We’ve got a great discussion for the Money Miners today, an interview with Dylan Kelly on all thing’s rare earths.
We break down what the rare earth elements that matter are, where the value is added along the chain, which companies have executed well + why, what is needed to be a successful rare earths miner, how the geopolitical situation looks plus a lot more.
Enjoy the chat!
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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Timestamps:
(0:00) Preview
(0:53) Intro
(4:05) Dylan Kelly (DK) on Money of Mine!
(9:00) The demand story versus lithium
(15:10) Rare Earths 101
(24:31) What are ionic clays all about?
(26:12) The environmental debate
(28:50) Barriers to entry
(31:03) Government intervention in RE investments
(32:48) What determines a good vs bad Ionic Clay
(35:28) Risk vs Reward investing in Rare Earths
(38:19) China’s impact on market
(42:47) Would Terra Capital invest in a Chinese RE play?
(43:52) Iluka + other Mineral Sands deposits with RE by-products
(48:38) China’s impact on NdPr pricing
(50:45) Can rare earths be substituted?
(54:03) Is recycling going to happen on a larger scale?
(55:53) The rules for picking stocks!
(59:16) Lynas execution risk
(1:03:17) Iluka’s capacity
(1:06:23) The developers & explorers
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