Look at the volume on this already today
I cannot overemphasize that GW is “The Right Size” venture for its primary targeted market, which is the fabricators of rare earth permanent magnets of the dysprosium modified neodymium-iron-boron type. I believe it will be as it says it’s going to be a profitable 150-250 million dollar/yr revenue venture with a gross margin of 30%. It will grow from there, if it wants to, by increasing magnet alloy production fed by new discoveries or acquisitions of the correct critical metals it needs. GM is also “The Right Stuff.’
Picking off more than you can chew is an adolescent game and it always ends with someone kicking the s**t out of the one who aims too high.
Bet on the cautious guy who stops for water on his way up the mountain rather than the guy who thinks he can make it in a single leap.
Philosophy over. i’m more sold than ever on the GW model. I’m glad Mark Smith got the model right anyway.
Jack
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