The Truth on China's Market Manipulation is Exposed Again

The US House Select Committee has published a report on the predatory pricing activities by the Chinese Communist Party on global minerals. There is nothing new in this but it is worthwhile restating the findings. It is difficult enough dealing with technical issues in mining but when the sands are constantly moving under the sectors feet, it becomes even harder.

We wrote a piece on Kalamazoo Resources just after Diggers and Dealers this year, noting how lucky the Company was to have Northern Star allow its option over Mt Olympus (in the Ashburton Gold Project) to lapse. A comparative table showed KZR shares were selling at enterprise value of $17/oz, compared to a peer average of $98/oz. In the last presentation that supported the release of the Scoping Study last week, the same numbers were $29/oz and $117/oz respectively. So, the shares have slipped a little relative to its peers. Nevertheless, the shares have risen from 12c to 20c over that period.

Another stock that we wrote up earlier this year, in March, was Dart Mining (DTM). The market capitalisation has tripled since then. Some of this was undoubtedly due to the general market trend, but some was also on merit. It is a good example of the levera 

 WeeklyComm15Nov2025.pdf