PatienceEveryone,
There's always a lot of back and forth chatter on this board, which is good, and there are definetly some wide discrepencies in opions.
Personally (to be taken however you want), I find it hard to believe that the Eldor deposit only has one whole with higher grades of concentrates.
Barrack just paid a huge price for Equinox because metal is, and will continue to, becoming more and more scarce.
China generates huge percentage (like 80 or something in that range) of its electricity from coal. If they want to take over the world one day they'll need to find better ways to make power. They've stated in this year's 5-year plan that rare earths will receive specific attention.
Tantalum aside, should Commerce hit any more heavies at similar grades, which could be 600m or longer, people will take notice.
There is an overhang right now with the options and also the options to be issued. Once these are dealt with there's a lot of ground to catch up on when compared to similar companies.
I don't think Eldor is another Strange Lake, but it is on the way.