I anticipate the company has a very clear strategy to deal with it by delivering "a lot" of key progressive announcements - rather than one here and one there which would accommodate whomever shorting. Just wait for it - I would say up to as many as 6+ key announcements on off takes binding - additional Aus Gov equity - all financial closure announcements binding - by the end of March the 6+ will deliver the blow to shorts - if indeed they do not pull back somewhat prior or on the first of key announcements - they know it is coming yet without it they can do a final squeeze..
Or the other scenario I suggested which is unlikely given it failed with Lynas and that was a decade ago and with Iluka and Mountain Pass heading to refining - they know their control days are dwindling and their eye is on higher end - value products in the future - 2025 if not before they stated RE exports to finish - perhaps even sooner - on national security of course.
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I anticipate the company has a very clear strategy to deal with...
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