Recent content by Fundamental

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...

Please stop spreading false/misleading information. Those so called Kachin rebels are de facto Peoples Liberation Army, only there to protect the Chinese Miners while they steal Myanmar's resources.

I sense a touch of hypocrisy when it comes to discussion about USA RE vs MP, this is the second headline today suggesting it is unfair that Donald has at last taken steps to address the shortages by stimulating the Sector. Who is writing this stuff ? Instead of trying to justify Donalds...

Anybody who knows the Rare Earth market, knows it "does not make sense"! When companies like ARU, Peak, and Pensana, who actually have World class 'Ore reserves' that are shovel ready, but whose market caps are so well below 'fair value', that they have to sit around waiting for finance. While...

Yes. What are the economics on this next push-back of the current open-cut? Their last one was at a strip ratio of >8:1 and they are still not in profit, at today's prices, OK an extra US$50/kg for their NdPr is going to help a lot. But coming off a break-even base; at 2,500tpa NdPr they...

Well called

Do Rare Earth Import/Export values even comprise of a significant percentage total Trade? And how do you put a meaningful number on the value of REO's that are being stolen from Myanmar?

An alarm bell rings in my head every time I see a Company postulate a second income stream to their main targeted resource! OK value added is good but if a Resource has to include/rely on it to become profitable then it is probably marginal. Case in point, how many RE hopefuls are suggesting...

A couple of problems with this premise, it assumes that there is going to be a surplus of Rare Earth producing mines, and that the predictions of an explosion in new Products that use RE magnets will not eventuate. The Mountain Pass deposit is nearing the end of its useful life, if it were not...

A good question, considering that Apple would not currently be a big user of NdPr. This must be about securing critical supplies for a future Product, that will need a lot of magnets ~ Robotics ? being the most likely candidate. But, given the development time required to bring such a project...

https://www.ainvest.com/news/mp-materials-shares-soar-report-apple-500-million-investment-pentagon-backing-2507/

And SMM NdPrO prices immediately rise 4.17% ie over US$2,500/t, Which may suggest that the DoD/MP agreement has already set a new floor price and that the Chinese are now going to make as much money out of it while they can.

https://www.proactiveinvestors.com/companies/news/1074600/american-resources-portfolio-company-reelement-technologies-launches-magnet-to-mining-service-for-rare-earths-1074600.html

Yet another Goal for Pensana, who have recently entered into a MOU to supply 20,000tpa of MREC to ReElements.