All about the REE market with OD6 Metals By Proactive Investors

Coffee with Samso Episode 170 is with Brett Hazelden, managing director and CEO of OD6 Metals Ltd (ASX:OD6).

The room in the uncommon earth sector is maturing speedy and the knowing of the sector is highly sought right after by traders and companies. Brett Hazelden is once more, providing us a masterclass on all areas of the Scarce Earth Marketplace.

The Tale of OD6 Metals Confined

OD6 Metals is all about scarce earth factors (REE) in the southern area of Western Australia. It is positioned just north of the town of Esperance. As we were being doing this Espresso with Samso, the sector capitalisation of the business was close to AUD26M and the share cost was sitting all around AUD .25.

The enterprise is concentrating on both the Grass Patch and Splinter Rock undertaking which have both of those undergone drilling campaigns defining potential means. The most the latest announcements have highlighted the latest pursuits at equally initiatives.

Determine 1: Task spots for OD6 Metals Limited (source: OD6 Metals).

The word in accordance to Brett Hazelden

For all those visitors that have been subsequent the Samso system, you will know that the past two Espresso with Samso has been in this commodity area. The normal technical specs of the scarce earth sector are essentially the same.

We all know what the metals do and why they are important. As I have claimed quite a few moments, the essential to the clay exceptional earth sector is all about how to remedy the downstream processing. The unlocking of this will open up a floodgate of possibilities for both traders and corporations.

What are the important points of unlocking the downstream process?

A person of the rewards of talking to so numerous sector leaders is that I am mastering all the recent technologies and pondering procedures. What the modest cap field excels in is the means to think rapid and nimble to get the tale on keep track of.

In the planet of rare earth, clay exceptional earth deposits, there is this sort of a factor as “refractory” and “free leaching” deposits. When I read that, I had a mild bulb second. My initially imagined was that organizations with no cost leaching clay deposits will be 1st cap of the “unlocking” approach.

As anything is so new, this is one particular way of prioritising which company or what to appear for in “stories”. There are many other things but I guess this is a terrific way to fully grasp what firms have in regard to the geology and the opportunity of future deposits.

Samso conclusion

There is very little new for OD6 Metals Confined. The route ahead is to produce tonnage and grade when they are on the lookout for the respond to to the processing section of the equation. The not known portion of the equation is not about the potential to extract rare earth from the clays, as Brett pointed out. The concern is what is the process to do this with finest practice environmental course of action that will pass the exam of time and the ESG signoff.

The most important asset that OD6 Metals (aside from the noticeable) is that the adjacent belongings owned by other corporations in the location are also dealing with the exact same problem and have very similar methods. The collective team is earning this area a unusual earth province.

I have talked about beforehand that my thoughts are that the governing administration discussions point out to me, that there is a potential of creating a unusual earth downstream market in Australia. The recent political rhetoric with the rising China Chilly War stance may perhaps in truth pressure the Australian govt to react and this would be a excellent situation for all these concerned in the Southern Region of Western Australia.

Chapters:

00:00 Start off

00:20 Introduction

01:13 Who is OD6?

01:54 How has the Airborne Electromagnetic Study (AEM) worked for OD6.

03:40 OD6 is much more about Dimensions than Depth.

04:36 How has your knowing modified?

07:41 Distinctions concerning Grass Patch and Splinter Rock.

10:50 Differentiating Refractory models to Absolutely free Leaching Kinds of the REE Clays.

14:25 Are the Chinese far more Clay or Ionic models?

19:00 Can Ionic clay be a big commodity field?

20:23 How substantially has the unusual earth sector modified?

22:15 How does the unusual earth market place circumstance translate to the equity market?

23:45 Why OD6?

26:39 Latest marketplace

27:53 Conclusion

PODCAST

About Brett Hazelden

Handling Director & Chief Executive Officer

BSc, MBA, AICD

Mr Hazelden is a Metallurgist who delivers above 25 years’ working experience serving the Australasian means business. His working experience features becoming a Enterprise Director, Managing Director, CEO, Job Supervisor, Research Manager and initially a Metallurgist in an working setting.

Mr Hazelden brings a various assortment of capabilities from exploration, job development scientific tests, research and enhancement, venture approvals, offtake agreements, fairness boosting, credit card debt financing moreover mergers and acquisitions. He has labored across many commodities which includes potash, , , zinc, lead, , tungsten, salt, diamond and now uncommon earth sectors. Most a short while ago, Brett was the Co-founder and Managing Director/CEO of Kalium Lakes (Kalium Lakes Ltd (ASX:KLL)).

Mr Hazelden was appointed as a Director on 1 April 2022.

Mr Hazelden is not regarded as to be an unbiased Director as he is engaged in an government capability.

About OD6 Metals Limited (ASX: OD6)

OD6 Metals is an Australian public corporation with a objective to pursue exploration and improvement prospects in the sources sector. The Business holds a 100% curiosity in the Splinter Rock Job and Grass Patch Job which are positioned in the Goldfields-Esperance location of Western Australia, about 30 to 150km north of the main port and city of Esperance.

The initiatives are deemed possible for clay exceptional earth things (REEs), with the Company’s goal of delineating and defining economic sources and reserves to create into a long run profits creating operational mine. Clay REE deposits are now economically extracted in China who is the dominant planet producer.

Scarce earth aspects (in individual, Nd and Pr), are turning out to be significantly important in the world wide financial system, with employs which include highly developed electronics, lasting magnets in electric powered motors and energy turbines (such as wind turbines) and purchaser electronics.

Why OD6 Metals?

• Rising REE main new clay province in WA, most likely competitive with China’s deposits.
• Dominant land posture with about 4,800 km2
• Situated close to Esperance port, sealed roadways and renewable strength infrastructure.
• Intensive Clay REE in 10 to 37m thick blanket in excess of really substantial regions .
• Vast intersections of TREO with fantastic Nd-Pr concentrations of 20%
• A number of targets for most likely globally considerable REE resources.
• Exceptional regional metallurgy.
• Clay REE’S are ordinarily low cash intensity and significant margin product or service.
• Considerable source scarcity forecast owing to fast demand increase for renewable power, electric motor vehicles and electronics.
• Important metals being prioritised by Governments all around the entire world (require for variety of supply away from China).

Remember to allow Samso know your thoughts and send any reviews to [email protected] Try to remember to Subscribe to the YouTube Channel, Samso Media and the mail listing to continue to be educated and make responses exactly where suitable. Other than that, also truly feel free to supply a Assessment on Google (NASDAQ:).

For further more info about Coffee with Samso and Rooster Talks go to: www.samso.com.au

About Samso

Samso is a renowned source among the investment neighborhood for eager current market examination and insights into the organizations and company developments that matter.

Traders seek out Samso for knowledgeable evaluations of present-day field developments across a selection of business sectors and deemed forecasts of future performances.

With a powerful format of relaxed on line online video interviews, Samso provides very clear solutions to inquiries they may possibly not have the option to inquire and lays out the large picture to assist them finish their financial investment research.

And in accomplishing so, Samso also enables corporations showcased in interviews to construct precious engagement with their expenditure communities and prospects.

Headed by marketplace veteran Noel Ong and based mostly in Perth, Western Australia, Samso’s Espresso with Samso and Rooster Communicate interviews both aspect pleasant conversations with enterprise figures that give insights into Australian Inventory Exchange (ASX) corporations, relevant principles and business trends.

Noel Ong is a geologist with nearly 30 many years of business experience and a strong qualifications in money marketplaces, corporate finance and the mineral source sector. He was founder and taking care of director of ASX-detailed corporation Siburan Resources Limited from 2009-2017 and has also been concerned in a number of other ASX listings, providing information, procuring projects and encouraging to raise cash.

He provides all this working experience and expertise to the Samso interviews, where his partaking conversation type produces a relaxed dialogue, revealing insights that can pique trader curiosity.

Noel Ong travels across Australia to report the interviews, only demanding a espresso store environment the place they can be set up. The interviews are posted on Samso’s site and podcasts, YouTube and other pertinent on the internet environments where by they can be shared amid financial commitment communities.

Samso also has a monitor document of establishing successful business principles in the Australasia region and presents bespoke investigate and counsel to organizations trying to find to increase money and procuring initiatives for ASX listings.

Disclaimer

The information contained in this article is the writer’s own opinion and is presented for information only and is not supposed to or nor will it generate/induce the generation of any binding legal relations. Read complete disclaimer.

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