tuc keeps ticking away, no fanfare, no propaganda. the presentation this week may have stoked a few fires. other drivers apart from the hree resource from surface are the re-trending into the ree sector in general. last year tuc rode the ree bubble(lree and hree) to 49c, this year im looking for the hree stocks to diverge from the lights as the public becomes savvy to the difference.
it is my opinion that 'ree-sources', perhaps require hedges in the form of other materials or at least properties benefitting cheap separation/refinement/transit . not that im an expert, but when you look at how many working mines there are outside china- roughly none, then standing out from the crowd asap becomes all important.
happy to hold. all imho.
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