Just seen the Market Herald Report on the RE Industry.
Great overview of the space and profiles some of the emerging players who will also be in production over the next few years. Space is heating up. Looks like Iluka Resources(ILU), Hastings Technology Metals (HAS), VHM Ltd (VHM), Arafura Rare Earths (ARU), and Northern Minerals (NTU) are the big 5.
Check this out - https://5250941.fs1.hubspotusercontent-na1.net/hubfs/5250941/Thematica%20Report/ThematicaREE_AU_.pdf
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