Maybe start with this "distinguished" group of 7 wannabes and their "heavies" fantasies from 18 months ago:
I know for a fact that the one that was boasting 2500t of HRE "ready to go" has very quietly moved on from the RE space, but what exactly have the other clowns delivered, other than another pile of glossy PDF's, and videos of Jack getting really excited about "process" without a single data point in sight?
Watch how they flounder like fish out of water when Pol asks the silly Q: "who's going to buy it?"
Note Patrick's comment re "trusting" Chinese tolling.
Best bit probably the guy from WA in the audience: "If you got all this wonderful tech why are you messing in a grossly oversupplied industry when you can go do some lithium?"
Remembering that was 18 months ago, how spot on was he? Yet 6 of the wannabes STILL perpetuating the HRE fantasy, spruiking to the gullible still stuck in Dysy 1.2:
http://www.magneticsmagazine.com/main/spontaneous-thoughts/dysprosium-2-0/
Four years old, still totally relevant today, and proved up in spades, not that anyone here has noticed.
Maybe start with this "distinguished" group of 7 wannabes and...
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