We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?
Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.
Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, BTR, MM8, RXL, TCG, JMS, OBM, CMM, GMD, GNG
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TIMESTAMPS
(00:00) Introduction
(00:37) Aussie rare earth price floor to come?
(11:24) Diggers highlights
(13:24) Pantoro
(15:55) Vault
(17:27) Ramelius
(22:02) Emerald
(24:40) Patriot
(25:05) Waratah
(26:01) Santana
(27:31) Brightstar
(27:58) Medallion
(29:53) Rox
(31:43) Turaco
(32:37) Jupiter
(35:54) Big theme: bigger mills
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