August Trades, page-157

because they are traders and they trade on expected upcoming announcements - for which the next material ones are not clear.. pretty obvious isn't it. The current action is reminding me of Dec - potentially a large share holder selling down. Sounds like a few of the top shareholders in this company like to sell down and try and buy in lower. which is great for shareprice.. not.

i think it is going to be offtakes which provide next material catalyst which at least will be a 'suprise' this time. Fingers crossed. Instos still not really on the register.

Good * article called moneytalks-four-tier-1-rare-earths-projects-primed-to-ride-the-cycles/ - these really are LIN's main competitors and LIN looks like it will win the race to production. Only producer targeting late 2024. Illuka 2025/6, PEK FID late this year (although they missed every other deadline) and first production mid 2025, MEI not even close still PFS - who knows when they will enter production.

LIN
- should win race to be next REE producer
- top tier 1 / high grade resource
- non-radioactive
- low end of cost serve / low capex

Strong fundamentals - just needs a big insto to jump on the register. Market cap is criminal but all the REE companies market caps have been hit on a poor REE macro environment. Lithium also not great, but if the company was this progressed with lithium, we'd be well over 1 bill market cap by now.