I've listened to the ARA interview where the CEO makes the comment about Brazil's geology being "copy paste" with China IAC mentioned in the article. He's not wrong, it's just more nuanced and the facts suggest it's actually better than China. ARA's Carina module has strong Dy/Tb matching or exceeding China's Longnan IAC deposit. However Longnan's NdPr is very low. If we compare Carina for NdPr it well exceeds Xinfeng and Xunwu IAC deposits. Stepping back, ARA has a strong all in one IAC deposit for valuable REEs, particularly HREEs. MEI's is higher again although not as strong on the HREEs as ARA. MEI/VMM/ARA all appear to be superior IAC deposits to China.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)