Sarco, like the Boulder Wind company with Dy free magnets that Molymess stuck $M's into? HREE's "just down the road", Silmet, etc? Read Lifton for plenty more, particularly the disconnect between Mt Pass & Neo.
Moly launched Sorbx with their usual hype in 09/10 and it went absolutely nowhere. As I've mentioned here several times Con K resurrected it thru a JV with Univar, a substantial player in water filtration, earlier in the year. No doubt Lynas is watching with interest, and probably done some assessment work themselves, as there appears little barrier to entry and Ce oversupply will remain an issue unless new apps can be found. Ce's potential in water filtration has been known for years, do you seriously think Lynas will not have evaluated it?
sorbx and cerium and lynas, page-7
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