Would agree with you that the announcement deserved a little more love. Unfortunately its the risk that is run when the market is to told to expect something and it turns out not to be the case. While I believe that the REE not being ionic is already priced in, I think even with decent initial results, the market only sees and hears "its not what was advised it would be".
The positive news though is that now that the non ionic announcement has been made, anything positive to come from REE will no longer be overshadowed. If anything it will cause a slightly sharper increase as this announcement has fallen onto deaf ears.
When the next REE update comes is anyones guess but at least from this front it could now have a positive impact if we continue to get promising results.
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