Dear Farm, Tonnage Dear Farm,
Pip is doing what he is suppose to do. He does half empty, I do half full and we have balance. He is right about a lot things but forget a lot of times when I am right. But I will give him that. He is on the losing side and he knows it. He keeps prodicting Ucore's doom and yet. Ucore keep plugging along getting things done. Far to slowly for both of us, but still getting them done. Alaska was a dead end because of AIDEA falling apart and not pulling the trigger. So when the OEM auto people show up and offered a faster way to production. It was a no brainer. Did Pip, rant and rave about it yes, just like he is suppose too.
Do I think Ucore has a comment for funding? Yes. Are they going to talk about until they are ready? No. No matter what I say or Pip saying, I t not going to happen.
The next time you guy are reading that article on REE trends for 2028. Start counting tonnage of what is needed and add up what Lynas and MP can produce. Or how much the Chinese can produce. It come up short. Ucore is going to get funding and told to build more plants quickly.
Dragon