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!

Thank you to our Podcast Partners:

Terra Capital – Specialist Investment manager in the natural resources sector
https://terracapital.com.au/

K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/

JP Search – Recruitment specialists for the financial world
https://jpsearch.com.au/

Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more
https://www.anytimeexplorationservice...

Topdrill - Drilling into the Future
https://www.topdrill.com.au/

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CHAPTERS

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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DISCLAIMER

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.