Recent content by Fundamental

Having extensively studied the concept for an Investor back in 2012, the Technology is quite feasible. Although Teck had way over engineered / costed the operation.

I was always under the impression that a Pastoral Lease had no residual rights over a Mining Licence / Lease? or is this just a way to circumvent a possible future Native Title claim?

Accepting that the US is no longer going to be using Chinese produced Magnets. Those responsible for 'Qualification' will already looking at the 'New' sources that are/will be available, they already have their procedures and systems in place. So, the only thing likely to delay the...

I am glad you referenced that this bit of Chinese propaganda, was sourced from SCMP, it is classic Troll dialogue intended to instil Fear Uncertainty and Doubt and has been repeated incessantly by its authors. Let's take it one step further, why would China be peddling this message unless they...

So why on earth is the Secretary of Commerce, talking about 'restricting' the import of RE's at this point in time, the US needs to be 'securing' all the supplies of Rare Earths that it can, before China pulls the plug.

Sorry but I beg to differ. One should never underestimate the US's ability to 'fast track' industrial development once 'Political will' is committed. One only has to look at the rapid rise in production capacity during WW2 or JFK's 'Space race' in the 60's, both achieved without the help of AI...

The key word being 'Processed' if that includes RE's downstream of separated Oxides, he is shooting America in the foot. At this stage the US does not have and possibly never will, have the capacity to produce sufficient RE's to fuel its Industries without imports.

I believe that Thorium reactors, especially the molten salt variety will eventually become mainstream. One of the main reasons that they were not further developed from the Oak ridge days was that the Th cycle does not produce Pu (much needed for bombs). Molten Salt reactors are considerably...

As with most Macro Strategies, there is eventually an unseen cost, when reality catches up to your initial plans. China went on a State subsidised 'building campaign' for over a decade, only to find they have overshot and now have an apartment and retail outlet glut that necessitates a severe...

An excellent synopsis of the past state of play. It is a great pity that it has taken so long for Western Governments to wake up before starting to address the problem.

The imbedded link: https://rareearthexchanges.com/news/critical-mineral-refining/ Raises much speculation: Where will ReE-Tech build such a refinery? Logically it would be near to a mine, So South Africa, Namibia, Malawi and Angola are currently the Prime candidates. However, Namibia's Lofdal...

Great analysis again Doc, You correctly point out that there was 'No' mention of Price floors, up down or otherwise. IMO, that Reuters article was downright irresponsible in suggesting that floor prices had been abandoned, as it instigated a stamped that wiped Billions of the global RE markets.

This has a distinct odor to it; check out the Ownership and BOD chain over the last five years,

The biggest "Red Flag" with any announcement is the presence of exalted adjectives and an absence of metrics. With an IN-significant sample size of 3 and no other data presented this study rings alarm bells and is a total waste of space.

I think it would be very enlightening to know just who placed those shorts, ASIC might have exposed the servant, but who was the Client ?