what caught my attention was CaOSsso, Ucore is going to be applying a real-time Computer-assisted Ore Separation system to the feed-stream resulting in a substantially concentrated REE ore feed being shipped for processing with as little gangue as possible
nice application/adaptation to the described Bokan ore body(s). this technique is not applicable to dispersed ore-body structures such as clays and sands and will result in substantial savings in down-stream processing costs, pending its accuracy with this material (and they must have had decent enough sim results to be considering)
given its unique, quickly accessible low CAPEX HREE body, the potential over-all HREE tonnage from the site, management's development of the site, and the site's import to the US, the US's corresponding apparent recognition of the ore-body's import.....
this is one of the ones you tell your kids that you got for
.80 each, and haven't looked back
the sleeping giant has awoken with respect to it's potentially fatal folly of allowing the cost to produce to interfere with availability of key, crucial materials of the modern world, materials made important primarily by the US, and it's research into REE's, primarily based on Mountain Pass derived material, both in defense-directed development, and down-stream public uses
if china shut the door on REE's, both L & H in the next month, or year, or even 2 years, what would/will UCU shares be worth in 2015?
if you haven't guessed yet, I'm long on UCU and its management/development team
jmvho