Diamond exploration in Canada: Opportunity knocking or a fool’s errand?
Zimtu expects diamond exploration, development to materially increase over the medium term.
Posts by Derek Hamill - Zimtu Capital:
The North American rare earth landscape
Investors and analysts should not conclude recent losses incurred by Molycorp, or Australia’s Lynas are synonymous with the entire REE industry.
The value of project generators in a low probability industry
Project generators operate in different markets and stages of project development. Risk profiles vary considerably; leading to diversification within the universe.
