Recent content by Fundamental

I cannot believe that an organisation as eminent as the USGS, is so incompetent that it is unaware of Angola's Rare Earths deposits. Or that Myanmar produced over 31,000 tons of RE concentrates last year, 5th largest producer in the World ! Perhaps one of the problems is the question as to...

I have looked at it a couple of times, mainly because the Geology is completely different to the standard carbonatite Intrusion model. The mineralisation at Browns appears to be controlled by contact metamorphism and structure. As such the deposit has lateral extent and depth but is limited in...

I think that there is as much chance of China getting back into Angola as there is of a Trump/Musk reconciliation. That Angola has chosen to include the Chinese Finance Corporation as a defendant in the Solangel Dos Santos corruption case; and last week's seizure of 100 containers of Quartz...

They may not be 'Sovereign' Wealth funds, but there was certainly, and still is, a lot of interest shown from 'Statutory' bodies. Over the last couple of years there have been numerous visits to site by representatives and Ambassadors of several Countries. The UK, USA and EU in particular have...

Excellent question, Only the finance providers could answer that truthfully. But I suspect that the Quality of the deposit, and a lot of hard work done by some impeccable qualified people to establish the credibility of all aspects in the BFS, probably had a lot to do with it. And just to...

That was probably the reason behind Lynas's rise earlier this morning, but I suspect that this afternoon's action may be the start of the Market waking up that there are several Miners that will also go for a run with the existing producers, if a feeding frenzy starts.

This is only the beginning, Mines with ready to develop reserves are next on the lists ~ followed by the explorers. Start at the top of REEx's ranking table and slowly work your way down thru the T20. Pensana's turn tonight on the LSE

Hi John, you raise a legitimate concern about Sovereign Risk, I think we have to recognise several things before reaching a conclusion. First and foremost, it cannot be denied that the previous Dos Santos regime was highly corrupt, and those that have now taken over might be excused for a little...

I think we are perhaps overreacting as far as USA's DoD requirements are concerned, MP, E-Vac, MCEIP and TDA will probably be able to meet Defense Department requirements fairly soon. However, I seriously doubt that will include sufficient capacity for American Industry, especially if Donalds...

Every man and his dog uses the Lassonde curve ! I don't think the curve is meant to be an actual indication of value, rather a pictorial representation of the roller-coaster ride that investors go through during project development. But yes, they are way undervalued, as are most REE majors...

IMO, A lot is being kept confidential for commercial reasons. But sufficient to say that the Finance providers spent nearly two years verifying the whole operation and are obviously happy enough with what they see to approve the funding package. You might also ponder, who and why gave that DFC...

Which is perfectly acceptable as most projects are targeting NdPr as their main revenue contributor. However we need to realise that companies that don't drop the Ce out of their concentrate, may have larger volumes but will certainly receive lower prices. Also before there is a sudden rush to...

MREE=Magnetic REE: not a good term I agree, but often used by companies targeting NdPr production. As to recoveries it probably depends on the deposit, but for ICA's it certainly looks like they improve as you go down the chain. I will let you know if I find any that are different.

You'r not wrong about By-products and small quantities John; many struggle to meet the 3%DyTb-97%NdPr ratio, which has been the required standard for high-end magnet production. It gets even worse when you look at some of the actual grades, with many of the Ionic Clay projects lucky to make more...

Fascinating results, even disregarding the Company hype it still looks promising. What caught my eye is the possibilities for new/revised forms of RE emplacement on a regional scale. I have not done an exact tie in yet, but taking into consideration Plate tectonics, this area of Brazil appears...