https://www.reuters.com/markets/commodities/rare-earths-prices-se...

https://www.reuters.com/markets/commodities/rare-earths-prices-seen-rebounding-second-half-2024-analysts-2024-02-05/

Problem solved…with regard to spot price(article above).

coupled with:
1. ARU contracts above spot price
2. western world prepared to pay more for supply certainty.

My prediction, takeover offer in medium term with a very hefty price tag! ARU, will be at a nice premium due to its unique nature of this business.

Expect, Gina (with a partner), to take the entire project once de-risked.

A rare Earths project, very rarely comes along, once in a decade… and her critical minerals portfolio, has a habit of buying critical metals projects.

If we continue to see shorts leaving, and directors buy stock, and the CEO paid in shares, expect the obvious.