Yes, the Doctor didn't mince words and wasn't shy about putting...

Yes, the Doctor didn't mince words and wasn't shy about putting it out there and I agree REE prices cannot stay at these low levels. There will undoubtedly be an event or circumstance that changes this, what that will be and when is anyone's guess. The Dr does seem determined that MEI's future lays within a western supply chain so only a hostile TO could prevent that from happening. The prospect of US/ EU/ Brazilian funding and grants if successful should see MEI start to climb the charts again.

Further acquisitions was an interesting statement considering the project is enormous as it stands already, he did mention growing the project so perhaps further consolidation of surrounding land? A multigenerational project of this size would certainly be attractive to a large investment house, maybe? The Doctor was also talking about cleaning/ strengthening the register with institutional money coming onboard which we saw as part of the "unexpected" CR recently announced. There are a couple more snippets in the interview you will just have to scroll to find them.