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