Dear Tupac,
While I think that you are correct in this statement, but only in time, say by 2028. By that time Ucore will have three SMC up and if not running will be getting built.
We don't know how China will take the west building a supply chain for REEs. The whole courtry could fall or not but REEs are a big part of there plans and Ucore will be a target for them for the IP. If Ucore is tight lip about what is going on I would say they a right to be, given the stakes. How big a market. 30 to 40 billion?
Dragon