Replies to post #64 on Neo Material Technologies (NEMFF)

[murrstir]

I'm on the fence. Here are a few thoughts of mine.

I think MCP got NEM on the cheap side, I wanted more, but I may be overly optimistic regarding the risk assoc. with operating in China. I think a counter offer would really generate some more interest.

As NEM CEO Konstantine (whatever) repeated on BNN today, NEM now has security of supply for RE; so that is good for them.

But if I understand this all correctly, MCP & their Mountain Pass project has LREE only, while NEM specializes in HREE. Someone else also mentioned this today; that MCP now needs an HREE supplier to complete the pie.

Until today, I was going to stay away from MCP, but if tomorrow or the next day, they may also announce the M&A of GWG:TSX, for example, as well, I would totally be on board with the whole venture.

[murrstir]

I'm on the fence. Here are a few thoughts of mine.

I think MCP got NEM on the cheap side, I wanted more, but I may be overly optimistic regarding the risk assoc. with operating in China. I think a counter offer would really generate some more interest.

As NEM CEO Konstantine (whatever) repeated on BNN today, NEM now has security of supply for RE; so that is good for them.

But if I understand this all correctly, MCP & their Mountain Pass project has LREE only, while NEM specializes in HREE. Someone else also mentioned this today; that MCP now needs an HREE supplier to complete the pie.

Until today, I was going to stay away from MCP, but tomorrow or the next day, they may also announce the M&A of GWG:TSX as well, and if so,I would be on board with the whole venture.