https://www.energyfuels.com/2021-04-27-Energy-Fuels-Engages-Leading-Consultant-to-Support-Development-of-Rare-Earth-Separation-at-White-Mesa-Mill-in-Utah
“Energy Fuels intends to sell this intermediate product to an REE separation facility in Europe owned by Neo.”
This shows an example of an intermediate product being sold by Energy Fuels have been supplying an intermediate RE Carbonate product to Neo Performance Materials since 2021 www.neomaterials.com who has links with Hastings Technologies. Energy Fuels have been doing this since 2021 while they develop their own downstream plan. The quality of this intermediate product and it’s TREO % component would probably dictate how much it would fetch, which we simply don’t know.
https://s25.q4cdn.com/570172628/files/doc_presentations/2022/11/MP-3Q22-Earnings-Deck-FINAL.pdf
On the MP materials Company Presentations there is graphical mention of third party carbonates being used in the current Stage II flow before it’s purified and sent for separation.
Another aspect of the current Vital share price is that it’s book value must seem very low at the moment representing deep value. Would anyone like to have a crack at calculating? Would you think this is 1-1.5?
DYOR GLTAH
Ann: Vital Pivots Strategy and Provides Capital Cost Update, page-82
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Last
0.2¢ |
Change
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Mkt cap ! $11.79M | |||
| Open | High | Low | Value | Volume |
| 0.2¢ | 0.2¢ | 0.2¢ | $240 | 120K |
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| No. | Vol. | Price($) |
|---|---|---|
| 102 | 102681513 | 0.2¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 0.3¢ | 14261057 | 17 |
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