"I think Hunter Dickinson wants to control the entire caldera. Given that, the muscle is Anglo American, Rio Tinto, and Mitsubishi. Northern Dynasty(HDI) would be able to counter, if so."
Thanks for that observation. May I ask why you would think that, as all those parties in bed together?
Do you think Rio Tinto or Mitsubishi would want to partner up with NAK similar to what Anglo is doing with Pebble? I can see NAK wanting more resources to drill the extensive targtets. But one would think One of these mining giants or another would want a greater piece of the pie/caldera vs only a minority stake in NAK??
If ZTEM is believed to be highly on target and there is consistency to the caldera, then drilling only solidifies what is already believed to be so. If this is the case, there would not be a huge reason to delay offering LBSR much more than the NAK arangement. But certainly NAK/HD is in the drivers seat.
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