I read this document in it's entirety (and some of the other specialty commodity reports they write as well).
This is an excellent well written document and as far as I can ascertain, the analysts at Stormcrow are very credible.
Of course, being a long term follower of rare earths and ARU, I may be a bit biased, but even their worst case scenario leaves ARU in the game!!!!
Thank you for alerting me to this tobyjack , I amgoing to try and contact them directly for further insights.
Cheers scruffy013
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