Today I received part of weekly Roskill report, translated it...

Today I received part of weekly Roskill report, translated it into German and send it to two german investor circles; here You find the backward translation from German ito English:

The Roskill report also mentions Lynas:
Roskill Weekly Summary
Cobalt - Nickel - Graphite - Rare earths
Rare earths: The Canadian company Canada Rare Earth is moving to Southeast Asia.
Roskill view: Canada Rare Earth Corp. announced last week that it is making progress in obtaining permits to operate a rare earth separation refinery in Southeast Asia. Along with these developments, Canada Rare Earth is aiming to raise US$50-110 million to acquire the majority stake in the company that currently owns the refinery.
While the world's focus is shifting back to rare earths in the face of rising prices, producers of rare earth products are seeking long-term access to rare earth deposits. In 2013, the Japanese company Soyitz Corp. a Japan-based contract to procure large quantities of rare earths from Lynas in Australia, the largest rare earth producer outside China, to reduce dependence on Chinese rare earth production. China accounted for 44% of rare earth imports to Japan in 2016. Other companies want to join in with longer-term contracts for a more secure supply of rare earth metals.
Canada Rare Earth is investigating two prospective rare earth complexes in Canada and three prospective refinery sites in Laos, Brazil and Haiti. Once approval has been granted for the refinery in Southeast Asia, Canada Rare Earth will have full rights to purchase rare earth concentrates for the refinery. The company reports that it has identified a suitable and potential source of rare earth concentrates for refining in Southeast Asia.
end of quote


Since the Canadian company is in a prospective phase, which is even upstream of the exploring one, it will probably take a while until new suppliers appear. In this context, it is interesting to investigate the location of a separation plant in Haiti, an island with sustainably destroyed infrastructure due to the last major earthquake, and also lying on the annual Atlantic hurricanes' train route. There is something written down to get some money from which some non-executive directors can live well for a few years.

A liar standing next to a hole in the ground. That's what Mark Twain called a gold digger.

Similarly, one could call the numerous explorers of rare earth deposits; at the beginning of the last decade there were hundreds of newly discovered rare earth deposits that were quickly acclaimed as rich deposits to attract the money of gullible investors who were promised thousands of percent of profits. After the purifying storm of a phase of low prices, a handful have remained full, if at all. But one single company has established itself in the market so far: Lynas Corporation.