Rare Earths Decoded: Operational vs Market Demands

Crux Investor
Crux Investor
8,176
0
Published 2023-08-10
Recording date: 9th August 2023

Join Geoff Atkins and Matt as they dive deep into the intricacies of the Rare Earth industry. In this enlightening conversation, they discuss the challenges companies face in balancing market demands with operational requirements. From the complexities of pricing models in a non-transparent market to the pivotal role of supply chains and their impact on financial models, this discussion is a must-watch for anyone wanting to gain a comprehensive understanding of the Rare Earths sector.

—

Learn more: cruxinvestor.com/

Sign up for Crux Investor: cruxinvestor.com/
All Comments (3)
  • @rareearthsinvestor9802
    Thanks for the informative interview. Suggests the problems that the large majority of RE wannabees are going to face to get beyond hyped trading value and actual buildout into a ROW RE sector. I think Appian took the money Shenghe put out there and ran as the Peak future picture at that point was very murky. Further, I think that Peak has simply gone with the reality now which is Shenghe has become a major shareholder and probably would not have been averse to going directly to shareholders with a substantial offer to take over the company, had Peak management shown any real opposition to Chinese aims (i.e., bend with the wind rather than getting blown away 🙂). GLTA - REI