Member Info for SmartPunter

There are bolts and then there are bolts. Different materials, testing standards. Structural rather than general purpose.

Re:He-3

Quantum processors require ultra-high-purity process gases during fabrication, alongside advanced materials and contamination-controlled production environments.

Many quantum computing architectures also depend on cryogenic cooling systems operating at temperatures close to absolute zero to maintain qubit stability and reduce computational errors.

Air Liquide said it already plays a role in the quantum computing ecosystem through the provision of ultra-pure materials, high-purity gases and extreme cooling technologies required for quantum processor manufacturing and operation.

Beyond its financial investment, the company will provide Quobly with access to its expertise in advanced materials and specialty gases used in silicon chip production.

https://www.gasworld.com/story/air-liquide-invests-e115m-into-french-quantum-processor-start-up/2251373.article/

At current production of 1.5 MMcf/day raw gas:

50 ppm × 1,500,000 SCF/day = 75 SCF/day neon

Annualised: 27,375 SCF/year = approximately 775 m³/year

Semiconductor-grade neon pricing: $500-2,000 per m³ depending on purity and isotopic specification.

Annual neon revenue potential: $387,000 - $1.55m at current production At nameplate: $1.4m - $5.6m annually

Not transformational but real and extractable with cryogenic equipment already needed for argon separation.

The isotopic signature of Rudyard neon — if it carries the mantle component — makes it potentially more valuable than standard atmospheric neon for scientific applications requiring specific isotope ratios.

Gas 2 — Xenon

The deep mantle fluid signature at Rudyard predicts elevated xenon.

Why:

Xenon isotopes are among the most sensitive tracers of deep earth processes. Mantle xenon carries fissiogenic components from extinct radionuclides — I-129 producing Xe-129, Pu-244 producing heavy xenon isotopes. These are only found in gases that have been sealed since the early solar system — exactly what the Rudyard reservoir signature describes.

The He/Ne ratio exceeding 60,000 and the extreme argon enrichment both predict that xenon — another noble gas concentrated by the same deep crustal processes — will be present at anomalous concentrations.

Commercial relevance:

Xenon is extraordinarily valuable:

Application Xenon grade Price per litre

Anaesthetic medical grade 99.999% $800-1,200/litre

Ion propulsion — satellite thrusters Ultra-pure $1,500-3,000/litre

Semiconductor lithography Research grade $2,000-5,000/litre

Dark matter detection (liquid xenon) Ultra-low background $5,000-15,000/litre

Nuclear physics research Isotopically specific $10,000-50,000/litre

Atmospheric xenon concentration: 87 ppb. In mantle-influenced geological gas accumulations xenon can reach 1-10 ppm — 10-100x atmospheric.

At Rudyard, if xenon is present at even 500 ppb in the raw gas:

1,500,000 SCF/day × 0.0000005 = 0.75 SCF/day xenon

Converting: approximately 21 litres/day = 7,665 litres/year

At $1,000/litre medical grade: $7.7m annually At $5,000/litre dark matter grade: $38.3m annually

The dark matter connection is particularly important here.

The same physics community building DarkSide-20k for underground argon also operates XENON1T, XENONnT, LUX-ZEPLIN, and PandaX — all liquid xenon dark matter detectors. They need thousands of kilograms of ultra-low background xenon. Rudyard's deep sealed reservoir geology is exactly the source that would produce low-background xenon.

If Rudyard produces both underground argon AND low-background xenon from the same gas stream — the physics community doesn't just have a new argon supplier. They have a single source for two of their most critical detector materials simultaneously.

Gas 3 — Krypton

Krypton sits between argon and xenon in the noble gas series. The same deep crustal enrichment processes that concentrate argon

>>look at this RNS as a Geologist and scientist. what other valuable gases could be present

2 Jun

Fascinating RNS. Let me put on the geologist and geochemist hat properly.

What The Isotope Data Actually Tells Us Geologically

Before identifying other gases, understand what the data is describing.

The reservoir signature:

0.665-0.690 Ra across three wells. Consistency is the key word. This is not three separate accumulations. It is one connected deep system with a uniform noble gas fingerprint. That fingerprint tells a very specific geological story.

The fluid source:

8% mantle component plus 92% crustal radiogenic helium. This means two distinct fluid sources have mixed:

A deep mantle fluid — carrying primordial He-3, mantle neon, and other deep-sourced components — has migrated upward along the Great Falls Tectonic Zone fault system and mixed with crustal radiogenic fluids in the Precambrian basement before migrating further upward into the Souris River and Red River carbonate traps.

The 40Ar/36Ar ratio of 7,950-9,665 is the other critical number.

Atmospheric argon has a 40Ar/36Ar ratio of 295.5. Rudyard's ratio is 27-33 times higher. This means the argon has been accumulating radiogenic 40Ar from potassium-40 decay in crustal rocks for an extraordinarily long time in a completely sealed system with zero atmospheric contamination.

He/Ne ratio exceeding 60,000 confirms the same — essentially zero modern atmospheric mixing.

What this geological picture predicts about other gases present:

Gas 1 — Neon Isotopes (Already Confirmed, Underappreciated)

The RNS mentions neon isotope ratios confirming crust and mantle components. This is mentioned almost in passing but it's significant.

The three neon isotopes:

Ne-20, Ne-21, Ne-22

Mantle neon has a distinctive signature — high Ne-20/Ne-22 ratio reflecting solar wind implantation in the early solar system. Crustal neon is dominated by nucleogenic Ne-21 produced by alpha particle reactions on oxygen and fluorine.

The Rudyard neon signature — crust and mantle mixed — means the neon isotope ratios are measurably different from atmospheric neon. Specifically Ne-21 will be elevated.

Commercial relevance:

Neon is currently experiencing its own supply crisis. Ukraine supplied approximately 70% of global semiconductor-grade neon before 2022. That supply was severely disrupted. The semiconductor industry uses neon for excimer lasers in lithography — it cannot be substituted.

Neon concentration in natural gas fields varies enormously. Atmospheric neon is 18 ppm. Crustal and mantle-sourced gas fields can contain neon at 10-100x atmospheric concentrations depending on source and residence time.

At Rudyard with confirmed mantle neon component and a highly sealed reservoir — He/Ne exceeding 60,000 means helium is strongly enriched relative to neon, but the absolute neon concentration in the raw gas needs measuring.

If neon is present at even 50-100 ppm in

One Sentence Summary

The WHOI noble gas data describes a deep ancient isolated reservoir connected to active mantle fluid pathways that geochemically predicts the simultaneous presence of anomalous xenon, krypton, and neon alongside the confirmed He-3 and underground argon — making Rudyard potentially a complete noble gas repository worth far more than any single gas stream analysis suggests, with xenon being the highest-value unconfirmed target given its $1,000-15,000 per litre pricing and the dark matter physics community's urgent need for low-background xenon from exactly the geological setting Rudyard represents.

The Scientific Hierarchy Of What Needs Measuring Next

In order of analytical priority:

1. Ar-39 — already being arranged. Confirms underground argon.

2. Full xenon isotope analysis — same WHOI laboratory, same sample preparation. Should be done simultaneously with or immediately after Ar-39. If xenon shows low-background signature the dark matter physics value multiplies.

3. CO2 concentration and carbon isotope ratios.

4. Neon concentration measurement — quantitative, not just isotopic. Determines whether neon extraction is economic alongside argon and xenon.

5. Hydrogen concentration in Souris River production gas — trace analysis. Determines whether recharge is occurring.

6. Nitrogen isotope ratios — lowest priority commercially but scientifically interesting.

>>message stated that he had sold down 95% of his holding.

Was still holding 50k shares, but don't try an justify kicking someone for posting one comment. Its a sign of delusion.

Its been in production for 94 days at at least 15 mcf/day. and 8 days since the agreement at a rate to fill in 5 days. Yet its still not full.

HE1 filled their tanker and sold immediatly.

I was booted without warning from Telegram too. Quite evident that most can see what a disaster this was.

One telling point: Bo said selling to spot was good for shareholders at the current elevated prices.

Yet in 94 days of production not ONE trailer has been sold, when the rate suggest ~ 15 trailers could have been filed , for about $1.5m

Not signing a contract to leverage spot prices only makes sense if they actually sell to spot. Spot doesn't need a contract.. thats kinda the point.

Thats correct OG, my pension was M&G and Pensana was in there. Sold that fund now.

Two prominent American rare earth companies—MP Materials (also known as Mountain Pass Materials) and USA Rare Earth (UASR)—have become entangled in an escalating legal battle over allegations of technology theft.

*The Two Sides of the Lawsuit*

The Plaintiff: MP Materials: MP Materials is the largest domestic rare earth producer in the U.S., operating the only active rare earth mine in the country at Mountain Pass, California.

The Defendant: USA Rare Earth: UASR is an up-and-coming competitor that has not yet achieved commercial-scale mining or magnet production. However, it has received significant government funding and aims to establish a "mine-to-magnet" value chain by 2028.

The Common Backer: Both companies are key partners in the Trump administration's push to build a U.S.-based rare earth supply chain and reduce dependence on China.

*What Is the Alleged Theft?*

MP Materials filed its lawsuit in a Texas court, alleging that UASR misappropriated its proprietary technology. The core of the dispute centers on a patented method developed by MP to enhance the "coercivity" of magnets—their ability to resist demagnetization.

The complaint alleges that a former MP Materials employee, who left to join UASR, disclosed critical trade secrets. Specifically, MP claims the employee shared its "grain boundary diffusion" formulation, a key process for refining rare earth elements into high-performance permanent magnets. According to MP, this technology was the result of several years of intensive research and millions of dollars in investment.

In its court filing, MP Materials directly accused its rival, stating, "USA Rare Earth has repeatedly failed to achieve its commercial and performance targets and is now resorting to technology theft to survive." The plaintiff further characterized UASR as having a "consistent pattern of poaching employees from other companies and using them to improperly acquire trade secrets".

*The Government Support*

The conflict is particularly notable because both companies have received substantial backing from the U.S. government as part of its strategic effort to secure a domestic rare earth supply chain.

MP Materials: The U.S. government acquired a minority stake (roughly 15%) in MP Materials, and entered into a 10-year agreement that includes price floors for some of its products. Additionally, earlier this year, MP secured an extra $400 million in funding.

USA Rare Earth: UASR has received approximately $1.6 billion in conditional government funding to help finance its planned mine and magnet plant. Despite this support, UASR's operations are still in their early stages, with the company aiming for commercial mining by 2028.

AI generated

*The Defendant's Response*

USA Rare Earth has strongly refuted the allegations. The company stated that MP Materials' complaint "misrepresents our company, our culture, and our employees," and pledged to "vigorously defend itself" against the charges.

The outcome of this legal clash could have significant implications for both companies' future operations and for the broader U.S. strategy to secure its own rare earth supply chain.

OG

You are wasting your time. They will never identify the $160m investor because it doesn't exist. This is just another example of promising the world while getting off a $15m fund raise to keep the wages flowing. If you look at the history of RNS you will see the pattern.

Https://x.com/RainbowREarths/status/2057737286695911508

We were delighted to host our partners @MosaicCompany on site at our in-house laboratory and pilot plant in Johannesburg this week

Mosaic came to see our process in action, with the pilot plant currently producing a high-grade mixed rare earth product, and to meet the technical team delivering on our mission to unlock a low-cost and responsible source of rare earths.

We look forward to applying this strategy with our partners at the Uberaba deposit in Brazil!

>>The Strait of Hormuz is Qatar and Iran’s waters

You mean Oman and Iran. Just pay the toll and be done with.

A LNG tanker went through a couple days ago.

og

you will find there is a group of posters who will insult and belittle anyone who raise valid questions regarding their beloved pauls companies.

clueless lying ****wits.

if you are invested i strongly suggest you raise this with the fca, you won't get any help here/

Once there are sample of NdPr and SEG+, binding offtake agreements can be signed.

Thats what that funding requires.

So come on with the SX results. Any day now.

I think you are asking about the Gypsum by product? Off-take agreement is for about 0,5 million tpa

"Gemini:

How Much Can They Sell Per Year?

400,000 to 600,000 tons per year: RBW signed a Letter of Intent (LOI) with NEXUS Intertrade to off-take the processed, environmentally benign "green gypsum" byproduct.The Remainder: The remaining 1.6 million tpa of processed gypsum will be deposited onto newly built, environmentally secure lined stacks on site. NEXUS intends to gradually scale up distribution to fully deplete the stacks over time, servicing South Africa’s agricultural and construction sectors.

How Much Income Will It Generate?

The gypsum byproduct is viewed by RBW as a helpful secondary revenue stream to offset costs, while the core economics of the project rely on rare earth oxides.Gypsum-Specific Income: Estimated at 4 million to 18 million dollars (R75 million to R330 million) per year. While refined consumer gypsum fetches 100 dollars or more per ton, unrefined bulk industrial/agricultural green gypsum at the source is lower-margin. Assuming a wholesale/bulk byproduct floor price of 10 to 30 dollars per ton, selling 400k to 600k tons yields this incremental revenue.Core Project Revenue: 318 million dollars per year. For context, the real financial value of processing those 2 million tons of gypsum lies in the neodymium, praseodymium, dysprosium, and terbium extracted from it. The core project boasts an exceptionally high 75 percent EBITDA operating margin because the material is already sitting above ground with zero traditional mining costs.

As an isolated commercial asset completely removed from RBW, the gypsum byproduct commands a standalone NPV10 value between 10.2 million dollars and 46 million dollars

OG

You should report this and the other issues to the FCA. As them to look at the whole record of RNS and the cancellation of the meeting. There is a pattern

Change of Beneficial Owners 21/04/2026

;

lol.

Doesn't fulfil the requirements to identify both the potential 150m Investor at the point of announcement and the beneficial owner for the 15m raise.