Member Info for Almostscratch

I know people will try to fill in the gaps while waiting for news but not sure reading great things into people happening to sit in the vicinity of someone else is especially helpful

As predicted the G7 output was a bland statement of good intentions.

The accompanying announcement from Canada was also pretty underwhelming - couple of deals and a few grants.

Too many people thinking 2+2 equals about 5000

Not quite sure why people expect great things from this. In all likelihood we will just get a bland prepared statement of intent with nothing concrete or specific.

Poor article - logic seems to be lithium and cobalt had bubbles so rare earths will too.

Well it might be a worry if it was accurate in any way

I was thinking g about this - short loop recycling will provide a blended product based on the input materials to the run. Are they grouping materials by characteristic for each run? Alternatively is it possible to adjust the characteristics of any blend by using additives to get the desired magnet properties?

Exactly and as I said what LCM are good at is manufacturing alloys.

Thanks for posting the quote which confirms what I said that it is currently a non binding supply agreement.

Anyway the bigger picture here is as we both agree the future is very bright for rbw and our holdings here

Final comment on the LCM dwal - your argument is like saying someone would buy British Steel in order to get coke supplies from British Coal. (Assuming both still existed...). Why not just go direct

LCMs value is in their capabilities around alloy manufacturing not in the fact they have what is currently a non binding supply agreement

So you have done no research not even reading the last couple of days posts here but are worried about dilution. Yet still expect people here to take time to respond to you - how stupid are you?

Jewel in the LCM crown? - gilding the lily a bit there it is a a non binding agreement with rbw expected to supply rare earths

Ath of 24.6 in April 2018 I think

Uberaba - higher grades yes but possibly lower recovery rates given % held in monzanite

There is a telegram group but fairly inactive and uninteresting

Plug was

. A clear read-across is to Mkango Resources* (MKA LN), which is commercialising patented HPMS rare earth recycling technology—positioning itself as another strategically important REE supply chain player that could attract similar strategic or financial interest.

Do we know what % of ICEYE ssit own?

Nice plug for MKA in SP Angels daily note in context of USAR buying LCM. Paying 220m but mkt cap went up 400m plus. Go figure...

Don't think the grade is anywhere near 0.4% and it is currently treated as radioactive waste which is not good news for commercial ree recovery

Yes but vast majority are from sedimentary sources not hardrock like P and U

I think phalaborwa and uberaba are enough. May be challenged to find more stacks with high enough grades and similar geology. Will be quite a challenge to make other stacks viable