Firstly, great find (abc radio interview).Found the interview...

Firstly, great find (abc radio interview).
Found the interview very informative.

Gavin's perspective was helpful.
Another note was the total Aus mine / develop / process planned for Arafura's resource!
Recognition of the large scope for company value, may not be too far off.
Ree prices for 2011 + appear to be at current bench-mark or HIGHER, particularly with the additional export duty the Chinese gvt is intending to apply for next year +.

This short term 'cap rating' with s/p so far off the highs of only month or so ago, should sort itself out by next month or two.
I'm sure that once the market realises that high ree prices are here to stay, and not some bubble, all ree co's should gain again.

Cheers :)