Indeed Pennie, once/if confirmed it'll be a huge needle mover (IMO).
I wonder if there are two separate processes we have been working on:
1. Treatment of the current by-product (WLP). This has the potential to reduce the footprint of storage by ~95%, or perhaps even extraction/separation of Th for nuclear applications (aka the Nature (SR) paper).
2. Removal of Th from ore/concentrate.
The first technique is published research (likely) using WLP from LAMP, so it would appear to be 'real' and scalable. The second process I more of a guess. But, I can say now with relative confidence, something is brewing and I believe there will be an ann soon. It would also tie in with the recent chatter about Malaysian REE industry.. I very much doubt Malaysia would spent $1b to build a new plant when they could get friendly with LAMP instead (in which case an expansion is more likely than a shutdown).
Rumour mill - potentially huge news, page-43
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.10 |
Change
0.020(0.28%) |
Mkt cap ! $6.636B | |||
| Open | High | Low | Value | Volume |
| $7.05 | $7.10 | $7.01 | $26.26M | 3.714M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 21895 | $7.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.10 | 46946 | 15 |
View Market Depth
| Last trade - 16.10pm 21/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$7.07 |
Change
0.020 ( 0.02 %) |
||||
| Open | High | Low | Volume | ||
| $7.05 | $7.09 | $7.02 | 400096 | ||
| Last updated 15.59pm 21/05/2024 ? | |||||
| LYC (ASX) Chart |