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AR3 is one of my tips for the 2022 Comp. SP had dropped yesterday to below 80c but is on the rebound; now 86c.

It is a bit of a gamble, because the RE space is competitive. And we have the run and collapse from a decade ago as a sobering reminder. Other companies are further ahead, in Australia, and then we have China hanging on to its lead, plus sovereign players (USA, Europeans, Japan) trying to shore up supplies. And the great unknown; how much demand is there really, and is it essential/ irreplaceable?

AR3 is pursuing the ionic clay hosting. It is early days, as they prove up a project. The advantages are it is shallow, and apparently low in radioactive elements with a bias to Nd/Pr. But, the project lies on farming / grazing land, so we assume there will be opposition, and early pressure to rehabilitate land. And the metallurgy is a work in progress; let's hope the ANSTO lab in Adelaide lives up to its reputation.

<blockquote data-quote="Dona Ferentes" data-source="post: 1151632" data-attributes="member: 66457">AR3 is one of my tips for the 2022 Comp. SP had dropped yesterday to below 80c but is on the rebound; now 86c.It is a bit of a gamble, because the RE space is competitive. And we have the run and collapse from a decade ago as a sobering reminder. Other companies are further ahead, in Australia, and then we have China hanging on to its lead, plus sovereign players (USA, Europeans, Japan) trying to shore up supplies. And the great unknown; how much demand is there really, and is it essential/ irreplaceable?AR3 is pursuing the ionic clay hosting. It is early days, as they prove up a project. The advantages are it is shallow, and apparently low in radioactive elements with a bias to Nd/Pr. But, the project lies on farming / grazing land, so we assume there will be opposition, and early pressure to rehabilitate land. And the metallurgy is a work in progress; let&#039;s hope the ANSTO lab in Adelaide lives up to its reputation.</blockquote>

[QUOTE="Dona Ferentes, post: 1151632, member: 66457"] AR3 is one of my tips for the 2022 Comp. SP had dropped yesterday to below 80c but is on the rebound; now 86c. It is a bit of a gamble, because the RE space is competitive. And we have the run and collapse from a decade ago as a sobering reminder. Other companies are further ahead, in Australia, and then we have China hanging on to its lead, plus sovereign players (USA, Europeans, Japan) trying to shore up supplies. And the great unknown; how much demand is there really, and is it essential/ irreplaceable? AR3 is pursuing the ionic clay hosting. It is early days, as they prove up a project. The advantages are it is shallow, and apparently low in radioactive elements with a bias to Nd/Pr. But, the project lies on farming / grazing land, so we assume there will be opposition, and early pressure to rehabilitate land. And the metallurgy is a work in progress; let's hope the ANSTO lab in Adelaide lives up to its reputation. [/QUOTE]

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