Member Info for SmartPunter

Dai, take the advantage of the market reaction, if you know what I mean...

Gemini. But my previous calculations by hand, last year, were not much better.

He is a very poor gas to dissolve in water, especially at High temperature

Daily Pure He ~0.28 Mcf

HEX producing 160 to 370 times more per well

Mixed REE hydroxide:

While Mixed Rare Earth Carbonate (MREC) is often the standard for transport, producing hydroxide for immediate on-site SX has distinct advantages.

Summary: You are likely using hydroxide because it is cheaper to produce and easier to dissolve without the foaming issues of carbonates, provided your upstream purification (impurity removal) is robust enough to keep the SX circuit clean.

This is cash from equity.

Sold 15.6% for $25m.

Cryptic indeed.

The mine is not funded but has received $25m for a 15.6% share.

Https://www.metal.com/Rare-Earth-Oxides/202512150005

Metals are showing the European price for Nd. Over double China price ($96 minus 14% VAT)

Nd and Pr are priced higher than mixed NdPr as a specific ratio is required for magnet production.

As it happens RBW NdPr ratio precisely matches the magnet ratio, hence ensuring the best price for its offtake.

Europe is the bigger and more valuable market, and price floors will be sustained naturally as is already a different price level in Europe..

Https://www.reuters.com/world/asia-pacific/us-moves-away-critical-mineral-price-floors-sources-say-2026-01-28/

Trump officials told industry price floors gone, sources say

Industry have long seen price support as tool to offset China

US Senate committee reviewing price floor given to MP Materials

Didn't Trump say Iceland instead of Greenland?

Trump has backed down and now wants to build bases. TACO

Yes BRES is another DFC gem. Tealistically i think its will take months to get funding arranged, this seems to be accepted.

I can't believe its taken me 5 years to discover our founder is from a billionaire family.

Pella have AUM of $1billion plus which includes Rainbow..

So they could well fund everything....

>>Do they have all the funding in place this year?

No idea. The FID should be July. The DFC is currently looking at funding BRES and Lifezone Metals so we can see how long that takes, both completed their DFS.

There is plenty more news coming re off-takes once we have end product to deliver from the pilot plant.

The SEG+ will probably got Lynas for separation, They have just built a SEG+ separation plant.

Phoevos Pouroulism his brother

https://www.tharisa.com/board-of-directors.php#:~:text=Michael%20Jones%20is%20the%20Chief,reporting%20management%20of%20the%20Group.

How much revenue does Tharisa make?

Tharisa PLC Revenue

Tharisa's revenue for fiscal years ending September 2020 to 2024 averaged 10.593 billion. Tharisa's operated at median revenue of 12.305 billion from fiscal years ending September 2020 to 2024. Looking back at the last 5 years, Tharisa's revenue peaked in September 2024 at 12.464 billion.

Adonis Pouroulis and Loucas Pouroulis are prominent Greek-Cypriot mining and energy magnates known for their significant contributions to the natural resources sector across Africa. Loucas Pouroulis is the patriarch of the family and a veteran mining engineer, while his son, Adonis Pouroulis, is a seasoned entrepreneur and investor.

Loucas Pouroulis

Role: Founder and Executive Chairman of Tharisa Plc, a leading integrated platinum group metals (PGM) and chrome producer.

Background: Born in Cyprus in 1938, he emigrated to South Africa in 1964 with minimal resources and built a mining empire.

Key Achievements: Founded several successful mining entities, including Petra Diamonds and Eland Platinum. He was recently honored with the 2025 Diaspora Ambassador Award for his contributions to Cyprus’s global presence.

Adonis Pouroulis

Current Roles: CEO of Chariot Limited (formerly Chariot Oil & Gas) and Chairman of Rainbow Rare Earths.

Focus: His work emphasizes the energy transition, focusing on transitional energy, critical minerals, and sustainable solutions.

Entrepreneurship: Founder and Chairman of Pella Resources, an investment house that incubates resource and clean-tech entities in Africa.

Space Exploration: In December 2025, he flew aboard Blue Origin’s New Shepard spacecraft, fulfilling a lifelong dream to see the world from space.

Family Business Network

The Pouroulis family manages a diverse portfolio through various listed and private entities:

Tharisa Plc: Led by Loucas (Chairman) and his other son, Phoevos Pouroulis (CEO).

Karo Mining Holdings: Developing a major $4.2 billion platinum project in Zimbabwe.

Petra Diamonds: Founded by Adonis in 1997 and listed on the London Stock Exchange.

Adonis Pouroulis has his own Family Office. An investment fund to invest his wealth. Petra was worth $4.5 bn at one time.

George is wealthy too.

Its not really relevant or necessary.

It’s ‘completely bonkers’

Lmao, sure.

I suspect LSE would probably prefer to just block all chat. Its full of liability inducing rubbish and a PIA to manage.

Https://sprottetfs.com/media/qlglsti4/setm-index-rebalance.pdf