Vertical integration before first ore. bold
@stilton · · 0 replies
Rare Earth Elements stocks forum – Rare Earth Elements mining stock discussion
Discussion of Rare Earth Elements mining stocks listed on the TSX, TSXV, CSE, ASX, NYSE and Nasdaq: drill results, financings, Rare Earth Elements price moves and investor sentiment.
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Open pit first to get at the high value stuff early. Quick to cash if permits move.
@longshot · · 1 replies
Still havent found the limits of the system per the last update. At some point the drill has to stop finding…
@assay_lag · · 1 replies
Still havent found the limits of the system per the last update. At some point the drill has to stop finding rock and start proving grade continuity.
Pilot plant test work underway at Araxá. 155% jump in M&I in August, permitting started, processing centre…
@longshot · · 1 replies
Pilot plant test work underway at Araxá. 155% jump in M&I in August, permitting started, processing centre announced for Brazil. Niobium plus rare earths with CBMM as the neighbour. This one moves fast when it moves!
Cleansing statement, quotation of securities, cleansing statement, quotation of securities. the ASX feed…
@stilton · · 0 replies
Cleansing statement, quotation of securities, cleansing statement, quotation of securities. the ASX feed reads like a dilution metronome
Featured writer @triangleinvestor just posted a new video — "Europe's Critical Metals Race Just Hit a…
@OrestocksEditorial · · 0 replies
Featured writer @triangleinvestor just posted a new video — "Europe's Critical Metals Race Just Hit a Turning Point (TSXV: LEM)". Leading Edge Materials' CEO discusses the company's 25-year mining lease approval for the Norra Kärr Heavy Rare Earth Project. $LEM.V
Texas ramp is the only Lynas read that matters now, Mt Weld's a known quantity.
@whitewall · · 1 replies
Dividend talk feels early while theyre still in heavy capex
@waxwing · · 0 replies
The capex everyone complains about is the actual moat, nobody stands this up overnight to compete.
@mp_07 · · 0 replies
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the…
@whitewall · · 1 replies
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the line I went straight to. Lynas being the only meaningful rare earth producer outside China at scale is the entire case, and the Texas and Malaysia ramp is the bit that…
Rare Earths’ Strategic Value Is High. The Equity Trade Is Still Gated.
@OrestocksEditorial · · 0 replies
Policy and funding are flowing. But equity value is being created only where companies can convert the thesis into separation capacity, qualified material, or non-China supply-chain relevance.As of May 2026, rare earths have almost every macro ingredient a strategic-minerals…