Orbite Technologies Inc EORBF

RE: RE: RE: RE: Matamec MAT ultimatum

[Bobwins]

The key will be the aluminum industry's response to Orbite's remediation process. I think the aluminum industry will move first on using Orbite's technology to treat their tailings ponds.  This will prove the technology AND solve a big problem for the industry.  IF the tailings contain rare earth and they are produced in significant quantities, the market for rare earth could get overwhelmed with supply.  Think about it.  Why develop some of these remote rare earth mine sites with no infrastructure and spend a billion dollars on a mine/mill/processing facility when your local multinational aluminum conglomerate has the raw materials sitting in a pile next to it's big aluminum smelter?

And the aluminum conglomerate is going to build a relatively low cost treatment facility that will ALSO produce rare earths as part of the remediation process.  

How successful do you think rare earth companies will be once investors figure this out.  If Avalon comes to market and wants 1 billion to develop their mine and first production will be 2017, how many will line up if Orbite starts spitting out rare earths in 2013 at an extra cost of a few million for a rare earth extraction circuit?

This is disruptive technology and most rare earth juniors are going to change their names again to the flavor of the day and it won't be rare earth.  

There will still be a need to develop certain rare earth deposits because there will be rare earths that won't be present in the tailings but spending billions for several rare earth deposits is probably not going to happen.