PEK 2.70% 19.0¢ peak rare earths limited

This company was going nowhere fast in a hurry without Shenghe,...

  1. 308 Posts.
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    This company was going nowhere fast in a hurry without Shenghe, and if it had not welcomed Shenghe aboard it would probably just end up like AVZ.

    Such is the geopolitical reality of operating in Africa.

    Where the company is listed is not important, where the asset is physically located is.

    What can FIRB do if the deposit is in a country that is friendly to China? The cure will be worse than the disease.
 
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