Speaking of competition, the poor results out of the Sien prospect (outside the alkaline complex) basically put the nail in coffin for any hopefuls with tenure outside the complex such as ENV's Pocos tenement.
@Understandard theres always going to be conflict between REE projects as a single mine can effect the entire global supply. If prospects outside the Caldera area were also fertile then you'd see a supply shock for the entire space. It's not like copper where a megamine doesn't make a dent in the supply side.
Speaking of competition, the poor results out of the Sien...
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