Fair enough, makes perfect sense to maximise the primary...

Fair enough, makes perfect sense to maximise the primary concentrate before moving downstream, as you hint I'm sure we'll learn much more over time. May be worth pointing out this is cutting edge stuff, no one other than Moly has even got close ROW, and they're dealing with bastnasite with which they've had 60 yrs experience. Shallow criticism here is more than ludicrous when you consider the highly skilled fellow SH's working hard on this project.

Graphite has some amazing parallels to RE, incl the geopolitics and the value add proposition, although the product stream appears less complex. Perhaps some signs in the market ATM that graphite is moving ahead of RE, certainly doesn't carry the same baggage with investors. Built a considerable position in an Oz near term producer doing it's IPO Monday which will be interesting.