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Thursday, 08/08/2019 3:30:01 PM

Thursday, August 08, 2019 3:30:01 PM

Post# of 2049
I've been very bullish on rare earth miners for the last several months. I read a report last night by a very well known industry insider/analyst. His comments on rare earths was that in order for these miners to come online, massive shareholder dilution will be required. That's understandable because the costs to build processing plants is very high.

BUT, his comments were made just BEFORE it was announced that the US federal government had requested information from miners regarding what it would take to quickly get into production. I'm suspecting that very low interest loans might be offered to both TMRC and REEMF, with differed payback terms. That would get these miners into production without diluting shareholder value.

So, at this point I'm not sure if these miners are good long term holds or not, and I just wanted to get this information out there so that others have the same info that I am operating with. I am not sure if I will sell after the expected next pop, but will seriously consider it.
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