Namibia more and more intriguingWill Namibia become Japans’ new Lynas but for heavy REE? Presently, Lynas’ heavy seg is going to China for processing. However, if Lynas builds its proposed heavy REE processor in the US (with US matching funds), then Lynas will process its heavy feedstock there, which means probably the product will stay in N. America for strategic and potentially commercial usage. So, Namibia may be Japan’s solution to her future heavy REE needs re., new green related components.
Further, will Namibia spin off its other metals projects to enable more specific REE focus from company, Japanese investment and retail investors? Alkanes' recent spinoff of ASM had a very positive impact on the new REE company sp. Might represent some nice extra company shares for investors should this happen?
Remember, presently nothing but speculation so do your own DD (I hold).
GLTA -
https://twitter.com/EarthsRare