General Chat / Discussion, page-2744

Just saying, playing out nicely.



Will we see a "V" recovery out to 10c or higher upon 3 major value accrediting and de-risking items?
This is moving against the REO pricing. If REO pricing turns around.. that's a massive tailwind.

Should have a nicely formulated picture come Q3/Q4. "Supply chain" is what seems to be the focus.
So again i'm thinking the strategy goes beyond being just a mine. Security of end supply of product is a big concern - with slim to nil HREO supply outside china.

Hopefully the price keeps moving overall upwards towards our deadline, but i would like to see that REO pricing increase. Although production isn't today - the raw commodity pricing tends to drive the overall sector - but general view of the market pundits estimates is high pricing 2025 and asymptotic post 2030. I doubt Nd/Pr will be because its 95% of the developers market therefore competitive. Those with Dy/Tb/Yt as tangible parts of the revenue most likely to pace away in what will be a very noncompetitive part of REO supply as china and myanmar deplete the ionic clay deposits and only 1/2 outside china economical and in development and therefore in production in that timeframe.

SF2TH