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!   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.   Thank you to our Podcast Partners:   Terra Capital – Specialist Investment manager in the natural resources sector   Anytime Exploration Services - Exploration workers, equipment, core cutting/storage + much more   JP Search – Recruitment specialists for the financial world   K-Drill – Safe, reliable, and productive surface RC drilling   Topdrill – Drilling into the future   Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.   Subscribe to our weekly newsletter HOOTEROO HERALD   Follow Money of Mine on YouTube   Follow Money of Mine on Twitter   Follow Money of Mine on LinkedIn   Follow Money of Mine on Instagram   Timestamps: (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