Some times I see great hope for Rare Earths!There are days when I bang my head on the desk and say I just dont get it the market is not paying attention to Geomega/Innord.
Then I see an artical that makes me see the light at the end of the tunnel! hopping its a frieght train of Rare Earths Investors comming into the market!
I like this article and it gives me hope and some great points I like in the article!
1) "The move is already forcing manufacturers to scour the globe for alternative supplies"
2) "China’s quota for rare earth separation and smelting has been cut 36 percent"
3) "China’s decision to limit domestic rare earth production to 45,000 tonnes for the second half of 2018 - the lowest in more than five years - provides only enough supply for China’s domestic buyers"
4) "While China is likely to attend to its own needs before exporting, increased exports would require the country to draw on already-low inventories of neodymium (Nd), prasesodymium (Pr) and dysprosium (Dy)"
5) "Prices for one key rare earth mineral, PrNd Oxide, could increase by 10 percent to 50 percent within the next 12 months, and is on track to double in price within next five years as demand outpaces supply, Castilloux said."
6) "Japanese electronics maker Panasonic Corp, which said it is moving to find fresh supply"
7) "A typical Toyota Prius, for example, uses 25 kilograms (55 pounds) of rare earths, compared to 1 kilogram (2.2 lbs) in a typical combustion-engine vehicle."
https://www.reuters.com/article/us-china-rareearths/china-cutting-rare-earth-output-unnerving-global-manufacturers-idUSKCN1MY2GZ I really love
6) OK Geomega/Innord make the call and partner with them!
7) Wow What if China stopped all exports In a hot trade dispute?
Not investment advice at all. Do your own DD!