1. To my Experience "resource" Companies are already pretty "complicated", but "Rare Earth Element" Companies are, eeeeeven, FAR, FAR, FAR More complicated!
2. To my Opinion Buffetbar has already pointed in a Right "Direction", that Future/Forecast Supply/Demand Balances will probably VERY, VERY different, across the "REE"s.
Not only, but the VERY big Difference will probably been between the "Light" and "Heavy" Rare Elements.
This isn't a "100"% Rule, but "tendencial": The "Lights" better NOT TO TOUCH! (Which makes it a "little" complicated, as the Deposits with high "Heavy" Content are "raaaaather Few")
3. The Big "Trade War" is real, buuuuut; as to my Assessment; this is NOT(!) a "broad playing" Game!
Don't make This Mistake!!! The (REE) Companies Which "may will gonna make it" are only a VERY, VERY Few, from "All of Them"!!!
This just Some First Statement; may call it "Claims", if You want.
In Some Later Posts I can also still write Which Companies in MY Opinion are "Some of the ("Potential") Best positioned" in Rare Earth.
Bye
GGG Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held
