Tanya25 dropped a great post yesterday over at Lynas from...

Tanya25 dropped a great post yesterday over at Lynas from Hancock Prospecting website.

ARU mentioned and pic from last month at Nolan's camp. Lynas and Mountain Pass strategic joining discussed.

What is her initial investment in RE - ARU aligned to. Well of course Aus Gov financing and tax credits which she would have been privvy to a long time ago. But also the many Tier 1 global governments and companies aligned with ARU and support of Nolan's development. Then of course the mine to refine all on one site in Australia.

What remains hypothetically although unclear is:

Will she take the lot as many here have speculated previously?
What can she bring - add to ARU - if anything in the way of IP tech (now she is in with Lynas and MP - large scale mine development and processing expertise - downstream magnet production as both the former mentioned ambitions/intent is.
Her own industry credentials that suffice to say has many arms and global ranging connectivity that is now clearly being expanded on although primarily China relationships currently re iron ore operations (wonder what China thinks of GR and if any impacts on her iron ore supply to China would be impacted - probably not given China are fully aware their RE global supply dominance is being reduced considerably and always was - just hope perhaps China go hard on pricing increases in the interim of new supply arriving).

What is clear is her intent on RE investments-supply and establishing herself a future key player of such. ARU was the entree - it will become another lucrative main course as with Lynas/MP in the ex China RE and magnet supply chain. Very interesting times in the RE space and one thing she brings is a lot of media attention - spotlight on RE industry which is great if one is invested in the space.