Recent content by Fundamental

The use of words such as Accelerate and Advance suggest to me that the US is trying to Expedite the process ?

Every little bit helps, but the US/West really needs to secure some big players if it ever hopes to fill the gap and then keep up with a projected growth in Western demand of 2-4,000 tons NdPr per year

Of course exports fell, that's what happens when you ban the sale of your products to overseas customers!

While China still has the ability to control RE Sector thru manipulating our Stock Markets, Companies will have a hard time in raising Operating Equity. Our trading computers take their lead from REMX, which is open to CCP distortion when they can dictate the economic performance of Shenghe and...

About time, SMM prices are not only rigged but are now totally irrelevant since China has stopped selling to Western customers. Likewise, Van Eck should also be removing Chinese producers from their REMX index.

It gets even better when you realise that Stonegate made an error when stating Longonjo's 'Resource' at 462Kt TREO, when it is actually 10x that. The 462 kt is just their current 'Ore Reserve'.

I am beginning to wonder at the stupidity of some Institutional investors and their Brokers. Case in point REE/CM ETF funds. As soon as the West undertook the decision to sever the leash to China's Monopoly, the writing was on the wall that China would look for ways to try and scupper the...

Hi John, In addition to Ian's comment, there is a fair indication that the Coola deposits could have a higher HREE content than Longonjo. Historic samples taken by Portuguese geologists back in the 1960', returned RE assays 3x higher than Longonjo

https://news.metal.com/newscontent/103563794/Preliminary-Drilling-Completed-at-Angolas-Kula-Rare-Earth-Mine...

But where are they going to get their RE's from ~ certainly not Roundtop.

Correction: Pensana's phase 1 finance is already fully funded (see Ian Brown's comment under the main article). This Nasdaq listing will open up a potential funding channel for the US$100M required to upgrade Phase 1 to its full production capacity of 4,000tpa NdPr. It may also potentially...

Because they have converted and included their Nb and Mo grades to TREO equivalents, at a rate of 10:1 Reminiscent of USA RE's Roundtop accounting ?

Considering that ARN is a Western Australian AU/Ni/Co explorer, who have only just included this project in their ASX ANS releases; I suspect that somebody "flying a kite". How can a Company that just three weeks ago report "Best holes to date, suddenly report that their global resource grade is...

The question should be "Who is manipulating the markets" and is it coordinated?