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betahighlander

12/05/13 2:42 PM

#2633 RE: gpf95 #2632

GPF- so why still here?
not willing to take the loss- probably not.
you must have a thesis that you are confident in.

I am thinking the biggest hurdle here is investment money to get from prospector to producer.
The other is Sector weakness- REE prices down - appears to be enough supply for the time being.
Would be nice to have a North American Source
TAZ- is a potential supplier - do you see this as a threat?