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full ask

http://www.peakresources.com.au/wp-content/uploads/2018/05/Peak-Resources-NdPr-White-Paper-NdPr-The-Biggest-Blind-Spot-in-the-Global-Commodity-Market-x-.pdf

03-Jun-19
09:09:00
8.20
500,000
Buy*
7.70
8.00
41.00k
O

Grade At TREO of 47-67%, Gakara is by far the highest-grade mine in the world
Potential world-class deposit • Over 1,000 occurrences of Rare Earths (REs) discovered within 39-km2 licence area due to be explored further • JORC Resource in Dec 2018 will incorporate only a small proportion of the total licence area
Low-capex asset Brought into production for just US$11m
Asset in production Only producing mine in Africa, one of only two listed RE producers outside China
RE prices expected to respond to demand drivers • Demand for NdPr in particular set to rise in line with growth in production of EVs • Limited production capacity in market medium-term, particularly outside China

firms like Thyssen Krupp, Tesla, GE, Apple, Samsung, countless Autos, Medical, Aviation, Industry ect ect ect

All must be thinking OK RBW isn't profitable yet but has big untapped reserves...………. Those mega billion Mcap stocks and industries must surely be thinking they need to invest £50 million in say RBW JUST TO SECURE SUPPLIES.

Its a hedged protection because with global demand and shortage THEY HAVE TO! No IFS NO BUTS!

Hold for a takeover here and its much higher than £15 million today IMO think £50 million +++

bigbench agreed its a decent rise but IMO foolish selling here today the big gains are this year next year and the year after that.

Ive test driven a Tesla for a week 1500 miles awesome, I own a battery bike awesome! I own countless battery cordless that are nearly as good and improving
This market is just getting started IMO like the dotcom boom peaked and troughed and rebounded so to is REO sector.

My opinion is buy today and leave for 5 years!

Unless of course RBW gets taken over which will happen without doubt IMO

BIG buys full ask is now the time EVRH gets snapped up?

I personally thought they were AIM listed doh

WOW how did I miss this!!!
https://www.lseg.com/markets-products-and-services/our-markets/london-stock-exchange/equities-markets/raising-equity-finance/market-open-ceremony/london-stock-exchange-welcomes-rainbow-rare-earhts-main-market

Anyone left in doubt:

German multinational thyssenkrupp Raw Materials gave the Company its seal of approval earlier in 2015, having entered a ten-year offtake and distribution agreement for Gakara’s rare earth concentrate.

Don't care about bickering on LSE I can see an approach days away IMO mybe not them but theres potentially 100 suitors I can imagine want RBW here today!

For Wesfarmers, which last year sold out of coal mining and in March bid A$1.5 billion for rare-earth producer Lynas Corp Ltd, it is its firmest bet yet on future demand for raw materials behind products from electric cars to wind turbines.
The push comes as Wesfarmers is looking to diversify beyond the retail businesses that dominate its portfolio as a housing downturn in Australia weighs on spending and is seen hitting its successful hardware business particularly hard.
“Once again Wesfarmers are at the front of the curve as it deploys its funds from the sale of coal assets and grocery business into the new frontier of electric vehicles,” said James McGlew, executive director of corporate stockbroking at Perth broker Argonaut and a Wesfarmers shareholder.

my advice HOLD this isn't some flash in the pan the GLOBAL industry is transitioning from fossil fuels to EV and Neodymium is crucial.

I stated last week REO's could be the next Bitcoin or iPhone

Todays mcap of £15 million is a fraction of Bitcoin £150 BILLION!!!!!

RBW is ONLY 1/10,000th the value of Bitcoin go figure!!!!

whoever said 10p today I thought was a bit high but hey they could be right!

I think a starting price would be £30 million double todays price but could spark a bidding war to £50 million for Tesla or similar it needs RBW to secure supplies its a perfect hedge for Tesla and small change!!!

That would imply a share price around 25p

For Wesfarmers, which last year sold out of coal mining and in March bid A$1.5 billion for rare-earth producer Lynas Corp Ltd, it is its firmest bet yet on future demand for raw materials behind products from electric cars to wind turbines.
The push comes as Wesfarmers is looking to diversify beyond the retail businesses that dominate its portfolio as a housing downturn in Australia weighs on spending and is seen hitting its successful hardware business particularly hard.
“Once again Wesfarmers are at the front of the curve as it deploys its funds from the sale of coal assets and grocery business into the new frontier of electric vehicles,” said James McGlew, executive director of corporate stockbroking at Perth broker Argonaut and a Wesfarmers shareholder.

cannot buy! impossible to get quote for large quantity

could even be Wesfarmers theyre moving into the EV sector! and a very forward looking multi billion $ firm

https://uk.reuters.com/article/us-kidman-resources-m-a-wesfarmers-idUKKCN1S74TA

coming IMO I cannot see how RBW can remain independent for long with demand set to surge!

Apple, Tesla any number of auto makers the list of potential buyers is HUGE!

https://www.bloomberg.com/news/articles/2019-05-07/2019-zero-s-electric-motorcycle-review

“Tesla’s decision to switch to permanent magnets has completely changed the dynamics of the market,” said a source at a fund manager that specialises in metals.
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The price of neodymium is now about $70 a kg, well below the $500 hit after China held back shipments to Japan in 2010 during a row over disputed islands but it is still 40 percent higher than at the start of 2017.

If Neodymium rises as predicted RBW will spinning of cash at an incredible rate imo

Wind turbines use 150kg!

Then theres electric bikes becoming hugely popular!!!
https://seekingalpha.com/article/4124575-look-rare-earths-ev-magnet-metals-miners?page=3