I don’t think I’ll be much help on the trading patterns of late as I’m more focused on the fundamentals.
However, it does seems to me that what you're trying to ascertain is - what’s wrong with this project? Or why is this stock unusually cheap?Short answer is, I don’t get it either but I do know how things can quickly turn around when the fundamentals are right.
Therefore, I’m more inclined to think that it’s ‘the industry itself at play’ rather than a disgruntled person.Whatever is happening, I do believe in this project for a range of solid reasons that I’ve stated throughout this thread. None more so then when Lynas boss Amanda Lacaze recently stated that she was interested in ionic clay-hosted rare earths as they have a ‘preference’ for heavies’. When you flip the psychology of what she is actually saying it looks like this – hardrock hosted REE projects have no choice but to ‘preference’ NdPr (lights) as the heavies are either too difficult or too costly for them to leach out in. In other words, she has highlighted the inherit problem in her project rather than ours. See my Post #:
67564290 responding to
@ArgylePink post.
On the other hand, Ionic clay-hosted REE projects can have it all. They’re only limited by their own unique resource characteristics.
Also, something to think about
@hkhf is that Australian ASX-listed companies located in non-tier1 jurisdictions like Ghana are almost certainly not going to be beneficiaries of any Australian government support because they will not be contributors to Australian royalties, Australian jobs and to the greater community.
There is no one else in a tier1 jursidiction but AR3. Exciting times!
AIMO, DYOR, GLTA(patient)H
(20min delay)