Rio’s CEO’s plans may like many plans be overtaken by events and opportunities, 3 Tier 1 opportunities for RIO’s spare change $Billion would seem rude to ignore. Howard I hope you’re right as there’s much more value in going it alone aka Greatland.
Would help greatly with Rio’s diversification re. Sovereign with all its Titanium, Graphite and the Heavy Rare Earth icing on the considerable cake. Suspect this remains sub 50p until RIo shows its hand and then the Shenanigans begin.
Any offer will be a function of the pre offer price at the moment 70p would just about get it over the line with the right incentives for the board. Organic growth and a JV or streaming deal and I could easily see this as £2.5Billion or 400p. It’s the kind of share that’s going to keep giving nice surprises.
Titanium, Graphite and Rare Rare Earths20 Apr 2026 14:05
Titanium, Graphite and Heavy Rare Earths together with the prospect of international funding and USA listing. Speculation Bingo already with a line If RIO start sniffing if a full house.
Plenty of info on Cascade, notice on Reddit 150 million investment in Pensana, suppose MM will have their fun at the expense of the few but within 2 years this will hopefully bag several times.
Largest heavy rare earth development is now fully funded producing next year that puts us at the bottom of a very steep and long climb probably to 500p within 2 years, second best play on AIM after Sovereign
Best mining exploration potential on AIM16 Apr 2026 08:12
This is going to be another Greatland, every duck is lined up and RIO has got a big gun. Expect multiples of this price particularly when Charles et al start the ramping
First few tries and we got lucky, seems we’re getting lucky a lot of times lately and lucky the lucky grades are luckily at the surface and luckier still it appears to be one massive lucky deposit. The luckiest bit though is you can still by 5 for a quid.
Whatever they decide re payback, its profits all round with a free carry. Must be lots of cheap opportunities in far east now everyone realises the old rules no longer apply.
Just taken a position as IMO proof of concept accomplished. I can see this developing not only as treatment for very vulnerable patients, but also as a preventative measure for health care professionals and the general public during peak infection times and all other times with hypochondriacs. This could well be seen by one of the big pharma as a very low very succulent fruit.