Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)


Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"

26. January 2021 | 08:05 CET

Lynas Rare Earths, Defense Metals, Arafura Resources - Rare Earths: still in time to get in before the boom!

  • Rare Earth Elements
Photo credits:

China has dominated the rare earths market for a long time. A supply shortage in the People's Republic and a substantial increase in demand can lead to a massive price increase of the commodity group at any time. These price increases are then often reflected in the share price of relevant players. Rare earth metals are in demand in a wide range of industries and to close the emerging supply gap the production of rare earth metals must be increased outside of China. We present three opportunity stocks that will benefit from industry trends and scarcity prices as producers or prospective producers.

time to read: 2 minutes by Carsten Mainitz
ISIN: CA2446331035 , AU000000LYC6 , AU000000ARU5



Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


Lynas is the world's largest producer of rare earths outside of China. The Company's asset is Mt. Weld in Western Australia, and the project includes one of the highest-grade rare earth mines in the world.

Last Friday, Lynas released a phenomenal announcement. The Company signed a contract with the US government to build a commercial light rare earth separation plant in the US, to be completed no later than 2025. The material will be sourced from the facility Lynas is currently developing in Kalgoorlie, Western Australia. The separation plant will produce nearly 5,000 tons of rare earth products per year. The project is supported by the Defense Production Act and is being carried out in cooperation with the US Department of Defense.

The share price has already reacted positively to the news. The share remains an attractive investment. Achieving further intermediate steps towards the medium-term "Lynas 2025" targets will create significant value for shareholders.

DEFENSE METALS CORP - test work planned

The Canadian exploration Company is focused on advancing the Wicheeda Rare Earth Project, which covers approximately 1,700 hectares in the state of British Columbia. The resource estimate includes 4.89 million tonnes of indicated light rare earth elements (LREO) at an average grade of 3.02% and an inferred resource of 12.1 million tonnes at an average LREO grade of 2.90%.

Recently, the Company announced that it would receive government funding in conjunction with the Saskatchewan Research Council to provide financial support for technological innovation. Specifically, the project is to conduct test work using an innovative X-ray method to improve the recovery of rare earth metals. The government will cover 70% of the costs.

Things are moving forward at Defense Metals. The Company is benefiting from rising rare earth prices and from further development of the project. With a current market capitalization of CAD 25 million, Defense Metals is still a bargain.

ARAFURA RESOURCES LIMITED - encouraging progress

The share price of the Australian has multiplied since last summer. A few days ago, information was published that does not yet indicate an end to the upward movement.

The Company's asset is the Australian Nolan project, one of the largest NdPr (neodymium-praseodymium) resources globally. This rare earth metal is an essential component of magnets. Arafura plans to build a long-life, low-cost plant.

Arafura reported the completion of its extensive testing program, which began back in 2015 and included a patented process for separating ore into NdPr oxide. Progress and scale set the project apart from competitors. Arafura is moving up a league - the stock is still worth buying.


Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

19. February 2021 | 10:25 CET | by André Will-Laudien

Defense Metals, BYD, NEL, Plug Power - Rare earths, who is the fastest?

  • Rare Earth Elements

Scarcity is the issue in 2021! Western governments have completely miscalculated regarding technological progress. They are now being driven by the industry; decisions that should have been made 5 years ago are now being followed abruptly. Since Battery Day in mid-September 2020, it has been clear that a technology giant like Tesla, led by Elon Musk, will enter large-scale battery mass production. What is missing is the complete closing of ranks between battery and car manufacturers so that the produced and expensively developed high-performance batteries are also installed in e-cars through corresponding demand. In coordination rounds between the automotive industry and the EU, the decision has probably already been made: E-mobility will come, and it will come in the big version...!


18. January 2021 | 09:48 CET | by Nico Popp

BYD, Defense Metals, Nornickel: Still investing in electromobility?

  • Rare Earth Elements

Electromobility is a trend that is making waves on the stock market: Car manufacturers such as Tesla or BYD are benefiting from the rising demand and the vision of the future, but so are commodity companies. The reason: If you want to drive electric cars with low emissions, you need more raw materials for energy storage and motors than for classic combustion engines. Typical candidates are copper, cobalt, or lithium. Rare earth metals play a unique role. So far, most of them have come from China - and some are mined under dubious conditions. But anyone serious about sustainability must look at the entire value chain when it comes to electromobility and pay attention to raw materials from producers with a good ESG profile. For raw material companies outside China, this is an opportunity.


07. January 2021 | 09:50 CET | by Stefan Feulner

JinkoSolar, Defense Metals, BYD - demand boom leads to catastrophe!

  • Rare Earth Elements

The sales figures for all major electric car manufacturers for the full year 2020 are on the table. 100% more e-cars were sold compared to the same period last year. But even more significant for the future is that vehicles with electric motors have overtaken pure combustion engines in new deliveries. The disruptive replacement is in full swing. However, shortages are emerging in the raw materials needed for the production of batteries and motors.