PEK 0.00% 19.5¢ peak rare earths limited

I don't see the bad sentiment.The protests have been going on...

  1. D59
    1,338 Posts.
    I don't see the bad sentiment.

    The protests have been going on for ages and LYC have just had their LAMP approved.REE prices have stabilised and China aren't increasing their export quota anytime soon. Molycorp were always a bit dodgy, and I don't see their company specific problems affecting the whole sector.

    If anything, I'm expecting the re-rate of the Aussie REE stocks to continue in the next few weeks ( with the exception of ARU who have their own company specific problems).

 
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