nothing but upside, page-16

yes I am interested in REE stocks.

I hold ARU, if there has been a disclosure where I have said I don't hold then that is a mistake sorry.

I don't hold LYC but would consider it if it was unreasonably priced or I had more spare cash. Basically because of the future supply/demand equation that has been discussed many times in many places.

Personally I think there is more upside and stable future cash flow in ARU than LYC.

I consider ALK a gold play with a REE side-project that is attractive, but I haven;t looked into it too much.

GGG has a big deposit, but it is of a low conc. and the figures that they have put out infers that they are basically building a plant at least half the size of olympic dam in the middle of Greenland. I think this will be cost prohibitive for them re: required infrastructure, electricity etc. and I don't think there management team have anywhere near the level of sills required to pull this off.

Follow Avalon and Great western a bit but have no money in them. Don't really follow any others jumping on the REE band wagon, because they most likely won't produce anything.

choice