That US-LYC arrangement is a long time in the making. Nothing to do with Malaysia, all about RE supply chain security for US production. Part of the reason Mt Weld committed to an expansion form 6000tpa NdPr to 12,000t couple of years ago...
Good assay results on the deep hole btw. 2.5% average is probably similar to the pending MRE, all as expected though surely.
GLTAH
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