Ann: Drilling to Commence Next Month at Weld North REE Project, page-176

Good points @watchitgonow

I think it may have been you who said that this was not the announcement you were expecting.

I slightly wondered at the timing as well. We did know that Weld North drilling was roughly due to be starting in October, but that is a little later now. It obviously was put out to try and capture some attention and momentum, which it did, BUT what if it was also put out because Jeremy knew there was no Cummins Range results for 2 weeks.

Everyone is waiting for Cummins Range - there's like a bazillion holes in a short space of time. You really wanna hone in on that message. It's partly a little strange to distract by saying anything else in between, particularly, if you are not shortly following it with the news you've said. To make an announcement of WN drilling starting a few weeks later... is nothing that couldn't have waited for a little longer until there was further market understanding of Cummins Range. On top of that, the WN news we were perhaps expecting, was the start of drilling, not the delay of it, but again, no actual issues here.

Perhaps the messaging should have been: Further results in 2-3 weeks, the rest to come in the following weeks. That's the same outcome as "4-6 weeks" but a different / clearer understanding and expectation.

Just rambling a little. Regular people don't jump on me too hard please!!! Just playing around in this unfortunate dip. Very ok sitting and holding waiting for news.