Although Shenghe is Peaks best shot at funding, technical expertise and off take, the major drawback for western investment in the company might be the fact that in a world conflict China is likely positioned as the wests primary enemy.
Could governments step in and block investment in Chinese supply chains of critical metals if war was to start around Taiwan or Philippine's etc?
Im not familiar with actions taken durinIg earlier major conflicts but there are surely precedents set
Peak should be running hard with the other REE companies in anticipation of signing FID but still drags the chain.
Surely a decision around the impact of the new Chinese government policies can’t be far off now which should at least bring some clarity
PEK Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)