They are not saying HREE is more expensive than NdPr. They are saying heavies are worth more than the remaining lights. You only get 20% NdPr. So the rest of the basket is a mix of LREE and HREE. HREE's are worth more than the remaining lights. So you would rather the remain basket minus the NdPr to have more HREE than LREE. Do you understand that?
Yes I still hold OD6. Not as much as before because I worked so hard to trade to lower my average which I did from 52c to 32c I then sold em off for more ASN because the price was to juicy and I have a lot lot more faith in ASN compared to OD6 to make it to production.
The OD6 basket quality is less, the average ppm is less. The REE's are shallower and they have a larger area but I doubt all the clay is ionic. VTM is ionic.
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