OD6 Metals Limited (ASX: OD6) - The Rare Earth Elements Story.
Coffee with Samso Episode 158 is with Brett Hazelden, Managing Director and CEO of OD6 Metals Limited (ASX: OD6).
The recent rise in Rare Earth companies has thrown attention into a sector that was largely ignored for over a decade. There were some movement in the station but largely a sector that had no excitement for investors.
The geopolitical instability has created what could be a lucrative business for Australia. There is a lot of narration about Australia creating a more value added resource sector. If this were to materialise, this would add fuel to the coming bull market.
The is no secret that the world is moving to a future that requires a clean energy path. It is also widely accepted now that to achieve the clean energy that is demanded, there is a need for a lot more minerals. Investors who take stock of the increasing demand and hear about the dwindling stocks will agree that there must be another bull run.
In this episode, Brett Hazelden gives us a good lesson about the REE market. I believe that the market does not actually understand the ins and outs of the sector. The results in the announcements are all just numbers. Brett agrees with my comments and hence he has delivered a great episode of Coffee with Samso as he slowly unravels the mystery of the REE market.
We have covered a large aspect of the sector you must take time and watch this episode if you want to know about the Rare Earth market.
Check out the previous Coffee with Samso on REE:
Chapters:
00:00 Start
00:20 Introduction
01:06 About Brett and OD6 Limited
02:42 What caused the rare minerals rush?
04:54 Rundown of the project
07:22 What is the "Holy Grail" number that will be an economic grade ?
09:22 Are neodymium and praseodymium still the market for rare earths?
10:44 Trends in the geology
13:41 Chemistry and relative comparison of conductivity?
14:50 Possibility of relationship with China?
17:18 The Ionic clays
18:51 Relationship between granites
22:58 What is the difference between Splinter Rock and Grass Patch?
23:54 What other possibilities are there?
24:59 Pegmatites in the granites?
27:01 Marketing the project
29:20 Has there been any initiatives to go and talk to the government?
35:01 What is causing the increase in demand of rare earth minerals?
36:35 News flow
37:37 Why invest in OD6?
38:08 Conclusion