Thomas gives reasonably strong opinions in the interviews he takes. He's definitely knowledgable and closely tracks the REE market movements etc (as he makes money from doing this) but when it comes to stock picking, I think he's often off in la la land. On several occasions he's recommended a REE stock he thinks will make it, usually I've never heard of them and then I investigate fairly thoroughly and scratch them off for one or more reasons.
He's definitely asking the right question of who's going to be offtakers? Need to see more of these agreements, like Energy Fuels alluding to potential deals with car manufacturers (and separate to the POSCO MOU).
MEI Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)