Jun. 15 at 12:47 PM
$UURAF Just re-upping this slide to add a bit of napkin math context. Using current Asia
$US/KG for just the Dy and Tb production of the 1st train, assuming UCore only captures roughly 10% of the oxide market for theses 2 HREEs, we are talking about ballpark 100 million in revenue. Again, just the Dy and Tb production capabilities from the 1ST TRAIN. And this does not consider any premium that will be put on non-Chinese product, noting that in 2027 Chinese RE cannot be used in US military applications.