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Ann: Caldeira Project Offtake MoU with Neo Performance Materials, page-40

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  1. posiedon ark
    3,026 Posts.
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    07/05/24
    09:01
    Post #: 73696862

    Bizzo:

    I would have to think they may be talking to a few others. VMS is about 100 Klms away, all clay hosted. Lynas do have a dwindling supply of this.

    I would think with Gina Rhinehart trying to sure up as many deposits of REE’s, it would be a good fit for Lynas to get product from VMS & MEI.

    MEI Price at posting: 22.0¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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