The 4 Rules of Rare Earth Investing, with Dylan Kelly of Terra Capital скачать в хорошем качестве

The 4 Rules of Rare Earth Investing, with Dylan Kelly of Terra Capital

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/ ------------------------------- FOLLOW US Join our Money Miner Facebook Group: Facebook Group: https://tinyurl.com/yxhph4fw Sign-up for our Weekly Newsletter: Hooteroo Herald: https://tinyurl.com/2ywx936s Subscribe to our podcast wherever you listen to them: Spotify: https://tinyurl.com/vc9anake iTunes: https://tinyurl.com/bdfuhumy Google Podcasts: https://tinyurl.com/4rm5wk6b Follow us on all social platforms to stay up-to-date: Twitter: https://tinyurl.com/5a6ufw9c Instagram: https://tinyurl.com/2p9p4xpd LinkedIn: https://tinyurl.com/kvszkse3 Facebook: https://tinyurl.com/yck4vx9p We have personal Twitter accounts you can follow too: Matty:   / mattymikals   JD:   / jdmoneyofmine   Trav:   / travmoneyofmine   ------------------------------- 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 ------------------------------- 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.