Hi Bizzo, I was at the meet and greetorganised by the King (K...

Hi Bizzo, I was at the meet and greetorganised by the King (K Biggs). My main take away points are a supreme sense of confidence from Tunks and Nick. A very strong emphasis on low cost capex and production. Nick mentioned his reluctance to accept the incredible Caldeira data Tunks presented to him when he was being coaxed to join the team, Nick has spent a lot of time in rare earth mining trying to find ways to make hard rock mining economically viable. Strong support from local Govt. Overall the team seemed very happy with time spent in the US, I get the feeling there will be more to come from there. Tunks mentioned his military background and also has sons in the military, hence his strong interest in the strategic value of rare earths. They clearly value the company far higher than the current SP.