I don't think that Russia at present is important in REE supply nothing will change and likely get worse for all as the Ukraine conflict continues with no end in site just Russian Destruction as what they did in Syria and doing elsewhere...
From my point as a holder of HAS shares. What is the company doing to rebuild confidence in what declared was their pathway to success.
Iluka sound like they are going to build a processing plant which will also take supply from third suppliers.... Where does that put HAS with the promotion that they will be the next major supplier after Lynas......
NEO are developing a pathway for EU supply but it's an expensive excercise from Australia when processing will be done in Australia by others....
Maybe BOSTON CONSULTING will give them the answer
HAS Price at posting:
$1.27 Sentiment: None Disclosure: Held
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