Member Info for TrekMadone

Hi kiwi, good debate and win win, I just think the DLA will buy a chunk and let the market know RBW is not for sale. Can’t afford any risks with supply and can’t be seen to be breaking anti trust regs. So not for sale, but the price of not for sale could be higher than that of a t/o. Trek top trumps! Lol!

Hi Kiwi, I disagree with takeover from US. I think as history has shown the DLA will build a controlling stake and keep rainbow under their wing for the foreseeable. Why introduce third party risk. Just sort finance and play sugar daddy. Trek sweet.

I wouldn’t rule out a placing done very quickly with the DLA and existing ii’s taking stock above or at the IPO price. That also supported with US offtake agreements and top pricing structure. US will make outside produces the first port of call for rare earths irrespective of trade developments. Tea leaves Trek.

https://www.marketscreener.com/LYNAS-CORPORATION-LTD-6492543/news/Exclusive-Pentagon-eyes-rare-earth-supplies-in-Africa-in-push-away-from-China-28713103/

https://www.marketscreener.com/RAINBOW-RARE-EARTHS-LTD-33647072/company/

You need to look through the trading statements. Lots of capex expenditure for growth and depletion in working Capitol meant they needed to keep raising at a lover sp. looking at the current run rate the financials have improved but even with 4.4m in revenue to be cash positive by 2021 I expect them to raise again. Also the impact of google and amazon is an unknown entity, lots of competition and margins may be squeezed. The live events, whilst popular are expensive. Sure the market is adjusting a value gap (I don’t know if they have had their investor day) but also it could be ‘another pump’ from the house before another raise. That imo is the dilemma now, do you buy seeing value and upside or wait through fear of another placing. I’ve not done so much research here since selling out, it’s just on my watch list. Trek, DYOR

I’m surprised GSA increase their short here as early as 20th May but overall they are in the money due to longevity of short position. I would not be surprised to see it close or even flip to long following director buy and GS buy rec. Things are looking good for Petra on the financials now and we have tenders in SA to look forward to probably this month. Perhaps that’s why the director buy now, it was by any standard a massive vote of confidence. GSA could open a long position, squeeze the short and make profit from both sides such is the reward of timing the market. They are an employee owned hedge fund. They couldn’t give a sht about Petra. Trek looking at a line of diamond ducks!

https://www.shorttracker.co.uk/company/BMG702781094/

https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=27529715

At some point the profit taking from sub 6p will end and then we will be on the next step up. Imo few buyers at 6-8s will sell below 10 so we could see another leap before the next lot of profit taking. Trek

Meant to add imo or on my experience to post, from train. Trek

Meant to add imo or on my experience to post, from train. Trek

Volume is key and vols here are low because the sp is being held back. We are listed on setsqx, so market makers have a say in price behaviour. If they raise the sp peeps buy if they lower it peeps sell and they capture stops. It's bouncing off a value point where buyers see a bargain and that's anything below the 80p placing less spread ATM. The MM are playing a long game here they know news is imminent and the stock is relatively illiquid so now is the time to fill the hoppers with shares under 80p and sell them back to the market when news arrives. That keeps a lid on things and they can take the price down again thereafter and repeat. If they get stuck the spread is their friend and it will go out. No one likes to buy stock and be instantly 10% down. I bought lots in 90s as was expecting a big push through £1. Timed it wrong but not worried as imo it will come and often in one or two moves to catch peeps out. Timing and patience are the best weapons to beat the house. My average is ok so now it's patience, buy any silly dips and sit and wait. I have a large buy order sat at 72p just in case of a bear raid when the MM goes hunting stops. Trek

Neoliberalism and open borders are dead. Tariffs and trade barriers are in. In the case of rare earths that’s likely to precipitate a scramble for supply that’s only just getting underway.

https://www.proactiveinvestors.co.uk/companies/news/221646/rare-earths-companies-the-subject-of-intense-buying-as-chinas-threats-to-restrict-global-supply-sink-in-221646.html

Trek

As for a SP I reckon let’s start at the ipo price and take it from their. Trek starter for 10p

“Big drop if China says it won't ban REM exports though - be careful.”

Possible, short term for sp but it’s about securing mineral resources long term irrespective of what China does next. They’ve shown their hand. That’s enough for the US. They won’t be held to ransom. Trekperiod.

$/t, the fact we make a loss, that China may just restrict supplies, that some ore is not optimum grade all these things whilst important for a normal investment case do NOT matter.

This is about securing the US economy now and in the future and if there are only two mines outside of China we’ll have both of them thank you. Treklogical.

Good video, obviously Tim rushed out and bought stock now we are out of close period. Sorry did I miss the RNS? Trekrhetorical

Seems odd ECO on up. Anyone slicing here and buying there?

Trek, learning curve.

Yep sell on news and a period of no news. Everyone on aim thinks they are so clever and can make money elsewhere and be back just in time. Trek, holding and hoping for 50p

Oversold sub 80 or is there news out? Strong buying atm. No idea why. Trek.

Told ya, imo peeps joining the dots up and dumping these now! Trek. Sell.

Chart showing a classic staircase. Consolidate then step up. Looks like we are about to step up to 90 on little news and low volume. Be nice to get a partnership RNS from Titliest, I’m sure they would want to stay ahead on the golf ball technology stakes. Trek fore!

Please can we at least have another fraudulent slip from one of his pals. Trek, watching my paint!