I see a few companies planning REE refining plants in North America but not sure where they plan to source feedstock locally. I like the idea of another North America play on the ASX given the government funding being offered up (as evidenced by ASM getting LOI's for $1.3B from EXIM (US) and EDC (Canada))
The following extract from the VML presentation shows just two ASX companies with resources; VML with Nechalacho and American Rare Earths (ARR) with Halleck Creek. Any others?
Halleck Creek looks big but both low grade (0.33% vs 1.4%) and low % of the high value NdPr combo (0.07% vs 0.34% - I think these should read 7% and 35%?). But they do seem to have a low cost leaching process to extract the REE's so likely lower CAPEX and OPEX? Anyone here into ARR?
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VML
vital metals limited
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Last
9.5¢ |
Change
0.002(2.15%) |
Mkt cap ! $11.20M |
Open | High | Low | Value | Volume |
9.3¢ | 9.5¢ | 9.2¢ | $2.677K | 28.84K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 72547 | 9.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.5¢ | 18936 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 72547 | 0.092 |
1 | 70000 | 0.091 |
4 | 27452 | 0.090 |
1 | 10000 | 0.088 |
1 | 60000 | 0.087 |
Price($) | Vol. | No. |
---|---|---|
0.095 | 18936 | 1 |
0.100 | 8000 | 1 |
0.105 | 200 | 1 |
0.115 | 20000 | 1 |
0.120 | 132689 | 2 |
Last trade - 15.59pm 08/08/2025 (20 minute delay) ? |
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