Don't know who this author talked to but MP Has not shipped "Rock" To Chinna! They have always shipped Mixed oxides. There process though still SX separates all the elements, There are major differences between thm and Lynas that yilds oxides out from concentration and makes it easy to separate all elements from start. Again the quantities are small less than 1 KT a Q, it is not a LAB process, It is a production process.
I do not own MP or any rare earth miner. I no longer trade options on any REE producer. Until I see higher demand to absorb China's surplus from Cars Wind or something else, I will watch the REE space carefully, but stay out.
LYC Price at posting:
$6.32 Sentiment: Sell Disclosure: Not Held
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