RE:Bob's question, Partner, and 100x share priceDeagon "Only in China and Australia do we have separation plants".The "Australian" separation plant is in Malaysia. Likely both MP & Lynas will have light & heavy USA separation plants before SMC ever gets up and running. That doesn't mean there won't be room for one or more Ucore SMC's, but they will not be the first. As for CDP, which if things go well might (might!!!) hit 20 tons per annum run rate next year, that is one thousandth the capacity of MP's plant which has already started commissioning.