What am I missing here? A MC of $223m for a resource this size and growing demand strongly forecasted for the decade..
Are we that pessimistic about what the profit split is going to be with REEtec? Are we likely to be priced out of the market by other upcoming producers / China opening the taps over the next few years?
Interested to know what everyone believes the key risks are.
VML General Comments - Chat, page-6317
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