Ucore Rare Metals Inc. V.UCU

Assumptions

[Dragonsmyth7]

Dear Pip,
I agree that you have made assumptions going on Ucore's past and I have made assumptions on how I saw the story playing out.  So let us agree on a few things in common, shall we.

1.  The demand for REE and battery metals are only going to increase in the next ten years.

2. The US business interests and the US government can't let China stay in control of REE. 

3. It will not stay the same, "Change is the only constant." 

So that leaves how many choices for REE separation returning to the US? 
MP with it's billion dollar SX separation plant.  That the chinese had to teach then how to run it, but only up to mixed connertrate level.  Not all the way to oxides, then they would not have to sell to China.

Ucore, can Ucore cut licensing deals and get SMC up and running before MP get it together.  

Lynas will continue to sell REEs to Japan and the US, at least until US production come on line.  I do not see DOD building Lynas a plant in TX unless MP and Ucore fail and go away.  
Do you see MP and Ucore gong bankrupt and going away, Pip?

One question, Pip.  How will the stock market react to any company that starts producing REE?
Think back to MP raise on the stock market in 2011.  Didn't they go as high as 75 to 80 bucks a share just on speculation.  How high would the the market push the price of Ucore when the SMC come on line?  I am not talking earning, growth or where the stock price will be after, but the first pop on news of a working REE separation plant on US soil.  Have your following stop lose set, Pip.  It's see 8000 shares X 75 bucks, equals $600,000.00.  Are you one hundred per cent sure that Ucore will never come to anything?

The way I see it you must hae some doubt or you would have sold those 8K share when Ucore was up to 2 bucks a share.
Dragon

[PipinoCuevas]

Dragon i am 90% sure Ucore wont amount to more than a bit player at best u say MP doesn't know how to produce anything other than mixed concentrates ( could be correct) and u think dod is giving money to ucore ( who hasn't shown they can produce anything.  Like ever.  ) instead of lynas, who they already gave $$$ too and lynas is the only one who knows what they are doing $75

[Dragonsmyth7]

Dear Pip,  You are looking at this from a business point of view only.  There is a political and military points of view that you will not even consider.  Congress will put more and more pressure on DOD to get REE production going inside US each year.  DOD will not want to ship raw materical so close to China.  To much chance of sinking, capture, or finding a way to shut

[PipinoCuevas]

Dragon  now u don't expect DOD money? last week it was wait till October.     Now it's after aidea, which could be yrs so basically a whole lot of nothing.  As usual.  Just a dwindling money pit  

[PipinoCuevas]

honestly this is re tarded am I 100% sure?   no I am not what maroon would use that to guide an investment decision? no   I am 99% sure this doesnt get close to $75 I am probably 90% sure it doesnt get close to 7.50 fact is, your the one who said u expected a quick pop to $3-5 on RSX results! how is that working out?   we may get a little action but thats from an all