Strategic Metals & Rare Earths Letter INTERNATIONAL th e in d ep en d en t in fo rma tio n a n d a d vi so ry p u b lic a tio n o n in ve s tin g in S tr a teg i c Meta l s & Ra re E a rth s
2017 Shortlist of REE and Strategic Metals/Special Minerals Investment recommendations as at 30 June 2017 Company
Trading symbol
Share price 30 June Year-end 2017 2016
Change Market cap. in % (million) local US$ 30/6/2017 31/12/2016
Change MC in % 2017/2016
REE companies (8) US$
US$
US$
US$
REEMF
0.165
0.060
175.0
175.0
8.7
3.2
172
TSX
AVL
Cdn$ 0.140
Cdn$ 0.145
-3.4
-3.3
20.7
20.1
3
ASX
ALK
ASX ASX
NTU ARU
A$ 0.240 0.110 0.060
A$ 0.340 0.120 0.060
-29.4 -8.3 0.0
-27.6 -7.8 0.0
92.9 59.7 25.1
123.7 52.9 19.1
-25 13 31
Greenland (1) Greenland Minerals and Energy
ASX
GGG
A$ 0.100
A$ 0.090
11.1
10.4
77.0
64.7
19
Sweden (1) Leading Edge Materials
TSX.V
LEM
Cdn$ 0.760
Cdn$ 0.510
49.0
47.1
51.4
31.7
62
Tanzania (1) Peak Resources
ASX
PEK
A$ 0.060
A$ 0.070
-14.3
-13.4
21.9
24.1
-9
US (2) Global Geoscience
ASX
GSC
-15.7
129.6
150.2 1)
-14
TSX.V
PE
A$ 0.18 Cdn$ 0.600
-16.7
Pure Energy Minerals
A$ 0.150 Cdn$ 0.510
-15.0
-14.4
25.9
29.4
-12
Australia (2) Neometals McArthur Minerals
ASX ASX
NMR MMS
A$ 0.270 0.070
A$ 0.340 0.070
-20.6 0.0
-19.4 0.0
112.9 7.9
137.8 7.6
-18 4
Agentina (1) Altura Mining
ASX
AJM
A$ 0.130
A$ 0.140
-7.1
-6.7
151.8
124.5
22
Canada (1) Frontier Lithium
TSX.V
FL
Cdn$ 0.360
Cdn$ 0.370
-2.7
-2.6
36.6
35.8 1)
2
US (1) US Cobalt
TSX.V
USCO
Cdn$ 0.700
Cdn$ 0.94
1)
-25.5
-24.5
27.2
33.7 1)
-19
US/Congo (1) First Cobalt
TSX.V
FCC
0.760
0.58
1)
31.0
29.8
33.1
21.1 1)
57
Canada (2) Cruz Cobalt Castle Silver Resources
TSX.V TSX.V
CUZ CRS
0.205 0.255
0.22 0.26
1) 1)
-6.8 -1.9
-6.5 -1.8
9.5 9.3
9.5 1) 7.5 1)
0 24
US (1) Rare Element Resources
OTC US
Canada (1) Avalon Rare Metals Australia (3) Alkane Resources Northern Minerals Arafura Resources
Lithium companies (6)
1)
1)
Cobalt companies (4)
1) included as at June 1, 2017
Strategic Metals & Rare Earth Letter International
1
May 2017
Company
Trading symbol
Share price 30 June Year-end 2017 2016
Change Market cap. in % (million) local US$ 30/6/2017 31/12/2016 US$
US$
Change MC in % 2016/2015
Graphite companies (4) Tanzania/Australia (1)
A$
A$
ASX
MNS
0.520
0.760
-31.6
-29.7
219.0
246.2
-11
Kibaran Resources
ASX
KNL
0.180
0.190
-5.3
-4.9
33.5
33.2
1
Canada (1) Zenyatta Ventures
TSX.V
ZEN
Cdn$ 1.040
Cdn$ 0.850
22.4
21.5
48.3
38.1
27
A$
A$
ASX
WLF
0.060
0.080
-25.0
-23.5
50.0
62.5
-20
Cdn$
Cdn$
TSX.V
AII
0.245
0.270
-9.3
-8.9
20.8
21.00
-1
GBp
GBp
LSE
FAM
14.13
6.780
108.4
103.0
140.4
50.3
179
A$
A$
ASX
MDL
0.670
0.490
36.7
34.5
101.1
36.6
176
Magnis Resources Tanzania (1)
Tungsten companies (2) England (1) Wolf Minerals Spain (1) Almonty Industries Titanium companies (2) Greenland (1) BlueJay Mining 2) Senegal / Norway (1) Mineral Deposits
2) name change from FinnAust Mining Plc - effective March 13, 2017
Market performance 2017 (in US$) as at 30 June 2017: Market performance 2016 (in US$):
8.4% 68.9%
Market capitalization 2017 (in US$) as at 30 June 2017: Market capitalization 2016 (in US$):
19.5% 92.4%
Strategic Metals & Rare Earths Letter International ● a publication by Metal Commodities Investment Platform, the Netherlands ● Marino G. Pieterse, Publisher and Editor ● Information and investment comments are independently and thoroughly researched and believed correct.\No guaranty of absolute accuracy can be given however ● Investment decisions are fully made for own risk ● tel.: +31-251-828247 ● Chamber of Commerce 58330445 ● www.goldletterint.com ● e-mail: marino.pieterse@metalcommodities-ip.com