Lots of loud thinking from the SUStainableDude. He's not right about a lot, but due respect to his effort.
The Lynas deposit is the best for magnet metals in the group bar none, imho. Their DyTb/NdPr is groovy and they are great on Sm, which will be a big bottomline contributor once Cobalt supplies line up.
And without info on Thorium, you really can't compare deposits, though author tries. Big miss on that. Thorium is the current big problem preventing use of many deposits.
You don't need REE clays, you need a way to deal with thorium, because there is a helluva lot more NdPr DyTb in monazite mineral deposits. The amount of global IACs is very limited; tropics only. And the destruction to the environment mining it is causing is much higher than some admit.
Lynas thorium is low, low enough that I have often and for a long time believed and stated here that Mt Weld could one day be amongst the biggest open pit mines. The deposit is HUGE. Mt Weld could be ten times its current size in my lifetime.
That's how you get 5 more Lynas's.
GLTASH.
LYC Price at posting:
$9.00 Sentiment: Buy Disclosure: Held
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