ATC - aren't they only doing batteries now?
CCM - I don't know if they will ever get that project up; if they can't do it with Alcoa, then it's hard to see them pulling it off otherwise. Most like they'll just pursue the rare earth thing with Arafura.
IPT - may be something there to that company, but there is such a massive difference between what the holders are pumpin on the threads and what management is saying is likely. They have a long way to go; the scoping study is patchy. It does remind me of the pump FYI went through; not a lot of substance when you peek behind the curtain; HPA nirvana is just around the corner.
A4N - just got money, great management, the right place, right time, and have done incredible work on marketing and promotion.
Who knows what the future holds, but transitioning from an explorer to a proper chemicals business with finance and customers is extremely difficult, and A4N seems to have pulled it off.
DYOR - good luck all.
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