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Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks http://www.theaureport.com/pub/na/14744 ... TCMR: Let's look at some news from some of these projects on the list. Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) is working with the U.S. Department of Defense (DOD) on its Bokan Mountain project. The agreement has sent the share price up. A lot of people are taking Ucore more seriously. Is that agreement as material as others seem to think it is? GH: It's a good sign. It is encouraging to see an acknowledgment from the DOD that it needs to engage with the defense supply chain more than it has to date. It also is doing an yttrium-related project with Great Western Minerals Group Ltd. (GWG:TSX.V; GWMGF:OTCQX) and a related magnet project with a U.S. magnet company called Thomas & Skinner. It's a good thing; however, a company not having a connection with the DOD doesn't make them any less interesting. It doesn't put other companies at a disadvantage. TCMR: Is its solid phase extraction (SPE) technology a breakthrough? GH: Ucore blazed the trail somewhat with its interaction with IntelliMet LLC and its president, Dr. Richard Hammen, who is an accomplished scientist and the inventor of the SPE process technology as applied to REEs and other minerals. I was there in Niagara Falls in October of this year when Dr. Hammen presented the initial work on the Bokan Mountain materials at the COM (Conference of Metallurgists) 2012 meeting. I've had some discussion with folks involved in the project. There is something there. The question will be, as with any new process—can it be scaled? What are its limitations? What are the economics? What might it be best used for versus other technologies? It's the early days, but I'd say that it is definitely worth looking at. There's growing interest. There are other folks besides Ucore taking a look. It's something to watch for sure. ... |
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| aus der Diskussion: | >>> Ucore hebt ab <<< |
| Autor (Datum des Eintrages): | Langstrumpf2 (20.11.12 09:22:11) |
| Beitrag: | 1,059 von 2,720 (ID:43841824) |
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