Saw a post earlier on this interview, and this link popped up in my inbox this morning so thought I'd post the full interview:
Key takeaways:"It's just the way markets are moving at the moment. So it doesn't diminish my expectations of where this could go or what could be achieved at all."
- Market reaction to MRE is not stock specific, it's about what's happened with the market generally:
"You might say, ‘well Company A or Company B's got more tonnage’, but the grade at 2.19% that's very impressive. If you look at Hastings with their projects in West Australia [the grade’s] actually below 1%."
- Kangankunde is the best rare earths project in the world, and no one has really done the proper comparative analysis:
"The more information, the more certainty that comes out. You'll find that these big companies are sharpening their pencils with the view that they're making a takeover."
- Majors wanting a rare earths division would definitely be looking at Kangankunde
"To get above the current capitalisation, to go to the next level, you can't rely on the more hot-trading private client investors. You need to have institutions come along and say well let's accumulate a big position and take a 5-year view on this."
- Getting institutions involved is the next key step for Lindian:
"The ones thinking of the downstream processing and who the customers are going to be, it's those companies that are going to be the ones to back."
- While there's a massive push for rare earths globally, only the big projects will move the dial - like Kangankunde:
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Last
13.0¢ |
Change
-0.005(3.70%) |
Mkt cap ! $149.7M |
Open | High | Low | Value | Volume |
12.5¢ | 13.0¢ | 12.5¢ | $152.0K | 1.215M |
Buyers (Bids)
No. | Vol. | Price($) |
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3 | 362877 | 12.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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13.0¢ | 111077 | 4 |
View Market Depth
No. | Vol. | Price($) |
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3 | 362877 | 0.125 |
12 | 449499 | 0.120 |
8 | 338413 | 0.115 |
9 | 714973 | 0.110 |
3 | 175000 | 0.105 |
Price($) | Vol. | No. |
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0.130 | 111077 | 4 |
0.135 | 208899 | 5 |
0.140 | 743375 | 5 |
0.145 | 180427 | 5 |
0.150 | 504023 | 3 |
Last trade - 16.10pm 21/05/2024 (20 minute delay) ? |
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Last
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Change
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Open | High | Low | Volume | ||
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Last updated 15.59pm 21/05/2024 ? |
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