Recent content by John

See discussion here: https://forum.rareearthexchanges.com/threads/execution-readiness-update.4285/

Yeah interesting - But Hatch designed the currently flow sheet...and obviously, the current Solvent Extraction method used in the ARU Flow Sheet can't be adapted to extract the tiny amounts of HREE that are there. Ie they may need thousands of stages to get the HREE to seperate from the SEG...

https://wcsecure.weblink.com.au/pdf/ARU/03066255.pdf So a few things from this: - Why do we give the land owner shares? Why don't we pay cash? This is very dilutive at such a low SP. Surely this was in the budget? And we have alot of cash on hand. - This accomodation....why now? - What...

Nice article. Thanks for sharing.

Thanks @Vin I'll put it to the guys and and see if we can get that changed in future articles. Just out of interest....do you think we should name the local market it is listed on....like ASX: ARU.....or as you have written ARAFF which is the U.S. OTC market....or maybe both?

Things are starting to warm up!

Love his work...that "Returning to Matter"....was very intersting...and accords with all the data and insights we have at REEx....

Interesting. Thanks for that. Don't think we have covered this. Thanks for sharing.

Its a shit show...and it is all going to blow up towards the end of this year.......then probably some type of "deal" will be struck that kicks the RE can down the road for another 6-12 months....and then repeat. The thing that I always like to think about....China has been persuing this plan...

Well that is what China is still pushing for with Northern Materials (ASX: NTU)......so this is really the real test for Govt. And the eyes of the world are on Australia to see how it plays out....

Interested in what people think of this format. We are thinking of doing it weekly. We hope to really refine this....to give investors a good feel for what is structurally hapening in the rare earth/magnet sector. If you want to privately share your thoughts....my email is...

Hi @Deven We did an article on this a while back: https://rareearthexchanges.com/news/operation-warp-speed-for-rare-earths-promise-pitfalls-and-policy-gaps/

I always get a bit suss when these big guy enter a company. Even if they are "long"....they are happy to lend out their shares (and make some small return)....which just gives shorters access to shares.... Same with Gina and Hancock Prospecting.....i'm pretty sure they lend out their shares...

Hi @Martin Mantâlvanos You are correct. An OEM typically works closely with its magnet manufacturer to design and qualify a magnet for a specific application. The magnet manufacturer then sources the rare earth materials that meet the required performance specifications. Because this process...

It is going to be very interesting to see what happens at FID. Because many retail will try to sell then. Sellers: - Short term traders - Long term retail investors who have been waiting years for FID Buyers: - Funds/Family offices that can only buy mines that a financed - Long term...