Hello. 1/2 the cost of LYC but 70% of the revenue per kg than LYC. Also, LYC is now producing near 50% Nd-Pr.
MEI isn't producing REE oxide like LYC. MEI is merely producing a concentrate to sell to refiners like LYC.
If there is no REE refinery in the USA. then no sales to the USA.
Neo Performance Materials has a bi-polar company presentation, where they emphasize non-China yet give the impression of having their REE Separation Plants in China, Thailand and Estonia. https://www.neomaterials.com/wp-content/uploads/2024/03/Neo_Investor_Presentation.pdf
Ann: Caldeira's Scoping Study Confirms Exceptional Financials, page-49
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