Agree with you AJ - especially looking fwd to finding out what...

Agree with you AJ - especially looking fwd to finding out what is on the new tenements.

If it comes off, it should run hard and I hate trying to time these things. 10-20% downside vs 200-300% upside. That's the risk of speccies. These things get re-rated quickly by what the market doesn't understand rather than what is does.

- Tight drilling program due to northern hemisphere location. Well understood.
- Poor mgt track record re uranium. Some profile.
- High volume and decent grade tantalum/nobium deposit with LREE/HREE credits. Not well understood IMO. The market lumps 'rare earths' into a single basket with little understanding of its constituent parts.
- GGG on register. Not well understood.
- New tenements/Telfer. No focus, not priced in.
All IMO, DYOR.

Hold from here for me until the further clarification on the 'black swans'.

Cheers