Ucore Rare Metals Inc. V.UCU

Lanmodulin Approach?

[nickgeo]

Ausheds - Your thoughts on the possibility of a lanmodulin-based extraction of REEs (as a group) from PLS or other dilute (relative to REEs) stream?

[ausheds]

REO economics very obviously all about scale, nothing small is ever going to be competitive either OpEx, CapEx, or both, and the cost curve is due a steep drop as the scale of REO demand is just now getting to the volumes that monazite waste players have been waiting on. In the case of Iluka they've been carrying this valuable resource at Eneabba on the books as a negative for nearly 30

[PipinoCuevas]

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[ausheds]

No NI 43-101 so pure guesswork, Sept '21 preso was rather amateur hour, Eu, Y, critical minerals? Really? Can probably get a handle on whether Mgt kosher or cashing up. Once again, I think most hard rock RE resources will be exposed as dinosaurs before much longer, I'll only punt something exceptional, like 40% NdPr at Hastings.