Is it time for Care and Maintenance?, page-19

"Lack of analytics to think grades alone can judge any REE investment over its profitability"
Thats pretty simple. Grade doesnt determine viability or profitabilty.

"Always need to go beyond simple market fundementals to evaluate to any worthy capacity, any individual company within it."
Thats pretty simple too. You cant judge the worthiness/profitability of an individual company based on general market fundementals.

I think its all pretty clear.
If you have any further troubles I would assume its because you may not understand what fundementals could be involved in a companies viability. Therefore Id highly recommend a bit of homework to better your understanding on investment evaluation.

As for your need to derogate my sentiment on this share. I think perhaps you could find yourself some better things to do then try flame and bait people into such antics because its clearly not working here.