Hi all, Not doubting ARR’s future here but wanted to get some discussion going in relation to risks.
I’ve read a few articles in the past year or so that talk about reduction on reliance of rare earth materials going forward (alternate resources being pondered on). With how things have panned out in the US (grants/Biden going hard at REE extractions and increase in demand for REEs), I am not overly concerned. In my view, the risk lies in timing of the feedstock samples and how quickly ARR can implement the technology from DARPA into their production line. My concern here is that the demand is exceeding supply right now and we will see other miners capitalize on this (MP is an example). If ARR have no movement in feedstock supplied past Q1 of 2022, I would expect other miners to get a strong hold of market share, making it tougher on explorers like us, despite having impressive assets. Thanks
ARR Price at posting:
17.8¢ Sentiment: Buy Disclosure: Held
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