$SVMLF This needs more global publicity from management.
Looking at the prospects of what Kasiya holds and the global need for rare earth.
It should'nt be at this price.
$SVMLF Japanese ambassador to malawi visits kasiya only days after this news
China has doubled down on its months-long restriction on exports of rare earth products to Japan despite reports of the U.S. asking Beijing to lift the measures.
In January, China’s Ministry of Commerce announced an export ban on dual-use items – including those made with rare earth elements – that have civilian and military use, after tensions escalated between the two Asian powerhouses from their respective stances on Taiwan. Beijing was also considering curbs on export permits for some rare earth-related products.
On Tuesday, the Chinese government reaffirmed that the export ban remains in place, with Spokesperson of the Ministry of Foreign Affairs Lin Jian reiterating that rare earths remain classified as “dual-use materials” under Chinese laws that prohibit their export to the Japanese government for military purposes.
$SVMLF
Comment: One wonders what SVML has to prove / do in order to get the market to appreciate the merits and the correct market cap for Kasiya. This is particularly the case given the way that the company continues to reveal that this asset is a smorgasbord of minerals, indeed, increasingly more of one as time goes by. The low 30p’s seems to be something of a bargain basement zone.
$SVMLF Sovereign Metals Limited (SVML) announced significant heavy rare earth metallurgical testwork results at its Kasiya Rutile-Graphite Project (Kasiya or the Project) in Malawi. The testwork was conducted on monazite concentrates recovered from four pits in the Project’s Definitive Feasibility Study (DFS) mine plan. The results confirm that the heavy rare earth content of Dy, Tb and Yttrium first reported in January 2026 (See ASX Announcement dated 21 January 2026) is present in pits scheduled for the early years of production at Kasiya, with average TREO basket ratios approximately 7x higher than the world’s five largest rare earth producers. Heavy rare earth content is highest in the near-surface (0-6m) which returns DyTb and Yttrium ratios within the TREO basket materially above those of the deeper horizon.
$SVMLF The Rio clock is ticking but it’s irrelevant now. Expect a US listing and substantial government support before the year’s out.
https://thatstocksguy.substack.com/p/small-caps-may-review?utm_source=post-email-title&publication_id=1504413&post_id=196250675&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email
$SVMLF The project benefits from a free-dig orebody requiring no blasting, an upgraded mineral resource of 2.1 billion tonnes, and established export infrastructure including hydropower, heavy-haul rail and the port at Nacala.
Offtake momentum is building, with non-binding MoUs in place covering more than 50% of Stage 1 rutile production with Japan’s Mitsui, and around 35–40% of graphite output with Traxys, a firm selected to procure critical minerals for the US Government’s $12 billion Project Vault strategic reserve.
Additionally, a potentially significant third revenue stream is emerging: monazite concentrate recovered from SVML’s rutile tailings has shown exceptionally high levels of heavy rare earth elements — including dysprosium, terbium and yttrium — all currently subject to Chinese export controls, with a dedicated evaluation programme now underway to assess the commercial scale of this by-product.
$SVMLF Sovereign Metals - has published the results of its Definitive Feasibility Study for Kasiya, describing it as a generational asset capable of reshaping the global titanium and graphite supply chains.
The study, completed with technical oversight from major Rio Tinto and aligned with IFC Performance Standards, projects a pre-tax NPV of $2.2 billion against capital expenditure of $727 million to first production — an NPV-to-capex ratio of 3x.
At steady state, the project is expected to generate annual EBITDA of $476 million and pre-tax free cash flow of $452 million, with total revenues of $16.2 billion over an initial 25-year mine life.
Operating costs are pegged at just $450 per tonne of product (FOB Nacala).
Kasiya is positioned to become the world’s largest producer of both natural rutile (222,000 tonnes per annum) and natural flake graphite (275,000 tonnes per annum) — both designated critical minerals by the US and EU.
$SVMLF Kasiya’s Heavy Rare Earth Elements Discovery Transforms Mining Landscape
BY
MUFLIH HIDAYAT
ON JANUARY 31, 2026 \\\\ WORTH THE READ>>>
https://discoveryalert.com.au/heavy-rare-earth-elements-kasiya-discovery-2026/
