Is Peak the most undersold story on the ASX?
Why raise capital at a discount at 9 cents?
And - what exactly is the Tanzanian Government waiting for?
If China takes a more aggressive view with regard to the South China Sea and Taiwan, the prices for LREE and HREE will surge.
It is plausible that after Afghanistan, if China want to pounce on Taiwan, they would do at a time when America is having a time-out for reflection.
For China reunification with Taiwan is much like the likelihood of West Germany FRG wanting to embrace East Germany DDR in 1989
Page 10 to 11
For rare earths (REEs), China’s dominance in the market renders the value chains extremely vulnerable. For the indi-vidual rare earths, dysprosium is at a higher supply risk due to the higher rate of demand growth and lower proportion in rare earth ores.
Note Peak have Nd and Pr not dysprosium but these materials are also highlighted as critical.
Page 17
Figure 6. Critical and non-critical raw materials use in different technologies (selected top-25 materials)
Pages 33 to 37
Critical Raw Materials for Strategic Technologies and Sector in the EU
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