Ett bolag vars tillgångar till 90 %  består av två sällsynta, och grymt eftertrakade, tunga REE. Dysprosium och Terbium.

Utbud och efterfrågan på dessa är i klar obalans och ny kapacitet beräknas inte tillkomma förrän tidigast 2013-14.

Metallerna är essentiella i bl a  elhybridbilar, vindkraftverk, bildskärmar etc.

Igår presenterade bolaget en ny substansvärdesrapport som visar att aktien på nivån 1,10 Cad handlas till en jätterabatt, oavsett om man räknar på nuvarande antal aktier eller fullt utspätt.

NR från igår:

Dacha Reports Assets of C$1.94 Per Share With Inventory Valued at US$148.9 Million as of July 19, 2011

07/19/2011

TORONTO, ONTARIO--(Marketwire - July 19, 2011) - Dacha Strategic Metals Inc. ("Dacha" or the "Company") (TSX VENTURE:DSM) is pleased to announce the continued appreciation of its Rare Earth metals inventory. As of July 19, 2011, the estimated value of its metals inventory was US$148.9 million, or C$141.4 million.

Assets include metal inventory, cash and marketable securities. At July 19, 2011, in addition to its metal inventory, which had an estimated fair market value of C$141.4 million, the Company's equity investments had an estimated fair market value of approximately C$3.6 million and cash of approximately C$4.2 million for a total of C$141.7 million, or $1.94 per share, based on 76.9 million shares outstanding, or, C$1.59 per share on a fully diluted basis of 100.5 million shares outstanding.

Dacha Reports Assets of C$1.96 Per Share With Inventory Valued at US$148.9 Million as of August 2, 2011 (Aug 3)
Assets include metal inventory, cash and marketable securities. At August 2, 2011, in addition to its metal inventory, which had an estimated fair market value of C$142.6 million, the Company's equity investments had an estimated fair market value of approximately C$3.7 million and cash of approximately C$3.7 million for a total of C$150.0 million, or $1.96 per share, based on 76.7 million shares outstanding, or, C$1.60 per share on a fully diluted basis of 100.0 million shares outstanding

Aktien stängde ikväll på 94 cent.Rabatten är ruggigt stor och det finns väldigt lite som talar för att substansvårdet kommer att minska.

En 70 %-ig kursförstärkning är motiverad.