The "What If" game. Good afternoon all,
When the kids were teens I played with them the what if game. If this happens what do you do? It has paid off many times over the years. So let play a little game of "What If."
What If, US seizes frozen Russian in Fedruary. Do you think that Rapid is right about the cost of Uranium because the Russians will cut off Uranium exports to the world?
If this happens what is likely to happen. The Ross Adams mine is a well documented source of Uranium. How high does the cost of Uranium have to go before some mininng company is going to pay Ucore millions to reopen the mine. Yes, the forset service and EPA can be told to cool it if it is in the national interest to reopen the mine.
Now Pip and Rod are both right in a way but the timing is wrong. If this was a normal business they would most likely be right but this is not normal business. Ucore has stuck it nose into the game of nations. China views REEs as a nation strategic reserve that they have used to basicly corner the market on REEs and rare earth magnets. What is China reaction most likely to be if and when news get out that Ucore has separated heavy REEs concertrate to DOD Mil Spec. Will they do nothing? Not likely, Ucore will be cutting into China's bread and butter money maker and club to get it's way with companies. Will China start buying into Ucore on the stock market? If the volume goes nuts would be a hint. Would China put pressure on Canada to shut Ucore down? Would China sue Ucore claiming that Ucore stole RSX from them? Would China file a Patent using stole PI to beat Ucore? Or would the mostly reaction be to reduce exports of REEs and magnets? If this happens what is the mostly reaction of the stock market to Ucore stock price, Up or Down? Would the market be scared? Would they run up Ucores stock price?
When you are in the game of nations(thrones) ANYTHING IS POSSIBLE!
Rapid is right, Gobalistion is over. Companies are looking for ways to shorten supply chains. Ucore offers a way to do that.
Pip and Rod are both right in that it will come down to money. Will it be DOD, an OEM or dilution? It has been a long race but I feel we are coming down to the wire.
Dragon