bit selling action, page-3

Yeah, it's an interesting one JFI, like you I'd be happy with a well structured CR, and I base my interest on something Nick Curtis said sometime back about balance of suite, i.e. balance to demand segments of the respective elements or groups of elements.

Important factor given ROM process, even a Ce discard does not dramatically effect the remaining balance, in effect.

Troll thru the TMR resource list and I rate Lynas Duncan (with Ce discard) no 1, CUX no 2 & Lynas CLD no 3.

CUX would be better + La/-Ce but it is a great starting point if the basic economics can be proved up.

Problem is they have left themselves little room for a healthy CR at this point.