Sovereign Metals Unveils Heavy Rare Earths Breakthrough at Malawi’s Kasiya Project

An update from Sovereign Metals Limited ( (AU:SVM) ) is now available.

Sovereign Metals has reported the successful recovery of a heavy rare earth-rich monazite concentrate from the rutile tailings stream at its Kasiya project in Malawi, potentially adding a third revenue stream at minimal incremental cost. Preliminary analysis indicates the monazite is exceptionally enriched in high-value heavy rare earths dysprosium, terbium and yttrium, with grades surpassing those of the world’s largest rare earth producers, underscoring Kasiya’s uniqueness and strategic importance. The company has also signed a collaboration agreement with the World Bank Group’s International Finance Corporation, which will provide environmental and social expertise and secure project financing rights, enhancing the prospects for international funding and ESG credentials for Kasiya. Growing geopolitical interest in critical minerals was highlighted by a visit from a senior U.S. State Department official and China’s move to tighten export controls on heavy rare earths, developments that position Kasiya as a potentially significant alternative supplier. Over the March 2026 quarter, Sovereign plans to advance the definitive feasibility study, progress rutile and graphite offtake talks, further characterise the monazite mineralisation, assess the economics of rare earth by-product production and continue community and social development programmes in Malawi.

The most recent analyst rating on (AU:SVM) stock is a Hold with a A$0.73 price target. To see the full list of analyst forecasts on Sovereign Metals Limited stock, see the AU:SVM Stock Forecast page.

More about Sovereign Metals Limited

Sovereign Metals Limited is an ASX-, AIM- and OTCQX-listed resources company focused on developing the Kasiya rutile-graphite project in Malawi. The project targets critical minerals including natural rutile, graphite and now rare earth-bearing monazite, with an emerging strategic role in supplying Western defence and clean energy supply chains.

Average Trading Volume: 1,339,918

Technical Sentiment Signal: Strong Buy

Current Market Cap: A$478.7M

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