Ann: $3m Raised to Accelerate Rare Earth Exploration, page-15

I base my analysis off the price of the commodity, share prices of near term producers and current producers and their financial reports rather than how many times Elon Musk or Tesla is mentioned in the media. On this fundamental basis, REE stocks and prices have suffered similar fate as lithium.

GMN’s REE ground better be super special because even explorers with ultra low cost bottom quartile placer REE targets that are not clay or hard rock and only require simple gravity separation are not getting a bid currently. Where every man, woman and child is looking for the stuff, even cost curve is being given no credit. Same for lithium. Both markets are equally sick at the moment IMHO.