LYC 1.94% $6.56 lynas rare earths limited

@600mL it's certainly a report for the 'rumour' column.. but,...

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    @600mL it's certainly a report for the 'rumour' column.. but, after digging a bit deeper I think there might be something in it.

    Turns out LYC has actively been funding research in Th removal for a number of years, for example:

    'Investigation of thorium separation from rare-earth extraction residue via electrosorption with carbon based electrode toward reducing waste volume' (2021) https://www.sciencedirect.com/science/article/pii/S1738573321001753#gs2

    'Frontier looking of rare-earth processed residue as sustainable thorium resources: An Insight into chemical composition and separation of thorium' (2020) https://www-sciencedirect-com.kyoto-u.idm.oclc.org/science/article/pii/S0149197020302213#ack0010

    And in a recent paper 99.86% removal was achieved (not funded by LYC, but is directly targeted to Malaysian REE industry').

    'Ultra-effective modified clinoptilolite adsorbent for selective thorium removal from radioactive residue' (2023)
    https://www.nature.com/articles/s41598-023-36487-5#Sec1

    If the report is accurate then it would appear the supported research has lead to a discovery giving LYC confidence they can use it in large scale. Perhaps this is the news we should be waiting for rather than outcome of judicial hearing.
 
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