Ben Kramer-Miller
Gold & precious metals, macro, research analyst, deep value

Great Western Minerals Has Too Much Upside For REE Speculators To Ignore

I recently wrote an article in which I discuss the bifurcation in rare earth element ("REE," hereon) mining companies. Some have found what technical analysts would argue are clear bottoms and have begun to trend higher or to consolidate at significantly higher prices. I argued that these companies have unique fundamental characteristics that warrant this outperformance.

  • They have a large amount of dysprosium, which is fast becoming a critical component in permanent magnet alloys and which is one of the rarest of the REEs.
  • They have achievable financing needs.
  • They have all moved beyond the point of stating a resource estimate and preliminary economic assumptions.
  • They are all in relatively safe mining jurisdictions.

In that article I mention one company--Great...

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