and profitable business.
DYOR & GLA!
Hi all, I've been reading the most recent update again and noted the following extract in particular:
'Throughout this collaboration, Sederma has identified additional potential scientific and marketing claims for the end ingredient. The eventual claims will be an important component of the launch and long-term commercial success of the ingredient. To this end, Sederma is continuing its lab work to further substantiate these additional potential claims. This work is not impacting the manufacturing scale-up. The Group continues to anticipate 2022 as the period for initial royalty revenues.'
I wonder if part of the reason we haven't yet had an update is because they are immersed in the process of identifying and validating additional claims.
It strikes me this is an endeavour worth extra time and effort as it will potentially have a significant impact on both marketing and sales revenues.
Does anyone know if, or think, we may receive an update on the Sederma opportunity from the output of the meeting later this week?
Beauty parade is the term Stuart uses himself relating to the Croda project in the Proactive Investor video interview from 27th April.
He even goes in to explain it's for their top 10-12 clients. He also mentions it as a VIP launch in at least one other Proactive interview.
It's really not hard to find if you genuinely want to find it. I highly recommend Google :)
The reason I'm particularly excited about the Mace partnership is because Mace have publicly committed to commissioning their first system in early 2022 and then to remove gensets from all their sites by 2026. That sort of strategic context reduces the risks of delays in my opinion, so it's more a question of how many AFC systems will be required and can AFC secure the entire project for themselves.
Respect your perspective Garonne, although again I'm confident in our ability to deliver on the tech side. When you consider we're part of the first fully certified solution, in an industry that's committed to decorbonising within 8 years, and VARD are ALREADY having commercial conversations with customers, I'm not too concerned that it's still in development.
I'm a genuine holder, very happy. Particularly excited about the ZeroCoaster project, although there are other projects that will come to fruition sooner, ZeroCoaster will be mega.
Delays don't worry me. Naturally as a long-term holder I don't need to sell now. Although I can see why you would be frustrated if you need to sell now and thought the SP would be higher.
GLALTHs
Hi Elric, as I say happy to continue retweeting and supporting you in any way I can and never expect you to give away your work for free. My frustration was not aimed at you, it was because the only SA interview available at a sensitive time was via a paid subscription.
Thanks for sharing Elric, it is appreciated. As I said before, my frustration about not being able to access the only SA interview at a time of extreme SP volatility was never aimed at you.
Just to make sure I wasn't going mad, I checked back and I have thanked you numerous times on here for your support and I've retweeted your tweets in the past.
Very happy to retweet your lastest tweet as well. Hope that helps.
Aqua, yes fully up to date on the progress of the company and agree with your high level overview.
My comment re questioning Elric as representative of the company was based on his words:
'I communicate grievances, relay queries, and get answers. This save SA a lot of time and bother allowing him to do his job.'