Hi Waiken! 100% see us hitting $1.20 only as early as May, a slight sell-off in June and a recovery in July. Also, in 2028 $5B MC but in USD is highly likely in a $80,000-$110,000t NdPrO market IMO. I’m increasingly confident in Don’s 2026 timeline for Halleck, 2027 if there are hiccups, and see it as an indicator of high-level governmental funding talks happening atm. Frankly, ARU was deserving of their SP as of late but their new CEO has certainly delivered from what I considered a lifestyle company, If memory serves they were meant to be in production before Lynas nearly two decades ago. I think the short-term lesson with ARU is not to be short any REE player in the industry’s current development cycle. I’m sure Gina had a hand in Albo delivering the $$$. I believe Nolans is only profitable at around $130kt so will ultimately become another CXO by the end of the decade but that’s subject to NdPr prices. They will become the next player in what’s currently a two-race game Lynas and MP and we will become the Largest player over a 10-year horizon concerning NdPr and perhaps the other targeted complimentary elements now. We ought to dethrone LYC relatively fast if we enter production in 2026/7. ARU could go north of their ATH 70c adjusted for recent CRs. We may see $3.10 but your $2.40 estimate is solid IMO, by the end of the year in line with our recent negligent dilution with my model, will be interesting to see how things shape up and my price targets change with input of the PEA data. If we can make a profit at $40kt then we’re laughing!
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