I've just been reflecting upon this.
Today's presentation felt a little more... rare earth focused (with a side of Trundle) than earlier ones I've seen. The new investor presentation has a lot more to say about rare earths than earlier ones.
To some degree, I think REE has a little bit been coasting on Trundle. I don't mean that in a bad way, just that that's been the bulk of the news for some time now - even though we know other stuff has been ongoing. Like we've been the unofficial Australian KCC.
The company now is about to have something of its' own to say soon with Cummins Range results and then Weld North starting up and I think this will be good.
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Ann: RareX Limited Investor Presentation, page-16
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