marginal in regard of what? do they have a marginal resource ? ... the location ... processing the offtake... cost to process... what ?
I dont actually have any fixated opinion I just thought it was interesting to see the SP of Avalon ... GGG... Lynas etc and the price of RMR..
TREO price could go to crap ... there could be over supply
but its probably worth waiting to see..
Price charts on all these companies dont appear that marginal.
cheers
plenty of opinions , page-4
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