From farmers to explorers.... DRE's REE's.... and everything in between, some sow.... disillusion... pessimism.... doubt.... maybe even.... skullduggery.
A farming analogy on a quiet day.
The natural cycle of commodities ( farming or mining ) is very much a dynamic thing.... ever changing.
There are those who can't/don't see the potential in the world class resource of Yin's REE's.... it never rains, but pours.
Maybe old Hanrahan thought he was only looking after other ppl's interest.
Maybe he was just a pessimist.
Farmers.... like explorers and investors... are generally an optimistic lot.
Unlike 'old Hanrahan'.
Dre have a resource.... harvest ( sticking with the farmers analogy )...'sitting in a silo' .... waiting for the change.
It makes sense that Yins shallow reserves would be on the watch list for anyone mining next door.
REE prices imo are likely to be a bit volatile for a while yet.... having shallow.... low strip rate, high grade Nd/Pr.... next door for them would be a huge advantage in keeping their operation viable.
Some 'green shoots' for HAS.... up 12% atm....
The change will come.... the cycle will change....it always does.
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