Nice interview.
"I think what’s happened is that people have underestimated the amount of REEs that China sold in 2010 and 2011; when we saw huge hikes in prices, accompanied by uncertainties of supply. As a result, the West built up huge stockpiles of rare earths that was probably equivalent to three or four year’s worth of consumption."
Then add panic selling (+smuggling) by the small producers about to be closed down by the Chinese gov and you get last years decline in REE prices.
Which is why I expect improving HREE prices. When DZP comes online, I expect HREE prices to be well above the DFS numbers.
- Forums
- ASX - By Stock
- investorintel interview - dudley kingsnorths
Nice interview. "I think what’s happened is that people have...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ALK (ASX) to my watchlist
|
|||||
Last
43.0¢ |
Change
0.015(3.61%) |
Mkt cap ! $259.5M |
Open | High | Low | Value | Volume |
43.0¢ | 43.5¢ | 42.5¢ | $437.7K | 1.018M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 34610 | 43.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
43.5¢ | 11017 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 34610 | 0.430 |
5 | 88819 | 0.425 |
5 | 129000 | 0.420 |
8 | 183240 | 0.410 |
6 | 234100 | 0.405 |
Price($) | Vol. | No. |
---|---|---|
0.435 | 11017 | 1 |
0.440 | 19972 | 1 |
0.445 | 14247 | 3 |
0.450 | 57543 | 5 |
0.455 | 33996 | 4 |
Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
Featured News
ALK (ASX) Chart |