VHM fast-tracks full-scale development of Goschen rare earths project

VHM Limited ( (AU:VHM) ) has shared an update.

VHM Limited will advance its fully permitted Goschen Rare Earths and Mineral Sands Project at the maximum 5 million tonnes per annum capacity, abandoning a previously planned staged ramp-up from 1.5Mtpa. The move capitalises on a strong approvals position, a relatively simple mining and processing set-up, and growing demand from governments and industrial customers for secure, western-aligned critical minerals supply.

By committing to full-scale development, the company aims to gain immediate exposure to larger production volumes, improve project economics and cashflow, and enhance its strategic appeal to global customers seeking diversified supply chains. VHM plans to refresh the capital cost estimate for the expanded plan by June 2026 ahead of a final investment decision, while continued interest from Australian and U.S. export credit agencies underscores Goschen’s perceived importance in a supply-constrained market for materials vital to clean energy, advanced manufacturing and defence.

The most recent analyst rating on (AU:VHM) stock is a Hold with a A$0.32 price target. To see the full list of analyst forecasts on VHM Limited stock, see the AU:VHM Stock Forecast page.

More about VHM Limited

VHM Limited is an Australian rare earths and mineral sands company developing the Tier 1 Goschen Rare Earth and Mineral Sands Project in Victoria’s Loddon Mallee region. The fully owned project targets dual revenue streams from rare earths and heavy mineral concentrates such as zircon and titanium dioxide, leveraging a compelling mix of light and heavy rare earth elements.

Average Trading Volume: 322,129

Technical Sentiment Signal: Strong Sell

Current Market Cap: A$93.56M

See more data about VHM stock on TipRanks’ Stock Analysis page.