GBB, assuming you are right about Eudialyte, and assuming all you said about ETM is true, then my analysis doesn't look too well on you. So China dominate REE, Shenghe is a heavyweight in REE, why didn't China invest in Tanbreez for its Eudialyte?
Either ETM is way better in its mineral holding or if Tanbreez's holding is superior something must turned Shenghe off... maybe it's the management who holds all the data but no insight ( clueless).
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