Good to hear criticism of the company to get a balanced view, but I prefer SF2TH's type of criticism rather than banging on about SOI and options that will get absorbed by the market over the life of the company. If the company is successful, produces low CAPEX product and REE prices become favourable as anticipated then everyone should do well.
I think with ausheds comment on the REE grade, if >30% is what processors need at a minimum then why increase capex to increase the grade? The only way that it makes sense is if the CAPEX increase is either linear or a log type of curve. Just my inexperienced POV on that point. But it's fine to raise these kinds of questions, but lot of people just put these kinds of comments (such as from yourself) and come across as "management dumb, didn't even think of this, shit company" when there is a lot of pieces to the puzzle of this company becoming successful.
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