I bought both MP and LITM at good prices and have made 25% and 250% respectively, and am holding until China loosens their stranglehold on these. Would TMRC be a good addition to the portfolio as they hokd leases on the Round Top, TX gallium deposits?
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I am bullish and think $TMRC is a no brainer, considering the current geopolitics around Rare Earths.
Cost has to be a concern. China has big volume and low cost labor. They play the long game and not very concerned about profits. They can easily undercut any competitor if they choose to. Most western companies will fold after a few years of losses. Survival requires contracts or guarantees to let them continue.