Interview with Paul Atherley, Chairman of Pensana Rare Earths (ASX: PM8)

Pensana Rare Earths is, you guessed it, a rare earths company. Its Longonjo NdPr project is situated in Angola.

Whilst the company is fairly new, founded in 2006 and listed in 2007, the market isn't attributing much value to it right now. The share price had been totally stagnant until 2018. Since 2018, the share price risen, but the company is still valued considerably less than its peers. What discount factor is in play here?

Pensana Rare Earths has recently received investment from the Angolan Sovereign Fund and has formed partnerships with some Chinese companies. Are investors concerned about the prospect of Chinese control? China controls the vast majority of the world's rare earth elements production, so considering Pensana Rare Earths had the opportunity to operate outside this monopoly, why has it opted for a Chinese partner?

What did you make of Pensana Rare Earths and Paul Atherley? Comment below and we will respond.

00:00 - Introduction
2:31 - Company Overview
3:16 - Business Plan
5:37 - Not Exclusive to China: Chinese Partner Relations
8:30 - Why are Investors Concerned Over Chinese Having Control?
10:22 - Angolan Sovereign Fund's Involvement: Potential Issues for the Future
14:45 - Pensana: Part of the ESG Revolution?
16:49 - LSE Listing: Why?
18:50 - Under the Ground: What They Have and Plans for it
24:10 - Moving Downstream: Why Stop Here?
27:50 - Telling the Story: Why are They Valued so Low?
32:43 - Issues with Consistency: Erratic Price and Future Outlook
35:10 - BFS: Who's Putting it Together?
36:05 - "Up to 85% Debt": Funding it All
41:05 - Timeline for Deliverables

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