Couldn’t agree more — feels like we’ve been stuck in Groundhog Day for years waiting for this thing to break open.But looking at the way rare earths are running globally, and those bigger trades sliding through late in the day, it really feels like there’s some institutional positioning quietly before the fireworks start.Honestly reckon when the FID and funding finally hit, the rerate could end up being a hell of a lot bigger and faster than most people here are even factoring in. Not just a little bump — something much sharper once the bigger players wake up.After everything we’ve copped holding through this… would be poetic if the biggest move came when most least expect it.
PEK Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
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