Solid (REE) rare earths recovery rates at Mt Ridley, page-334

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davros59

252 Posts.

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18/12/21

09:46

Post #: 58382552
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Originally posted by REElly: ↑

Thanks for laying that out. I appreciate your perspective - another datapoint to consider and thread to pull on.

Much more compelling and informative for new entrants (or potential new entrants) than calling people here stupid or MRD shills.

Some follow ups:
- Do you think the fact that *almost* no ex-China IAC mines are operating be due primarily to the fact that they've been historically undercutting the rest of the world with their low OPEX, environmentally damaging practices? I read an article around Oct this year (can't remember where), that there has been restrictions applied this year to these 'dirty' IAC extraction techniques by the Chinese government, which is one supply-side factor driving up CREO prices. That, plus the current western-world appetite for a secure ex-China REE supply chain... Seems to be there's major structural change in the industry right now. So the fact that there has not been any previous Aussie IAC production doesn't seem to mean it's not a great space to move into. "The next boom following Lithium"???
- I've heard of GA, but am not familiar (beyond a quick google search). Are you? Any chance he might be a moderating non-executive influence that'll help move the management team towards that longer term focus?

Disclosure - this is the only explorer I'm holding, and I have exactly zero runs on the board in this space. Bought in on a recommendation, and I'm liking what I've read of MRD's releases, feeling positive of upwards movement... But looking to learn more.

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Well said.

Holding an explorer like this at the current bargain basement SP is a low risk gamble.

I'm not advising anyone to over indulge, but this might be something special given everything we are aiming for in 2022.

MRD Price at posting: 0.8¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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Solid (REE) rare earths recovery rates at Mt Ridley, page-334

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Vulcan appoints investment bank and M&A veteran to board

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Utah authorities sign off on Anson's lithium extraction plans at Green River

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Solid (REE) rare earths recovery rates at Mt Ridley, page-334

Top Stories

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

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Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Vulcan appoints investment bank and M&A veteran to board

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

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