Giving you a follow for the list! Potash, palladium also on the radar for me.
Don't think the importance of basket mixes in rare earths yet are well understood, but with China turning off the tap - they're going to be very quickly. VHM's got a lot of valuable produce in its basket, and Shenge being willing to take the lot is a strong indicator of that.
Thought this flag was interesting overall for the sector, and obviously critical minerals fund now announced here, supports.
"But this time around it is likely that governments will do what Japan did in 2020, picking and backing their own preferred supplier, effectively underwriting new entrants into a tough market.
It’s those new entrants, along with established non-Chinese producers such as MP and Lynas which could deliver fat profits for investors.
"
https://www.forbes.com/sites/timtreadgold/2025/04/15/rare-earths-rally-with-more-to-come-as-chinese-ban-bites/
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Last
24.0¢ |
Change
0.005(2.13%) |
Mkt cap ! $60.51M | |||
| Open | High | Low | Value | Volume |
| 23.5¢ | 24.0¢ | 22.5¢ | $29.95K | 129.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 15607 | 23.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 24.0¢ | 97983 | 3 |
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| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| VHM (ASX) Chart |