Ucore Rare Metals Inc. V.UCU

MP and Lynas merger dies

[Dragonsmyth7]

https://www.benzinga.com/m-a/24/02/36962553/mp-materials-lynas-rare-earths-merger-falls-through

[PipinoCuevas]

Guess it MP and ucore then RSX , might, just might, make sense for MP if it's cheaper and more efficient bs what MP is trying to accomplish  its not far fetched if ucore can clear all their hurdles  chances?  10%     Better than zero

[Rodtipup]

Pip I dont see it 10% might be about right. reason being I dont see how Ucore can produce the volume required unless of course multiple SMC's are up and running. A single SMC wont cut it. What are the odd's DOD wants exclusivity if proven viable?

[PipinoCuevas]

Rod, the merger, while interesting.  Probably a no go until 2030 if at all ucore has so many boxes to check before it even gets to a point to be considered for merger. main goal right now.   DOD trials go well enough so that they want to start throwing some of that cash DRAGON keeps saying is in the bag i would assume, with some delays, we should know if DOD at least forward the other 10

[Rodtipup]

I have concluded Dragon is possibly reached onset dementia. Some of the numbers he pulls out of his hat are just insane. No viable enterprise will throw piles of money at an unproven tech this stock hits 5 bucks will be a miracle this year

[PipinoCuevas]

Rod 10 million may pop it some so would OEM pre funding  it how much is a fully functioning SMC gonna even net in profit? DOD product margins would be slim oems would only fund for discounts on product.  ie. Slim margins If there were 120 million shares OS ( after more dilution) $3-5 a shares reasonable, maybe more.  But that 2-3 yrs from now.  Definitely upside

[My19sixyNineZ]

RapidSX Vs SX results, will make the industry question MP & Lynas sx systems. The acreage comparisons alone are the 1st hint 80k sq ft @ 7500 tpa Article says 150 acres Ucore is already saying canada wants smc #2. MP/Ly will @ minmum, contract Rapid as a back-up on their feed ---- liscensing...blah blah A company used MP's feed in the DOD contract competition ----- Rapid won &

[PipinoCuevas]

All sounds good my69z still got a lot of proving to do before RsX shows is better than SX pps reflects that too.   It hasn't moved north at all.