2019-02-11-RareEarthsStocks-CompSheet

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1	COMP SHEET -- Rare Earth Stocks -- Public information current to February 1, 2019. Maintained by Peter "@Newton" Bell. Please contribute.
2	https://drive.google.com/drive/folders/1Q5UfC68xeomostcvoUbUDMCaqo6fQUuI?usp=sharing
3	DATA INPUTS																CALCULATIONS
4	Company	REE Pure Play?	Key REE Project	Project Stage	Estimated Project Capex (US$M)	Other Assets	Data Source	Country of Main listing	Symbol	Common Equity (millions of shares)	Price / Share (local currency)	Cash (local)	Debt (local)	Capital Invested, Equity (local)	Total Financings, last 12 months (gross)	Spending, last 12 months (operating & investing)	Market Capitalization in Listed Currency	Market Cap. (US$)	Enterprise Value (local)	Enterprise Value (US$)
5	Lynas Corporation Ltd.	Y	Mt. Weld, Australia / Mayasia	Production			2018 Annual Report	Aus	LYC	666	1.6	42	263	1,395.30	6.5	54.6	1,066	767	1,287	926

6	China Northern REE	Y	Baotao	Production			WSJ Public, 2017	CNY	600111	3,632	8.7	5,034.0	9,682.0				31,598	4,740	36,246	5,437
7	Rainbow Rare Earths	Y	Gakara - Burundi	Production			2018 Annual Report	UK	RBW	187	0.03	0.4	0.8	16.7	4.5	7	6	7	6	8
8	Northern Minerals Limited	Y	Browns Range - Australia	Production			2018-Q4 Report	Aus	NTU	1,246	0.046	1	42	143.9	47	45	57	41	98	71
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10	Avalon Advanced Metals	Y	Nechalacho Project	FS	1575	Several	2018-Q4 Report	Can	AVL	255	0.05	0.6	1.3	79.70	0.8	0.5	13	10	13	10
11	Arafura Resources Ltd.	Y	Nolans - Australia	DFS	680			Aus	ARU	721.00	0.044	7.90	1.70	203	3.1	7.5	32	23	26	18
12	Alkane Resources Ltd.	N	Dubbo - Australia	FS	1,300	Operating Gold Mine, Several Projects	2018 Annual Report & 2018-Q4 Report	Aus	ALK	506	0.2	59	0	220.1	0	24.5	101	73	42	30
13	Appia Energy	N	Alces Lake – Saskatchewan	Exploration		Uranium optionality (Elliot Lake) & exploration (Saskatchewan)	2018-Q4 Report	Can	API	64.00	0.37	1.9	0	10.5	1.1	1.4	24	18	22	17
14	Canada Rare Earths	Y		Production		Pivot to Mineral Sands in Brazil	2018-Q3 Report	Can	LL	173.00	0.05	1	0.8	23.6	0	0.5	9	7	8	6
15	Commerce Resources Corp.	Y	Ashram	PEA	580		2018-Q4 Report	Can	CCE	310	0.08	0	1.1	83.7	0.1	0.2	25	19	26	20
16	Defense Metals Corp	N	Wicheeda	Exploration		Uranium exploration	2019-02-Presentation	Can	DEFN	24	0.18	0.6	0	1.7	0.4	0.3	4	3	4	3
17	Geomega Resources Inc.	Y	Montveil - Quebec	Resource		Magnet Recycling Business Line	2018-Q4 Report	Can	GMA	90	0.08	0.3	0.4	29.1	0	0.4	7	5	7	6
18	Greenland Minerals and Energy	Y	Kvanefjeld - Greenland	PFS	832		2018-Q1 Report	Aus	GGG	1,130	0.066	9.5	0	362.8	9.2	4.3	75	54	65	47
19	Hastings Technology Metals	Y	Yangibana - Australia	Scoping	350		2018-Q4 Report	Aus	HAS	778	0.15	12	0	81.2	33	15.1	117	84	105	75
20	Medallion Resources	Y	Monazite plant - North America	Process Dev			2018-Q4 Report	Can	MDL	31	0.12	0	0	18.1	0.1	0.1	4	3	4	3
21	Matamec Explorations Inc.	N	Kipiwa - Quebec	Abandoned			2018-Q4 Report	Can	CJC	45	0.26	4.2	0.8	43.5	2.8	2.5	12	9	8	6
22	Mkango Resources Ltd.	Y	Songwe Hill - Malawi	PEA	216		2018-Q4 Report	Can	MKA	110	0.15	4.5	1.1	10.4	8.8	4.4	17	13	13	10
23	Montero Mining & Exploration	N	Wigu Hill	Resource		Pivot to Lithium?	2018-Q3 Report	Can	MON	22	0.07	0.1	0.2	22.2	0.8	0.9	2	1	2	1
24	Namibia Rare Earths Inc.	Y	Lofdal - Namibia	PEA	163		2018-Q3 Report	Can	NMI	180	0.15	2.7	0.2	20.4	4.5	1.7	27	21	25	19
25	Peak Resources Ltd.	Y	Ngualla - Tanzania	BFS	365		2018 Annual Report	Aus	PEK	799	0.026	4.1	1.3	77.2	12.8	4.6	21	15	18	13
26	Pensana Metals	Y	Longonjo NdPr Project	Resource			2018-Q4 Report	Aus	PM8	1,200	0.019	2.5	0	45.9	5.5	1.8	23	16	20	15
27	Rare Element Resources Ltd.	Y	Bear Lodge - Wyoming	PFS	291		2018-Q3 Report	US	REEMF	80	0.08	3.1	0.2	23.7	0	1.2	6	6	4	4
28	Search Minerals Inc.	Y	Foxtrot - Labador	PEA	152		2018-Q3 Report	Can	SMY	180	0.05	0.1	1.4	23.6	1.1	1.2	9	7	10	8
29	Ucore Rare Metals	Y	Bokan	PEA	221		2018-Q3 Report	Can	UCU	277	0.15	0.3	0.7	46.1	1.2	2.68	42	32	42	32
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38									Forex rate to US$
39							Aus	Australia	0.72
40							Can	Canada	0.76
41							CNY	China	0.15
42							UK	United Kindom	1.31
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