5% of World's REE, page-122

I agree. What attracted me to this asset is it is so strategic. The venture is more than a decade in the making and has gone through a period of business plan failure and R&D to recover to what management present and a highly viewable model. I think the market has realised this and also rerated ARU based on its strategic value regardless of company announcements.

I started buying on the cap raise at 12c and stopped at 20c. Obviously happy and probably made the mistake of not going harder.

If you believe in EV as a theme what are your alternatives? PEK which is a patch of ground in Tanzania?

As an aside the graphite and anode market appears to be in parallel shifting out of the same 100% China sourced dilemma.