Australian is the world's biggest free online database of information on Australian resource companies.

This website has up-to-date details on over 1000 separate listed and unlisted organisations, including what they mine (or explore) for, how much of any given resource they have in the ground, or in reserve, the location of their operations, corporate details, news, links and history. Find out more

Australian Shares

Australian Shares Sparty's Blog

Comments on this blog should never be taken as investment advice

Posts on this website are general "tips" and nothing more than that and should never be used to make an investment or trading decision. All information should be carefully cross-checked against official sources for accuracy. Sparty's posts nearly always relate to companies that he either holds, has held or intends to hold.

Main ForumWilsonHTM strongly +ve on Lynas

  • Today's WilsonHTM's report on LYC is strongly positive and provides an excellent and timely analysis and comparison of Lynas with Molycorp.

    I was about to do the hard yards of looking at the differences between the two.... especially as LYC and MCP have different rare earth elements. WilsonsHTM did the analysis by looking at the basket prices... I was going to do it by looking at and calculating the different REEs each have.

    I think the latter approach has merit as we are beginning to see that after the next couple of years the heavy REEs will be in a long term supply shortage whereas the light REEs could be in surplus.

    Lynas has more heavy REEs and the USA's MCP is relatively short.


    Australian ASX listed companies have a large share of the world's heavy REEs.

    Australian Companies to watch (IMO) in the heavy REE space include: ALKANE (ALK) with one of the world's richest H-REEs deposits and Greenland Energy and Minerals (GGG) who have devised a low cost method of separating the H-REEs from the light REEs for the world's largest JORC REE resource. This will allow GGG to build up a huge stockpile of light REEs while supplying the world's desperate need for the Heavy REEs. ALKANE is equally impressive, especially from an investor's viewpoint, as they have in addition to their H-REEs a suite of minerals that are in a looming shortage, including Zircon, Niobium, tantalum and a couple of gold mines to fund their ongoing program

    One of the highlights of the WilsonHTM's report was the expression of the view that CHINA WILL LIKELY BE A NET IMPORTER OF REES BY 2014

    You can read about Australia's listed companies and much more at

    Hint: use the Search tool on the right of the screen to see more about ALK, GGG and most other Australian REE companies

    I hold LYC

Want to take part in this discussion? Click one of these: Sign In Apply for Membership

Australian Shares Forum Options


Howdy, Stranger!

It looks like you're new here. If you want to take part in the discussions, click one of these buttons!

Sign In Apply for Membership