I basically agree with Drewbannigmore with a couple of additional points on the others. ARU could be feasible if they work out a funding agreement. I think that would likely only take hold if China stopped exports which is still within the realms of possibility.
REE isn't a play on producing themselves but rather that their new Mt Weld lookalike actually turns out to be a deposit in which case they would most likely get to production via takeover from Lynas.
The others I agree probably not worth it. May as well hold on to a little ASM if you already had it from the Alkane.
Ann: Closure of SPP and up-scale to $850,000, page-44
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