Member Info for SmartPunter

>> capital raise

Funded and building the mine.

LMFAO.

International law expert Kate Rashevska added disturbing detail: “Boys at 17 are required to join the Russian army and kill their countrymen. If they do not, they are labeled terrorists. They are then sent to mental hospitals for reprogramming.”

Nathaniel Raymond of Yale’s Humanitarian Research Lab confirmed investigators have “high confidence” that Ukrainian children are being placed for adoption inside Russia – a finding that stunned even seasoned lawmakers.

When outrage becomes policy

Besides witnesses’ testimonies, lawmakers didn’t mince words as they pivoted from moral declarations to concrete threats.

Rep. Brian Fitzpatrick (R-PA) crystallized the scale: “19,546. That’s how many Ukrainian children have been taken since 2022.”

Then came the policy hammer: if Putin does not return every child, Fitzpatrick warned, the Russian Federation will be designated a State Sponsor of Terrorism.

Sen. Amy Klobuchar (D-MN) touted bipartisan legislation with Sen. Chuck Grassley (R-IA) to fund more sophisticated child-tracking efforts – a practical step, but one that also signals Congress is preparing for a long fight.

Some lawmakers zeroed in on the diplomatic implications rejecting any peace plan that allows Russia to retain abducted children

https://www.kyivpost.com/post/65543

US has already walked away. No financial support at all in Trumps presidency.

Repayment agreed for previous weapons supplied.

All new supplies paid upfront by Europe.

Trump fails again.

What a surprise.

❗️Russia will NOT make concessions on 3 points of “Trump’s peace plan,” – NBC News citing a Russian official.

▪️First – Russia continues to demand the withdrawal of Ukrainian forces from Donbas;

▪️Second – limiting the size of Ukraine’s Armed Forces;

▪️Third – recognition by the United States and Europe of the seized territories as Russian.

Putin on the crack pipe again

The survey also provided redacted examples of firms that were impacted by Beijing's export controls, including one that estimated the measures would lead to costs totalling ⁠20% of its global revenue this year, while another said it expected to incur costs in excess of 250 million euros ($289.8 million).

This is the BFS Rainbows team worked on before (2017) joining RBW..

It gives a reference point for a lower cost REE separation plant.

https://wcsecure.weblink.com.au/pdf/pek/01847316.pdf

You can also look at the satellite pictures. Nothing new to see when I looked.

Gods Own Country.

Keith

As a large shareholder, why don't you ask for a virtual site visit? For instance Pulsar Helium are doing this, its a good idea.

You can get to see the work happening on the plant build.

50% recovery is very low, 65% seems to be the minimum you wold expect. .Why was it only 9% before?

We can only guess.

Its a good thing PRE are starting to consider the design of the recovery plant. What about the other REE (Yttrium is now very valuable) is there any information about that?

Certainly but the DFC has first dibs.

No.

No.

Were you expecting something?

Focus is on European supply where REE prices are stable and high. Huge increase in off take enquirers, due to China's defense ban. Obviously its also the bigger market.

>>On stream soon

This means there will be a rapid progression to production due to de-risking and development of Phalaborwa

FID Q4 2026

DFS Mid 2026

Plant sizing and costing being calculated now.

No expected change to OPEX and CAPEX with switch to SX

SX process development started at start of 2025

SX pilot plan started leching today. 27 tons initially to produce sample for marketing (circa 30kg NdPr)

EBIDTA currently $275m

NPV10 will reduce to NPV8 in DFS increasing NPV (+$32m ?) Est $924m npv, (minus gypsum sales)

Uberaba

0.58% TREO. NdPr 24.5%

4.5 M tons PG added per year

Same NdPr and Seg+ but higher production

On stream soon

Focus on leach solution before stacking

Reagent saving

Modest CAPEX because of this

EA will be for 15 years, but will be much longer project (25yr +)

EA will be finished this year, release after Mosaic review

Q's

No K-tech license needed

ANSO tested/modeled using feed stock model. and operating costs and capital costs. Already have OPEX cost and CAPEX estimates and recoveries 99.5 to 99.7% and purity of between 99.5 and 99.9%

MRE Carbonate v MRE Product. Product is a solution, could be oxide, not the solid carbonate

CIC will be still be investigated.

Cost base, confident no real change: opex/capex may be slightly improved over PFS (CIC) with SX.

Pilot Plant runs for 4-6 weeks from January. Not part of DFS critical path, flowsheet already fixed and designed.

Only new chemical is solvent/dilutant for SX

Plant will entirely be in Phalaborwa

"Perhaps "

"difficult to imagine "

"beyond the realms of possibility"

"If that is what’s going on"

Can you see the problem here?

Maa86, I asked AI and it said this

"Based purely on independent sources and analyst reports (not direct quotes from Pensana press releases, though the sources often reference them), Pensana is considered fully funded with approvals for Stage 1 capital expenditure, but the actual cash injection for the debt portion remains conditional on final documentation and standard procedural requirements. "

No I can't prove they are funded, and by that I mean they have the money in the bank. No evidence in the accounts, no orders.

Can you?

Stop saying its funded to production. It is not.

Yes ReeTech is a sock puppet for a Pensana investor. Desperate indeed.

This is indeed the game changing news we have been waiting for. Commercially viable, salable usable product at scale in a UK listed company.