That be said, I have sold down recently at 1.54, 1.12 and 0.82....

That be said, I have sold down recently at 1.54, 1.12 and 0.82. Down to 40% of original 5 year holding to move into the U sector for a bit after a Fukushima knee in the bollocks.

The aspects of the REE industry certainly seem challenging and may be bit of a wake up call for the stone-chippers who think that they will be selling stuff to someone within the next year or two.

It will be interesting when NTU actually do something original for their cliff-face deposit in the middle of monsoon swamp zone, instead of scrolling through "historical drill holes".

I will add to ARU anywhere under a buck in time, just think there is other money to make elsewhere.

Choice