| Dear Reader, As publisher, I’ve green-lit a fair few stock recommendations in my time. But it’s only once every few years that a TRULY special opportunity presents itself. This is one of those opportunities: Son of Fortescue. James Cooper makes a compelling case for this for now, largely unknown company following in the footsteps of a famous giant. Perhaps one of the biggest Australian stock success stories of this century. Son of Fortescue is looking to own the coming ‘Age of Scarcity’ just as Andrew Forrest set out to corner the iron ore boom 20 years ago. - The small explorer we’ve dubbed the ‘Son of Fortescue’ is looking to ‘own’ the Northern Territory rare earths scene...just like Fortescue ram-raided the Pilbara in the 2000s...
- Son of Fortescue is aiming to directly attack Lynas Corp’s almost complete game dominance...again, like Twiggy gazumped BHP and Rio Tinto...
- Like Fortescue, it’s not satisfied with just the small crumbs of a big pie. A modest market share of a gargantuan revenue pot that 99 out of 100 small-cap miners would be more than happy with. THESE GUYS WANT MORE. Much more. Son of Fortescue is gunning for hyper-dominance: supplying a full 10% of the world’s entire demand. With advanced exploration in place...once it moves to mining...it will be in a very exclusive club of dedicated REE suppliers…
- Another feature that puts these guys way ahead is that its rare earth ore body contains an enrichment of neodymium praseodymium oxide (NdPr). Again, we won’t get into the geology weeds here, but these are the most hyped elements in the 15 metals that get branded under the ‘rare earths’ title. NdPr creates the strongest magnets known to man which, in turn, convert electricity into motion. These magnets are used in everything from wind turbines, solar farms, medical equipment, smartphones, military tech, and even aerospace equipment…
- The final icing on the cake: Son of Fortescue...just like its forbear...has some serious stuff going on behind the scenes with the Australian Government. It’s playing several chess moves ahead of the game. And picking up millions of dollars in grants to fast-track its plants into production before its remotely nearest competitors.
Now, it’s important to point out, we’re in no way predicting a similar bottom-to-top share price rise to Fortescue Metals Group. That was...by all accounts...a massive outlier.
$5,000 invested in Fortescue in 2003 would be worth around $4.2 MILLION today! That is an absurd gain that almost certainly won’t be replicated. This is an intensely risky play, and there can’t be any guarantees. Even with commodity prices rising. THE POINT IS... In the mire of a very challenging stock market...THIS GUY...in our opinion...is the one ultra-speculation to rule them all. To learn more about it, watch this. Or, if you’re short on time and prefer to read the transcript, you can do so here. Regards, James Woodburn,
Publisher, Fat Tail Investment Research |
