Hastings in a class of its own as a rare earth explorer? Can't...

Hastings in a class of its own as a rare earth explorer? Can't help but disagree.

The main key producing rare earth mines all have very high grade (Mt Weld, Mountain Pass, Bayan Obo).

IMO you can put just about every hard rock rare earth explorer in the same basket. IMO there isn't a single undeveloped hard rock resource in the world atm in a class of its own. Closest would be Peaks Ngualla with 1% NdPr grades and significant tonnage, or looking away from grade there are of course other factors apart from grade, e.g Longonjo has 0.1 strip ratio and is 4km from a major rail, lower grading than Peak.

I've seen Nolans floated around a lot but $1bil capex...

Nothing particularly stands out to me about Yangibana but happy to hear your thoughts?

It's hard to see why this one won't continue to increase in price. Ticks all the boxes. Will be interesting to see how much Heavy Rare Earths they produce.