The U.S. plans to reduce its reliance on Chinese rare earth elements (REE) by boosting domestic production. While I don’t want to invest in junior miners, and I already have some exposure to senior miners, the opportunity here seems clear to me.
It’s a no-brainer: whether it’s juniors or seniors expanding exploration, they all need drilling services first. That’s where a company like Major Drilling stands to benefit, regardless of which miner ultimately succeeds.
I’m considering going all-in ahead of their earnings report. Is anyone else already invested in this idea or in Major Drilling itself?