Member Info for SmartPunter

The pont about amonnia is that it id the perfect carrier for hydrogen. Green hydrogen can be generated in places like Namibia and efficiency shipped to Europe using a well developed infrastructure.

The hydrogen industry is fully aware of this strategy, indeed Namibia is building s huge solar/wind infrastructure to utilise it

Doesn't really matter as there won't be a fund raise to go into production as the funding is based on the project equity, not RBW share capital.

So, "de-ramp" all you like Pensana employees. Tony needs more.

None of your business, GL.

It's amazing that uou think that it's perfectly acceptable for shareholders to ramp shares without challenge.

Lessee

You have no idea about the critical financial figures of a company you are invested in?

Ok.

The content is determined by the price.

The price of production and sale income, plus tpa is there.

Before the end of year, I assume.

From the company presentation it would indicate its standard 40% MREC. 20% OF TREO being NdPr.

Only the Chinese have REE standard.

The presentation indicates a $7500/ton in two years which is 50% above today's price.

Ok, I'll take your word that it is correct.

It would be better if PRE published the info itself, don't you agree?

It's no longer an option. Funds explicitly provided.

https://www.lse.co.uk/rns/RBW/dfc-to-fund-proposed-50m-techmet-investment-asltluv9qb4hve7.html

You are spreading false information/rumour /nsider information.

Its should come from the company, if it is true why are they not publishing it? Who authorised you to post this here?

You do realise that what you are doing is criminal behaviour?

Lessee

The RBW management have increased their shareholding and the U S gov has advanced funding for 50+% of the project equity funding.

No sign of any ramping. Like this forum, it's dead quiet over there.

Mumbles

This is about the fourth time you have provided dates and details of the funding and the only, absolutly provable, fact was that the projected dates were wrong..

Link?

Whi are they and how big is their AUM?

>>US plant, likely to be Florida.

Someone did say it is NOT Florida.

George said he is in discussion for Local state level subsidies for the US plant. US listing was mentioned by him.

Catalyst will be the announcement of Oxide production (and that would trigger II investment, according to George).

Umbera and everything to do with that project.

OR capex is down?

(Correction)

"Bennett says that the $50 million investment covers OVER 50% of the equity financing needed for the Phalaborwa project, with the remainder expected to come from debt financing."

Equity requirements seem to have gone down from 40%.

Ie capex is down?

DFC to provide loan finance too.

https://www.proactiveinvestors.co.uk/companies/news/1035210/rainbow-rare-earths-ceo-says-50mln-investment-brings-us-government-closer-to-rainbow-1035210.html

There is a mine in North America using it.

Its polymetal - 15 metal including RE.

K-tech also extracting REE from coal waste (uneconomic) and previously had a RE extraction pilot plant from. Phosphogypsum in Florida