Is it time for Care and Maintenance?, page-188

Analysis of the incredibly weak, and deteriorating, economics here and other similar RE wannabes, most particularly the group of failed uranium explorers morphed low grade RE - NTU, ARU, Ucore, HAS, CUX, GGG - has been a key part of developing, and confirming, an investment thesis RE.

Hard evidence to that is the now generally accepted wisdom that 70/80% REO revenues will flow from NdPrO and probably +90% of earnings. I haven't needed to invest $1 in any of the above to generate a very healthy 7 figure return RE, very confident there is at least another bag or two in my position.

I suspect Goofy has taken a very similar perspective, and is most certainly one of the better researchers HC IMO.