I posted a video the other day of a lecture given in the US a...

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Dazedandconfused

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03/11/22

13:42

Post #: 64569406
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Originally posted by Slicer75 ↑

The metals tech is a game changer, if they can get it to work. Producing the metal alloys for magnets is not an easy thing to do, so not to be taken lightly. The fact they have the whole supply chain sewn up is a game changer, and huge advantage, if they can get it to work economically. Some of the testing of the metals and alloys seemed to suggest the process producers a product with supperior properties to that of the kroll process. Dubbo on its own I think would still be just sitting there waiting to go, probably until oxide prices go up a lot more, but oxides and carbonates are not where the value is captured, it’s further up the chain.
The big question is having built the KMP, why are Customers not rushing to sign up? I still get the feeling a lot more is going on behind the scenes. I know they obviously can’t disclose everything, but just frustrating with lack of progress, and feels like there is some issue behind the scenes. Let’s face it, a lot has happened, the MD departed suddenly, etc

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I posted a video the other day of a lecture given in the US a couple of weeks ago which offers a lot of background material to the world of REE's (if you haven't seen it already)... ASM is right at the cutting edge of some very edgy politics.

https://hotcopper.com.au/posts/64525828/single

ASM Price at posting: $1.80 Sentiment: Hold Disclosure: Held
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I posted a video the other day of a lecture given in the US a...

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