Member Info for SmartPunter

>>he1 will be selling to the Chinese for half the price with an immature industry base and setup costs

That b*ll*x.

HE1 can sell to anyone and get market price, He is highly transportable.

>>Yes, but HE1 has got flow.

Yes, but very little. They can probably make it commercial but that is a whole string of uncertainty

>>And a whole basin flowing around it.

A positive. Lots more holes could make lots of money, but drilling costs. They have a rig, which will helps

>> HE1 much cheaper and much closer to commercialisation?

HE1 is 5x more expensive. Why are so many people clueless about market cap?

Also, HE1 has a limited potential due to the low flow. Could improve but, still very big gamble.

Is this going to market?

With Gold at a ATH and Lithium rising nicely, expect the SP to recover.

Processes 20kg per hour for 24hr x 21 days plus.

Produced 35kg of mixed carbonates.

Update on 99.5% NdPr oxide... soon.

Improvement on PFS:

Electric consumption down by 50%. Saving $6.5m/Yr

Sale of Gypsum, $7-8m/Yr for 70years

60k tpa of sulphuric acid at far less than $95/ton. Saving $4m/Yr?

SEG extraction. Not much.

Other reagent savings.

Tony

As has been pointed out by various sources the production of MREC/MRES has been proven and that is a viable and low cost to market.

The reduction in temperature halves energy costs to $6.5m and the lower than PEA cost for the adjacent sulphuric acid plant ($5m?) and extra income from selling the phosphogypsum ($5m?) are all factors in the viability of this intermediate development phase.

Don't compare this to KODm they are in Mali.

EEE have some derisking, which is a year away or more, hence the lukewarm response.

But there is a lot more positive features, jurisdiction being a big one. And the obvious.

ALL, TRR, EEE and RBW...

The other two I've never heard of. Any opinions on them?

-6% down, wont be following your advice.

Not bothered to read your 'invitation', aka unhinged rant.

Chinasyndrome is that you?

Or is insanity infectious?

Lot of emphasis on the "lowest opex"/"highest profitability" in the world aspect

You seem fine posting about RBW on this forum so I don't see what your problem is.

The losses are relevant as they have to be remade with profits before dividends can be paid. If the plant is only making $20m profit it will take years before a dividend can be paid.

60m loss in the accounts, plus about $20m on the bridge loan.

New info.

Burundi is being renegotiated.

DFS interested in another $100m of the debt finance.

They have project funding, so it's irrelevant.

Tamesis Partners has published a new research note on:

Trident Royalties Plc.

"Trident’s share price is currently trading on an unrisked and risked PNAV of 0.51x and 0.63x, and we forecast revenue to grow by a CAGR of 18% over the next 5 years. We continue to feel our Price Target of 75p is conservative as we look forward to more transactions in 2024. "

Rainbow will be in production in 2026

The analyst pointed out that while the demand for rare earths is softening in the short term, the anticipated oversupply would represent only a 3-4% excess over the overall demand. Despite the current challenges, the market is expected to adjust and tighten, potentially leading to a minor deficit by 2026. The delay in electrification trends is partially responsible for the oversupply, as industries dependent on rare earths adjust their production and project timelines.