I can not see Mountain pass being any serious competition to PM8 for quite some time. Even if they can sort out their "Ownership/Loyalities" problem, they are going to be tied up with the US Military market and will not have product for EV/Power generation. And Lynas are about to get themselves tied up into this fiasco ! It will only take Donald to declare "What is Refined in America must stay in America" and Japan ( home to the Worlds largest Auto manufacturer, Toyota) will be looking for an Independent source for its NdPr, if they are smart they will already be looking.
PM8 Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held
