Ann: Further Breakthrough Efficiency Gains in REE Processing, page-53

Thanks kindly for the detailed insight Fred.

As you suggest, if the FJH process can be proven at rate & scale then it would seem that cost savings will be considerable.

I expect that the big REE players will all be lining up but I don’t see any need for exclusivity. Surely suitable arrangements can be done with all.


What I don’t get is why you’d only hang around until the pilot plant?

”IF” the pilot in 2025 proves successful Is there any reason we wouldn’t see serious profits soon after & potentially dividends.

Or would a buyout be more likely I wonder?

So much hinging on the pilot plant.