FID and Nolan's development certainly in the bag SD.
When fair value will be restored is the puzzle short term. Long term all fine.
Latest readout Alway shows Monday they were quite active and down 0.18% to 6.41%. As I said the 3 day increase is not a trend the two weeks prior fall was a better indicator of where the short position could be trending AND when imminent FID release could drop - in combination with the gas agreement extension to end of this month.
As I posted I believe the FID can be released by end of July. No certainty of course.
Arafura Rare Earths Ltd, page-950
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