Member Info for SmartPunter

Also the CIX/CIC Process will eliminate any impurities to leave pure RE.

Negilible. It's classified as non radioactive and safe to transport. The level will be the same as granite, which also has trace amounts of radioactivity. This is known as background radiation.

It's obviously already been analysed.

However the sulphate will goto US to be processed into 99.5% RE oxides which will be tested by RBW.

More importantly it will goto potential customers who will test and produce magnet materials and magnets.

The sulphate is grey, carbonate is red-brown isn't it?

RBW ate going to be the leading RE producer in the Western world. 300k RE waste product in Phosphoric acid production per year, tens millions of RE metal waiting to be processed in gypsum stacks all over the world.

Groundbreaking breakthrough.

Re sulphate stage : $124m income for $33m opex. $160m capex.

Sulphate is top value concentration at 58%, compared with low quality hard rock producers who provide 40% RE as a carbonate.

Everything running on schedule and precisely as predicted by CEO. Recovery 65%, 68% concentrate with 60% payability, all as predicted.

Next steps:

99.5% pure oxide by 2023 q4 in USA.

Production site determined.

Offtake agreement for gypsum by product soon.

Offtake agreements for RE oxide and pre payment to fund capex.

US gov funding /loan guarantee

Lab results, drill cores, flow sheet from Brazil site

Pilot production on Brazil phosphogypsum.

Pathway to produce $200m RE per year at $50m opex

Ok. Bought at 38.87.

News is good for ALL and Ex BCN shareholders. Oh yes time for schadenfreude.

For TRR it's onward and upward, with Thacker Pass even more valuable, recover the Sonora loan and reinvest..

Mexico won't be producing Lithium for a decade or more..

Cannot buy even a small amount. Suggests MM dumped all their float at market open and have nothing to sell now. Twits.

Have to say that I expected this, but the market response is odd, very little positive price movement when the asset

is added but its potential removal is very negative.

Just look at the volume.

This share is hot.

>>.sell, and bank your money....

Stupid logic, the start price was 8p.

I invested at that on the prospect of hitting He, its an on-going bet.

If I wanted the money in a bank, that's where it would have stayed.

ART123

Without hitting He the market cap will be $0, there is no purpose to this company without drilling.

Idiotic is the least of your problems

>>before sensible shareholders derisk before spud,

Sensible investors would have never invested here, so what is there to derisk from?

Its like going to a horse race and "deriskiing" from betting so you can maximise your horse betting profits ...

Problem with recycling is there won't be significant feedstock for over 15 years, a dozen tons is inconsequential.

First metal sent to the lab for purity?

Due before end of September .

Gypsum offtake agreement promised soon.

Lessee

What is about Paul that makes you an incessant ramper of his failed and failing projects?

Obviously his non existant history of successful mining projects.

Why not ramp a share that has an experienced team behind it ?

Not just Lynas.

https://www.reuters.com/markets/commodities/mp-materials-profit-beats-starts-some-rare-earths-refining-2023-08-03/

Spent a billion dollars building a plant, no pilot plant, process doesn't work. That is a disaster.

The 80/20 ratio was before they drilled the first hole and detected He.

It's meaningless really but 50:50 is what I'd guess at.

If a bid is made expect at least a 50% premium over current SP

Thank you for the answer.