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Wednesday, January 11, 2012 7:30:35 AM
Interesting, that is in line with the speculation we were bouncing around a few weeks ago that the North American / Free World split between EMM /EMD is not 80/20 when you back out Chinas usage, since China mostly uses EMM. It is not a farfetched idea that up to half (if not more) of our ore will go to future EMD sales.
Now the bad news: 1) We have not proven we can make EMD ...yet. 2) Even if we could, it will not be included in the pre-feas.
-Dan
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