Cheers Donut for posting this.Another over at Lynas yesterday...

Cheers Donut for posting this.

Another over at Lynas yesterday "THE RED LINE" isa must listen for an hour to understand fully everything current RE and well - just how well ARU sits in their development situations - just ticks all the boxes - have a listen you will see those critical boxes and importantly China's pending decision on supply.

Always relevant what is occurring over at Lynas (obviously ARU being fully integrated in Australia is a significantly material advantage) - however we have seen Gina buy into Lynas - yesterday it was Australian Super and recently a mob called Green "something".
Who is on ARU's equity list for financing? Remembering many insto's have barriers to not invest in small caps etc.
1. Gina already and anticipate further investment soon. Her vehicle HP have no issues with early investment post extensive diligence - BRE another.
2. Australian Super also now very eager on REs. They to also have no issues at early investment re substantial backer/holder Syrah's graphite developments from long time ago.
3. Green "something". Sorry I forget their name but importance is their arrival at Lynas is a reminder if in name only of the many green funds investing heavily into renewables for which nothing can progress without NdPr - ARU tick every green ESG compliance box possible admirably.

Just a few names above and there would be many more in discussions with ARU very soon to be wrapped up and disclosed. And of course the pesky MM's that have been accumulating. Huge 6 weeks ahead folks and it is dam exciting the prospects of what Beijing may do re stockpiling as clearly seen with 30+% increase in RE exports advised in May - will they ramp up pricing considerably or ban exports to the US and prevent any black market supply to them through friendly's? So much going on extremely favorable to ARU besides their own critical financing closure and FID in next 6 weeks - even the buy/sell trading ledger has swung - short position stabilized perhaps a decline again soon - take note.

Anyway just my ramblings - never buy or sell a single share on such.