Another POSCO-UCORE link Looking at Stormcrow's website today for any new research (https://www.stormcrow.ca/) and saw POSCO right there on the main page. Jonathan Hykawy, as you know, has covered Ucore for many years, including releasing research on Ucore (https://www.stormcrow.ca/research/page/2/). Apparently POSCO is also now a client of his. Interesting.
This adds to the fact that POSCO has a $685 million order to feed magnets to the EV sector in the US (https://www.google.com/amp/s/m.koreaherald.com/amp/view.php%3fud=20240312050533) with a future US-based magnet making facility.
This adds to the fact that POSCO, which claimed it would decide on a US Magnetics plant before the end of 2023 (https://amp.kedglobal.com/newsAmp/ked202310030002), now appears to be waiting deep into 2024--when it so happens that certification of Rapidsx will happen.
This adds to the fact that POSCO had said it was looking in the Texas-Arizona-Tennessee vicinity for its plant. And Louisiana is right there.
This adds to Pat's insinuation that Ucore was in talks with an "asian magnet maker". And that SMC 1 will produce 7500 Tons of REO, enough for 3.8 million EV's: POSCO wants its future US magnet facility to produce for 2.5 million EV's.
This adds to the fact that I am so very smart! Super smart!!! Who needs Special Investigator Dragon? You have Super Special Investigator Rapid!!!
;)
P.S. Half @ $100, half @ $300.
:)
P.S.S. Have I told you lately... how smart I am!
