Bulls N' Bears with Matt Birney
Sep 21, 2026 · 3 min · 6 segments
**Barkly Rare Earths: Will this Aussie rare earths play end up at biblical scale?** ASX-listed **Barkly Rare Earths Managing Director Craig Wright** talks to Matt Birney on Bulls N’ Bears about the…
Matt BirneyHost
Craig WrightGuest
So Barclay is working out what looks like it might be an almost biblical scale rare earths project in the Northern Territory.
You've already got two very shallow resource areas that are about 20 kilometres apart, and you're trying to fill in that big gap.
How many holes came back? How many hit mineralisation? And how far apart are the bookends?
We've got 28 out of 28 holes that have come back from the lab with mineralisation.
Now, which holes put the biggest numbers on the board? Give me some width, steps, grades, et cetera.
So one of our intercepts here, two metres at 2,700 parts per million total rare earths with a high-grade core at over 6,000 parts per million total rare earth oxide.
The initial resources of 40 million tonnes inferred is they're 19 kilometres apart and they weigh 2,100 parts per million total rare earth oxide.
That's for 82,000 tonnes of TRIO including 28,000 tonnes of the magnet rare earth oxide.
Okay, now you're working on a hypothesis that these two resource areas might link up.
We came to IPO and then ASX listing with an exploration target of 200 million to 1 billion tonnes of material at a grade of 1600 to 1900 parts per million total rare earth oxide.
So Barclay is working out what looks like it might be an almost biblical scale rare earths project in the Northern Territory.
You've already got two very shallow resource areas that are about 20 kilometres apart, and you're trying to fill in that big gap.
How many holes came back? How many hit mineralisation? And how far apart are the bookends?
We've got 28 out of 28 holes that have come back from the lab with mineralisation.
Now, which holes put the biggest numbers on the board? Give me some width, steps, grades, et cetera.
So one of our intercepts here, two metres at 2,700 parts per million total rare earths with a high-grade core at over 6,000 parts per million total rare earth oxide.
The initial resources of 40 million tonnes inferred is they're 19 kilometres apart and they weigh 2,100 parts per million total rare earth oxide.
That's for 82,000 tonnes of TRIO including 28,000 tonnes of the magnet rare earth oxide.
Okay, now you're working on a hypothesis that these two resource areas might link up.
We came to IPO and then ASX listing with an exploration target of 200 million to 1 billion tonnes of material at a grade of 1600 to 1900 parts per million total rare earth oxide.
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