Hi Donegaldemon
You should also look at Northern Minerals . They are not in the Lithium/Cobalt/Graphite Space. But are about to commence the refining and processing of Heavy Rare Earths (HREE) from their sites in the central northern area of WA. Where they already have all the infrastructure in place and ready to go, with a take-off agreement in place.
They will be initially concentrating on the production of Dysprosium, which many people sadly, have little knowledge of.
Dysprosium is the vital element in the manufacture of Dysprosium/Niodimium/Cobalt/Iron magnets. And allows for the production of very power and efficient electric motors. Wherever batteries are used for motive power it is vital that the motors driven by these batteries are of the highest efficiency in terms of their power to weight ratio and conversion of electrical watts to motive power.
All Evs, Trucks, Super Chargers, Military systems, Submarine motors, Hand Tools etc. of now and into the future need these special powerful magnets.
NTU is the only mining company outside of China which has identified a large economic and mineable resource of Dysprosium.
It has been registered as a strategic resource by the US. And I don’t believe China is particularly enthusiastic in selling much of it to the outside world.
See their recent market presentation. http://northernminerals.com.au/
