Macro tailwind just dropped: the US is talking up a US$5B fund for mineral deals. Perfect timing for SGQ. Why?
- Resource size: 40.6Mt TREO — essentially the same scale as MP’s Mountain Pass.
- Grade: 4.13% TREO, which is #2 among Western peers on the slide (ahead of Lynas, behind MP).
- Valuation: a fraction of MP/LYC despite MP-like tonnage and top-tier grade.
- Catalysts: expansion drilling in all directions, deeper high-grade not yet in the MRE, and an MRE upgrade targeted ahead. Plus the Nb kicker.
If Washington wants to bankroll strategic supply, large, high-grade, carbonatite-hosted oxides are the first ports of call. SGQ is the most leveraged way to that theme right now.
US is discussing creating A $5 billion fund to support mineral deals
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Last
8.5¢ |
Change
-0.002(2.30%) |
Mkt cap ! $251.2M | |||
| Open | High | Low | Value | Volume |
| 8.7¢ | 8.9¢ | 8.5¢ | $1.787M | 20.72M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 633139 | 8.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.6¢ | 631848 | 6 |
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| Last trade - 15.28pm 18/09/2025 (20 minute delay) ? |
| SGQ (ASX) Chart |