Thanks Merv.
I found this to be another insightful article on how a REE miner now needs to think in terms of the supply chain, "Counterpoint: Supply and Demand in the Rare-Earths Market 2015-2020". Comments worth a read also indicating money still out their in the right junior space.
http://www.techmetalsresearch.com/2013/08/counterpoint-supply-and-demand-in-the-rare-earths-market-2015-2020/
ree shake out only 10 projects to survive, page-3
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