A few questions.Does the planned Saskatchewan plant fit into AVL plans as detailed in the feasibility study focused on the Basal zone and the heavy REE's - or is it incompatible/irrelevant to that product? If it is potentially compatible with Basal zone development, which components of the three feasibility sites change? I understand they had already decided to eliminate the Giesmar plant in favour of an existing French plant.
https://avalonadvancedmaterials.com/_resources/projects/may_2013_ni43_report.pdf
How much of a differentiator and/or advantage is the presence of HREE at AVL? I gather this still differentiates AVL from Molycorp which would otherwise represent a formidible NA competitor, no?
Yet, there are other HREE deposits in Canada, despite HREE being more rare to my understanding. Appia is one getting some attention. Certainly not as developed or diverse overall as AVL, and yet recent action has it almost double the market cap.
On a related note, is uranium good or bad for a REE project? Appia as appears to put a positive spin on their uranium while AVL promotes it's low concentration as an impurity.
Happy Labour Day.