Comment by
Boilerhouse on Jan 02, 2022 7:35pm
Re:UCU What most people seem to forget is that Lynas has a new separation plant in the USA so UCU will have serious competition, once it really gets started but that is obviously reflected in its price right now...patience will be needed but it is great to see they are in Canada where we have lots of REE in the ground, like Commerce Resources (CCE)
Comment by
Dragonsmyth7 on Jan 02, 2022 10:23pm
Dear Boilerhouse, I don't think Lynas has a chase of building a SX plant in TX as long as the Dems are in control. EPA will shut it down just like they did MP. Please read about the hoops that MP had to jump through to get a SX plant built in CA. Why do yo think separation when overseas in the first place. Dragon
Comment by
PipinoCuevas on Jan 03, 2022 4:49pm
Ausheds hopefully we make progress with MDL sometime in 2022 its gonna take some time, just not ucore time ( decade)
Comment by
ausheds on Jan 04, 2022 6:01am
MDL will progress via ACDC IPO but no worthwhile RE project will just pop up in a year or so, fully evaluating the resource to JORC standard & executing the joint business plan will take some time but the SP should rerate as the mkt realises the definitive plan. Meantime understand a significant new direction may be pending.
Comment by
PipinoCuevas on Jan 03, 2022 10:59pm
Dragon maybe DOD waiting for rapid sx? Over lynas? and they funded reemf 21 million as a diversion?