Sub1, you are a long termer on hotcopper, you probably invested in Alkane for Dubbo, in your opinion, why have we not got a partner for Dubbo yet?
On prices, how can we compete with Vietnam?
Oxides from Vietnam to South Korea in a short boat ride, processed at one of many of KSM’s processing plants then delivered by truck to a nearby end user, good luck trying to best that on costs.
Vietnam is half the cost of labor as China, hell, we may end up producing rare earth metals CHEAPER than China.
We have one supply chain complete, from mine to metal with huge Government support from South Korea and Vietnam, congratulations everyone.
Not as secure as if the feedstock was coming from Dubbo of course, but this is a pretty secure, reliable supply for South Korea, the end user.
ASM Price at posting:
$1.49 Sentiment: Buy Disclosure: Held
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