Solarian_ (CM & Defence Enthusiast)

Interested in all things defence related, including supply chains, companies, and stock.

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Thanks for the rapid response!

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Great job as always Rob, keep it up! It is hopeful to see that FID for IXR is still Sep 26.

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Great, thank you!

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Thank you for the deep dive on this; the announcement was good but a bit light on the finer details.

Given the incorporation of US MIT technology, hopefully MAIL looks more attractive to the US DoE and DoW🤞

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Very interesting. Every announcement makes it appear that ReElement can make oxides out of thin air. As mentioned, I have always been sceptical. Being experienced in project mgmt, things just don't stack up on my end. Do you have more thoughts from a technical perspective?

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@wsenti @roblun1 Legend

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 If you haven't already, you would love this report: https://t.co/wl1uTRR820

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Brilliant 👏 👏 👏

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Sounds great, and your efforts are always appreciated!

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@PalmerLuckey @PalmerLuckey given the prevalence of Critical Minerals, would Anduril consider a made-in-country solution for this supply chain? Modular recycling and refining tech would be the way to go and eliminate China from the equation. Examples are companies like Ionic Rare Earths.

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@WDChokepoint @roblun1 @RE_Exchanges Yes, true. However, from Roblun's many posts, Ionic's MAIL technology is less recycling than it is separation and refining. I believe that we can accept a broad range of feedstock. This is why long-loop is more strategically and competitively advantageous.

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 @IONIC_RE This is probably a simplistic take but...I am suprised IXR hasn't partnered up with MP Materials. I know they are keen on recycling, seems like we could speed things along.

Additionally, what US sites (as mentioned by Tim) looks most economically feasible IYO?

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Very welcome!

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Looking forward to it! Feedstock into MAIL process is interesting...considering how versatile it appears in terms of its sources.

[Solarian_ (CM & Defence Enthusiast) @Solarian_1]

@roblun1 Great and fair industry analysis. Keep it up Rob, you're insights are best in class. I'm sure it gets tiresome bonking the same old trolls on HC. The patient will be rewarded here.