Could Power Minerals New Rare Earth Project be Better than Kangankunde?

The Iran War is getting more boring. It seems as if it is going to be a continual drag on markets, but not offering major directional changes. Within the general narrative there will be winners and losers amongst industry. The hydrocarbon energy stocks will become more popular. Fertiliser stocks will be basking in glory. Any mineral processing facility that needs sulphuric acid will be in trouble and that could lead to higher prices for copper and nickel. Gold and silver tend to be sidelined somewhat, but that is not reason to sell. At all times President Trump is liable to throw a cat amongst the pigeons.

This week we focus on Power Minerals, where Alistair Stephens has emerged after a "holiday" following his departure from Lindian Resources. As it happens, he seems to have landed on his feet with something that could actually be better than Lindian's Kangankunde project. It is early days, but I have a good feeling about this one.
 

 WeeklyComm2May2026.pdf