AVZ Shares held by Van Eck Rare Earths, page-36

Speaking of capital raises AVZ is up 44% from its raise price continuing its rerate while LTR struggles to even get above its raise price. I tip my hat to your management for pulling off $450mil with such an inflated valuation. Now you’ve got $450mil of investors money at a loss, LTR will need to churn through 100’s of millions of new investor money to escape this raise. No offtake will push through that, and when those investors take the loss? I’d be willing to bet a lot that LTR wont see new highs till production now but good luck in your investing and thanks for stopping by