Agreed on all counts mate, though I don't think it'd hurt to chuck a few different types of very weak stuff at a couple of these cores to determine just how easy to liberate it is, but if they're confident then they're confident, and I'm sure JM knows what he's looking at.
If I remember right one of the main benefits (there are many, from a cost and permitting perspective) from going very weak pH with the right salts is that the (worthless) cerium actually liberates much less easily than the valuable stuff under those specific circumstances, which ups the value overall.
Anyway, getting the maiden out of the way first and proving the scope seems reasonable enough too. If the clays are amenable on the level of the REE clay darlings then it'll all develop in good time.
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Agreed on all counts mate, though I don't think it'd hurt to...
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