in this environment the obvious bottom line is simply this ...
it's never been cheaper for end users to buy exploration rare earth stocks - to secure their supply chain
a T/O for PEK ? - I don't know about that - PEK appear to have too many of the unwanted light rare earths mixed in for me to get too excited
as we all know seperation of rare earths is a process where they each have to be seperated out in sequence one by one, to get to the more valuable heavy rare earths - you can't just send what you don't want to the tailings
that means it's going to cost PEK a lot to get to the more valuable heavy rare earths
think about this - if you have have money to invest in heavy rare earth exploration stocks right now - you can wait - there is no rush - and be selective - choosing those stocks with a greater mix of heavies
it's unfortunate but I can see such a selection criteria being used - and that means PEK is not at the top of the list as a T/O
PEK Price at posting:
16.2¢ Sentiment: None Disclosure: Not Held
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