I can see a consolidation of rees at mangaroon. HAS below 30c, YIN on market for right price.
Wyloo with $150m debt instrument over HAS and is best positioned to consolidate. Once their plant is in commissioning phase the games may begin.
I am yet to see a critical minerals ann covering the feds picking ree winners. A consolidation play supported by fed funds is a good strategic move for someone.
I am expecting some moves in this area. Be it AF CE or GH or Lynas. We just need to wait and see
Ann: High Quality, Mixed Rare Earth Carbonate Produced From Yin, page-115
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