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:
🔹Inventories outside China thinning
🔹Hoarding behaviour emerging
🔹Spreads widening
🧵
https://t.co/N4DIvTsonr
#ROCK
3/5 - #Germanium and #gallium underpin:
🔹5G infrastructure
🔹AI hardware
🔹Fibre optics
🔹Infrared and defence systems
🔹Semiconductors
In a market this small, hoarding behaviour compounds quickly.
#ROCK
2/5 - Why this matters:
China produces:
🔥~60-70% of refined #germanium
🔥95-98% 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 👇
#ASX#RGL#Riversgold $RGL $RGL.ax
.@Riversgold_Ltd 𝗴𝗿𝗼𝘄𝘀 𝗞𝗮𝗹𝗴𝗼𝗼𝗿𝗹𝗶𝗲 𝗳𝗼𝗼𝘁𝗽𝗿𝗶𝗻𝘁 𝘄𝗶𝘁𝗵 𝗻𝗲𝘄 𝘁𝗲𝗻𝗲𝗺𝗲𝗻𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻
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 𝗞𝗮𝗹𝗴𝗼𝗼𝗿𝗹𝗶𝗲 𝗚𝗼𝗹𝗱 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 to over 8km² and strengthens the Company’s 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