Thx, Kerry... happy to be onboard. Impressive preso but rare earths a whole new ball game for me to wrap my head around! Substantial raising in Feb, good amount of offtakes in place and, yeah, great to have KfW of Germany as one of the prospective lenders (currently doing DD). Hmm... very good find, Kerry!
Cobalt? Not up with cobalt either. As for lithium... that's a difficult one given that from what little I've witnessed, they've all gone on a tear already. There are two stocks I know of that could be worthy of consideration. One has exposure to lithium via LTR and had a recent big pullback (for whatever reason) and then there's the dog graphite stock that's undergone a console, name change and acquired an Argentinian tenement. I think you know precisely which one I'm referring to (as I dry reach). I guess it's got something going for it given they're about to CR, a small MCap and in fact a second lithium project. We'd be confident of them pumping the bejesus out of it.
Anyway, rare earths in WA and commencing site works now... I like it... like it a lot. They seem to have the ESG side of things nailed down too. Should be a sleep-easy-stock!
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