See below link to a goldman sachs report. Its from March 2013 and was just before PJ rejected finance. A lot of the themes are still very relevant. http://resgen.com.au/wp-content/uploads/2013/10/GS_research_Emerging_African_Coal_Play_130313.pdf
AHK Ark Mines inks 1.5Bt Exploration Target for Sandy Mitchell REE play including NdPr; PFS due in Q4