Jumped on board yesterday, so this is quite the reception.
Long time interest in Nechalacho; resurgent EV market made me want a NA mine specifically Canadian and this is a very nice deposit. Right sized operations moving quickly and I like the strategy.
Rest of world needs to develop resources at least to match China’s, imo, as the share of high value manufacturing will roughly parallel REE reserves over time.
GLTAH.
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