Spotlight on American Rare Earths, page-4630

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bluesamurai

9,445 Posts.

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16/08/24

09:18

Post #: 75232279
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Originally posted by Rthek: ↑

To me it feels like the bigger fish swallowing the already big fish situation which is natural and normal in the market. Think of the days when google or FB when they came.

The logic I see is 1) the resource size - say 100 years 2) location - US looking for the resource and we are right there 3) Metallurgy/process of extraction already gained confidence 4) cost of production - matches or betters China 5) Government interest, Universities interest etc etc. 6) Too much happening at top level even while the current team is performing well - they are being pushed aside.

Further, the demand for REE will never diminish from current rate, the market will become harder for almost all REE companies as there are too many hopefuls but small scale are overcrowding current market. But ARR resource will prevail, until the above factors especially the cost of production and scale gets challenged which is not the current case.

Hopefully every weak hand and every profit taking hand will be taken away. I am remembering how hard it was for us to hold on while we were in the 13c range, just my thought. Hope it repeats/happens that way, if so we are worth much beyond $1, since we also don't even know what lies below 100m. I believe, this is worth holding until you need the money for something else. GLTAH

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Agree rthek,,,,,,,, Patience is a virtue when holding a stock such as ARR. Has come a very long way in recent times as you state we only have a small window on the sheer size and scale of this deposit. Expect a real turnaround when all of the facts become apparent , waiting for met and drilling results to evaluate the true position of the company IMO

ARR Price at posting: 26.5¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

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