PEK 2.50% 20.5¢ peak rare earths limited

Ann: Shenghe Investment and Funding Term Sheet, page-31

  1. 3 Posts.
    lightbulb Created with Sketch. 9
    just an observation- 18 months ago, no license. Today fully funded project with offtake 7 years + Chinese DNA on rare earths technology. Clear expertise in processing & getting production outcome in short time frame.

    Would you rather be in Peak vs other plays as cycle reverts to normality. Remembering also large producers with multi cap valuations today share the same NdPr price.

    I'd observe management has delivered across a range of metrics in the toughest of industry backdrops. Congrats ought to be offered for what's been achieved. Onwards towards the next 18 months!!!!
 
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