Hi Mallyrock, I love you posts on RNU. I initially invested there at 2c.
A bit of history regarding IXR, the sharp fall in the shareprice after the scoping study was because the asx required them to have 70% of the SS as indicated. This dramatically reduce the NPV in the SS and shareholders were expecting a much larger number because of the huge resource in inferred. That is the same reason why they continue to infill drill, while still drilling the expanded tenements. IXR also has just bought a RE separation technology that will allow them to be a fully integrated mine to magnet supplier, and potentially supply other companies like AR3 with the tech to be ex China.
I like what AR3 are doing, and being in Australia has a lot of advantages for long term supply guarantees for ex China supply chains. Heavy RE pricing is only going in one direction with most of the worlds supply now amalgamated under one State Owned Chinese company. I am watching ar3 and will look to enter at a suitable time.
GLTAH
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