Analysis of the incredibly weak, and deteriorating, economics...

Analysis of the incredibly weak, and deteriorating, economics here and other similar RE wannabes, most particularly the group of failed uranium explorers morphed low grade RE - NTU, ARU, Ucore, HAS, CUX, GGG - has been a key part of developing, and confirming, an investment thesis RE.

Hard evidence to that is the now generally accepted wisdom that 70/80% REO revenues will flow from NdPrO and probably +90% of earnings. I haven't needed to invest $1 in any of the above to generate a very healthy 7 figure return RE, very confident there is at least another bag or two in my position.

I suspect Goofy has taken a very similar perspective, and is most certainly one of the better researchers HC IMO.