Well said. There isn't another undeveloped deposit with Opex and capex costs like this worldwide. So if Chinese prices stay surpressed, Longonjo is best placed. If Chinese allow the price to increase, Longonjo has the best margins.
Us holders understand this, asx investors haven't realised this yet because REE is more complex industry than lithium for example.
PM8 Price at posting:
17.0¢ Sentiment: Buy Disclosure: Held