Recent content by Fundamental

I did say American, Yes there are one or two Canadian deposits, but I think they will be keeping them to themselves for now. Quite a few logistical challenges to overcome as usual with any mine above 55 degrees North.

Sad to say, but I can't see any stand out American rare earth deposits worth merging with, Yes there are a couple of small deposits with reasonable grade and a large deposit with very low grades; but nothing really capable of sustaining high-quality feed to their new refinery. MP-Lynas might...

Rare earth, extraction and separation technology has advanced leaps and bounds in the last 3-4 years; I am aware of at least three other Western Universities that have independently developed LAD process'. While small scale process verification is still underway there are at least two commercial...

IMO, it is yet another distraction, I am old enough to remember the "Glomar Explorer" Hiding something in plain site is a favorite tactic of the Americans. The only question remaining is what are they really after?

My main concern with MP is their Pit life. The push-back that they undertook a few years ago, is now getting close to reaching the minimum size constraints for a workable bottom. What then ? another pit expansion and crusher relocation? at a horrendous strip ratio, or go underground at American...

While I fully support Government providing incentive to kickstart self-reliance, I suspect that your numbers are grossly overinflated and could be drastically reduced by some specific targeting. The idea of Government stimulating a industry by strategic investment somewhere in the process chain...

Before the Government HAS to support Markets with direct funding, they could try plugging a few of the gaps that are draining funding from Projects. First and foremost, they need to stop the pillaging of Company value by the parasites in the Stockmarkets. Brokers, Market makers and Trading funds...

From what we have seen from Trumps "Advisors" so far; he is being led down rabbit hole after rabbit hole. First Ukraine, no RE's and certainly not US$5B worth. Then Greenland, yes, they have RE's but the CAPEX required just to set up the logistics will be in the range of US$100B: Port, Town...

DM not working ?

Pensana (LSE:PRE). Mkango (LSE:MKA), Meteroic (ASX:MEI)

Of course recycling will contribute, but it will never become the mainstream while there are process losses with each cycle. Also most large RE uses (PM wind turbines) did not become mainstream until 2018, so with a lifespan of 15-20 years should not become available for reprocessing in any...

Given that Mike is/was a Director of USA.RE and the past histories of Diamond Joe and Jack Lifton, I will not be holding my breath on Round Top. The Magnet plant certainly has potential, if only as a training ground to develop/investigate more modern technologies.