Consistent production at over 11kt, assuming BE is about 9kt. -...

Consistent production at over 11kt, assuming BE is about 9kt.
- 3 months - 6 months for this to happen.

Clarity on the Sojitz loan - especially if the new rate is over 10% - ouch.
- Nomura debt arrangement would shed some more light on this.

A 2 year plan as to how they will raise the cash to pay back $450m in 2 years time.
The POL
- Once BE achieved on over 11KT, bond/alternative financier could easily be arranged. (Seen plenty of mining companies in LSE/ASX rearranging finance on favourable terms based on improved commodity prices, increased mineral reserves, sales agreements, tie-ups...)

You could count me as one of those evangelical bunch of believers, waiting to capitalise on further downward trend and the depressed rare earth sector, especially if the price come around 9-11c mark.

I may lose, I may win - Time will tell.

Sab Maya
DYOR