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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I definitely dont think its priced in, maybe somewhat, but I...
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Last
20.0¢ |
Change
0.005(2.56%) |
Mkt cap ! $51.85M |
Open | High | Low | Value | Volume |
19.5¢ | 20.0¢ | 19.5¢ | $38.65K | 196.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 177736 | 19.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.5¢ | 15025 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 177736 | 0.190 |
7 | 503318 | 0.185 |
4 | 59190 | 0.180 |
5 | 726907 | 0.175 |
3 | 503010 | 0.170 |
Price($) | Vol. | No. |
---|---|---|
0.195 | 15000 | 1 |
0.200 | 26393 | 1 |
0.215 | 10000 | 1 |
0.220 | 18500 | 1 |
0.225 | 12224 | 2 |
Last trade - 14.44pm 09/07/2024 (20 minute delay) ? |
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