Everything Rare Earths with Mike Bevan

We had a chat with Mike Bevan, a geo (who runs a cracking KZbin channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat.
We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things.
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CHAPTERS
0:00:00 Introduction
0:03:25 Rare Earths
0:06:40 Hard rock vs clays
0:17:57 Red Flags in rare earths
0:27:55 Meteroric
0:36:56 Downstream rare earth processing
0:41:52 Viridis
0:47:46 Boss Energy
0:52:59 Brazilian Rare Earths
1:03:50 Will Ionic clays take over carbonitites?
1:15:43 Lindian
1:18:14 American Rare Earths
1:26:19 Red Metal
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

[@marka4812]

Fantastic episode. Mike is the king for geological analysis. Look forward to future episodes from Mike. Think more content covering geological analysis will add a further dimension to your already great podcast series. Great work Mike and the MoM team

[@sharesuccess7849]

Great Interview Guy's!......Would be Great to Hear More interviews Like this from other Individual resource experts in the Future!....5 Stars!!!!

[@rebeccanobbs3747]

Loved this rare earths deep dive team. Cheers

[@adriansaw8329]

Finally the two meet! Geo meets finance.

[@PatSika]

Impressed enough with this deep dive to subscribe to GeoInvest Insights, so thanks very much ch for this excellent episode.

[@peglux]

This was really great. Thanks.

[@ammignani]

Fantastic

[@darrensymes6902]

Geane loves ❤️ 🎉😅

[@SaurabhSingh-cp8qx]

It’s reasonable to assume that if someone has Mike Bevan as his name, he is legendary in his field!!

[@HowzatHat]

GeoInvest the man

[@rogersimpson6509]

Thanks guys any chance of a graphite discussion?

[@DBSYT]

Great episode, boys! A fucktonne of learnings from Mike. Keep up the good work!

[@haroldb6773]

Didn’t expect Ragnor lothbrok to feature in the episode

[@eman7282]

😂

[@Megalodon2776]

Great interview.... Mike selling himself short saying he his discussion to just Geology. The Metallurgy/Processing education was equally insightful....

[@aoru12369]

thanks for the interview, especially with boss. i ding ding ding with energy fuels and i really wanted another perspective on their boss buyout

[@petertimp5416]

Yeah,like he’s never heard that before!!! Very interesting, thanks for your work!!

[@wbowden85]

Fantastic. Thank you!

[@Bobtubeau]

Love this dude

[@funkybobi]

keep it up guys! any reason why the timestamps arent up these days? makes a big difference

[@MoneyofMine]

They're up on my phone, have another check cobba.

[@funkybobi]

@@MoneyofMine thanks mate

[@greathexpectations1216]

No doubt Arafura is the number 1 pick 😂😂😂

[@eastwest101____]

Want to save days or weeks of fruitless research on rare earth geology and metallurgy? Watch this instead! Great interview guys.....

[@piotrturek8013]

Mike sounds like a great geologist. Having said that, I don't particularly like how he avoids topics that could be a little less comfortable for the companies he owns. The question about the total output of ionic clay projects compared Mt Weld and other hard rock deposits is a very relevant question that I refuse to believe he hasn't considered. The same applies to the environmental impact of mining these clay deposits.

[@MAGM137]

Lindians deposit is 4km to main highway and 5km to power Plenty of water 20km to nearest town 90km to capital city. Love Mike but his not totally across the kangankunde deposit.

[@oldtimer7979]

Any comments on the Commerce Resource's Ashram carbonatite with monazite-bastnasite-xenotime mineralogy? • Indicated Resource: 73.2 Mt at 1.89% TREOǂ and 6.6% CaF2, and • Inferred Resource: 131.1 Mt at 1.91% TREO and 4.0% CaF2.

[@bennolan5248]

Can you link to his channel?

[@paulsteven4551]

help us out with time stamps

[@MoneyofMine]

In the show notes cobba - YT strangely not overlaying them as usual but click 'show more' and scroll down

[@michaelkoripas9154]

🐐

[@darrinbrandon8792]

Would be great without the foul mouth commentary

[@kennokaratechop4065]

Really nah come on Chaz! Need more of it I reckon it's great 🇦🇺

[@john-yn5nz]

Great work! It reinforces my decision to move away from rare earth stocks .. give me a solid COBAR Gold/Cu producer any day ...up the COBAR KSN:ASX