Rainbow Rare Earths Ltd (GB:RBW)

LSE:RBW

RBW

Rainbow Rare Earths

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Rainbow Rare Earths (RBW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Nov 02, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

>-0.01

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Mar 31, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents multiple strong positives: attractive project economics (high EBITDA, high IRR, low CapEx), successful pilot results and process optimizations, solid strategic partnerships (DFC, Mosaic, TechMet, Traxys), recent capital raise and clear ESG benefits from recovering rare earths from phosphogypsum. Key negatives are a ~1-year schedule delay caused by a failed external technology partner and the subsequent pivot, dependence on project financing and commodity price sensitivity. On balance the highlights are substantial and materially outweigh the lowlights, with management portraying a de-risked, lower-cost pathway to production backed by pilot data and strategic partners.

Company Guidance

Management guidance summarized: management expects to complete the Phalaborwa DFS by end‑2026, target FID end Q3 2027, start construction in 2028 and first production late‑2028/early‑2029 (Uberaba targeted for 2030); published project metrics use a 10% discount (DFC agreed 9.5%), with Phalaborwa CapEx ~USD 320M, 16‑year life and ~USD 181M EBITDA pa (NdPr benchmark $110/kg; spot hit $140/kg earlier), and Uberaba CapEx ~USD 280M, >30‑year life, ~USD 217M EBITDA pa, NPV ~USD 1bn and IRR >45% (EBITDA margins >70%); resource grades ~4,400 ppm TREO (Phalaborwa) and ~5,100 ppm TREO (Uberaba), stacked gypsum volumes ~35Mt ×2 (Phalaborwa) and >85Mt (Brazil) with ~4.5Mtpa gypsum production in Brazil; pilot plant is continuous (24/7) producing ~1 kg/day mixed rare earth hydroxide >75% TREO, pilot PLS flow reduced from ~340 to 40–50 m3/h after CIX and to ~3–4 m3/h into SX, leach stages cut from 3→2 and resin contact time from 32h→8h, conservative resin replacement assumed every 5 years; financing update: raised USD 14.6M at 20p (90% US), current cash burn ~USD 400k/month (~35 months runway), plan project finance ~2/3 debt : 1/3 equity, Rainbow to issue 38M shares to buy remaining 15% Phalaborwa and holds 49% of Uberaba (Mosaic 51%); payability assumptions: MREC ~65–70% (high‑grade ~70%), separated NdPr ~100% payability (≈75% of basket under Chinese pricing).

Strong Project Economics — Phalaborwa

Phalaborwa projected to generate ~$181M EBITDA per annum (based on Dec 2024 spot NdPr at $110/kg) with ~16-year life, low CapEx of ~US$320M, and very high margins; management notes NdPr traded at ~$140/kg earlier in 2026 (~27% above the $110/kg used in the model), implying upside to EBITDA.

Robust Economics — Uberaba (Brazil)

Uberaba economic assessment (published recently) shows NPV (10%) ~US$1B, IRR >45%, ~US$217M EBITDA per annum, EBITDA margin >70%, CapEx ~US$280M and >30-year project life; ore grade ~5,100 ppm TREO (vs Phalaborwa ~4,400 ppm).

Low Capital Intensity and High Margins

Both projects are positioned as low CapEx, high-margin rare earth producers (company cites Argus Media ranking as highest-margin rare earth project in development at 2024 pricing) and management expects to be among the lowest cost separated rare earth producers in the West, possibly below Chinese costs.

Pilot Plant and Process Development Success

Large-scale continuous pilot at Mintek/South Africa running 24/7 produces ~1 kg/day of mixed rare earth hydroxide (commercial-scale intermediate rather than grams typical for pilots); continuous ion exchange (CIX) stage successfully reduces downstream volumetric flows from ~340 m3/h to ~40–50 m3/h and final feed to SX ~3–4 m3/h.

Operational Efficiencies and Technical Improvements

Front-end optimizations reduced leach stages from three to two and by increasing leach temperature cut resin residence time from 32 hours to 8 hours (75% reduction), lowering tankage, steel and earthworks and helping contain CapEx within published ranges.

Strategic Partnerships, Funding and Support

Support from U.S. Development Finance Corporation (DFC) with commitment of US$50M project equity at FID, strategic partner Mosaic for Uberaba (Rainbow holds 49% with no cash outlay for IP contribution), supportive investor TechMet and new investor Traxys; recent capital raise of US$14.6M at 20p, ~90% from U.S. investors.

Financial Runway and Cost Discipline

Current cash burn ~US$400k/month, the US$14.6M raise provides ~35 months of runway at current burn; management expects DFS completion by end-2026 and estimates remaining DFS/EIA/permitting costs for Phalaborwa at ~US$4–4.5M.

Environmental and ESG Advantages

Projects recover rare earths from phosphogypsum waste (brownfield sites, no displacement of communities, stack remediation and lined stack reclamation planned), offering environmental cleanup value and lower conventional mining/environmental footprint.

Rainbow Rare Earths (GB:RBW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:RBW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 02, 2026	2026 (Q4)	- / -	-0.001	―	―	―
Mar 31, 2026	2026 (Q2)	- / >-0.01	-0.002	-200.00% (>-0.01)	―	―
Oct 27, 2025	2025 (Q4)	- / >-0.01	-0.003	66.67% (<+0.01)	―	―
Mar 19, 2025	2025 (Q2)	- / >-0.01	-0.001	-50.00% (>-0.01)	―	―
Oct 18, 2024	2024 (Q4)	0.00 / >-0.01	-0.016	81.25% (+0.01)	―	―
Mar 28, 2024	2024 (Q2)	- / >-0.01	-0.002	33.33% (<+0.01)	―	―
Oct 30, 2023	2023 (Q4)	- / -0.02	-0.003	-433.33% (-0.01)	―	―
Mar 31, 2023	2023 (Q2)	- / >-0.01	-0.003	25.00% (<+0.01)	―	―
Oct 24, 2022	2022 (Q4)	- / >-0.01	-0.003	0.00% (0.00)	―	―
Mar 17, 2022	2022 (Q2)	- / >-0.01	-0.001	-100.00% (>-0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:RBW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 31, 2026	21.40 p	23.50 p	+9.81%
Oct 27, 2025	19.00 p	16.50 p	-13.16%
Mar 19, 2025	9.66 p	9.75 p	+0.93%
Oct 18, 2024	11.70 p	11.63 p	-0.64%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rainbow Rare Earths Ltd (GB:RBW) report earnings?

Rainbow Rare Earths Ltd (GB:RBW) is schdueled to report earning on Nov 02, 2026, TBA (Confirmed).

What is Rainbow Rare Earths Ltd (GB:RBW) earnings time?

Rainbow Rare Earths Ltd (GB:RBW) earnings time is at Nov 02, 2026, TBA (Confirmed).

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What is the P/E ratio of Rainbow Rare Earths Ltd stock?

The P/E ratio of Rainbow Rare Earths is N/A.

What is GB:RBW EPS forecast?

Currently, no data Available