What's your thoughts on dividing the report into two distinct deposit types – Ionic Clay-hosted REEs and Hard Rock-hosted REEs?
As investors become more educated over the potential 'payability' and long lead times of each kind, it will be interesting to compare market sentiment as each REE company advances their particular project over the coming months and years. Especially as the global thematic of our energy transition picks up pace and the extenuating circumstances of the supply gap grows as predicted.
– – This is from MEI's May presentation which I think provides an excellent breakdown of the two deposit types. They also highlight several stocks.
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(20min delay)