Aiming for 15% of Rare Earth market share - Zac Komur Lindian Resources (LIN)

Zac Komur joins me on LEVRD to break down the Lindian Resources story and why Kangankunde is becoming one of the most talked about rare earth projects on the ASX.We get into:- The Kazakhstan downstream processing deal- How the JV economics actually work- Progress toward Q4 2026 production in Malawi- The Iluka offtake and MREC strategy- Rare earth supply chains outside China- Biggest risks to execution across Malawi and KazakhstanPlenty of in-the-weeds discussion around rare earths, downstream processing, geopolitics and whether Lindian can become a globally significant REE producer.(0:00) PREVIEW(0:54) Lindian transformed(4:02) Kangankunde ramp up(12:00) Concentrate sales for stage 1 + 2(15:00) Hydromet facility deal in Kazakhstan(25:35) Biggest processing risks(27:28) Shareholder register(31:20) Who can process MREC?LEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing NVLD Fitness Come get Crossfit ripped with me @nvldfitness on insta https://www.nvldfitness.com/ 0415126334 LEVRD Socials X ► https://x.com/mattmichaelOG Instagram ►https://www.instagram.com/levrdmatty/ Tiktok ►https://www.tiktok.com/@levrdmatty Facebook ►https://www.facebook.com/levrdtrading Linkedin ►https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573. Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs. Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video. FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy. While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only. Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given. No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.