1/2 hour Analyst Q&A this AM w/ MP CEO on rare earth bizNeed to register, which puts you immeidately through to the recording.
https://wsw.com/webcast/dadco64/register.aspx?conf=dadco64&page=mp&url=https://wsw.com/webcast/dadco64/mp/1602545
MP Materials CEO James Litinisky interviewed by D.A. Davidson analyst Matt Summerville this morning as part of D.A. Davidson's 22nd Annual Diversified Industrials & Services Conference. Discusses MP's status, what's going on with the rare earth industry, etc. A lot of focus on cost. No mention of RSX (Litinisky being an ostrich? Yeah, maybe not). MP is separating rare earths now and is ramping up, but no statement as to when it will achieve its 20,000 tpa run rate. Mentions Lynas as having the only other rare earth mine and separation business of any signficance outside China. A lot of rare earths mined in Myanmar by environmentally ultra-unfriendly methods (which would not even be allowed in China, let alone U.S., Canada, Australia) and sent to China for processing.
Of course, you shoudl listen through the filter that Litinsky is somewhat biased and trying to put the best face forward for MP.
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Who knew tuning a chemical engineering plant is hard? Apparently not Pat Ryan, but maybe he does now. It is NOT just writing chenical reaction equations on a chalkboard, as farm claimed. Even less so when the process is new and different (as is RSX). And if RSX is not new and different from SX, it can't be 2 or 3 times faster.