Owlie,
I think you make a good point with respect to the market for concentrates over individual rare earths.
It would seem to me that ideally we need a big brother that has a need for a reliable supply of rare earths with pockets deep enough to be able to refine or have refined the concentrate. Basically it can not be denied we need a heap of money to develop our resource. Therefore, I suggest that we should not be afraid of dilution with a strategic partner/s.
It is good to know we have a commercial resource, so now all the management has to do is work out how to bbest exploit it. This position wasn't confirmed until a couple of days ago, so you have got to be pleased with the progress, despite the delay due to the labs.
Oh yes, should forget this is just a small fraction of the possible total of rare earths. There is still great possible upside if we can work out how to best sell the rare earth products.
Cheers
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