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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (163974)	10/20/2020 7:00:10 AM
From: Julius Wong	Read Replies (1) \| Respond to of 217734

Gallium, Graphite are not Rare Earth elements, but useful. China produces 95% of world's gallium, used in 5G base station chipsets fierceelectronics.com Graphite is used in Lithium-Ion Batteries Graphite Production by Country (Metric tons) indexmundi.com

To: TobagoJack who wrote (163974)	10/20/2020 8:49:43 AM
From: Gib Bogle	Read Replies (1) \| Respond to of 217734

Google under fire: now taking fire on two fronts: washingtonpost.com

To: TobagoJack who wrote (163974)	10/20/2020 8:03:50 PM
From: sense	1 Recommendation Recommended By dvdw© Read Replies (2) \| Respond to of 217734

No mineral... seems it is nearly as rare as a jurisdiction pairing transparency in the rules, together with stability in the rule of law. Dispose of the political risks... and then you have to deal with hubris and greed: management being a very close second to politicians as a source of risk to investors. Got to move pretty far down the list of major risks... before its the geology (or, the geologists) that define "showstopper" type limits in opportunity. But, then... getting that wrong, too... might not stop the show... but it sure can still stop your investment. Not an owner... but the one copper play I've bothered to follow recently, just to see what happens... has delivered a nice balanced performance, in realizing first, some, then all of those risks... Mongolia isn't the most predictably stable jurisdiction one might choose... Copper not necessarily the most valuable or timely mineral to focus on... Rocks... that refuse to cooperate in actually being what your mining development plans said they'd be... And, management... with the lawyers now forming up in a herd to file suits... Add, partners as operators... who seem to be self dealing... What's to not like... in TRQ... seen as market theater ? For now... I think I'll stick to focusing on teams and timing... that skillfully navigate the primary risks well enough... that skill in parsing the geological risk and commodity market timing elements still has practical utility in the stock market. But, I can assure you... REE are not all that rare... Skill in separations not all that rare... But, getting it all done... from mine face to market... CLEANLY... and at low cost ?