Good grades here, do agree that they could do with some slightly...

Good grades here, do agree that they could do with some slightly higher grades but the fact its confirmed ionic is better than just about every company in Australia. They have a very high proportion of Ce which does impact the basket value, notably it doesn't leach out as per the released met results. Would really like to see them hit a slightly higher grade zone ~1500ppm to up the raw Nd, Pr, Dy, and Tb values.

IMO the tonnage here won't be the issue, ionic box already ticked off as well.

Let the market sleep on it some more, that's what I'm doing given the MC is already at $100m (although it was around $100m IIRC before the Kennedy project announcements, so the market has basically put 0 value in this project which is surprising.

All IMO