RE: 2H Quotas of 7-14-11 were ignored here,Basically, I agree with you. I have more riding on this than I ever had with any stock. Ever!- Still, sometimes it is good to step back and be (self)critical. Here my list of the strengths, and the weaknesses:
The Positive:
- The management team; Cashin and Co. really know what they are doing when it comes to developing mines
- The Heavies! Nowhere else are the heavies as well presented in the mix
- It's in Quebec (mostly). The Newfoiundland portion should be discounted for the time being
- Annual growth in REE use: 5% (average of last 40 years), trending towards higher growth rate
The Question Marks:
- Cashin knows how to build a mine, but does he have the talent to create concentration and extraction facilites?
- It's friggin' miles from ports, with no access roads. We are not mining diamonds that can be flown out: we are mining REOs that need major truck access, or better yet: a railroad. That stuff is not done overnight and it needs "guvermint" support
- Could Mountain Pass or the BC stuff beat us to the punch?
- How much radiactive stuff (thorium) is there to get the regulating bodies all in a huff?
Anyway: you can jump on me, but I am still an optimist with a streak of scepticism.