rare earths

Latest news and analysis on rare earths

Equities

Magnetic field descends on rare earths stocks as shortages hit critical lows

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.
+4
Barry FitzGerald
Independent Journalist
Equities

Rise of the machines: How 1 billion humanoid robots by 2050 will drive a surge in critical minerals demand

Humanoid robots are coming in a big way, according to a major research firm, and we’re going to need far more critical minerals as a result.
BHP
+4
Carl Capolingua
Livewire Markets
Equities

Trek about to find out if there is a multi-million-ounce present under its Christmas Creek tree

Plus, yesterday’s sell-off in rare earths stocks defies the reality abut the need for non-Chinese supplies.
+2
Barry FitzGerald
Independent Journalist
Commodities

Talisman’s juicy iron ore royalty enabling it to roll dice on big exploration plays

Tough market for raisings is irrelevant to Harmanis-controlled junior; Gold project falls into Nordic’s Lap-land; Rare earths stocks bounce.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

Watching insiders: the biggest breadcrumbs lead to rare earths

Insiders are showing that the biggest breadcrumbs in the resource industry are leading to Rare Earths.
James Cooper
Fat Tail Investment Research
Commodities

Modern-day Drake discovery points to lasting gold-silver Legacy

Plus, new Greenland government a big win for Energy Transition Minerals and nickel price revival augurs well for Centaurus.
ASL
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

Trump’s promise ‘to get Greenland’ puts rare earths junior ETM in spotlight

Eyes now on Greenland's March 11 election; Plus, James Bay joins the gold party with 1.36Moz maiden JORC resource in Nevada.
Barry FitzGerald
Independent Journalist
Commodities

Trump or Harris? Who cares! These commodities will do well regardless

Pushback against China is one of the few bipartisan policies among Republicans and Democrats; this could benefit ASX critical mineral stocks
James Cooper
Fat Tail Investment Research
Commodities

Spartan’s imminent resource increase means Ramelius would have to cough up ‘well north of $1’

Plus, signs that rare earths prices may have bottomed … but that doesn’t seem to be helping beaten-up Meteoric.
Barry FitzGerald
Independent Journalist
Equities

Gold stocks poised for re-rate on strong quarterly cashflows

Disconnect between bullion and share prices to fade; Calidus positioning for big cashflow growth. Plus, robots to drive rare earths demand.
+2
Barry FitzGerald
Independent Journalist
Commodities

Aussies on fire in Canadian copper caper

Firetail looks to follow FireFly to Canadian copper riches; Triangle Energy poised for key approval and Chinese rare earths retaliation.
BGL
+3
Barry FitzGerald
Independent Journalist
Equities

Rejuvenated Ausgold shows parallels with $1.7b Capricorn of four years ago

Instos see history repeating; Meteoric could change view of Brazilian rare earths; Canaccord tips silver explorer Mitre to triple.
AUC
+2
Barry FitzGerald
Independent Journalist
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
Equities

Where might you go for exposure to copper, gold, silver and uranium with one trade?

Copper, gold, silver and uranium are now in confirmed bull markets. Just one company is top ten in copper and uranium globally. That is BHP.
BHP
Kingsley Jones
Jevons Global
Commodities

A roadmap for green metals after a brutal 2023

High cost of living has brought cheap energy into focus - oil and uranium. But could rate cuts this year see a return to the green metals?
+2
James Cooper
Fat Tail Investment Research
Equities

Brokers still love two of these troubled miners: Liontown, South32 & Lynas Rare Earths

Brokers have reviewed the latest developments for LTR, S32 & LYC, adjusting their ratings & targets. Good news, they still like 2 out of 3!
S32
Carl Capolingua
Livewire Markets
Equities

Why Glencore’s decision to shut Mt Isa could spark regional consolidation

Neighbours Hammer and Carnaby highlight scope for mergers. Plus, M&A value-creation can take time and brokers line up to back Meteoric.
BOE
+4
Barry FitzGerald
Independent Journalist
Equities

Lynas chief assures hurting rare earths faithful of a strong future

Lacaze’s bullishness is good news for ionic clay rare earths explorers, including newcomer Equinox, which has a land big position in Brazil.
+2
Barry FitzGerald
Independent Journalist
Equities

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.
+7
Barry FitzGerald
Independent Journalist
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
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