Done be surprised if we drill and get better results. might start getting +1 - 2 % meters
Another mention of iionic clays, sounds like they know something.
Mets
How many iionic projects are there in aus? I think there is one, quite modest in size. some have weaker assets, its all about the costs. Iionic is all about the costs. Mt Weld is not iionic. We need clay hosted magnet metals. We could have three different scenarios.
Combination of location, quality and mets will the tipping point for VMS.
Mentions that lynas may run out of clay hosted, they have the buyers, where are they going to get it?... Locals, VMS, Feed supply. They have shown their cards by buying into northern minerals 1000kms away.
Done be surprised if we drill and get better results. might...
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