I think we're going to get confirmation of the success of the atmospheric leaching for heavy rare earths, and the confirmation of new circuits soon. This will bring the Bechtel FEED design and construction stage forward. I think the new timeline will be well below 3 years, but we'll have to wait for the announcement.
I'm not sure what's happening about the MOU with VTRE, it's expired so maybe there's room to open discussions again. This article discussed how the they intend to source feedstock from Vietnam, but it could be poor research, and is dated a year ago?
https://investornews.com/critical-minerals-rare-earths/rowena-smith-highlights-asms-operational-success-at-korean-metals-plant-in-rare-earth-metals-production/
With the KMP setting up to process Titanium this year, maybe a new feedstock will be required?
We should see something about the DOD meeting pop up soon on the X or Linked in feeds. Hopefully we get a nice pat on the back to tell us we're still part of the inner circle, or something public to bring attention to the company.
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I think we're going to get confirmation of the success of the...
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