is the problem of seperation deminishing?

Hi All,

I note the announcement of ALK today. The announcement refers to a MoU with Shin-Etsu Chemical for:

"* A toll processing agreement will use Shin-Etsu Chemical’s technology to process 100% of DZP heavy and light rare earth concentrates in Japan (or other agreed location) to produce high purity separated rare earth oxides.
• Shin-Etsu will have priority to purchase at commercial prices a quantity of the rare earths that they toll process under the agreement via an initial 5 year off-take agreement.
• Shin-Etsu Chemical will also provide technical support and assistance to improve rare earths recoveries from the ore to the concentrate.
• Selling the full suite of separated rare earths from the DZP output will significantly increase revenue over the base case assumption for sale of the two rare earth concentrates (LREE and HREE)."

The challenge of seperating mixed bags of TREO into seperate REO's seems to be deminishing.

It seems the market has identified the problems caused by a lack of facilities and is moving to correct it.

The story for CUX is getting better all the time.

Cheers