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Timing of the cycle for non-Chinese REE will be a total coin toss, but this company is very methodical in doing their chemistry/metallurgy at the same time as adding to their (already known, large and HREE-weighted) resource.
This story reminds me of The Fountainhead by Ayn Rand. The protagonist was a brilliant architect whose ideas were superiior and timeless; it took the world a long time to catch on. It's supposed to be based loosely on Frank Lloyd Wright.
Point is, the world beyond China hasn't heard enough about the Commerce story yet, but their approach should bear fruit when the next REE price squeeze begins. Few, if any, of the rivals have the HREE percentage or the easy chemistry.
The market may be distracted by the Molycorp story; it's enough to scare off a lot of investors. Unfortunately, each REE space company has their own (paid) supporters, so few of the articles are impartial, if any. CCE and Molycorp have almost nothing in common.
I don't mind waiting a year or so, but I'll bet the demand (military and electronic) globally will start driving up the prices for the criticals soon enough. Perhaps Tantalum too.