1/5 - The #gallium and #germanium squeeze is no longer theoretical.
A new piece from Rare Earth Exchanges sets out where the market is heading:
๐นInventories outside China thinning
๐นHoarding behaviour emerging
๐นSpreads widening
๐งต
https://t.co/N4DIvTsonr
#ROCK
3/5 - #Germanium and #gallium underpin:
๐น5G infrastructure
๐นAI hardware
๐นFibre optics
๐นInfrared and defence systems
๐นSemiconductors
In a market this small, hoarding behaviour compounds quickly.
#ROCK
2/5 - Why this matters:
China produces:
๐ฅ~60-70% of refined #germanium
๐ฅ95-98% of primary #gallium.
Both metals are byproducts of #zinc and #aluminium processing, so supply cannot ramp independently.
Export controls since 2023 are tightening further.
#ROCK
#ORCP really surprised the market is not responding to this! Even our small free carry will be worth millions either to sell or as revenue going forward - we should be much much higher MCap by now!
@ausstockchick@Riversgold_Ltd This is great news for Oracle Power. #ORCP Having a 10% free ride is significant. Cash will be arriving soon and the share price does not reflect this significant relationship.
.@Riversgold_Ltd has geotechnical diamond drilling underway at the Northern Zone #gold project near Kalgoorlie in WA to assist with open pit design. #ASX $RGL https://t.co/y5VPaJxtjN
.@StockheadAU highlights the latest milestone at the Kalgoorlie Gold Project, with heritage clearance marking an important step toward development and supporting progress toward a Mining Lease and future operations.
Check it out ๐
#ASX#RGL#Riversgold $RGL $RGL.ax
.@Riversgold_Ltd ๐ด๐ฟ๐ผ๐๐ ๐๐ฎ๐น๐ด๐ผ๐ผ๐ฟ๐น๐ถ๐ฒ ๐ณ๐ผ๐ผ๐๐ฝ๐ฟ๐ถ๐ป๐ ๐๐ถ๐๐ต ๐ป๐ฒ๐ ๐๐ฒ๐ป๐ฒ๐บ๐ฒ๐ป๐ ๐ฎ๐ฐ๐พ๐๐ถ๐๐ถ๐๐ถ๐ผ๐ป
According to Technical Director Ed Mead, securing the additional tenure adds strategic optionality for future mining plans at the Northern Zone, while also opening up further exploration potential across the newly acquired ground.
The acquisition expands the ๐๐ฎ๐น๐ด๐ผ๐ผ๐ฟ๐น๐ถ๐ฒ ๐๐ผ๐น๐ฑ ๐ฃ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ to over 8kmยฒ and strengthens the Companyโs position in a well-established gold region, with added scope for infrastructure and development planning.
Check out the full announcement here: https://t.co/XFfxHezlTF
#ASX #RGL #Riversgold #Kalgoorie $RGL $RGL.ax