Good News and moving forward, page-108

I suggest you go read some US papers there will be no REE coming from china to the US.
There never has been. Nor has anyone said that here. So whats the point of saying that? It goes to China to be placed in product and the US buy that from China.

the methods to separate REE is not unique was invented in the west
And mastered by the East while the West fell waaaaay behind.

e the world has moved on to1) concentrate on the magnetic and especially the heavier magnetic
So the REEs GGG have. Youre right there thanks

REE2) ores and concentrates that contain less pollution ie little or no U,Th Ra Ac etc
Sold as byproduct. Extra cash for free! Bonusmundo!!

3) to develop alternative separation methods ,a full separation of REE plant costs about $1.5 billion to build in china ,it cost $1.7 billion to be built at mountain pass (and even then it was not completed)
Two oldest most outdated plants you can think of. Lynas $1 bill. Cheaper every day!

while in Greenland it is 3 to 4 times more expensive.
GGG arent building a full separation facility in Greenland GBB. Have you read the EIA?

operating costs in Greenland are also 3 to 6 times greater. (reference is many years doing costing on this)
See above as there is no full separation plant planned. I thought you knew this?

But development of new technologies has been going on world wide with new technologies quoting capex below $100 million for plants built in the US.
Oh rubbish. Lynas is building a mere cracking and leaching plant for their LAMP (1 billion)and thats half a billion so whos building this full separation for 100 million GBB?
I know you wont answer this because you cant.

I see the US is quite capable of developing its own heavy REE plant which is what has been proposed for Texas.
Still cant finish product. Send to China thanks.

the REE story is now all about the heavy REE production
No its about the magnetic REEs actually. Many Heavies arent these and they arent in demand. You should know which ones they are GBB.

in the middle of a trade war with the US being able to compete with the new technologies.
Well considering they are 20 years behind after MPs closure. They have a lot of catching up to do on te Chinese havent they GBB?

The pity is despite me pleading to nro
Dont let me stop you.

he still want to throw out the most profitable heavy REE fractions
Of course because they arent the most profitable REEs in the resource and youre unable to prove it is when asked to show the are.
So the company analysis wins.