My thoughts : Article indicates Aru and Lynas are reliant on chinese chemicals for their kroll process. ASM, (Or other potential companies with metalisation tech) are essential for any decoupling of our reliance on china.
Multiple sites worldwide are discovering rare earth deposits. Seems to be a new one in Australia every week! While dubbo has its strengths (lower radioactivity in waste for example) the real bottle neck in magnet supply is turning oxides to metals.
This is why KMP is the potential game changer and I'm happy to source oxides from elsewhere until Dubbo is more compelling/competitive. KMP is why i poured extra into this company (and subsequently am sitting on, for me, a big loss, which i partially needed to cement to save capital for building a house. A reminder not to invest what you can't afford to lose!).
I don't get the silence on what has been acheived with KMP. It answers all the problems posed by the aspi author! Yes there were delays... understandable given the last 2 years, but why didn't this aspi article herald ASM as at least a potential/partial/possible solution now we have shipped product? Is there a problem...?
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