U.S. must nationalize wartime effort in rare earths, says William Blair's Dingmann

Neil, it's great to have you on and let's start right there. Why are you so bullish on this name if they're not even generating revenue yet. >> Thanks for having me, Meg.Um, what I would say is like when you look at now what gives us the confidence in the trade is that no matter what scenario we run, unless kind of like your previous guest was talking about, unless the US and China go back to the way things were, the government is going to have to nationalize what I think is a wartime effort in these indust ...