RE:RE:thread on twitter. Looks to be US basedI agree that long term Geo will do well. Did not really participate that much in the last 6 months REE trading hype (in terms of % gain), as this was more focused on the small niche traditional miners; especially with announcements that the large majority of US DoD and DoE funding was at that time going to more traditional based REE miners (i.e., Lynas, MP and REEMF).
However, I think the market now waits to see how Biden will approach the US RE sector (after Trump’s moves)? To what degree will he (and/or his party left) require recycling to be a focus of any strategic moves emerging from his 100-day critical supply report?
As recently indicated, Geo has now expanded its recycling platform, while still maintaining its moat/prime mover potential status as the ROW REE niche recycler. Therefore, the only niche REE recycling access point for investors (Urban Mining not yet announced any planned IPO).
While I believe that the recycling focus is now receiving much greater media interest than even just a year ago, I think that such moves will still follow behind more traditional feedstock, processing financing and development. However, investor rewards will, IMO, only be delayed, rather than diminished.
GLTA -
https://twitter.com/EarthsRare