The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Things should get tasty soon:-
https://www.cotec.ca/news/cotec-holdings-corp-subsidiary-hypromag-usa-llc-to-benefit-from-usa-25-tariff-on-permanent-magnets
Keep adding
No doubt the e.u. are getting into trouble with commodities but it is due to their own procrastination I would say their timeline is with 2030 so not as much rush as should be.
I have no doubt we will mine but the question is when between 2024-2030.
KC looked a beaten man on the rockstock interview.
Would say mining in it's physical is several years away due to the snails pace we are going at the moment.
Same as Keith said he cannot stop buying shares in EMH which I suppose means Krupa as well who tried to take over years ago it would be a cheap opportunity to take EMH over at these prices......
Https://www.mining.com/crma-rare-earth-elements-a-potential-blindspot-for-eu-policymakers-and-industry-report/#:~:text=%E2%80%9CThe%20outlook%20for%20rare%20earths,industry%2C%E2%80%9D%20the%20firm%20notes.