It will be the GE announcement that's required to change the game.
Then basically ARU has all the binding offtakes it needs, finance lined up, and the world welcomes the newest Rare Earths producer.
Not speculative, not an explorer..... a producer. And they have been careful to take a strategic path along this journey that will now pay off - non China aligned supply, environmentally superior production, ore to oxide (hugely value accreddative).
Indeed ARU track record for schedule is woeful. But they always seem to get there, and everything is on the right track.
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