I definitely dont think its priced in, maybe somewhat, but I would expect a nice rerate, as this project is wrapped and ready to go, the SML is the final piece in the puzzle.
Add to that, the current geopolitical situation, China - US tensions are only going to get far far worse.
The price of NdPr is only going to keep going up, there is plenty of RE concentrate outside China, not a lot of production to oxide/metal.
Add demand and supply !!!!!
China has already shown there hand regarding supply......
https://www.rfa.org/english/commentaries/energy_watch/rareearth-01292021101912.html
Demand is about to explode and supply will be going the opposite way.
Assets like PEK's that are CLEAN AND LEAN are worth a lot more than some of there peers, a LOT more.
The whole picture tells the story.
Based ony opinion and research.......
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Last
21.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $55.95M |
Open | High | Low | Value | Volume |
20.5¢ | 21.0¢ | 20.5¢ | $17.37K | 83.00K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 14285 | 21.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
21.5¢ | 26001 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 14285 | 0.210 |
3 | 171867 | 0.205 |
2 | 11658 | 0.195 |
2 | 155517 | 0.190 |
2 | 115000 | 0.185 |
Price($) | Vol. | No. |
---|---|---|
0.215 | 26001 | 1 |
0.220 | 105000 | 3 |
0.225 | 35362 | 2 |
0.230 | 73140 | 3 |
0.235 | 179596 | 2 |
Last trade - 14.52pm 26/07/2024 (20 minute delay) ? |
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