Hi SF2TH, really makes the case for someone like LYC to add an ionic clay project to their operation. One cannot understate the benefit of a diversified product stream that is robustly economic within the price cycle, that can deliver more high value heavy elements all for a very reasonable capital expenditure when plotted over time. We know that LYC have signalled their interest in such projects, and we know they have new processing capabilities coming online all they would need now is to secure a source of supply. From where and from who will keep us all on our toes and speculating for now but a bumper MRE from VMM can only add to the theatre of potential mergers and acquisitions.
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