Ucore Rare Metals Inc. V.UCU

Dont

[Rodtipup]

expect money from the USA, Biden in his state of the union address made it clear the country is focused on buying American first. Ucores best bet for government money will be through the Canadian government. IMHO

[PipinoCuevas]

Rod what happened to LA $$? so we go from AIDEA, to LA, to 6 OEMS lining up, to fed funding  now back to canada. got a better chance of diluting it back to 10 cents so canada gonna fund a loiusiana project? where is the project site and those tax credits? turning into afarc Veritas BOB may be on point!!!

[PipinoCuevas]

Ucore and Mech-Chem executives will be visiting each prospective facility in mid-December as part of our continued due diligence and down-selection process," stated Mike Schrider, P.E., Ucore's VP and COO. "In doing so, we will further evaluate each facility's technical and logistical merits. Additionally, we will have the opportunity for face-to-face engagement

[VeritasBob]

1. What was natuire of disagreement w/ IMC? 2. If RSX independent report supports Ucore's speed & cost claims, why hasn't Ucore released it? Why doesn't Boyd Davis ever mention speed or cost savings? After IMC departures, Boyd Davis appears to be the foremost RSX expert working for Ucore (in his case, as a subcontractor). Prediction: Rather than releasing bad CDF commissioning or

[PipinoCuevas]

bob you could be right   u could be wrong if no cash steps up, RSX fizzles and ucore tries to pivot to BOKAN then its really all over

[Rodtipup]

Pip it wont be over if RSX fizzles...reason being, Ucore will pivot to standard SX the precise reason they are running a parallel test with RSX....I dont hold a lot of hope for RSX because it new unproven tech. on the other hand SX long proven reliable.

[PipinoCuevas]

it makes no sense to pivot to SX   they couldve done that 10 yrs ago its a useless investment if they do anyone could do SX  they havent becasue the upfront costs If they pivot, SMC is 200 million and ucore is in BK last week deals and $2-3 per share was on its way   now a pivot to something that they will never get the money for selling point for RSX is half the capex

[VeritasBob]

Ucore's SX would succeed based on what ... Ucore's record of excellence of execution? Not sure anyone at Ucore knows anything about chemical engineeering, maybe just its contractor, Kinsgston Process Metallurgy, of which Boyd Davis is principal.

[PipinoCuevas]

Rod I dont get how you go from one week all rosy to RSX not being very good i suppose if you go back to what I harped on when RSX was bought Hexagon couldnt come up with the cash to be 49% ptnr   why was that? all of a sudden a tech that was bought for $3-4 million all of a sudden gonna get OEMs stepping up with tens of millions? does Mark M really hold that much sway over you?