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We deliver leading advanced technology that provides separation of rare earth elements needed for the supply chain to produce electric vehicles in North America





 

Bullboard - Investor Discussion Forum Ucore Rare Metals Inc. V.UCU

Alternate Symbol(s):  UURAF

Ucore is focused on rare and critical-metal resources, extraction, beneficiation, and separation technologies with the potential for production, growth, and scalability. Ucore's vision and plan is to become a leading advanced technology company, providing best-in-class metal separation products and services to the mining and mineral extraction industry.

TSXV:UCU - Post Discussion

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Post by Rodtipup on Dec 13, 2022 6:13pm

Something

Got me to thinking. How can Ucore run a parallel SX with RSX comparison due to foot print size. To get a real comparison would the SX system not need to be substantially larger? Which then got me to think further, since North America needs RE separation and if the RSX doesn't meet the 3X prediction performance, perhaps Ucore is going to compare a standard SX comparion that has been dummied down to accomodate a smaller footprint that may be considered "GREEN" . I believe there is more to this comparison than what we may think it is, other than the obvious. If RSX is a "bust" this will give Ucore an out so all may not be lost. Just throwing it out there to chew on. I mean why to to the massive expense of a comparison other than what I mentioned above, financially it doesnt square in my mind.
Comment by PipinoCuevas on Dec 13, 2022 6:38pm
If all ucore has is basically another SX system than what would be the point here? they would bring nothing to to table, compared to a MP or lynas in the states. RSX or bust. bokan is worthless or it pays off RJ and we have nothing left. right now market doesn't seem at all interested. But if one OEM steps up with first 10 million, it's a start we need around 40 million from other ...more  
Comment by Rodtipup on Dec 13, 2022 6:44pm
Pip why go through the semantics and more importantly costs to do a comparison. There has to be something there. We are not getting the entire story
Comment by PipinoCuevas on Dec 13, 2022 7:25pm
Rod I agree with re: why do a comparison if don't don't expect to beat CSX by a wide margin its the feds and the OEMs who have to be impressed, not us. that's who is gonna fund this, along with possibly LA to some extent
Comment by VeritasBob on Dec 13, 2022 7:27pm
If RSX is a bust, what does Ucore bring to the table? The only expereience it has in spearation is separating invedtors from their money. Pip, I see you're finally getting on board the Boyd Davis thing. As I have posted several times previosuly: IMC’s solvent extraction process, RapidSX™, has different components that allow us to Westernize this standard chemical process so that ‘technology ...more  
Comment by PipinoCuevas on Dec 13, 2022 7:35pm
Bob you may have beaten the Boyd Davis stuff into as more than I have with dilution and lack of funding for the entirety  we get the point bottom line.  Ucore is doing a comparison RSX vs SX.  If someone likes it enough to fund it and reasonably decent terms, that works for me let those people figure out cost benefit  if no one steps up for funding ( aidea sure hasn't ...more  
Comment by Dragonsmyth7 on Dec 13, 2022 8:35pm
Hey Bob, The answer to you question as to why Dr Davis did not say anything about RSX being faster, cheaper and greener is in the that PR you posted if you had bother to read the whole thing and not just cherry a negative quote to harp about.  The PR was about what the upgrades to the Demo plant and not about what RSX could do.  Dr Davis did not talk about RSX, he just posted a link in ...more  
Comment by VeritasBob on Dec 13, 2022 9:28pm
Dragon, I provided the entire quote of Boyd Davis in July12 PR. The April 27 PR has no quote by Davis, only statements of Ucore managements' summary of independent results.Think what you want. It looks to me likein the Jul 12 PR,  Davis did not put his name behind whatever cost savings Ryan/MacDonald tried to claim. I doubt that just slipped the mind of Davis/Ryan/MacDonald.Maybe Davis ...more  
Comment by PipinoCuevas on Dec 13, 2022 9:40pm
So why are they doing a side by side vs csx? just to see what exactly?  Greener?    Not cheaper?    They aren't getting funding if capex isn't a lot cheaper now if it's 40% or 60%, that's what the tests are for but just somewhat greener ( it's still Sx) will get them no where there won't be any pivot.  They can't cause it won't ...more  
Comment by VeritasBob on Dec 13, 2022 10:19pm
Which PR or video says anything about a side by side comparison? I'm not saying there isn't such a plan, but please provide a reference, and exact quote if there is one.
Comment by PipinoCuevas on Dec 13, 2022 11:23pm
Read the nov 16 PR watching tv, not copy and pasting
Comment by VeritasBob on Dec 13, 2022 11:40pm
Nov 16 PR "Have a parallel 51-stage conventional solvent extraction (“CSX“) mixer/settler circuit that will match the RapidSX™ process’ configuration and enable direct head-to-head comparison of the performance of RapidSX™ vs. CSX." I have no idea what specifcally Ucore/KPM plans to do for this head-head comparison. Call me a skeptic, but it is very common that when a new process or ...more  
Comment by PipinoCuevas on Dec 14, 2022 1:11am
Bob i have no idea what else to say Its not even worth my time going back and forth on every point guess we will have to wait to see what happens  
Comment by PipinoCuevas on Dec 13, 2022 6:42pm
Rod u should call up Mark M and ask him about why capex and opex where left out from Boyd Davis  also the questions u just posed just don't write him another check
Comment by Rodtipup on Dec 13, 2022 6:46pm
Called him no answer....trust me the bank is closed Im not buying more Ucore
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