timing is everything. We are entering the peak demand period...

timing is everything. We are entering the peak demand period annually for REE. The question is how high it will rise on the back of actual supply constraints.
Vmm has the advantage of using the Mei SS to direct where they need to focus on to get the better metrics. Ultimately a low capex backed by a greater margins at the 51 usd /kg Nd-Pr. By default if the equivalent spot price increases, it would definitely benefit further. I have managed to accumulate a decent parcel in this move to the mid 50s. If Vmm delivers, and I have no reason to doubt it as everything has progressed in an efficient manner, the relate will be hard and fast. Eagerly awaiting further Mets, more high grade infill zones at cupim south and cupo sul drilling.