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Hastings Technology Metals (ASX:HAS) has been followed by Australian fund managers as a potential source of rare earths supply outside China. In August 2022, L1 Capital described Hastings as a leading Australian rare earths company whose Yangibana project in Western Australia was positioned to become the next major ex-China rare earths mine, after the shares surged on strong results and a proposed strategic stake in Neo Performance Materials. Hastings Technology Metals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, L1 Capital. Founded in 2006 and based in Perth, Hastings explores for and develops rare earths and niobium, with its flagship Yangibana Rare Earths project in the Gascoyne region of Western Australia targeting neodymium and praseodymium used in permanent magnets for electric vehicles and wind turbines.
Company figures as of 15 Oct 2026. For information only.
Fund managers including L1 Capital have invested in Hastings Technology Metals Ltd (ASX:HAS).
L1 Capital highlighted the Yangibana project's potential to become the next major rare earths mine outside China, alongside the proposed acquisition of a 22% strategic shareholding in Neo Performance Materials, which would give Hastings exposure further down the rare earths processing and magnet supply chain.
The available fund manager commentary, dating from 2022, focuses on the upside case and does not set out specific risks. As a pre-production developer, Hastings remains exposed to project funding, construction execution and rare earths price risk.
Hastings Technology Metals Ltd. is an Australian resource company based in Perth, founded on November 29, 2006. The company specializes in the exploration and development of natural resources, with a primary focus on its Yangibana Rare Earths and Niobium projects. Hastings Technology Metals remains dedicated to advancing these critical mineral developments.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.