Agreed security of supply is key.
With the "Made in China 2025 "Policy ARU aren't the only RE development trying to gearup. China will more than likely be using all their RE that they currently export, domesticly, to achieve Made in China 2025 goals.
Tanzania and Uganda "PEK and IXR" and others know this so there will be room for all by all accounts. Geographical risk will be a huge factor along with sustainability of course.
ARU are in a unique position for both.
I will by back into ARU this year. I did pull out to get 800k HIO shares as their short to medium growth potention outways ARU currently.
Different commodity..in the same race.
Agreed security of supply is key. With the "Made in China 2025...
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