Member Info for TDDW

Good morning Tonyb33.

Isn't the real cap on TLW the risk that they pull a rights issue.

Not a bad thing if you were buying at 3.8p. Less so if you hold at 37p

Bearing in mind KOS and HBR have both done quick rights issues - so the investment bankers have got a taste for it.

What price would you go for if you were TLW and wanted to reduce your long term debt?

Exactly

PS, I hold no REE shares.

I've just taken this from REE board (sorry for RBW shareholders not interested)

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The Agreement was signed today at the United States Embassy in Maputo in the presence of Mrs. Sarah Troutman, Deputy Assistant Secretary, Bureau of African Affairs, US Department of State. This signing represents a significant milestone and marks the formal commencement of the strategic partnership with the United States Government to advance the Monte Muambe rare earths project in Mozambique.

Strategic Partnership and Funding

Under the terms of the Agreement, USTDA will provide a grant of US$ 1,875,000 to fund the metallurgy and process engineering components of the Monte Muambe rare earths prefeasibility study.

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Considering Trump often calls them Raw earths I wouldn't get too hung up on the definition of Rare Earth.

That could include Titanium, Gallium ... who knows they might even include Graphite.

Tornadotony, it could be moving in sympathy with REE. If the American government is pumping a few million into REE it must increase the odds, slightly, that RBW will be the beneficiary of similar largesse.

I'm not saying they will get any funding, I'm just saying the movement in price reflects the movements in odds and therefore is unlikely to be pumping. (YET!)

Not got a bottom up view - like your goodself - but my top down view is...

guess for the next few years is ...

1)weaker dollar,

2)stronger metal prices (and maybe softs) and a

3)rebalancing away from American stocks.

Pretty consensus, however the outstanding beneficiary will be the African consumer, who has had a shellacking for quite some time.

As pressure slowly eases on the consumer the first place it will show is spending on phones (especially services).

So even if numbers aren't great I'm going to hold. If they are outstanding I might sell a bit into a rally ... hoping to buy back later in the year

Stop pumping, it's clearly Green that is the best

OK, I'll bite. Why?

I know it feels cheap but google something called "Creaming curves". If you really hate the deal you can probably take the divi from the sale and invest in the other company.

What you have described is an auction with one person in it. Unless Navitas is corrupt and wants to tunnel money from their shareholders to RKH shareholders - the price they set SHOULD be very unfavourable to RKH. This is business not a place for day dreamers. There are however many investors out there including hedge funds who might be able to stump up the cash and Navitas runs the project. Wouldn't get your hopes up.