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Strategies & Market Trends : Value Investing

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E_K_S

To: Paul Senior who wrote (78291)	10/20/2025 11:27:19 AM
From: Sean Collett	1 Recommendation of 78462

RE: CLF I think the tensions in Asia (really China) are only going to continue to grow. My guess would be there will be exploration into rare earths as a matter of national security and thus funding will come. I am unsure if it is so much a speculative boom or a sign of where the money will be flowing? Even with the AI CAPEX boom taking place the ability to control your own supply will be crucial and it's one I see becoming a bigger focus. Post 2020 I think it made many aware of the risks of total globalization and there will be some desire to control the basics. Ton of opportunity in Wyoming and Montana for development. -Sean

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