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Sparty
Forum:
Australian Rare Earths
02-15-2025, 08:24 PM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Metallization
The metallization process for rare earth elements (REEs) is a complex chemical and electrochemical process. Here's how it generally works:
Starting Material: The process begins with rare earth...
Forum:
Australian Rare Earths
02-15-2025, 08:45 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
So LYC and ASM are front runners ex-China?
So in effect both LYC and ASM are likely at the forefront of ex-China REE mining, refining and metallization?
Yes, looking at the overall picture, LYC and ASM appear to be the world's leading...
Forum:
Australian Rare Earths
02-15-2025, 08:42 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
the strategic importance of heavy REEs for permanent magnets
So at the moment ASX: ASM and ASX: lyc seem to be the ones that have made progress towards a vertical mine-metal status?
LYC and ASM are currently the most advanced on the ASX in terms of...
Forum:
Australian Rare Earths
02-15-2025, 08:38 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Both LYC and ASM are on the path of refining and metallization?
Yes, both Lynas Rare Earths (LYC) and Australian Strategic Materials (ASM) are moving forward with vertically integrated REE operations, though in different ways:
Lynas Rare Earths (LYC):
Has...
Forum:
Australian Rare Earths
02-15-2025, 08:35 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Given the stakes surely the processing facilities can be speeded up?
"The process can be accelerated with sufficient resources, but there are fundamental timelines that can't be shortened without significant risk. A 5-10 year timeline for establishing robust...
Forum:
Australian Rare Earths
02-15-2025, 08:32 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Critical minerals, Australia, China, Malaysia and US:
Q&A with Claude: What are the key points re critical minerals, Australia, China, and the US:
Traditional Roles
Australia has historically been an upstream mineral supplier (raw materials)...
Forum:
Australian Rare Earths
01-30-2025, 01:32 AM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Re "Polymetallic nature of the Dubbo deposit"
Re "Polymetallic nature of the Dubbo deposit" are there similar deposits in size and polymetallic content?
The Dubbo Deposit in New South Wales, Australia, is a world-class polymetallic deposit...
Forum:
Australian Rare Earths
01-29-2025, 10:40 PM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
ASM has had a long interaction with Australian Govt. science departments
Australian Strategic Materials (ASM) has indeed had a long-standing interaction with Australian government science departments and agencies, reflecting the strategic importance of its Dubbo project...
Forum:
Australian Rare Earths
01-29-2025, 10:33 PM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
Please amplify: polymetallic nature of the Dubbo deposit
DeepSeek's response:
The polymetallic nature of the Dubbo deposit is one of its most distinctive and strategically significant features. Unlike single-commodity projects, the Dubbo deposit...
Forum:
Australian Rare Earths
01-29-2025, 10:29 PM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
I asked DeepSeek AI to critique the above article
Australian Strategic Materials (ASX: ASM): A Balanced View on Strategic Minerals Development
Australian Strategic Materials (ASX: ASM) presents a compelling case study in the development of...
Forum:
Australian Rare Earths
01-29-2025, 12:33 PM
Replies:
10
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Views:
18,024
Posted By
Sparty
ASM: Australia's Quiet Over-Achiever in Critical Minerals
Australian Strategic Materials (ASX: ASM) presents an intriguing case study in strategic minerals development, particularly in the critical rare earth elements (REEs) sector. Despite holding one of...
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