I definitely dont think its priced in, maybe somewhat, but I would expect a nice rerate, as this project is wrapped and ready to go, the SML is the final piece in the puzzle.
Add to that, the current geopolitical situation, China - US tensions are only going to get far far worse.
The price of NdPr is only going to keep going up, there is plenty of RE concentrate outside China, not a lot of production to oxide/metal.
Add demand and supply !!!!!
China has already shown there hand regarding supply......
https://www.rfa.org/english/commentaries/energy_watch/rareearth-01292021101912.html
Demand is about to explode and supply will be going the opposite way.
Assets like PEK's that are CLEAN AND LEAN are worth a lot more than some of there peers, a LOT more.
The whole picture tells the story.
Based ony opinion and research.......
- Forums
- ASX - By Stock
- PEK
- SML APPLICATION
SML APPLICATION, page-4
-
- There are more pages in this discussion • 219 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PEK (ASX) to my watchlist
|
|||||
Last
19.0¢ |
Change
-0.005(2.56%) |
Mkt cap ! $50.52M |
Open | High | Low | Value | Volume |
19.5¢ | 20.0¢ | 19.0¢ | $30.80K | 155.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 414238 | 19.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.5¢ | 356 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 361607 | 0.190 |
7 | 598563 | 0.185 |
5 | 195000 | 0.180 |
1 | 200000 | 0.175 |
3 | 525882 | 0.170 |
Price($) | Vol. | No. |
---|---|---|
0.200 | 48717 | 1 |
0.215 | 10000 | 1 |
0.220 | 108028 | 3 |
0.225 | 110900 | 3 |
0.230 | 112971 | 4 |
Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
Featured News
PEK (ASX) Chart |
The Watchlist
FHE
FRONTIER ENERGY LIMITED
Adam Kiley, CEO
Adam Kiley
CEO
SPONSORED BY The Market Online