Why a couple of years mate..? You don't think there will be significant newsflow between here and there..?
For me - rare earths overall becoming more and more critical with the massive acceleration we're seeing in the switch to renewables ie: car companies who 2 years ago were planning on spending only 500M in transistion by - 2030 if memory serves - are now spending over 2B.
I guess I'm more macro on this, but to my view - the prices and demand/supply ratios are def doing to right stuff to support many of the ships in the REE harbour which is why I have a few REE stocks - and again, to me, the basket mix on this one, plus the much more knowledgeable than most of us on HC bods who have bought in, incl Ellison etc, and the prices they've bought in.. well, yes, am sniffing around for info whilst keeping an eye on the REE macros, ie:
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)