I'm not expecting anything more for this month, as an example...

I'm not expecting anything more for this month, as an example March assays take about May to complete; it crosses over with seasonal testing like minerals sands which finish up March/April as farmers need to seed crops (and this usually comes by the truck load from WA and VIC (to WA labs).

I'd rather it be all tested comprehensively. I think the pope mentioned last time the labs were concerned the results were so unexpected they had to get re-tested; and there was nothing wrong just good old fashioned quality geology.

I think the emphasis will be HREE bias, and that would show up many existing deposits conclusively.

So with May if it does what I think it will, a good steady news flow, coupled with some framework update notes for EU prior to their Jun/Aug setting.
They will need discuss how to go about determining the EU Sovereignty Fund and CRMA (Critical Raw Materials Act), it should get more activity as a strategic play.

https://www.reuters.com/business/sustainable-business/european-sovereignty-fund-could-finance-joint-eu-projects-gentiloni-2023-03-23/

https://www.nortonrosefulbright.com/en-au/knowledge/publications/b01d19d5/eu-scales-up-green-subsidies-how-you-can-benefit-from-new-support-for-clean-investments

The EU processes are slow but thorough, as they are seeking feedback by 31/05/2023; prior to the "Summer" 2023 meeting (Jun/Aug).

I've just been DCA, pulling my average down now. The sell down momentum has not intensified too much. It's heavily dependent on other sectors firing up; then the algorithm try to find liquidity anywhere to buy into another sector. (that broker data for instance, I checked what Morrison had done in net trades for the from 01/04/2023 to 14/04/2023 and there was -$35M pulled from the market, so I think they are just throwing away EPM stock for cheap - and for no good reason. It possible a broker bias; but seems pretty funny when assays results are due imminently in this Q2.

But oddly enough over the last two weeks or so we are seeing a lot more Rare Earth coverage by the media outlets. Perhaps getting a better understanding finally. It's not risk-on, but there is no double plenty of capital out there in the side lines.

I think it is fortunate EPM did not get captured by any of the ETFs this far so the volatility has not been too dramatic.