I'd love to know what the actual Mixed Rare Earth Carbonate...

I'd love to know what the actual Mixed Rare Earth Carbonate (MREC) breakup was that contained all the 4 key elements including the sought-after heavy rare earths Dysprosium (Dy) and Terbium (Tb). I'd suspect, so would China!

The market is asleep on 'proven' ionic clay-hosted rare earths, especially ones that are located in a sovereign-trusted country, like AR3. This is a first for an Australian ionic clay-hosted rare earth resource and world-wide you can count the number of them located in a tier1 jurisdiction with one finger, as far I can tell.

The elephant in the room for the entire REE sector is that, they have been too focused on backing too many hard rock projects and not enough on this style. The bottom line is that, if you don't have the full range of MREC products that are critical for the growth and stability of the future green markets (Pr, Nd, Dy, Tb), then you can't control prices – only China can because they can offset one against another to suit their best interests.

So blessed to be parked here. Exciting times!

AIMO, DYOR, GLTA(patient)H