PEK 2.78% 18.5¢ peak rare earths limited

So many sensitive Sally's out there....last time I checked its a...

  1. 524 Posts.
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    So many sensitive Sally's out there....last time I checked its a speculative stock....and all I am doing is speculating...maybe I forgot to say "IMO" or "DYOR" lol.

    These are the scenarios I see playing out;

    1) Tanzania accepts refining in Teesside and approves the SML/FWA (best scenario for PEK, Tanz, shareholders)
    2) PEK completes refinery FS and now decides to refine in Tanzania, Tanzania approves SML/FWA
    3) Some mixture of 1 and 2 above - I think having two refineries will get messy and not a good plan (IMO, DYOR, lol)...Keep it simple with 1 refinery.
    4) Shenghe buys more of PEK and we all get a premium payout - still unclear what the FIRB can do with offshore mining/critical minerals for Aussy companies
    5) Shenghe blocks Tanzania into approving SML/FWA to allow for continued Chinese REE dominance (unlikely)

    Again I am SPECULATING outcomes on a SPECULATIVE stock
    Last edited by Bradleyknows: 13/06/22
 
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