Finer Market Points' ASX Podcast
Connecting leading market themes and top performing ASX companies for better trading.
FMP follows the ethos the best performing shares don’t climb those massive gains alone, the move in packs. Huge performance gains from shares happen with the participation of other companies within the same industry. Lithium stocks, Uranium Stocks and Defence companies all rise off the back of their competitor’s strong announcements.
ASX investors and traders seeking to connect the best shares through their industries will find the standard and out own, unique industries grouped on FMP. The best performances on the ASX happen in concert with their peers and that’s what Shares In Play delivers through the Top 6 updates.
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-The ASX Top performing shares and industries
-Tuesday’s Technical analysis reports with Gary Glover
- The 30:30 List of top performing companies and the next market leaders
Finer Market Points' ASX Podcast
Breaking Beijing's Grip: How ASX Rare Earth Giants Are Rewriting Global Supply Chains
China's stranglehold on rare earth processing—controlling 90% of global capacity—faces its biggest challenge yet as the Pentagon invests $400 million in American rare earth independence and ASX companies deliver explosive quarterly gains up to 134%. This episode explores how Beijing weaponised critical minerals through December 2024 export bans on gallium and germanium, followed by April 2025 restrictions on seven rare earth elements essential for military applications—from F-35 fighter jets to missile guidance systems.
We analyse four ASX leaders capitalising on this geopolitical shift: Metallium's revolutionary Flash Joule Heating technology enabling US critical metals recovery, Victory Metals' massive Australian heavy rare earth resource attracting US government backing, Lynas breaking China's processing monopoly with first dysprosium production outside Beijing, and Green Critical Minerals' diversified critical minerals platform. With quarterly returns ranging from 29% to 134% and government funding reaching unprecedented levels, these companies are literally rebuilding the technological foundation of Western military and economic independence from Chinese supply chains.
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