Yeah, was in the green EV thing a few days ago.
His phrasing in the video felt like there was definitely something he knew about but wasn't ready to tell us yet.
On one hand, it makes little sense, given the amount of $ involved and the dozens of earlier times he's said "low CAPEX" and "monazite concentrate", but on the other hand, if you just shuffle the players around a bit and throw a feasibility study in, it could make some sort of sense as an option going forward.
I've been thinking this is now a possible path of some of our earlier investigations. Has this always been the path? Who knows.
Again, too much we just don't know right now.
Ann: RAREX DELIVERS MAJOR RESOURCE UPGRADE AT CUMMINS RANGE, page-12
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