Oz Holdings

These are my largest holdings in Oz. No plans to sell any at this moment.

Rarified Earth

Up about 45 percent since I posted this one in January. It's been quiet on the rare earth front considering the geopolitics.

My Largest Rare Earth Holding

At the moment. What's funny about this one is they have a deal with China, but it's listed in Australia and the mine is in Uganda. There's definitely some geopolitical risk, but look at the chart.

The big and trdable non-Chinese player in this space is Lynas. It broke out in the autumn and hasn't looked back.

Rare Earth

Ionic pulled back and bounced near its breakout level. They have a mine in the making.