Only Listed US Rare Earth Deposit - "Trump Moves to Expand Rare Earths Mining, Cites China Threat", page-30

The 2011 La Paz Report found an indicated resource of 83M pounds REE (https://www.bhpl.biz/lapaz).
If they make a lousy $10USD profit per pound, that makes an ground profit of $1.1B AUD (at 0.75 exchange rate). So ARR still has a very long way to fly.

Add to this:

• potential to triple resource
• advanced state of project development
• good infrastructure, including roads, electricity and sufficient ground water

Of course, the NPV will remain unknown until the final report is complete, and the capex and opex costs are defined, along with REE basket and prices. Regardless, ARR is IMHO vastly under-valued, even as a spec play. So there is much more underpinning ARR's rise than the orangutan's tweets.