DFARS 252.225-7052 expands in 2027 to require full mine-to-magnet traceability, but U.S. supply chains aren't ready for compliance. (read full article...)
The Magnet Deadline: America’s Industrial Test Arrives in 8.5 Months
- Thread starter DOC
- Start date
That is a tricky question.
I think when the market realises the crunch that is coming (I predict late this year)...they will focus on (and in this order of priority):
1 - who is actually producing at scale
2 - who is producing (not yet at scale...but could be at scale in a year or so)
3 - who is just starting out their commisioning
4 - who is in construction
5 - who is close to FID on their project
The rest is pure speculation.
I would then look at how long each of the above companies have been in that particular stage. Some of them might be stuggling to move up to the next stage...which raises alarm bells..
All the above is rationale.....but when the crunch comes...will the market at rationally? Some of the companies out there will be great at their marketing and selling their story....
So beware!!!
again...we have all the data to make all the decisons above and show people. We are just trying to find the best commercial path for us. Its frustrating. we thought the ETF was a good path forward...but the money is not worth it.
again...if anyone has some contacts with the big boy banks/funds.....we can show them some amazing things we have built.
I think when the market realises the crunch that is coming (I predict late this year)...they will focus on (and in this order of priority):
1 - who is actually producing at scale
2 - who is producing (not yet at scale...but could be at scale in a year or so)
3 - who is just starting out their commisioning
4 - who is in construction
5 - who is close to FID on their project
The rest is pure speculation.
I would then look at how long each of the above companies have been in that particular stage. Some of them might be stuggling to move up to the next stage...which raises alarm bells..
All the above is rationale.....but when the crunch comes...will the market at rationally? Some of the companies out there will be great at their marketing and selling their story....
So beware!!!
again...we have all the data to make all the decisons above and show people. We are just trying to find the best commercial path for us. Its frustrating. we thought the ETF was a good path forward...but the money is not worth it.
again...if anyone has some contacts with the big boy banks/funds.....we can show them some amazing things we have built.
Les Confer
New member
John:
Does that mean you have decided not to do a "real" ETF? What is it that makes you say "but the money is not worth it"?
Les
