PM8 Peer comparison - Other REE projects analysis, page-96

Btw, Lynas has 3 substantial holders, it's not only Fidelity.

Fidelity owns .................................... 55,702,572 (8.37%)
Challenger Ltd. owns ....................... 61,744,864 (9.28%)
Greencape Capital Pty. Ltd owns .... 61,690,784 (9.27%)

Why I am saying this, these companies are in investment business. When they sell those LYC shares, they will buy in similar company shares again.

Fidelity has already done it, bought in PM8. I am wondering if the others will follow Fidelity and buy in PM8 shares, or are they going to buy other REE stock shares!

Just speculating here;

As far as I know there is only HAS, ARU and PEK which we can compare with PM8 in terms of deposit type similar to LYC's Mt Weld.

Btw, the most similar deposit to LYC's My Weld prospect is PM8's Longonjo prospect.

If I was a large fund manager I would buy HAS shares. It's a good resource. However HAS already has $150m market cap and seeking for financers for the project. PM8 can come to that position very quickly.

PEK has big problems with Tanzanian gov. Buying PEK shares is very high risk,

When it comes to ARU, another good project in Australia but project financing is about $1 billion. Very hard to find that sort f finance for a new project.

Anyway these are my opinions. That's why I am here. PM8 is the only stock with its low market cap and very high grade and easily minable resource in my opinion. I hope those capital funds will see what I see, lso what Fidelity sees, come an buy in PM8. Fingers crossed.