We touched on legacy Western Rare earth operations, including Lynas and MP last week.
Given a long enough runway, I feel the headwinds seem insurmountable.
Even under this extremely positive western RE narrative, they both are passing the hat around for more money.
Maybe they are opportunists, or maybe they already know they are screwed.
They will fight, they will continue to lobby for money..... Who knows , they may survive this yet.
But what we do know, is that we offer a faster, cheaper, greener, more scalable and more replicable alternative.
An alternative that cannot be denied and is increasingly difficult to be ignored.
And if I were the boys, our capabilities would not be offered stand alone.
An alternative strategy would be to build refineries for Lynas and MP, both in Australia and the US.
Using ourIP and a truckload of cash, you could be achieving this in 12 to 18 months.
We control the refinery, safeguard the tech, multiple lines for heavies and lights.
After throwing hundreds of millions at Lynas plant in Texas, it's still struggling..
We are cheaper and faster, we have the tech and if you could crunch a partnership deal which safeguards the company, then we could be the solution.
Something worth fighting for...
Something the boys should be fighting for....
(20min delay)