I disagree with quite a bit of what was said there.
I think the supply/demand dynamic is way more bullish than discussed and the point about "if rare earths are too expensive" then they are just replaced with something else is way too simplistic.
I can't imagine car manufacturers could just flick a switch and all of a sudden rare earths could be replaced. With what?
China dominates the industry but the west wants its own supply chain.
Lower quartile producers like VMM will be very profitable IMO.
I disagree with quite a bit of what was said there. I think the...
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Last
74.0¢ |
Change
0.030(4.23%) |
Mkt cap ! $48.78M | |||
| Open | High | Low | Value | Volume |
| 72.5¢ | 75.0¢ | 72.5¢ | $18.82K | 25.65K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | 71.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 75.0¢ | 2926 | 1 |
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| Last trade - 15.38pm 27/08/2024 (20 minute delay) ? |
| VMM (ASX) Chart |