The small explorer we’ve dubbed the ‘Son of Fortescue’ is...

• The small explorer we’ve dubbed the ‘Son of Fortescue’ is looking to ‘own’ the Northern Territory rare earths scene...just like Fortescue ram-raided the Pilbara in the 2000s...
• Son of Fortescue is aiming to directly attack Lynas Corp’s almost complete game dominance...again, like Twiggy gazumped BHP and Rio Tinto…
• Like Fortescue, it’s not satisfied with just the small crumbs of a big pie. A modest market share of a gargantuan revenue pot that 99 out of 100 small-cap miners would be more than happy with. THESE GUYS WANT MORE. Much more. Son of Fortescue is gunning for hyper-dominance: supplying a full 10% of the world’s entire demand. With advanced exploration in place...once it moves to mining...it will be in a very exclusive club of dedicated REE suppliers...
• Another feature that puts these guys way ahead is that its rare earth ore body contains an enrichment of neodymium praseodymium oxide (NdPr). Again, we won’t get into the geology weeds here, but these are the most hyped elements in the 15 metals that get branded under the ‘rare earths’ title. NdPr creates the strongest magnets known to man which, in turn, convert electricity into motion. These magnets are used in everything from wind turbines, solar farms, medical equipment, smartphones, military tech, and even aerospace equipment…
• The final icing on the cake: Son of Fortescue...just like its forbear...has some serious stuff going on behind the scenes with the Australian federal government. It’s playing several chess moves ahead of the game. And picking up millions of dollars in grants to fast-track its plants into production before its nearest competitors.

Now, it’s important to point out, we’re in no way predicting a similar bottom-to-top share price rise to Fortescue Metals Group.

That was...by all accounts...a massive outlier.

Pretty much sure it's about ARU.