$611M NPV and Growing: Rainbow Rare Earths’ Low-Cost Path to Production | Rainbow Rare Earths (LSE: RBW) | The Watchlist E14

09/10/2025 4 min Episodio 14

Listen "$611M NPV and Growing: Rainbow Rare Earths’ Low-Cost Path to Production | Rainbow Rare Earths (LSE: RBW) | The Watchlist E14"

Episode Synopsis

In this episode of The Watchlist, George Bennett, CEO of Rainbow Rare Earths (LSE: RBW), joins Ricki Lee to discuss the company’s updated interim economic study showing a US$611 million NPV10 for the Phalaborwa rare earths project in South Africa. Listeners will hear how Rainbow’s low-cost recovery process, optimization work, and expansion into Brazil, Canada, and Europe are positioning the company to meet surging global demand for critical rare earth elements.This episode covers:Why Phalaborwa’s “no mining cost” model is a major advantageThe impact of optimization work on NPV and operating costsHow NdPr and SEG+ feed global demand from EVs to roboticsStrategic partnerships and expansion into new regionsDisclaimer: This podcast is made in partnership with Rainbow Rare Earths. This podcast is for informational purposes only. Please do your own due diligence. For our full disclaimer, visit: https://themarketonline.ca/disclaimer

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