Recent content by Fundamental

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

I fully understand your concerns John, but in today's market I question whether or not it makes sense for 'sellers' to lock into any forward 'binding' prices. Especially when there seems to be a rapidly growing realisation that there is a critical shortage of magnet metals developing not just in...

You Jest? Makuutu has amongst the lowest grades of any RE project in the World, and apparently it is not a true Ionic clay so the recoveries are woeful. It is also the potential to become an ESG nightmare as most of the higher-grade materials lies in river flats that are currently being farmed...

The commentary raises some interesting questions: Will Pensana’s Longonjo project deliver on schedule and at scale to capture this pricing window? Can Stonegate’s outreach secure long-term U.S. institutional backing—or is this primarily a near-term visibility play? How sustainable is the U.S...

Richest Rare Earth grades in the World ~ ;) where have we heard that before, I seem to remember a Burundi operation that was claiming 60%+, turned out that the 'Ore' was in narrow 2-4" veins and had to be handpicked. It turns out that Foothills is not dissimilar being another 'Vein' deposit that...

A lesson that Lynas failed to realise since day one. Aston's original BFS for Mt Weld identified this very issue, Rn's have to be dropped out and disposed of at the source. Shipping them to another Country or trying to bury them on the outskirts of Kalgoorlie was never going to be accepted. Now...

Sorry but I can't help you there; but after hearing today's report into the excessive costs now associated with over-regulation in all of Australian construction industries, I suspect it is a case of the US & Australia being overpriced compared to Africa.

Not exactly sure how they will do it, but they stated that Radionuclides and excess Ce will be selectively precipitated out prior to the final product. Which is why they are installing a fully engineered and lined TSF.

Way too many unknowns to put any value on it at this stage!

I appreciate your thoughts John, even twelve months ago they were pertinent. However, in today's world, I think we can now forget about RE miners needing secured Off-take arrangements. Why? because 'End users' are going to have to start bidding for supply. China is already changing its...

What about listing the Scams and other obvious no hopers? For every genuine deposit, there seems to be at least two others that get promoted by totally ignorant journalist/analysts, which are either pump/dump exercises or are figments of BOD's that have no idea!

While the US may be pulling back from Africa and the rest of the World for that matter, they appear to be selective on which Countries they are targeting. So while South Africa and Nigeria get hit with punitive tariffs, Central Africa ~ Angola, the DRC, Uganda, Zambia etc have escaped relatively...

I wonder where they are going to get their MREC/S from ?

As much as I welcome a price floor, I can see some potential negative outcomes. There is certainly no doubt that the Chinese SMM price has been controlled for decades. Setting a Western government sponsored floor is going to have a similar effect albeit at a higher price. IMO that price is still...

I would be very surprised if the USGS are not looking in every country around the world that will still speak to them, Surly Donald must soon realise that his policy of pissing people off is somewhat counterproductive to making America Great again. Whoever coined the phrase "Rare Earths are not...