Share price - General Discussion, page-2945

IMO, There is really nothing to threaten, Demand looks to be so far ahead of potential supply that there is room for everybody.

That said, PEK's biggest draw back will be being an Australian company operating in the UK ~ PRE would have a distinct advantage in attracting UK Government funding. Then there is ease of getting product from mine to the UK, again PRE has a distinct advantage. Lastly PEK might have some issues down the track with its Waste disposal, those two dump areas will eventually fill up, lets just hope the local greenies behave themselves.

At the end of the day, PEK and PRE have different business models with different customers ~ PRE has decided to take a step further up the food chain and will be a Mine to Magnet producer, PEK look to be content to produce Concentrates/Oxides ? so could well end up looking at Pensana for an Off-take agreement ?

As for Arafura, I wish them well; as I say there appears to be room for everybody.