RE:You Don't Need to Validate UCU YourselfSeems like some people have no idea what is really going on here...
Materion will use UCORE feedstock. They will run the plant. Do you know the margins on UCORE feedstock at these depressed REE prices?
Lemme let you in on a secret.... They are terrible. Even with the contract, Ucore will most likely not be profitable.
UCORE's only hope has and will ever be MRT. If progress is made on that front, then maybe its worth taking a flier on. Right now, it is just a money pit.