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Neo Performance Materials Inc NOPMF


Primary Symbol: T.NEO

Neo Performance Materials Inc. is a Canada-based company, which is engaged in the green energy transition by manufacturing the building blocks of many technologies that enhance sustainability. The Company's segments include Magnequench, Chemicals and Oxides (C&O), Rare Metals and Corporate. The Magnequench segment manufactures bonded neodymium-iron-boron (NdFeB or neo) powders and bonded permanent magnets. This segment produces bonded magnets (Magnequench Magnets) made from its various Magnequench powder grades. The C&O segment manufactures and distributes a range of advanced industrial materials. Applications from these products include automotive catalysts, permanent magnetics, medical devices, and wastewater treatment. The Rare Metals segment sources, reclaims, produces, refines, and markets specialty metals and their compounds. These products include both high-temperature metals (tantalum, niobium, hafnium and rhenium) and electronic metals (gallium and indium).


TSX:NEO - Post by User

Comment by blindpigon Jun 16, 2024 11:42am
162 Views
Post# 36091108

RE:RE:RE:RE:RE:RE:RE:Hastings Technology Metals

RE:RE:RE:RE:RE:RE:RE:Hastings Technology MetalsNeo has a shareholder rights plan that was put in place last year that would kick in if someone aquires more than 20% (Hastings is grandfathered in since they have slightly more than 20%). Hasting got the money to buy their shares from Wyloo Minerals.  Wyloo Minerals is the company that bought out Noront Resources in Ontario's ring of fire.  Could Wyloo be considering to buy Neo outside of their investment in Hastings?  Their strategy is to acquire critical minerals for clean energy so Neo would be a fit. Of course there are other rare earth downstream miners that would likely find Neo a compelling aquisition to become a western mine to magnet supplier.  

Given that 40% of the shares are tied up already among various funds with the poison pill, not likely anyone is going to make a non approved bid for the company. My guess is that Neo management became aware or even was approached by someone interested in buying the company.  Likely not Hastings, but there are others who would like to have a mine to magnet strategy, and buying Neo would be a lot faster and cheaper than developing your own upstream business Likely not even possible for a downstream miner given the time to learn the technolgy, build facitites, and get customers.  
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