Pensana Rare Earths (PM8) - Breaking the Chinese REE Monopoly... with a Chinese Partner?

Matthew Gordon,
Ptolemy Capital

9 Months ago

Since 2018, the share price has risen, but the company is still valued considerably less than its peers. What discount factor is in play here? Pensana Rare Earths has recently received investment from the Angolan Sovereign Fund and has formed partnerships with some Chinese companies. Are investors concerned about the prospect of Chinese control? China controls the vast majority of the world's rare earth elements production, so considering Pensana Rare Earths had the opportunity to operate outside this monopoly, why has it opted for a Chinese partner?

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