rare earths

Latest news and analysis on rare earths

Commodities

Trump or Harris? Who cares! These commodities will do well regardless

Pushback against China is one of the few bipartisan policies among Republicans and Democrats; this could benefit ASX critical mineral stocks
James Cooper
Fat Tail Investment Research
Commodities

Spartan’s imminent resource increase means Ramelius would have to cough up ‘well north of $1’

Plus, signs that rare earths prices may have bottomed … but that doesn’t seem to be helping beaten-up Meteoric.
Barry FitzGerald
Independent Journalist
Equities

Gold stocks poised for re-rate on strong quarterly cashflows

Disconnect between bullion and share prices to fade; Calidus positioning for big cashflow growth. Plus, robots to drive rare earths demand.
+2
Barry FitzGerald
Independent Journalist
Commodities

Aussies on fire in Canadian copper caper

Firetail looks to follow FireFly to Canadian copper riches; Triangle Energy poised for key approval and Chinese rare earths retaliation.
BGL
+3
Barry FitzGerald
Independent Journalist
Equities

Rejuvenated Ausgold shows parallels with $1.7b Capricorn of four years ago

Instos see history repeating; Meteoric could change view of Brazilian rare earths; Canaccord tips silver explorer Mitre to triple.
AUC
+2
Barry FitzGerald
Independent Journalist
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
Equities

Where might you go for exposure to copper, gold, silver and uranium with one trade?

Copper, gold, silver and uranium are now in confirmed bull markets. Just one company is top ten in copper and uranium globally. That is BHP.
BHP
Kingsley Jones
Jevons Global
Commodities

A roadmap for green metals after a brutal 2023

High cost of living has brought cheap energy into focus - oil and uranium. But could rate cuts this year see a return to the green metals?
+2
James Cooper
Fat Tail Investment Research
Equities

Brokers still love two of these troubled miners: Liontown, South32 & Lynas Rare Earths

Brokers have reviewed the latest developments for LTR, S32 & LYC, adjusting their ratings & targets. Good news, they still like 2 out of 3!
S32
Carl Capolingua
Livewire Markets
Equities

Why Glencore’s decision to shut Mt Isa could spark regional consolidation

Neighbours Hammer and Carnaby highlight scope for mergers. Plus, M&A value-creation can take time and brokers line up to back Meteoric.
BOE
+4
Barry FitzGerald
Independent Journalist
Equities

Lynas chief assures hurting rare earths faithful of a strong future

Lacaze’s bullishness is good news for ionic clay rare earths explorers, including newcomer Equinox, which has a land big position in Brazil.
+2
Barry FitzGerald
Independent Journalist
Equities

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.
+7
Barry FitzGerald
Independent Journalist
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
Commodities

Which critical mineral will China ban next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.
James Cooper
Fat Tail Investment Research
Commodities

Key question… Which critical mineral will China ban next?

As the US Department of Defence positions for supply disruption... Investors should be focussing at Rare Earths
James Cooper
Fat Tail Investment Research
Equities

Macquarie suggests lithium price upturn could be imminent as M&A frenzy continues

Newly-listed explorers James Bay and Pioneer Lithium join the game. Plus, signs of a turn for rare earths, which is good news for Codrus.
+7
Barry FitzGerald
Independent Journalist
Equities

Where do the separated rare earths produced by Lynas actually go?

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.
+2
Kingsley Jones
Jevons Global
Equities

Parsons looks to repeat Bellevue success with AuTECO purchase of Canadian copper-gold project

Plus, Beament’s Develop tables more cracking hits ahead of Woodlawn zinc-copper resource update and Meteoric gets pulses racing.
BGL
BHP
+4
Barry FitzGerald
Independent Journalist
Reporting Season

Your favourite small-cap is down 50% year-to-date. Is it time to buy the dip?

Livewire readers' most-tipped small-cap stock is down more than 50% in 2023. So is this a knife worth catching or is there more pain ahead?
+1
Kerry Sun
Livewire Markets
Commodities

Why rare earth elements are set to boom

The properties of rare earths have made them essential in over 200 applications and products. So what are they and why will demand increase?
+3
kanish chugh
kanish chugh
Global X ETFs
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