The only hope for Western rare earth companies (and I say that specifically to distinguish from miners) is to develop new technology which could efficiently replace chemical leaching as the primary method of rare earth separation.
Ucore is developing a new technology with their partner and Texas Rare Earths is also doing this. Both are promising, but highly speculative. I have positions in both, and not because I think the rare earth market will recover, but because of their development of these technologies. I hope they are profitable from licensing or otherwise being an REE separations facility instead taking on a huge debt burden to mine some deposit they own.
News 
Market Data 
Discover 
