Lol Out cold, finally got back to the guts of your post which strongly suggests you spend a good deal of time otherwise occupied.
Without boring you with the detail but since I retired the exec role in my company a few years ago at 52, I've made RE a bit of a full time hobby (according to the wife) as I find the market fascinating, from a multitude of perspectives.
Just a little background in an attempt to substantiate the comment that I think your point 2 is one of the most perceptive comments I've picked up on HC in the last couple of years. Whatever I've learnt would totally support those comments and I'd add that there would be particular focus on specific elements, undoubtedly Nd/Pr/Dy, would be driving any potential relationship.
Given the CapEx required no RE company is going to make it without end user participation: 1/ none are interested in a full suite, 2/ none are interested in doing the value add from basic con in house, relative to their principal operation - effectively they will back the RE company to the point where they produce usable product. Generally a small, but important input.
CUX is a very interesting one from many perspectives, scale/suite/near term prospects, and there are a whole bunch of unaligned ROW OEM's out there that are of a scale that only a 20/30 year resources would get them out of bed.
Will be v interesting to see how this plays out.
CUX Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
