Post by
Rodtipup on Jan 09, 2024 1:12pm
Meeting Is On
Another dog and pony SPIN show FFS nothing new
Comment by
PipinoCuevas on Jan 09, 2024 1:20pm
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Comment by
PipinoCuevas on Jan 09, 2024 1:22pm
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Comment by
PipinoCuevas on Jan 09, 2024 1:29pm
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Comment by
PipinoCuevas on Jan 09, 2024 1:30pm
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Comment by
VeritasBob on Jan 09, 2024 1:36pm
Ryan said Ucore's adbantage over Lynas and MP for HREE si having heavy feedstock. But Ucore currently doesn't have commerical quantities. II presume Lynas and MP can get feedstock as well as Ucore can. Ryan didnt' mention anything about ucore's advantage over Lynas and MPfor HREE being due to superior processing technology.
Comment by
VeritasBob on Jan 09, 2024 1:39pm
Ryan said he's invited to the Lockheed Martin-hosted mine to magnet workshop Jan 16-17. That is probably the place to be, with heavy DOD presence, plus participants at all parts of the supply chain. https://stockhouse.com/companies/bullboard?symbol=v.ucu&postid=35815283 https://stockhouse.com/companies/bullboard?symbol=v.ucu&postid=35815754
Comment by
VeritasBob on Jan 09, 2024 1:41pm
"Minimal dilution per pat". Ryan's definition of "minimal" might not be the same as Pip's.
Comment by
PipinoCuevas on Jan 09, 2024 2:00pm
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Comment by
VeritasBob on Jan 09, 2024 2:22pm
Thta's my point. What he considers minimal you might not. Maybe Ucore should focus on HREE feedstock to produce a lot of heavy REE per plant capacity and CapEx. There'll be oodles of LREE in the west.
Comment by
PipinoCuevas on Jan 09, 2024 3:05pm
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Comment by
VeritasBob on Jan 09, 2024 3:46pm
Because I think Ucore has potential. maybe RSX will pan out as a good HREE processor. After I see if RSX is good and funding more clear, might get back in ... BIG!!!!!! Or might kiss it off as a turkey.
Comment by
PipinoCuevas on Jan 09, 2024 3:51pm
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Comment by
VeritasBob on Jan 09, 2024 3:57pm
I'd rather miss some upside at the beginning of a big climb than get all the downside to zero.
Comment by
VeritasBob on Jan 09, 2024 1:22pm
So does cost of building.