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Kurt Budge

Type: Corporate Executive Tracked appearances: 6
Validated speaker 25-year mining lease / exploitation concession

developing European critical raw materials and heavy rare earth projects

Analyzed appearances 6
Latest appearance 2026-07-01 06:41
Most seen on Triangle Investor

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Speaker snapshot

Research profile

Profile notes are still being inferred from transcripts.

Economic vision

developing European critical raw materials and heavy rare earth projects

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 6 analyzed appearances.
  • Latest tracked appearance: 2026-07-01 06:41.
  • Most often seen on Triangle Investor.
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Mining company record (23)

23 transcript-backed statements from 2 appearances, covering deposit type, resource size, country and other company claims. These reflect management's own framing and have not been independently verified.

2 appearances · 23 statements · 7 themes · latest 01 Jul 2026 · Leading Edge Materials
What management keeps saying the 5 most-stated themes
deposit type
produces both industrial minerals and heavy rare earth concentrate
Repeated across 2 interviews
resource size
rank third in terms of all global deposits for the disposium equivalent
Repeated across 2 interviews
country
Sweden
Repeated across 2 interviews
exploration upside
heavy rare earth minerals—dysprosium, terbium, yttrium concentrate
Repeated across 2 interviews
key assumption
pricing assumptions for heavy rare earths (dysprosium, terbium, yttrium)
Repeated across 2 interviews
Key questions that remain
  • Is the resource figure supported by a current NI 43-101 / JORC technical report — and is it measured, indicated or inferred?
  • Is the stated grade a reserve grade, a resource grade, or a single drill intercept?
  • Which study do these economics come from — PEA, pre-feasibility or feasibility?
  • What metal price and discount rate underpin the NPV and IRR?
Explore the underlying statements
deposit type 3 statements
produces both industrial minerals and heavy rare earth concentrate
to produce um both the industrial minerals but also the heavy rare earth rich mineral concentrate
01 Jul 2026 ·
quarrying operation—excavation, crushing, grinding, mineral separation
the project was redesigned in the late teens, we're effectively dealing with a quarrying operation at site. It's just excavation, crushing, grinding, mineral separation
01 Jul 2026 ·
heavy rare earth element project
Our flagship project is a Norishare heavy rare earth element project in Sweden.
01 Dec 2025 ·
resource size 3 statements
rank third in terms of all global deposits for the disposium equivalent
we I think we rank third in terms of all global deposits for the disposium equivalent
01 Jul 2026 ·
248 tons of disprosium and 38 tons of turbium oxides
Norish air is 248 tons of disprosium and 38 tons of turbium oxides.
01 Dec 2025 ·
resource 3 to four years away from production
our resource is you know 3 to four years away from production.
01 Dec 2025 ·
exploration upside 2 statements
heavy rare earth minerals—dysprosium, terbium, yttrium concentrate
the heavy rare earth rich mineral concentrate that we will then take to another site for downstream processing
01 Jul 2026 ·
28,000 meters of drill core
we have 28,000 mters of drill core which it gives us a huge um resource to be able to use for for further test work.
01 Dec 2025 ·
grade
52% in the heavies
Norishair which has 52% in the heavies
01 Jul 2026 ·

Every claim above was said by Kurt Budge in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.

Themes and assets

25-year mining lease / exploitation concession 1 China export restrictions and trade weaponization 1 EU Critical Raw Materials Act 1 EU strategic autonomy and critical minerals policy 1 European critical minerals supply chain 1 European supply chains 1 G7 Critical Minerals Action Plan 1 Heavy rare earth pricing bifurcation (China vs ex-China) 1

Most discussed assets

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